Farther Finance Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$74M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$33.1M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$31.7M |
| 4 |
NVIDIA
NVDA
|
+$29.2M |
| 5 |
Apple
AAPL
|
+$20.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.46M |
| 2 |
VanEck Rare Earth/Strategic Metals ETF
REMX
|
+$1.27M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.23M |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$991K |
| 5 |
Absci
ABSI
|
+$859K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.42% |
| 2 | Financials | 4.56% |
| 3 | Healthcare | 3.91% |
| 4 | Consumer Discretionary | 3.2% |
| 5 | Industrials | 2.86% |
Similar funds
Farther Finance Advisors's Q4 2023 Portfolio in Review
As of Q4 2023, Farther Finance Advisors held 3,660 positions worth $1.39B, up 118% from $637M the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Farther Finance Advisors deployed $659M of net new capital in Q4 2023, opening 1,034 new positions and adding to 1,765 existing holdings. Its largest new stake was Vanguard Morningstar Mega Cap ETF: 40,505 shares worth $6.86M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 7.9% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Vanguard Short-Term Corporate Bond ETF, an estimated $1.46M trimmed.
- Farther Finance Advisors's largest Q4 2023 buy was Vanguard Morningstar Mega Cap ETF: 40,505 shares worth $6.86M.
- Farther Finance Advisors added most to Vanguard S&P 500 ETF in Q4 2023, an estimated $74M increase.
- Farther Finance Advisors's biggest Q4 2023 reduction was Vanguard Short-Term Corporate Bond ETF, cutting an estimated $1.46M.
- Farther Finance Advisors fully exited Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q4 2023, selling an estimated $337K.
- Farther Finance Advisors's ten largest holdings make up 30% of its $1.39B portfolio in Q4 2023.
- Farther Finance Advisors opened 1,034 new positions and closed 103 in Q4 2023.
- Farther Finance Advisors's portfolio value rose 118% quarter-over-quarter to $1.39B.
Based on Farther Finance Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.