Farrell Financial LLC

13F Filings History

Latest 13F report
Q2 2024 - Jul 24, 2024
Value $
$128M
Signature - Title
Aryn Sands - Agent
Location
Orchard Park, NY
Summary
This page shows a list of all the recent 13F filings made by Farrell Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Farrell Financial LLC reported 66 stock holdings with total value $128M as of Q2 2024. Top holdings included VV, SCHX, ESGV, AAPL, and VO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 66 $128M +$7.16M -$2.7M +$4.47M VV, SCHX, ESGV, AAPL, VO 13F-HR 7/24/2024, 05:07 PM
Q1 2024 71 $122M +$8.62M -$1.84M +$6.78M VV, SCHX, ESGV, VO, AAPL 13F-HR 7/24/2024, 05:08 PM
Q4 2023 60 $99.5M $0 $0 VV, SCHX, AAPL, ESGV, VO 13F-HR 7/24/2024, 05:09 PM