Portfolio (Quarterly)
Guide ↗
Farther Finance Advisors, LLC
· CIK 0001992825| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | HFSI | HARTFORD STRATEGIC INCOME ETF | — | 315 | $11K | — | SOLD |
| 82 | XHYT | BONDBLOXX USD HIGH YIELD BOND TELECOM, MEDIA & TECHNOLOGY SECTOR ETF | — | 322 | $11K | — | SOLD |
| 83 | ESP | ESPEY MFG & ELECTRS CORP COM | Industrials | 180 | $10K | — | SOLD |
| 84 | DBE | INVESCO DB ENERGY FUND | Financial Services | 340 | $10K | — | SOLD |
| 85 | — | UNITI GROUP LLC COM SHS | — | 975 | $10K | — | SOLD |
| 86 | — | NAYAX LTD SHS | — | 166 | $10K | — | SOLD |
| 87 | DBAW | XTRACKERS MSCI ALL WORLD EX US HEDGED EQUITY ETF | — | 217 | $9K | — | SOLD |
| 88 | SLDB | SOLID BIOSCIENCES INC COM NEW | Healthcare | 1,220 | $9K | — | SOLD |
| 89 | IBBQ | INVESCO NASDAQ BIOTECHNOLOGY ETF | — | 300 | $9K | — | SOLD |
| 90 | — CALL | CLEANSPARK INC COM NEW | — | 1,000 | $9K | — | SOLD |
| 91 | EFT | EATON VANCE FLOATING RATE INC COM | Financial Services | 800 | $9K | — | SOLD |
| 92 | DHIL | DIAMOND HILL INVT GROUP INC COM NEW | Financial Services | 49 | $8K | — | SOLD |
| 93 | SOLZ | SOLANA ETF | — | 950 | $8K | — | SOLD |
| 94 | PLTY | YIELDMAX PLTR OPTION INCOME STRATEGY ETF | — | 200 | $8K | — | SOLD |
| 95 | BOIL | PROSHARES ULTRA BLOOMBERG NATURAL GAS | Financial Services | 500 | $8K | — | SOLD |
| 96 | JVA | COFFEE HLDG CO INC COM | Consumer Defensive | 1,830 | $8K | — | SOLD |
| 97 | — | NUVEEN MO QUALITY MUN INCOME COM | — | 700 | $7K | — | SOLD |
| 98 | FTCA | FRANKLIN CALIFORNIA MUNICIPAL INCOME ETF | — | 984 | $7K | — | SOLD |
| 99 | BYRN | BYRNA TECHNOLOGIES INC COM NEW | Industrials | 750 | $7K | — | SOLD |
| 100 | FRNW | FIDELITY CLEAN ENERGY ETF | — | 293 | $7K | — | SOLD |
Sector Allocation
Technology
34.7%
Financial Services
20.0%
Consumer Cyclical
9.2%
Communication Services
7.7%
Industrials
7.6%
Healthcare
7.3%
Consumer Defensive
4.3%
Energy
3.7%
Utilities
2.4%
Basic Materials
1.8%