Fairhaven Wealth Management, LLC Sells in Q3 2024

Fairhaven Wealth Management, LLC

  • $325 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-155
- 0.51%
$111.15 - $128.97 $17.2K - $20K
30K $3.41M
GOOG
Alphabet Inc.

Communication Services
-405
- 5.78%
$149.54 - $192.66 $60.6K - $78K
6.6K $1.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.35K
- 7.47%
$49.93 - $51.15 $67.4K - $69.1K
16.7K $854K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-315
- 9.91%
$85.84 - $85.84 $27K - $27K
2.86K $245K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-350
- 1.58%
$92.56 - $99.46 $32.4K - $34.8K
21.8K $2.09M
OSBC
Old Second Bancorp Inc

Financial Services
-6.6K
- 6.98%
$14.52 - $17.1 $95.8K - $113K
87.9K $1.37M
META
Meta Platforms, Inc.

Communication Services
-106
- 20.23%
$453.41 - $572.44 $48.1K - $60.7K
418 $239K
XLK
Technology Sector Spdr

ETFs
-89
- 7.58%
$197.34 - $237.68 $17.6K - $21.2K
1.09K $244K
PFE
Pfizer Inc

Healthcare
-999
- 10.64%
$27.7 - $31.39 $27.7K - $31.4K
8.39K $242K
CMCSA
Comcast Corp

Communication Services
-124
- 2.33%
$37.33 - $41.78 $4.63K - $5.18K
5.19K $216K
VV
Vanguard Large Cap ETF

ETFs
-64
- 2.96%
$236.92 - $263.4 $15.2K - $16.9K
2.1K $553K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-213
- 1.46%
$33.74 - $37.96 $7.19K - $8.09K
14.4K $539K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-42
- 0.62%
$75.32 - $84.37 $3.16K - $3.54K
6.78K $567K
TSLA
Tesla, Inc.

Consumer Cyclical
-409
- 18.36%
$191.76 - $263.26 $78.4K - $108K
1.82K $475K
UNP
Union Pacific Corp

Industrials
-39
- 1.51%
$221.78 - $256.09 $8.65K - $9.99K
2.54K $625K
NEE
Nextera Energy Inc

Utilities
-83
- 1.89%
$69.9 - $84.97 $5.8K - $7.05K
4.3K $363K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5
- 0.2%
$475.2 - $527.7 $2.38K - $2.64K
2.44K $1.29M
ABT
Abbott Laboratories

Healthcare
-68
- 0.46%
$100.07 - $118.13 $6.8K - $8.03K
14.6K $1.67M
SPY
Spdr S&P 500 ETF Trust

ETFs
-39
- 0.68%
$517.38 - $573.86 $20.2K - $22.4K
5.72K $3.28M
CSWI
Csw Industrials, Inc.

Industrials
-90
- 4.09%
$263.55 - $370.84 $23.7K - $33.4K
2.11K $774K
JPM
Jpmorgan Chase & CO

Financial Services
-16
- 0.05%
$194.9 - $224.8 $3.12K - $3.6K
29.2K $6.15M
RTX
Raytheon Technologies Corp

Industrials
-39
- 0.15%
$99.55 - $123.34 $3.88K - $4.81K
26.1K $3.16M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.93K
- 1.45%
$105.53 - $118.34 $204K - $229K
131K $15.3M
ORCL
Oracle Corp

Technology
-102
- 0.23%
$125.9 - $170.35 $12.8K - $17.4K
43.9K $7.47M
AAPL
Apple Inc.

Technology
-229
- 0.29%
$207.23 - $234.82 $47.5K - $53.8K
78.9K $18.4M
Activity Summary
Buys All Purchases 59 New Holdings 9 Increased Positions 50 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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