Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings3,834 positions
ISHARES TR | 261,052 | $143.2M | 6.9% | $447.56 | +18.85% | 7 qtrssince 2022-Q4 | Increased 69 |
VANGUARD INDEX FDS | 215,513 | $108M | 5.2% | $421.04 | +15.60% | 7 qtrssince 2022-Q4 | Increased 62 |
NVIDIA CORPORATION | 758,488 | $94.3M | 4.6% | $56.49 | +118.07% | 7 qtrssince 2022-Q4 | Increased 88 |
APPLE INC | 242,375 | $52.5M | 2.5% | $181.48 | +14.96% | 7 qtrssince 2022-Q4 | Increased 58 |
ISHARES TR | 1.1M | $49.1M | 2.4% | $40.62 | +1.70% | 7 qtrssince 2022-Q4 | Increased 60 |
MICROSOFT CORP | 99,508 | $45.4M | 2.2% | $363.49 | +20.83% | 7 qtrssince 2022-Q4 | Increased 66 |
SPINNAKER ETF SERIES | 1.8M | $38.5M | 1.9% | $18.83 | +4.83% | 5 qtrssince 2023-Q2 | Increased 48 |
VANGUARD BD INDEX FDS | 411,526 | $30.6M | 1.5% | $68.59 | +0.01% | 7 qtrssince 2022-Q4 | Increased 46 |
ISHARES TR | 153,907 | $26.2M | 1.3% | $139.66 | +19.61% | 7 qtrssince 2022-Q4 | Increased 52 |
AMAZON COM INC | 132,331 | $26.1M | 1.3% | $157.84 | +22.43% | 7 qtrssince 2022-Q4 | Increased 69 |
ISHARES TR | 219,344 | $23.3M | 1.1% | $98.65 | +0.91% | 7 qtrssince 2022-Q4 | Increased 54 |
| 302,650 | $23.1M | 1.1% | — | — | 7 qtrssince 2022-Q4 | Decreased 0 | |
VANGUARD TAX-MANAGED FDS | 419,536 | $20.8M | 1.0% | $44.99 | +3.32% | 7 qtrssince 2022-Q4 | Increased 61 |
ALPHABET INC | 107,321 | $19.6M | 1.0% | $139.94 | +29.09% | 7 qtrssince 2022-Q4 | Increased 52 |
ISHARES TR | 176,382 | $18.7M | 0.9% | $101.62 | +1.14% | 7 qtrssince 2022-Q4 | Increased 48 |
ISHARES TR | 195,430 | $18.2M | 0.9% | $83.74 | +9.42% | 7 qtrssince 2022-Q4 | Increased 62 |
STATE STR SPDR S&P 500 ETF T | 32,663 | $17.8M | 0.9% | $510.06 | +3.97% | 7 qtrssince 2022-Q4 | Increased 64 |
ISHARES TR | 239,746 | $17.4M | 0.8% | $64.06 | +7.60% | 7 qtrssince 2022-Q4 | Increased 42 |
ISHARES TR | 149,071 | $15.2M | 0.7% | $89.70 | +10.40% | 7 qtrssince 2022-Q4 | Increased 51 |
VANGUARD SCOTTSDALE FDS | 259,745 | $15M | 0.7% | $53.35 | +0.53% | 7 qtrssince 2022-Q4 | Increased 53 |
Farther Finance Advisors, LLC manages $2.1B across 3834 positions as of Q2 2024. Top holdings: IVV (6.9%), VOO (5.2%), NVDA (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 410 new positions, 171 exits, 2057 increased. Top move: NVDA (INCREASED, conviction 88). Portfolio: $2.1B across 3834 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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
Verify source filings on SEC EDGAR