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
SCHXSchwab U.s. Large-cap Etf Recent Activity Decreased -47.14%	0.28%	$7.347M 108,285 shares@ $67.85 avg price	Decreased -47.14%
UNHUnitedhealth Group Inc Com Recent Activity Increased 2.73%	0.28%	$7.327M 12,531 shares@ $584.68 avg price	Increased 2.73%
DFCFDimensional Core Fixed Income Etf Recent Activity Increased 168.38%	0.28%	$7.282M 168,598 shares@ $43.2 avg price	Increased 168.38%
MGCVanguard Mega Cap Etf Recent Activity Increased 0.2%	0.28%	$7.277M 35,214 shares@ $206.64 avg price	Increased 0.2%
ORCLOracle Corp Com Recent Activity Increased 19.04%	0.27%	$7.168M 42,066 shares@ $170.4 avg price	Increased 19.04%
VIGVanguard Dividend Appreciation Etf Recent Activity Increased 23.68%	0.27%	$7.046M 35,575 shares@ $198.06 avg price	Increased 23.68%
ACNAccenture Plc Ireland Shs Class A Recent Activity Increased 1.81%	0.26%	$6.833M 19,333 shares@ $353.45 avg price	Increased 1.81%
VBRVanguard Small Cap Value Etf Recent Activity Decreased -5.98%	0.26%	$6.666M 33,199 shares@ $200.78 avg price	Decreased -5.98%
MAMastercard Incorporated Cl A Recent Activity Increased 7.89%	0.25%	$6.577M 13,319 shares@ $493.81 avg price	Increased 7.89%
XLKTechnology Select Sector Spdr Fund Recent Activity Increased 1202.21%	0.25%	$6.535M 28,948 shares@ $225.76 avg price	Increased 1202.21%