Portfolio (Quarterly)
Guide ↗
Farther Finance Advisors, LLC
· CIK 0001992825| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | — | CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - DECEMBER | — | 780 | $21K | — | SOLD |
| 62 | NDMO | NUVEEN DYNAMIC MUN OPPORTUNITI COM SHS | Financial Services | 2,000 | $21K | — | SOLD |
| 63 | — | FRANKLIN MUNICIPAL INCOME ETF | — | 2,576 | $20K | — | SOLD |
| 64 | — | BITFARMS LTD COM | — | 9,610 | $19K | — | SOLD |
| 65 | CTLP | CANTALOUPE INC COM | Technology | 1,702 | $18K | — | SOLD |
| 66 | — | CLEARWAY ENERGY INC CL A | — | 450 | $18K | — | SOLD |
| 67 | EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | — | 185 | $18K | — | SOLD |
| 68 | — CALL | BEYOND MEAT INC COM | — | 28,500 | $18K | — | SOLD |
| 69 | PDT | HANCOCK JOHN PREM DIVID FD COM SH BEN INT | Financial Services | 1,303 | $17K | — | SOLD |
| 70 | CVGW | CALAVO GROWERS INC COM | Consumer Defensive | 630 | $16K | — | SOLD |
| 71 | FTBD | FIDELITY TACTICAL BOND ETF | — | 318 | $16K | — | SOLD |
| 72 | EHAB | ENHABIT INC COM | Healthcare | 1,062 | $15K | — | SOLD |
| 73 | SMOT | VANECK MORNINGSTAR SMID MOAT ETF | — | 404 | $14K | — | SOLD |
| 74 | AVEE | AVANTIS EMERGING MARKETS SMALL CAP EQUITY ETF | — | 208 | $13K | — | SOLD |
| 75 | VRE | VERIS RESIDENTIAL INC COM | Real Estate | 691 | $13K | — | SOLD |
| 76 | HTBK | HERITAGE COMM CORP COM | Financial Services | 1,027 | $13K | — | SOLD |
| 77 | GHTA | GOOSE HOLLOW TACTICAL ALLOCATION ETF | — | 427 | $13K | — | SOLD |
| 78 | KALV | KALVISTA PHARMACEUTICALS INC COM | Healthcare | 631 | $12K | — | SOLD |
| 79 | DVYA | ISHARES ASIA/PACIFIC DIVIDEND ETF | — | 243 | $12K | — | SOLD |
| 80 | FTXO | FIRST TRUST NASDAQ BANK ETF | — | 301 | $11K | — | 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%