Farther Finance Advisors, LLC Incresed Positions in Q1 2025

Farther Finance Advisors, LLC

  • $3.92 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4.82K
+ 122.11%
$30.38 - $34.94 $146K - $168K
8.77K $307M
XLI
Industrial Sector Spdr

ETFs
1.35K
+ 19.27%
$128.78 - $141.67 $174K - $192K
8.38K $1.1B
PIPR
Piper Sandler Companies

Financial Services
978
+ 70.31%
$244.29 - $323.68 $239K - $317K
2.37K $596M
PEG
Public Service Enterprise Group Inc

Utilities
2.2K
+ 58.06%
$78.2 - $90.39 $172K - $198K
5.98K $498M
DCI
Donaldson CO Inc

Industrials
2.61K
+ 71.69%
$66.51 - $72.28 $173K - $188K
6.24K $421M
L
Loews Corp

Financial Services
1.68K
+ 65.46%
$81.13 - $91.91 $137K - $155K
4.25K $392M
PAX
Patria Investments LTD

Financial Services
15.2K
+ 72404.76%
$10.85 - $12.72 $165K - $193K
15.2K $174M
CMS
Cms Energy Corp

Utilities
2.18K
+ 195.17%
$64.99 - $75.11 $142K - $164K
3.3K $248M
UCTT
Ultra Clean Holdings, Inc.

Technology
9.82K
+ 444.28%
$21.41 - $39.15 $210K - $385K
12K $253M
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.75K
+ 7244.74%
$59.97 - $70.03 $165K - $193K
2.79K $175M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.47K
+ 63.3%
$158.1 - $217.71 $232K - $319K
3.78K $601M
USXF
Ishares Esg Advanced Msci Usa

Technology
4.86K
+ 25.36%
$46.38 - $52.65 $225K - $256K
24K $1.12B
FNDX
Schwab Fundamental U S Large C

ETFs
7.26K
+ 90.28%
$23.03 - $25.01 $167K - $182K
15.3K $361M
DVN
Devon Energy Corp

Energy
2.25K
+ 12.77%
$33.15 - $38.55 $74.6K - $86.7K
19.9K $746M
OMC
Omnicom Group Inc.

Communication Services
2.51K
+ 51.06%
$79.43 - $88.34 $199K - $222K
7.42K $592M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.52K
+ 222.29%
$110.9 - $132.93 $168K - $202K
2.2K $253M
OTIS
Otis Worldwide Corp

Industrials
1.47K
+ 106.31%
$90.77 - $104.01 $133K - $152K
2.85K $296M
Jacobs Solutions Inc Com
1.62K
+ 62.75%
N/A
4.2K $512M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.61K
+ 31.75%
$61.9 - $66.89 $162K - $175K
10.8K $688M
OVV
Ovintiv Inc.

Energy
3.78K
+ 1012.33%
$37.84 - $45.91 $143K - $173K
4.15K $182M
CB
Chubb LTD

Financial Services
239
+ 6.35%
$257.71 - $301.99 $61.6K - $72.2K
4.01K $1.21B
DFAI
Dimensional ETF Tr

ETFs
2.72K
+ 6.94%
$28.88 - $32.4 $78.5K - $88K
41.9K $1.31B
SPGI
S&P Global Inc.

Financial Services
216
+ 5.03%
$478.26 - $543.77 $103K - $117K
4.51K $2.3B
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1.8K
+ 6670.37%
$87.72 - $111.91 $158K - $202K
1.83K $166M
TDG
Trans Digm Group Inc

Industrials
91
+ 34.21%
$1251.32 - $1394.11 $114K - $127K
357 $499M
KEY
Keycorp

Financial Services
11.3K
+ 90.19%
$15.15 - $18.3 $171K - $206K
23.7K $375M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.18K
+ 282.12%
$72.01 - $79.94 $157K - $174K
2.95K $219M
BMO
Bank Of Montreal

Financial Services
1.67K
+ 141.63%
$94.92 - $104.14 $158K - $174K
2.84K $274M
FTNT
Fortinet, Inc.

Technology
1.26K
+ 7.39%
$92.49 - $114.57 $116K - $144K
18.3K $1.77B
CDNS
Cadence Design Systems Inc

Technology
1.08K
+ 37.18%
$233.96 - $324.52 $252K - $350K
3.98K $1.03B
ES
Eversource Energy

Utilities
2.37K
+ 105.56%
$55.63 - $63.8 $132K - $151K
4.62K $287M
ADP
Automatic Data Processing Inc

Industrials
68
+ 0.69%
$286.85 - $318.64 $19.5K - $21.7K
9.99K $3.06B
SNY
Sanofi

Healthcare
2.48K
+ 66.22%
$48.15 - $59.42 $119K - $147K
6.22K $338M
WU
Western Union CO

Financial Services
14.9K
+ 84.39%
$10.24 - $11.62 $152K - $173K
32.5K $343M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
6.89K
+ 689100.0%
$21.73 - $23.02 $150K - $159K
6.89K $156M
CTRA
Coterra Energy Inc.

Energy
4.43K
+ 58.61%
$25.51 - $29.83 $113K - $132K
12K $348M
ROL
Rollins Inc

Consumer Cyclical
2.25K
+ 56.35%
$45.65 - $54.03 $103K - $122K
6.25K $340M
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.93K
+ 8.84%
$38.22 - $41.19 $112K - $121K
36K $1.46B
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
23.5K
+ 402.17%
$7.17 - $12.89 $169K - $303K
29.4K $226M
JPHY
Jp Morgan High Yield Research

ETFs
3.4K
+ 42.34%
N/A
11.4K $523M
CSL
Carlisle Companies Inc

Industrials
453
+ 283.13%
$326.43 - $408.24 $148K - $185K
613 $211M
PH
Parker Hannifin Corp

Industrials
302
+ 23.95%
$591.65 - $707.05 $179K - $214K
1.56K $953M
PCAR
Paccar Inc

Industrials
1.97K
+ 26.39%
$96.91 - $112.51 $191K - $222K
9.43K $927M
Nebius Group N.V. Shs Class A
6.65K
+ 25588.46%
N/A
6.68K $152M
PPC
Pilgrims Pride Corp

Consumer Defensive
2.13K
+ 80.45%
$44.52 - $55.93 $94.9K - $119K
4.78K $269M
LEG
Leggett & Platt Inc

Consumer Cyclical
19K
+ 5238.95%
$7.91 - $11.06 $150K - $210K
19.3K $152M
PSA
Public Storage

Real Estate
499
+ 28.56%
$288.99 - $313.98 $144K - $157K
2.25K $671M
HRL
Hormel Foods Corp

Consumer Defensive
5.12K
+ 34.72%
$28.29 - $31.52 $145K - $161K
19.8K $610M
XLP
Consumer Staples Sector Spdr

ETFs
1.62K
+ 34.61%
N/A
6.31K $516M
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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