Farther Finance Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
O'Reilly Automotive
ORLY
|
+$66.1M |
| 2 |
Apple
AAPL
|
+$50M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$48.8M |
| 4 |
Vanguard Total Bond Market
BND
|
+$40.8M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$37.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU
|
+$5.41M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
+$3.54M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$3.28M |
| 4 |
Schwab US REIT ETF
SCHH
|
+$3.2M |
| 5 |
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
|
+$2.41M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.17% |
| 2 | Consumer Discretionary | 4.78% |
| 3 | Financials | 4.17% |
| 4 | Healthcare | 2.82% |
| 5 | Industrials | 2.32% |
Similar funds
Farther Finance Advisors's Q1 2025 Portfolio in Review
As of Q1 2025, Farther Finance Advisors held 4,492 positions worth $3.92B, up 42% from $2.77B the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Farther Finance Advisors deployed $1.24B of net new capital in Q1 2025, opening 476 new positions and adding to 2,005 existing holdings. Its largest new stake was Innovator Uncapped Accelerated US Equity ETF: 175,621 shares worth $6.57M.
By sector, the portfolio is most concentrated in Technology at 9.2% of assets, down from 10% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was iShares MSCI EAFE Growth ETF, an estimated $3.54M trimmed.
- Farther Finance Advisors's largest Q1 2025 buy was Innovator Uncapped Accelerated US Equity ETF: 175,621 shares worth $6.57M.
- Farther Finance Advisors added most to O'Reilly Automotive in Q1 2025, an estimated $66.1M increase.
- Farther Finance Advisors's biggest Q1 2025 reduction was iShares MSCI EAFE Growth ETF, cutting an estimated $3.54M.
- Farther Finance Advisors fully exited UVA Unconstrained Medium-Term Fixed Income ETF in Q1 2025, selling an estimated $5.41M.
- Farther Finance Advisors's ten largest holdings make up 24% of its $3.92B portfolio in Q1 2025.
- Farther Finance Advisors opened 476 new positions and closed 215 in Q1 2025.
- Farther Finance Advisors's portfolio value rose 42% quarter-over-quarter to $3.92B.
Based on Farther Finance Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.