Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings4,021 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 318,284 | $187.4M | 6.8% | $472.59 | +23.46% | 9 qtrssince 2022-Q4 | Increased 64 |
VANGUARD S&P 500 ETF | 244,235 | $131.6M | 4.8% | $437.71 | +22.09% | 9 qtrssince 2022-Q4 | Decreased 0 |
ISHARES TR | 1.7M | $76M | 2.7% | $41.50 | +1.89% | 9 qtrssince 2022-Q4 | Increased 56 |
APPLE INC | 272,948 | $68.4M | 2.5% | $193.17 | +28.70% | 9 qtrssince 2022-Q4 | Decreased 0 |
MICROSOFT CORP | 118,746 | $50.1M | 1.8% | $380.28 | +10.90% | 9 qtrssince 2022-Q4 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 422,029 | $45M | 1.6% | $100.11 | +1.20% | 9 qtrssince 2022-Q4 | Increased 61 |
NVIDIA CORP | 322,974 | $43.4M | 1.6% | $117.30 | +17.18% | 9 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD INTERMEDIATE-TERM B | 458,716 | $34.3M | 1.2% | $68.76 | +1.80% | 9 qtrssince 2022-Q4 | Increased 51 |
AMAZON.COM INC | 152,562 | $33.5M | 1.2% | $162.38 | +36.29% | 9 qtrssince 2022-Q4 | Increased 46 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 54,894 | $32.2M | 1.2% | $534.95 | +8.68% | 9 qtrssince 2022-Q4 | Increased 49 |
ISHARES MSCI USA QUALITY FAC | 177,047 | $31.5M | 1.1% | $144.76 | +22.14% | 9 qtrssince 2022-Q4 | Increased 51 |
VANGUARD FTSE DEVELOPED ETF | 652,889 | $31.2M | 1.1% | $46.93 | -1.54% | 9 qtrssince 2022-Q4 | Increased 49 |
BLACKROCK ETF TRUST | 600,426 | $30.8M | 1.1% | $47.42 | +7.36% | 4 qtrssince 2024-Q1 | Increased 65 |
ISHARES S&P 500 GROWTH ETF | 277,321 | $28.2M | 1.0% | $88.07 | +15.77% | 9 qtrssince 2022-Q4 | Increased 52 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 239,051 | $27.5M | 1.0% | $105.36 | +7.49% | 9 qtrssince 2022-Q4 | Increased 46 |
ALPHABET INC-CL A | 116,637 | $22.1M | 0.8% | $141.99 | +34.16% | 9 qtrssince 2022-Q4 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 298,767 | $21M | 0.8% | $65.28 | +3.82% | 9 qtrssince 2022-Q4 | Increased 46 |
ISHARES MSCI EAFE VALUE ETF | 393,050 | $20.6M | 0.7% | $47.88 | +4.71% | 9 qtrssince 2022-Q4 | Increased 47 |
ISHARES TR | 212,263 | $20.6M | 0.7% | $89.41 | +1.82% | 9 qtrssince 2022-Q4 | Increased 65 |
ISHARES MSCI EAFE GROWTH ETF | 207,942 | $20.1M | 0.7% | $92.05 | +2.74% | 9 qtrssince 2022-Q4 | Increased 48 |
Farther Finance Advisors, LLC manages $2.8B across 4021 positions as of Q4 2024. Top holdings: IVV (6.8%), VOO (4.8%), IUSB (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 243 new positions, 241 exits, 1297 increased. Top move: DYNF (INCREASED, conviction 65). Portfolio: $2.8B across 4021 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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