Portfolio (Quarterly)
Guide ↗
Farther Finance Advisors, LLC
· CIK 0001992825| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | PJIO | PGIM JENNISON INTERNATIONAL OPPORTUNITIES ETF | — | 1,331 | $82K | 0.00% | SOLD |
| 42 | — | DAYFORCE INC COM | — | 1,156 | $80K | 0.00% | SOLD |
| 43 | EQL | ALPS EQUAL SECTOR WEIGHT ETF | — | 1,714 | $79K | 0.00% | SOLD |
| 44 | — | NUVEEN S&P 500 BUY-WRITE INCOM COM | — | 5,179 | $76K | 0.00% | SOLD |
| 45 | QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | — | 1,279 | $75K | 0.00% | SOLD |
| 46 | — | ASTRIA THERAPEUTICS INC COM | — | 5,640 | $74K | 0.00% | SOLD |
| 47 | GKAT | SCHARF GLOBAL OPPORTUNITY ETF | — | 1,750 | $72K | 0.00% | SOLD |
| 48 | ETJ | EATON VANCE RISK-MANAGED DIVER COM | Financial Services | 7,590 | $67K | 0.00% | SOLD |
| 49 | — CALL | NVIDIA CORPORATION COM | — | 300 | $56K | 0.00% | SOLD |
| 50 | — CALL | DENISON MINES CORP COM | — | 20,000 | $53K | 0.00% | SOLD |
| 51 | SGML | SIGMA LITHIUM CORPORATION COM | Basic Materials | 3,885 | $51K | 0.00% | SOLD |
| 52 | — CALL | NOVO-NORDISK A S ADR | — | 1,000 | $51K | 0.00% | SOLD |
| 53 | — | NUVEEN DOW 30 DYNMC OVERWRT FD SHS | — | 3,278 | $50K | 0.00% | SOLD |
| 54 | — | FRONTIER COMMUNICATIONS PARENT COM | — | 1,312 | $50K | 0.00% | SOLD |
| 55 | — CALL | MICROSOFT CORP COM | — | 100 | $48K | 0.00% | SOLD |
| 56 | DFII | FT VEST BITCOIN STRATEGY & TARGET INCOME ETF | — | 2,600 | $46K | — | SOLD |
| 57 | — CALL | TESLA INC COM | — | 100 | $45K | — | SOLD |
| 58 | — | POTLATCHDELTIC CORPORATION COM | — | 1,093 | $43K | — | SOLD |
| 59 | — | INNOVATOR GROWTH-100 POWER BUFFER ETF - MARCH | — | 1,400 | $41K | — | SOLD |
| 60 | — | FIRST FNDTN INC COM | — | 6,565 | $40K | — | SOLD |
Sector Allocation
Technology
30.6%
Financial Services
20.7%
Consumer Cyclical
10.0%
Communication Services
7.9%
Industrials
7.8%
Healthcare
7.5%
Consumer Defensive
4.7%
Energy
4.6%
Utilities
2.7%
Basic Materials
2.2%