Fairway Wealth LLC Portfolio Holdings
Fairway Wealth LLC
- $222 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 234
- Current Value $222 Billion
- Prior Value $197 Billion
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 141 stocks
- Additional Purchases 57 stocks
- Sold out of 0 stocks
- Reduced holdings in 12 stocks