Farther Finance Advisors, LLC

Q1 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2025
Date filed
4/14/2025
Form type
13F-HR
Num holdings
4,304
Total value ($000)
$3,923,016
Net value change ($000)
+1,157,011 (41.8%)
New positions
510
Sold out positions
230
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2025 Next filing: 7/11/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ORLY 72,616 21109.3%
BND 41,675 229.0%
AAPL 40,733 59.6%
IVV 38,625 20.6%
SGOV 37,188 210.9%
VEA 24,832 79.5%
IUSB 17,090 22.5%
VOO 15,912 12.1%
SPY 15,325 47.6%
QUAL 12,687 40.2%
Top Reduces (Value $000, Stocks/ETFs)
FFIU -5,415 -100.0%
SCHO -3,199 -31.9%
SCHH -3,129 -70.4%
EFG -2,783 -13.8%
TSLA -2,709 -18.0%
LGLV -2,271 -66.1%
SMOT -2,109 -22.0%
IFRA -1,920 -58.4%
APRH -1,913 -94.6%
IGLB -1,882 -83.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,217 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type