Christopher C. Powers

@Farther Finance Advisors, Llc

Latest period2024 - Q3

Reported2mo 21d 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
METAMeta Platforms Inc Cl A Recent Activity Increased 27.52%	0.45%	$11.88M 20,753 shares@ $572.44 avg price	Increased 27.52%
HEFAIshares Currency Hedged Msci Eafe Etf Recent Activity Decreased -12.25%	0.45%	$11.732M 331,230 shares@ $35.42 avg price	Decreased -12.25%
SGOLAbrdn Physical Gold Shares Etf Recent Activity Increased 0.38%	0.44%	$11.613M 462,116 shares@ $25.13 avg price	Increased 0.38%
CVXChevron Corp New Com Recent Activity Increased 4.49%	0.41%	$10.845M 73,638 shares@ $147.27 avg price	Increased 4.49%
EMXCIshares Msci Emerging Markets Ex China Etf Recent Activity Increased 42.99%	0.39%	$10.385M 169,920 shares@ $61.12 avg price	Increased 42.99%
SPHYSpdr Portfolio High Yield Bond Etf Recent Activity Increased 58.4%	0.39%	$10.37M 431,178 shares@ $24.05 avg price	Increased 58.4%
VWOVanguard Ftse Emerging Markets Etf Recent Activity Increased 32.14%	0.39%	$10.174M 212,640 shares@ $47.85 avg price	Increased 32.14%
TLTIshares 20 Year Treasury Bond Etf Recent Activity Increased 26.38%	0.38%	$10.044M 102,386 shares@ $98.11 avg price	Increased 26.38%
VVisa Inc Com Cl A Recent Activity Increased 6.75%	0.38%	$9.981M 36,301 shares@ $274.96 avg price	Increased 6.75%
WMTWalmart Inc Com Recent Activity Increased 9.03%	0.38%	$9.937M 123,063 shares@ $80.75 avg price	Increased 9.03%