Christopher C. Powers

@Farther Finance Advisors, Llc

Latest period2024 - Q3

Reported2mo 20d ago

Managed Assets$2.666B

Total holdings4021

Assets growth rate29.2%

Assets growth rate (2-Q avg)27.37%

Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Farther Finance Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 4021 positions.

Assets under management

The assets under management (AUM) of Farther Finance Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.666B in assets, with a quarterly growth rate of 29.2% and a 2-quarter average growth rate of 27.37%. The portfolio is managed by Christopher C. Powers, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IVVIshares Core S&p 500 Etf Recent Activity Increased 13.96%	6.44%	$171.595M 297,487 shares@ $576.82 avg price	Increased 13.96%
VOOVanguard S&p 500 Etf Recent Activity Increased 16.51%	4.97%	$132.481M 251,075 shares@ $527.66 avg price	Increased 16.51%
NVDANvidia Corporation Com Recent Activity Increased 12.23%	3.88%	$103.368M 851,185 shares@ $121.45 avg price	Increased 12.23%
AAPLApple Inc Com Recent Activity Increased 30.86%	2.78%	$73.892M 317,153 shares@ $232.99 avg price	Increased 30.86%
IUSBIshares Core Total Usd Bond Market Etf Recent Activity Increased 39.18%	2.7%	$71.893M 1.526M shares@ $47.13 avg price	Increased 39.18%
MSFTMicrosoft Corp Com Recent Activity Increased 34.61%	2.17%	$57.633M 133,942 shares@ $430.29 avg price	Increased 34.61%
FFIUUva Unconstrained Medium-term Fixed Income Etf Recent Activity Increased 6.97%	1.64%	$43.577M 1.927M shares@ $22.61 avg price	Increased 6.97%
MUBIshares National Muni Bond Etf Recent Activity Increased 36.94%	1.23%	$32.627M 300,348 shares@ $108.63 avg price	Increased 36.94%
VEAVanguard Ftse Developed Markets Etf Recent Activity Increased 45.23%	1.21%	$32.176M 609,284 shares@ $52.82 avg price	Increased 45.23%
SPYSpdr S&p 500 Etf Trust Recent Activity Increased 56.89%	1.11%	$29.402M 51,244 shares@ $573.76 avg price	Increased 56.89%