Farther Finance Advisors, LLC Sells in Q4 2024

Farther Finance Advisors, LLC

  • $2.77 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
-3.24K
- 7.7%
$90.22 - $102.31 $292K - $331K
38.8K $3.52B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-36K
- 76.59%
$22.72 - $23.0 $818K - $828K
11K $251M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-8.49K
- 25.62%
$102.46 - $110.17 $870K - $936K
24.7K $2.61B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-16.2K
- 86.35%
N/A
2.56K $129M
PM
Philip Morris International Inc.

Consumer Defensive
-6.53K
- 24.55%
$118.38 - $133.06 $773K - $869K
20.1K $2.42B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-5.06K
- 12.51%
$99.2 - $108.47 $502K - $549K
35.4K $3.52B
CLX
Clorox CO

Consumer Defensive
-4.66K
- 49.88%
$156.51 - $169.74 $729K - $791K
4.68K $760M
WDAY
Workday, Inc.

Technology
-3.29K
- 49.17%
$233.85 - $279.91 $769K - $921K
3.4K $878M
MLPB
Ubs Ag

ETFs
-30.4K
- 87.36%
$23.6 - $27.14 $718K - $825K
4.4K $111M
GS
Goldman Sachs Group Inc

Financial Services
-1.7K
- 54.19%
$486.1 - $608.57 $827K - $1.04M
1.44K $824M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-7.6K
- 3.61%
$25.61 - $28.0 $195K - $213K
203K $5.24B
DFAE
Dimensional ETF Tr

ETFs
-22.6K
- 44.62%
$25.36 - $28.15 $573K - $636K
28K $711M
IRM
Iron Mountain Inc

Real Estate
-5.12K
- 52.74%
$101.62 - $128.14 $520K - $656K
4.59K $482M
TEI
Templeton Emerging Markets Income Fund

Financial Services
-113K
- 91.39%
$5.09 - $5.89 $574K - $664K
10.6K $54.5M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-18.9K
- 21.24%
$33.62 - $35.69 $636K - $675K
70.2K $2.37B
AMT
American Tower Corp

Real Estate
-2.17K
- 48.97%
$179.4 - $232.01 $389K - $503K
2.26K $414M
AFL
Aflac Inc

Financial Services
-4.64K
- 33.66%
$100.37 - $115.27 $465K - $534K
9.14K $945M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
-82.1K
- 89.75%
$5.84 - $6.96 $479K - $571K
9.38K $55.3M
UHS
Universal Health Services Inc

Healthcare
-2.42K
- 90.5%
$175.8 - $236.9 $425K - $573K
254 $45.6M
RFG
Invesco Exchange Traded Fd Tr

ETFs
-11.5K
- 94.1%
$47.9 - $53.39 $549K - $612K
719 $34.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.41K
- 3.34%
$58.88 - $64.8 $142K - $156K
69.8K $4.11B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-11.8K
- 81.86%
$43.84 - $48.76 $519K - $577K
2.62K $115M
STLA
Stellantis N.V.

Consumer Cyclical
-38.7K
- 94.76%
$12.37 - $13.99 $479K - $541K
2.14K $28M
ABBV
Abb Vie Inc.

Healthcare
-458
- 1.97%
$164.99 - $203.87 $75.6K - $93.4K
22.8K $4.05B
VT
Vanguard Total World Stk Index

ETFs
-4.05K
- 13.88%
$117.09 - $123.07 $474K - $499K
25.1K $2.95B
HD
Home Depot, Inc.

Consumer Cyclical
-458
- 2.05%
$385.02 - $431.37 $176K - $198K
21.8K $8.49B
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
-85.3K
- 89.69%
$5.74 - $6.31 $490K - $538K
9.8K $56.9M
K
Kellogg CO

Consumer Defensive
-6.61K
- 71.05%
$80.34 - $81.29 $531K - $538K
2.69K $218M
TDIV
First Trust Nasdaq Technology

ETFs
-6.48K
- 99.98%
$78.03 - $82.13 $506K - $532K
1 $78K
CFG
Citizens Financial Group Inc

Financial Services
-13K
- 74.16%
$39.92 - $48.46 $517K - $628K
4.51K $198M
NRG
Nrg Energy, Inc.

Utilities
-5.32K
- 74.28%
$85.3 - $101.61 $454K - $541K
1.84K $166M
BOND
Pimco Active Bond Exchange Tra

ETFs
-3.71K
- 10.91%
$90.42 - $94.5 $335K - $350K
30.3K $2.74B
JLL
Jones Lang Lasalle Inc

Real Estate
-1.74K
- 86.84%
$246.93 - $283.67 $428K - $492K
263 $66.6M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-4.41K
- 80.77%
$110.69 - $154.48 $488K - $680K
1.05K $133M
MCHP
Microchip Technology Inc

Technology
-4.98K
- 62.61%
$55.51 - $79.05 $276K - $393K
2.97K $170M
FMC
Fmc Corp

Basic Materials
-4.1K
- 26.69%
$47.86 - $66.62 $196K - $273K
11.2K $547M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-8.51K
- 26.93%
$46.07 - $48.17 $392K - $410K
23.1K $1.06B
TJX
Tjx Companies Inc

Consumer Cyclical
-4.2K
- 25.39%
$112.15 - $127.2 $471K - $534K
12.3K $1.49B
CVX
Chevron Corp

Energy
-1.89K
- 2.56%
$141.15 - $162.53 $266K - $307K
71.8K $10.4B
UBER
Uber Technologies, Inc

Technology
-3.28K
- 19.65%
$59.93 - $86.34 $197K - $283K
13.4K $809M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-7.65K
- 13.04%
$66.77 - $71.52 $511K - $547K
51K $3.52B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-2.16K
- 62.53%
$260.53 - $404.79 $564K - $876K
1.3K $496M
DE
Deere & CO

Industrials
-1.09K
- 30.15%
$389.45 - $466.0 $425K - $508K
2.53K $1.07B
RWX
Spdr Dow Jones International R

ETFs
-15.6K
- 93.19%
$22.73 - $27.57 $355K - $430K
1.14K $26.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-10.2K
- 2.45%
$22.39 - $23.45 $228K - $239K
405K $9.31B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-4.2K
- 20.72%
$100.22 - $100.73 $421K - $423K
16.1K $1.61B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-3.1K
- 41.23%
$82.28 - $117.52 $255K - $364K
4.41K $374M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-16.5K
- 81.82%
$25.0 - $25.11 $413K - $414K
3.67K $91.9M
HWM
Howmet Aerospace Inc.

Industrials
-4.56K
- 49.24%
$99.72 - $120.09 $455K - $548K
4.7K $515M
Activity Summary
Buys All Purchases 1548 New Holdings 255 Increased Positions 1293 Sells All Sells 1603 Reductions 1597 Sold out 6 Options Calls 1 Puts 0
Track This Portfolio

Track Farther Finance Advisors, LLC Portfolio

Follow Farther Finance Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Farther Finance Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Farther Finance Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email