Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings4,304 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 400,853 | $226M | 5.8% | $489.10 | +13.01% | 10 qtrssince 2022-Q4 | Increased 73 |
VANGUARD S&P 500 ETF | 285,979 | $147.5M | 3.8% | $447.73 | +13.09% | 10 qtrssince 2022-Q4 | Increased 65 |
APPLE INC | 488,752 | $109.1M | 2.8% | $205.36 | +7.50% | 10 qtrssince 2022-Q4 | Increased 79 |
ISHARES TR | 2M | $93.1M | 2.4% | $41.82 | +3.78% | 10 qtrssince 2022-Q4 | Increased 61 |
O'REILLY AUTOMOTIVE INC | 50,957 | $73M | 1.9% | $93.74 | +0.18% | 10 qtrssince 2022-Q4 | Increased 75 |
VANGUARD TOTAL BOND MARKET | 815,260 | $59.9M | 1.5% | $68.28 | +1.73% | 10 qtrssince 2022-Q4 | Increased 75 |
VANGUARD FTSE DEVELOPED ETF | 1.1M | $56.1M | 1.4% | $48.08 | +3.48% | 10 qtrssince 2022-Q4 | Increased 68 |
MICROSOFT CORP | 145,618 | $55.7M | 1.4% | $379.64 | -0.75% | 10 qtrssince 2022-Q4 | Increased 56 |
ISHARES 0-3 MONTH TREASURY B | 546,328 | $54.8M | 1.4% | $94.77 | +0.55% | 10 qtrssince 2022-Q4 | Increased 75 |
NVIDIA CORP | 479,890 | $52.9M | 1.3% | $114.80 | -4.48% | 10 qtrssince 2022-Q4 | Increased 64 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 84,669 | $47.5M | 1.2% | $540.54 | +1.91% | 10 qtrssince 2022-Q4 | Increased 65 |
ISHARES NATIONAL MUNI BOND E | 441,351 | $46.6M | 1.2% | $100.14 | +0.63% | 10 qtrssince 2022-Q4 | Increased 48 |
ISHARES MSCI USA QUALITY FAC | 258,131 | $44.2M | 1.1% | $152.16 | +10.61% | 10 qtrssince 2022-Q4 | Increased 63 |
VANGUARD INTERMEDIATE-TERM B | 526,783 | $40.3M | 1.0% | $69.20 | +4.31% | 10 qtrssince 2022-Q4 | Increased 52 |
AMAZON.COM INC | 204,311 | $39.3M | 1.0% | $170.06 | +13.32% | 10 qtrssince 2022-Q4 | Increased 59 |
ISHARES S&P 500 GROWTH ETF | 368,731 | $34.5M | 0.9% | $89.10 | +3.52% | 10 qtrssince 2022-Q4 | Increased 52 |
BLACKROCK ETF TRUST | 692,343 | $33.9M | 0.9% | $47.51 | +1.26% | 5 qtrssince 2024-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 56,127 | $29.9M | 0.8% | $398.06 | +32.22% | 10 qtrssince 2022-Q4 | Increased 51 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 272,607 | $28.6M | 0.7% | $105.04 | -2.17% | 10 qtrssince 2022-Q4 | Increased 46 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 56,247 | $26.6M | 0.7% | $445.95 | +4.78% | 10 qtrssince 2022-Q4 | Increased 56 |
Farther Finance Advisors, LLC manages $3.9B across 4304 positions as of Q1 2025. Top holdings: IVV (5.8%), VOO (3.8%), AAPL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 506 new positions, 224 exits, 2008 increased. Top move: AAPL (INCREASED, conviction 79). Portfolio: $3.9B across 4304 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer