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
TSLATesla Inc Com Recent Activity Increased 19.24%	0.31%	$8.252M 31,542 shares@ $261.63 avg price	Increased 19.24%
IJHIshares Core S&p Mid-cap Etf Recent Activity Increased 14.23%	0.31%	$8.234M 132,121 shares@ $62.32 avg price	Increased 14.23%
DFACDimensional U.s. Core Equity 2 Etf Recent Activity Increased 253.94%	0.31%	$8.195M 238,982 shares@ $34.3 avg price	Increased 253.94%
XOMExxon Mobil Corp Com Recent Activity Increased 23.07%	0.31%	$8.122M 69,291 shares@ $117.22 avg price	Increased 23.07%
VGSHVanguard Short-term Treasury Etf Recent Activity Increased 20.14%	0.31%	$8.117M 137,521 shares@ $59.03 avg price	Increased 20.14%
AGGIshares Core U.s. Aggregate Bond Etf Recent Activity Increased 3.48%	0.31%	$8.068M 79,666 shares@ $101.28 avg price	Increased 3.48%
BACBank America Corp Com Recent Activity Increased 233.56%	0.31%	$8.01M 201,865 shares@ $39.68 avg price	Increased 233.56%
PGProcter And Gamble Co Com Recent Activity Increased 10.32%	0.3%	$7.865M 45,411 shares@ $173.21 avg price	Increased 10.32%
AVUSAvantis U.s. Equity Etf Recent Activity Increased 8.33%	0.29%	$7.531M 79,154 shares@ $95.15 avg price	Increased 8.33%
COSTCostco Whsl Corp New Com Recent Activity Increased 20.1%	0.29%	$7.465M 8,421 shares@ $886.52 avg price	Increased 20.1%