Farther Finance Advisors, LLC Portfolio Holdings

Farther Finance Advisors, LLC

  • $2.77 Trillion
  • Q4 2024

Farther Finance Advisors, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.77 Trillion distributed in 4021 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $187B, Vanguard Index Fds S&P 500 ETF with a value of $132B, Ishares Core Total Usd Bond Ma with a value of $76B, Apple Inc. with a value of $68.4B, and Microsoft Corp with a value of $50.1B.

Examining the 13F form we can see an increase of $100B in the current position value, from $2.67T to 2.77T. Also it can be appreciated an additional of 255 stocks purchases and 6 closed positions.

Farther Finance Advisors, LLC is based out at San Francisco, CA

Below you can find more details about Farther Finance Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.77 Trillion
Technology: $280 Billion
Financial Services: $133 Billion
Consumer Cyclical: $98.8 Billion
Healthcare: $82.8 Billion
Industrials: $77.5 Billion
Communication Services: $75.5 Billion
Consumer Defensive: $62.1 Billion
Energy: $39.9 Billion
Other: $64.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.46B
$16.9 Million 0.0% of portfolio
624
Q4 2024 Reduced 4.0%
$121M
$124 Million 0.0% of portfolio
37,665
Q4 2024 Added 0.2%
$1.48B
$1.34 Million 0.0% of portfolio
142
Q4 2022 New
$3.95B
$3.92 Million 0.0% of portfolio
162
Q4 2024 Reduced 80.36%
$2.75B
$3.52 Million 0.0% of portfolio
66
Q4 2024 Reduced 89.42%
$489M
$158,000 0.0% of portfolio
28
Q4 2024 Reduced 3.45%
Vestis Corporation Com Shs
-
$991,000 0.0% of portfolio
-
Q3 2024 Reduced 67.01%
$845M
$2.13 Million 0.0% of portfolio
50
Q3 2024 Added 8.7%
$860M
$672,000 0.0% of portfolio
79
Q4 2024 Added 393.75%
$13B
$137 Million 0.0% of portfolio
11,035
Q4 2024 Added 29.5%
$2.82B
$556,000 0.0% of portfolio
55
Q3 2024 Reduced 86.25%
$4.83B
$41.2 Million 0.0% of portfolio
629
Q4 2024 Added 9.39%
$0
$64.3 Million 0.0% of portfolio
933
Q4 2024 New
$0
$25.8 Million 0.0% of portfolio
413
Q3 2024 Added 61.33%
$0
$120 Million 0.0% of portfolio
2,016
Q4 2024 Added 120.57%
$0
$3.33 Million 0.0% of portfolio
45
Q2 2024 Reduced 4.26%
$2.48B
$7.24 Million 0.0% of portfolio
180
Q4 2024 Reduced 42.12%
$1.03B
$749,000 0.0% of portfolio
117
Q1 2024 Added 125.0%
Vincerx Pharma Inc Com New
-
$3,000 0.0% of portfolio
-
Q3 2024 New
Viper Energy Inc Cl A
-
$28.8 Million 0.0% of portfolio
-
Q3 2024 Added 328.47%
$9.52B
$7.36 Million 0.0% of portfolio
546
Q4 2024 Added 38.23%
Virgin Galactic Holdings Inc Com New
-
$1.69 Million 0.0% of portfolio
-
Q4 2024 Added 11.63%
$730M
$19,000 0.0% of portfolio
1
Q4 2023 New
Virnetx Hldg Corp Com
-
$1.18 Million 0.0% of portfolio
-
Q3 2024 New
$4.01B
$5.71 Million 0.0% of portfolio
160
Q4 2024 Reduced 60.69%
$0
$951,000 0.0% of portfolio
274
Q2 2024 New
$0
$22.4 Million 0.0% of portfolio
1,023
Q4 2024 Added 2.3%
$1.38B
$5.29 Million 0.0% of portfolio
24
Q4 2024 Reduced 52.94%
$0
$85.2 Million 0.0% of portfolio
3,916
Q3 2024 Added 502.46%
$2.24B
$10 Million 0.0% of portfolio
592
Q4 2024 Reduced 76.04%
$4.59B
$22.2 Million 0.0% of portfolio
411
Q4 2024 Reduced 0.24%
$2.27B
$12.2 Million 0.0% of portfolio
138
Q4 2024 Reduced 0.72%
$2.09B
$221,000 0.0% of portfolio
6
Q3 2024 Reduced 53.85%
$831M
$742,000 0.0% of portfolio
24
Q4 2024 Added 380.0%
$1.47B
$1.77 Million 0.0% of portfolio
47
Q4 2024 Reduced 9.62%
Vitesse Energy Inc Common Stock
-
$9.93 Million 0.0% of portfolio
-
Q4 2024 Reduced 23.36%
$341M
$855,000 0.0% of portfolio
500
Q4 2024 New
$23.6B
$16.7 Million 0.0% of portfolio
1,966
Q4 2024 Reduced 19.89%
$6.06B
$82.9 Million 0.0% of portfolio
2,273
Q4 2024 Added 44.5%
$8.24B
$102 Million 0.0% of portfolio
2,428
Q4 2024 Added 8.93%
Vroom Inc Com New
-
$36,000 0.0% of portfolio
-
Q1 2024 New
$222M
$2.43 Million 0.0% of portfolio
1,462
Q4 2024 Reduced 40.62%
$652M
$257,000 0.0% of portfolio
15
Q4 2024 Reduced 62.5%
$1.97B
$1.58 Million 0.0% of portfolio
49
Q4 2024 Added 345.45%
$8.75B
$71.5 Million 0.0% of portfolio
7,661
Q4 2024 Added 31.38%
$3.12B
$7.29 Million 0.0% of portfolio
75
Q4 2024 Reduced 38.02%
$1.18B
$0 0.0% of portfolio
842
Q3 2024 Added 10.5%
$2.53B
$8.04 Million 0.0% of portfolio
332
Q3 2024 Added 2.15%
$24.7B
$107 Million 0.0% of portfolio
10,133
Q4 2024 Added 0.76%

Summary

  • Portfolio
  • No. of Stocks 4,021
  • Current Value $2.77 Trillion
  • Prior Value $2.67 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 255 stocks
  • Additional Purchases 1,293 stocks
  • Sold out of 6 stocks
  • Reduced holdings in 1,597 stocks
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