Fairway Wealth LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $222 Billion distributed in 234 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Trm Inflt Prot Fd with a value of $20.9B, Vanguard Index Fds S&P 500 ETF with a value of $19.7B, Ishares Core S&P 500 ETF with a value of $17.6B, Wisdomtree Tr U.S Largecap Div with a value of $17.3B, and Invesco S&P 500 Equal Weight E with a value of $12.1B.
Examining the 13F form we can see an increase of $25.2B in the current position value, from $197B to 222B.
Fairway Wealth LLC is based out at Independence, OH
Below you can find more details about Fairway Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$222 Billion
ETFs: $212 Billion
Financial Services: $3.4 Billion
Technology: $1.84 Billion
Industrials: $788 Million
Healthcare: $675 Million
Real Estate: $562 Million
Communication Services: $542 Million
Energy: $368 Million
Other: $938 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
