Farther Finance Advisors, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 4,304
Total Value: 3918135517
Accession Number: 0001992825-25-000004
Form Type: 13F-HR
CIK: 0001992825
Manager Name: Farther Finance Advisors, LLC

Data Enrichment

71% identified

3,043 identified1,261 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

4,304 positions • $3,918,135.517K total value

4,304 positions

Manager:

SEC FilingSEC DataHachi Filing

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FISERV INC

FI|337738108

8980(+18.6%)

Value:

$2.0B(+28.2%)

464287523

10549(+31.7%)

Value:

$2.0B(+15.1%)

CITIGROUP INC

C|172967424

27914(+28.8%)

Value:

$2.0B(+29.1%)

DIAGEO PLC

DEO|25243Q205

18680(+8.2%)

Value:

$2.0B(-11.0%)

46137V811

32782

Value:

$1.9B

MICROSTRATEGY Inc

MSTR|594972408

6367(-3.2%)

Value:

$1.9B(+2.2%)

464287663

IUSV|464287663

21061(+14.9%)

Value:

$1.9B(+14.4%)

ROPER TECHNOLOGIES INC

ROP|776696106

3286(+1.8%)

Value:

$1.9B(+15.7%)

53656F607

39155(-2.3%)

Value:

$1.9B(-8.8%)

45782C797

49175(+40.8%)

Value:

$1.9B(+38.7%)

ONEOK INC /NEW/

OKE|682680103

19164(+173.8%)

Value:

$1.9B(+171.4%)

REPUBLIC SERVICES, INC.

RSG|760759100

7811(+29.6%)

Value:

$1.9B(+57.0%)

02072L565

17004(+1.3%)

Value:

$1.9B(+2.4%)

Palo Alto Networks Inc

PANW|697435105

10989(-14.7%)

Value:

$1.9B(-19.7%)

33739Q408

31351(+2.4%)

Value:

$1.9B(+2.5%)

ANSYS INC

ANSS|03662Q105

5803(+1596.8%)

Value:

$1.9B(+1513.6%)

PAYCHEX INC

PAYX|704326107

12030(+18.3%)

Value:

$1.9B(+30.4%)

78463X509

46911(+140.5%)

Value:

$1.9B(+147.8%)

KIMBERLY CLARK CORP

KMB|494368103

12920(+71.8%)

Value:

$1.8B(+87.5%)

464287598

IWD|464287598

9817(+34.1%)

Value:

$1.8B(+36.1%)

Instrument	Shares		Other Manager	Value
Fiserv Inc(FIcusip337738108)	9.0K	QoQ +18.64% (+1.4K) YoY +332.77% (+6.9K)	All Managers (Combined)	$2.0M	QoQ +28.22% (+$438.8K) YoY +505.99% (+$1.7M)
(cusip464287523)✕	10.5K	QoQ +31.69% (+2.5K) YoY +2031.11% (+10.1K)	All Managers (Combined)	$2.0M	QoQ +15.06% (+$260.0K) YoY +1657.38% (+$1.9M)
Citigroup Inc(Ccusip172967424)	27.9K	QoQ +28.80% (+6.2K) YoY +95.02% (+13.6K)	All Managers (Combined)	$2.0M	QoQ +29.07% (+$443.6K) YoY +116.78% (+$1.1M)
Diageo Plc(DEOcusip25243Q205)	18.7K	QoQ +8.24% (-1.4K) YoY +57.49% (+6.8K)	All Managers (Combined)	$2.0M	QoQ -11.01% (-$241.6K) YoY +11.34% (+$199.0K)
(cusip46137V811)✕	32.8K	QoQ NEW(+32.8K) YoY NEW(+32.8K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
Microstrategy Inc(MSTRcusip594972408)	6.4K	QoQ -3.23% (-213) YoY +63570.00% (+6.4K)	All Managers (Combined)	$1.9M	QoQ +2.24% (-$42.7K) YoY +11803.75% (+$1.9M)
(IUSVcusip464287663)	21.1K	QoQ +14.87% (+2.7K) YoY +39.98% (+6.0K)	All Managers (Combined)	$1.9M	QoQ +14.36% (+$243.8K) YoY +43.50% (+$588.6K)
Roper Technologies Inc(ROPcusip776696106)	3.3K	QoQ +1.79% (+58) YoY -3.15% (-107)	All Managers (Combined)	$1.9M	QoQ +15.67% (+$263.0K) YoY +3.34% (-$62.8K)
(cusip53656F607)✕	39.2K	QoQ -2.30% (-922) YoY +34.88% (+10.1K)	All Managers (Combined)	$1.9M	QoQ -8.82% (-$186.5K) YoY +37.05% (+$521.1K)
(cusip45782C797)✕	49.2K	QoQ +40.83% (+14.3K) YoY NEW(+49.2K)	All Managers (Combined)	$1.9M	QoQ +38.71% (+$534.8K) YoY NEW(+$1.9M)
Oneok Inc /New/(OKEcusip682680103)	19.2K	QoQ +173.84% (+12.2K) YoY +125.43% (+10.7K)	All Managers (Combined)	$1.9M	QoQ +171.40% (+$1.2M) YoY +181.40% (+$1.2M)
Republic Services, Inc.(RSGcusip760759100)	7.8K	QoQ +29.55% (+1.8K) YoY +52.91% (+2.7K)	All Managers (Combined)	$1.9M	QoQ +56.95% (+$690.8K) YoY +96.33% (+$934.1K)
(cusip02072L565)✕	17.0K	QoQ +1.32% (+222) YoY NEW(+17.0K)	All Managers (Combined)	$1.9M	QoQ +2.44% (+$45.2K) YoY NEW(+$1.9M)
Palo Alto Networks Inc(PANWcusip697435105)	11.0K	QoQ -14.69% (-1.9K) YoY +147.94% (+6.6K)	All Managers (Combined)	$1.9M	QoQ -19.68% (-$461.5K) YoY +52.03% (+$644.3K)
(cusip33739Q408)✕	31.4K	QoQ +2.38% (+730) YoY +187.07% (+20.4K)	All Managers (Combined)	$1.9M	QoQ +2.50% (+$45.9K) YoY +188.17% (+$1.2M)
Ansys Inc(ANSScusip03662Q105)	5.8K	QoQ +1596.78% (+5.5K) YoY +1192.42% (+5.4K)	All Managers (Combined)	$1.9M	QoQ +1513.58% (+$1.7M) YoY +1093.15% (+$1.7M)
Paychex Inc(PAYXcusip704326107)	12.0K	QoQ +18.26% (+1.9K) YoY +83.18% (+5.5K)	All Managers (Combined)	$1.9M	QoQ +30.38% (+$433.4K) YoY +132.84% (+$1.1M)
(cusip78463X509)✕	46.9K	QoQ +140.50% (+27.4K) YoY -9.22% (-4.8K)	All Managers (Combined)	$1.9M	QoQ +147.78% (+$1.1M) YoY -1.15% (-$21.6K)
Kimberly Clark Corp(KMBcusip494368103)	12.9K	QoQ +71.76% (+5.4K) YoY +166.50% (+8.1K)	All Managers (Combined)	$1.8M	QoQ +87.48% (+$862.3K) YoY +195.92% (+$1.2M)
(IWDcusip464287598)	9.8K	QoQ +34.09% (+2.5K) YoY +254.91% (+7.1K)	All Managers (Combined)	$1.8M	QoQ +36.10% (+$489.4K) YoY +274.11% (+$1.4M)