Fairhaven Wealth Management, LLC Portfolio Holdings
Fairhaven Wealth Management, LLC
- $302 Million
- Q2 2024
Fairhaven Wealth Management, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $302 Million distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $56.4M, Ishares Tr with a value of $29.1M, Ishares Core S&P Mid Cap ETF with a value of $22.9M, Apple Inc. with a value of $16.7M, and Ishares Core S&P Sm Cap ETF with a value of $14.2M.
Examining the 13F form we can see an increase of $10.5M in the current position value, from $291M to 302M.
Below you can find more details about Fairhaven Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$302 Million
ETFs: $177 Million
Technology: $36.7 Million
Financial Services: $22.1 Million
Healthcare: $16.2 Million
Consumer Cyclical: $13.6 Million
Industrials: $10.8 Million
Communication Services: $8.05 Million
Consumer Defensive: $5.38 Million
Other: $11.7 Million