Farther Finance Advisors, LLC

CIK
0001992825
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

3,047 positions · $3,082,535,193 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
955,662 $259,806,271 8.43%
NVDA
Nvidia Corp
1,190,555 $222,038,507 7.20%
MSFT
Microsoft Corp
291,626 $141,036,166 4.58%
AMZN
Amazon Com Inc
450,880 $104,072,121 3.38%
QQQ
Invesco Qqq Trust, Series 1
152,945 $93,955,642 3.05%
GOOGL
Alphabet Inc.
276,975 $86,693,175 2.81%
ORLY
O Reilly Automotive Inc
801,536 $73,108,098 2.37%
SPY
Spdr S&P 500 Etf Trust
98,508 $67,174,575 2.18%
AVGO
Broadcom Inc.
166,568 $57,649,184 1.87%
GLDM
World Gold Trust
635,706 $54,270,221 1.76%

Portfolio Trend

13 quarters · across all stocks

Holdings in UUP

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Shares Held

Position Value (USD)

12 of 12 shown
Report Date Value (USD) Shares
2025-12-31 $1,181,102 43,696
2025-09-30 $15,047 547
2025-06-30 $4,730 176
2025-03-31 $5,023 176
2024-12-31 $5,207 177
2024-09-30 $4,987 177
2024-06-30 $5,156 177
2024-03-31 $4,794 169
2023-12-31 $1,923 71
2023-09-30 $2,110 71
2023-06-30 $1,986 70
2023-03-31 $8,419 302