Farrell Financial LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $14.7B, Schwab Strategic Tr Us Large C with a value of $9.81B, Vanguard World Fd Esg U.S. Sto with a value of $8.72B, Apple Inc. with a value of $7.09B, and Vanguard Intermediate Term Cor with a value of $6.3B.

Examining the 13F form we can see an decrease of $2.53B in the current position value, from $140B to 137B.

Farrell Financial LLC is based out at Orchard Park, NY

Below you can find more details about Farrell Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $137 Billion
ETFs: $116 Billion
Technology: $12.2 Billion
Financial Services: $5.54 Billion
Consumer Cyclical: $2.16 Billion
Consumer Defensive: $718 Million
Energy: $421 Million
Healthcare: $211 Million
Communication Services: $205 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $137 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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