Fairway Wealth LLC Purchases and Sells in Q4 2024

Fairway Wealth LLC

$222 Billion
Q4 2024

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	6.02K + 51.4%	$481.22 - $538.17 $2.9M - $3.24M	17.7K $9.07B
DLN	40.3K + 22.09%	$77.23 - $82.11 $3.11M - $3.31M	223K $17.3B
RSP	16.7K + 32.08%	$174.22 - $187.62 $2.92M - $3.14M	68.9K $12.1B
VOO	4.25K + 13.15%	$521.84 - $558.82 $2.22M - $2.38M	36.6K $19.7B
IJR	15.2K + 17.97%	$113.92 - $127.38 $1.73M - $1.94M	100K $11.5B
VTIP	37.3K + 3.48%	$48.33 - $49.08 $1.8M - $1.83M	1.11M $20.9B

New Holdings

141 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIOV	6.64K New	$89.88 - $101.38 $596K - $673K	6.64K $619M
SCHD	22K New	$26.93 - $84.95 $591K - $1.87M	22K $600M
IWF	784 New	$370.24 - $418.94 $290K - $328K	784 $315M
JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF	5.07K New	N/A	5.07K $254M
CEF	9.6K New	$23.63 - $26.47 $227K - $254K	9.6K $228M
SCHX	9.8K New	$22.4 - $68.28 $219K - $669K	9.8K $227M

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	-2.48K - 1.93%	$57.53 - $60.83 $143K - $151K	126K $7.27B
VV	-1.83K - 11.57%	$260.27 - $280.65 $477K - $514K	14K $3.78B
IYR	-916 - 2.68%	$90.74 - $102.87 $83.1K - $94.2K	33.3K $3.1B
ICF	-1.36K - 18.28%	$58.8 - $66.61 $79.9K - $90.5K	6.07K $366M
XLRE	-1.33K - 10.33%	$40.06 - $45.21 $53.2K - $60K	11.5K $469M
TDG	-40 - 21.98%	$1239.0 - $1442.53 $49.6K - $57.7K	142 $180M

Activity Summary All Purchases 198 New Holdings 141 Increased Positions 57 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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