Fairhaven Wealth Management, LLC Portfolio Holdings
Fairhaven Wealth Management, LLC
- $325 Million
- Q3 2024
Fairhaven Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $325 Million distributed in 128 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 $59.8M, Ishares Tr with a value of $32.1M, Ishares Core S&P Mid Cap ETF with a value of $24.5M, Apple Inc. with a value of $18.4M, and Ishares Core S&P Sm Cap ETF with a value of $15.3M.
Examining the 13F form we can see an increase of $23.7M in the current position value, from $302M to 325M.
Below you can find more details about Fairhaven Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$325 Million
ETFs: $189 Million
Technology: $40.4 Million
Financial Services: $24.3 Million
Healthcare: $17.2 Million
Consumer Cyclical: $15.2 Million
Industrials: $12.3 Million
Communication Services: $7.74 Million
Consumer Defensive: $5.7 Million
Other: $13 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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