Fairway Wealth LLC Portfolio Holdings

Fairway Wealth LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $197 Billion distributed in 100 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 $19.4B, Ishares Core S&P 500 ETF with a value of $17.6B, Vanguard Index Fds S&P 500 ETF with a value of $17.1B, Wisdomtree Tr U.S Largecap Div with a value of $14.3B, and Vanguard Ftse Developed Market with a value of $11.7B.

Examining the 13F form we can see an increase of $27.2B in the current position value, from $170B to 197B. Also it can be appreciated an additional of 16 stocks purchases and 1 closed positions.

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.