Farther Finance Advisors, LLC Reduced Holdings in Q1 2025

Farther Finance Advisors, LLC

  • $3.92 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
-136K
- 32.52%
$24.1 - $24.34 $3.27M - $3.3M
281K $6.83B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-150K
- 71.07%
$20.2 - $22.24 $3.03M - $3.33M
61K $1.31B
EFG
Msci Eafe Growth ETF

ETFs
-34.7K
- 16.68%
$96.1 - $106.37 $3.33M - $3.69M
173K $17.4B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-14.1K
- 67.86%
$162.48 - $175.37 $2.29M - $2.47M
6.68K $1.16B
SMOT
Vaneck ETF Tr Morningstar Smid
-50.7K
- 18.25%
N/A
227K $7.46B
IFRA
Ishares Tr

ETFs
-40.8K
- 57.46%
$44.8 - $49.25 $1.83M - $2.01M
30.2K $1.37B
Innovator Premium Income 20 Barrier ETF April
-77.5K
- 94.52%
N/A
4.49K $110M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-38.2K
- 83.83%
$48.32 - $51.22 $1.85M - $1.96M
7.37K $370M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-13.9K
- 13.16%
N/A
91.5K $8.02B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-45.5K
- 16.68%
$42.5 - $46.71 $1.93M - $2.12M
227K $10.3B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-39.1K
- 57.73%
$32.49 - $37.99 $1.27M - $1.49M
28.6K $965M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-41K
- 11.83%
$29.34 - $31.31 $1.2M - $1.28M
305K $9.1B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-38.6K
- 7.08%
$21.75 - $24.28 $840K - $937K
507K $11.2B
VBR
Vanguard Small Cap Value ETF

ETFs
-4.51K
- 10.27%
$183.02 - $207.75 $825K - $936K
39.4K $7.35B
SGOL
Abrdn Gold ETF Trust

ETFs
-52K
- 93.82%
$25.14 - $29.82 $1.31M - $1.55M
3.42K $102M
IWV
Ishares Russell 3000 ETF

ETFs
-3.76K
- 75.23%
$313.1 - $349.83 $1.18M - $1.31M
1.24K $394M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-9.39K
- 89.73%
$120.5 - $145.97 $1.13M - $1.37M
1.08K $142M
DASH
Door Dash, Inc.

Communication Services
-6.99K
- 75.7%
$168.37 - $213.38 $1.18M - $1.49M
2.24K $409M
FYC
First Trust Small Cap Growth A

ETFs
-14.6K
- 99.44%
$68.13 - $80.57 $994K - $1.18M
82 $5.64M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-42.6K
- 78.24%
N/A
11.9K $282M
LRGF
Ishares Tr

ETFs
-11.5K
- 11.88%
$56.95 - $63.95 $653K - $733K
85K $4.94B
ENSG
Ensign Group, Inc

Healthcare
-6.61K
- 78.73%
$125.4 - $148.86 $829K - $984K
1.79K $233M
ACN
Accenture PLC

Technology
-76
- 0.37%
$300.91 - $398.25 $22.9K - $30.3K
20.5K $6.41B
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
-9.64K
- 8.93%
$38.78 - $44.63 $374K - $430K
98.3K $3.84B
SYF
Synchrony Financial

Financial Services
-11.2K
- 82.4%
$51.9 - $70.63 $580K - $789K
2.39K $127M
Doubleline Mortgage ETF
-15.6K
- 68.92%
N/A
7.06K $346M
AVSC
American Centy ETF Tr Avantis
-9.24K
- 20.19%
$48.08 - $56.12 $444K - $519K
36.5K $1.77B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-15.7K
- 9.33%
$47.33 - $47.92 $745K - $754K
153K $7.28B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.07K
- 6.16%
$120.24 - $134.3 $369K - $412K
46.7K $5.72B
SVOL
Simplify ETF Simplify Volatili

ETFs
-29.5K
- 53.22%
$17.92 - $21.7 $529K - $641K
25.9K $475M
GDDY
Go Daddy Inc.

Technology
-3.18K
- 92.63%
$172.13 - $214.35 $548K - $682K
253 $45.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.77K
- 38.37%
$156.61 - $168.02 $590K - $633K
6.05K $972M
AXON
Axon Enterprise, Inc.

Industrials
-973
- 66.83%
$496.65 - $710.01 $483K - $691K
483 $261M
GBIL
Goldman Sachs Access Treasury

ETFs
-5.91K
- 9.96%
$99.85 - $100.19 $590K - $592K
53.4K $5.34B
EXPE
Expedia Group, Inc.

Consumer Cyclical
-3.03K
- 66.89%
$157.11 - $206.52 $476K - $626K
1.5K $252M
SUB
Ishares Short Term National Mu

ETFs
-4.97K
- 20.17%
$105.3 - $106.24 $524K - $528K
19.7K $2.08B
KKR
Kkr & Co. Inc.

Financial Services
-511
- 3.35%
$108.17 - $167.07 $55.3K - $85.4K
14.7K $1.73B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-5.02K
- 11.67%
$94.86 - $97.12 $476K - $488K
38K $3.61B
FTXL
First Tr ETF Vi Nasdaq Semicon
-4.53K
- 39.21%
N/A
7.02K $533M
PANW
Palo Alto Networks Inc

Technology
-1.89K
- 14.69%
$167.82 - $208.28 $318K - $394K
11K $1.88B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-4.62K
- 70.14%
$77.67 - $90.15 $359K - $416K
1.97K $155M
LBRT
Liberty Energy Inc.

Energy
-18.2K
- 73.53%
$14.13 - $23.12 $258K - $422K
6.57K $104M
TECH
Bio Techne Corp

Healthcare
-5.04K
- 75.61%
$58.47 - $78.75 $294K - $397K
1.62K $93.1M
CTRE
Care Trust Reit, Inc.

Real Estate
-14.3K
- 90.58%
$24.93 - $29.13 $356K - $416K
1.49K $42.3M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-13K
- 74.08%
$28.92 - $29.24 $377K - $381K
4.57K $133M
FTSL
First Trust Senior Ln Fund

ETFs
-8.14K
- 88.61%
$45.65 - $46.48 $371K - $378K
1.05K $47.7M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-32.7K
- 48.8%
$12.61 - $14.92 $412K - $488K
34.3K $496M
AVUS
American Centy ETF Tr Avantis

ETFs
-1.62K
- 3.34%
$90.7 - $101.57 $147K - $165K
46.9K $4.35B
RWM
Proshares Short Russell2000

ETFs
-18.8K
- 99.97%
$18.05 - $21.08 $340K - $397K
6 $125K
Activity Summary
Buys All Purchases 2522 New Holdings 516 Increased Positions 2006 Sells All Sells 1018 Reductions 1007 Sold out 11 Options Calls 0 Puts 1
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