Farther Finance Advisors, LLC Purchases in Q1 2025

Farther Finance Advisors, LLC

  • $3.92 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NJR
New Jersey Resources Corp

Utilities
847
+ 83.7%
$45.25 - $49.37 $38.3K - $41.8K
1.86K $91.3M
IXG
Ishares Global Fin'L ETF

ETFs
419
+ 423.23%
$94.45 - $105.01 $39.6K - $44K
518 $53.3M
FANG
Diamondback Energy, Inc.

Energy
287
+ 35.96%
$139.9 - $180.18 $40.2K - $51.7K
1.09K $174M
HOOD
Robinhood Markets, Inc.

Technology
265
+ 4.0%
$35.63 - $65.28 $9.44K - $17.3K
6.89K $290M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
3.55K
New
$11.34 - $12.23 $40.2K - $43.4K
3.55K $43.4M
CTSH
Cognizant Technology Solutions Corp

Technology
591
+ 13.99%
$75.32 - $90.7 $44.5K - $53.6K
4.81K $368M
MLM
Martin Marietta Materials Inc

Basic Materials
109
+ 34.71%
$460.39 - $552.64 $50.2K - $60.2K
423 $205M
DLB
Dolby Laboratories, Inc.

Industrials
524
+ 239.27%
$76.37 - $87.32 $40K - $45.8K
743 $59.9M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1.92K
+ 44.59%
$22.83 - $23.75 $43.8K - $45.6K
6.22K $144M
LYV
Live Nation Entertainment, Inc.

Communication Services
313
+ 72.62%
$115.79 - $154.66 $36.2K - $48.4K
744 $98.2M
ELS
Equity Lifestyle Properties Inc

Real Estate
635
+ 78.69%
$64.36 - $69.32 $40.9K - $44K
1.44K $96M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
869
+ 223.39%
$47.59 - $48.33 $41.4K - $42K
1.26K $60.7M
MSM
Msc Industrial Direct CO Inc

Industrials
537
+ 895.0%
$74.45 - $83.08 $40K - $44.6K
597 $46.5M
BAP
Credicorp LTD

Financial Services
217
+ 2170.0%
$178.97 - $197.4 $38.8K - $42.8K
227 $43.7M
AFBI
Affinity Bancshares, Inc.

Financial Services
2.08K
+ 14.58%
$17.44 - $20.18 $36.2K - $41.9K
16.3K $291M
GBCI
Glacier Bancorp, Inc.

Financial Services
1K
+ 252.14%
$43.81 - $52.23 $43.9K - $52.3K
1.4K $61.6M
IAK
Ishares Tr

ETFs
300
New
$121.85 - $137.9 $36.6K - $41.4K
300 $41.5M
INTT
Intest Corp

Technology
6K
New
$6.99 - $9.5 $41.9K - $57K
6K $41.1M
JAMF
Jamf Holding Corp.

Technology
3.3K
New
$12.15 - $15.96 $40.1K - $52.7K
3.3K $40.9M
HESM
Hess Midstream LP

Energy
941
+ 840.18%
$37.59 - $43.88 $35.4K - $41.3K
1.05K $44.7M
EXR
Extra Space Storage Inc.

Real Estate
286
+ 24.28%
$143.8 - $161.28 $41.1K - $46.1K
1.46K $216M
Pgim Aaa Clo ETF
788
New
N/A
788 $40.3M
LENB
Lennar Corporation Cl B
398
+ 318.4%
N/A
523 $56.7M
GNTX
Gentex Corp

Consumer Cyclical
3.1K
+ 50.09%
$23.3 - $28.48 $72.2K - $88.2K
9.28K $218M
CMA
Comerica Inc

Financial Services
929
+ 24.01%
$56.11 - $68.38 $52.1K - $63.5K
4.8K $279M
EXPO
Exponent Inc

Industrials
753
+ 29.87%
$78.9 - $93.95 $59.4K - $70.7K
3.27K $265M
Gladstone Capital Corp Com New
1.5K
+ 78.2%
N/A
3.41K $94.1M
MIN
Mfs Intermediate Income Trust

Financial Services
14.6K
New
$2.64 - $2.72 $38.5K - $39.6K
14.6K $39.5M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.56K
+ 64.47%
$24.6 - $24.99 $38.4K - $39K
3.98K $99.2M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1.65K
New
$23.53 - $25.24 $38.9K - $41.7K
1.65K $39.4M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.58K
New
$24.66 - $26.1 $38.9K - $41.2K
1.58K $39.4M
EIX
Edison International

Utilities
1.66K
+ 60.21%
$50.06 - $80.01 $82.9K - $133K
4.41K $259M
ASH
Ashland Global Holdings Inc

Basic Materials
684
+ 2736.0%
$55.87 - $73.16 $38.2K - $50K
709 $41M
FTS
Fortis Inc.

Utilities
820
+ 286.71%
$40.49 - $45.58 $33.2K - $37.4K
1.11K $51M
TAXF
American Centy ETF Tr Diversif

ETFs
788
New
$49.19 - $50.86 $38.8K - $40.1K
788 $39.1M
TWLO
Twilio Inc

Communication Services
487
+ 55.15%
$94.9 - $148.35 $46.2K - $72.2K
1.37K $134M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
434
+ 390.99%
$85.24 - $94.86 $37K - $41.2K
545 $48.4M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
2.66K
+ 541.75%
$14.03 - $17.33 $37.3K - $46.1K
3.15K $46.9M
IJUL
Innovator Etfs Tr

ETFs
1.33K
New
$27.58 - $29.96 $36.6K - $39.8K
1.33K $38.7M
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
925
+ 46.53%
$97.42 - $141.16 $90.1K - $131K
2.91K $305M
RY
Royal Bank Of Canada

Financial Services
831
+ 10.23%
$108.81 - $123.4 $90.4K - $103K
8.96K $1.02B
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.79K
+ 91.7%
$20.82 - $22.08 $37.3K - $39.5K
3.74K $80.2M
LOGI
Logitech International S.A.

Technology
438
+ 87.25%
$81.64 - $105.06 $35.8K - $46K
940 $79.9M
JBGS
Jbg Smith Properties

Real Estate
2.39K
+ 1052.86%
$14.0 - $16.11 $33.5K - $38.5K
2.62K $41.7M
ITT
Itt Inc.

Industrials
331
+ 72.75%
$128.71 - $153.88 $42.6K - $50.9K
786 $103M
TRIN
Trinity Capital Inc.

Financial Services
2.45K
New
$14.26 - $16.56 $34.9K - $40.6K
2.45K $38M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
1.6K
New
$23.55 - $23.74 $37.7K - $38K
1.6K $37.8M
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
1.9K
New
$19.51 - $20.4 $37K - $38.7K
1.9K $37.8M
Return Stacked Bonds & Managed Futures ETF
2.25K
New
N/A
2.25K $37.8M
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
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