Fairway Wealth LLC New Holdings in Q4 2024

Fairway Wealth LLC

  • $222 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
6.64K
New
$89.88 - $101.38 $596K - $673K
6.64K $619M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22K
New
$26.93 - $84.95 $591K - $1.87M
22K $600M
IWF
Ishares Russell 1000 Gr ETF

ETFs
784
New
$370.24 - $418.94 $290K - $328K
784 $315M
Jpmorgan Sustainable Municipal Income ETF
5.07K
New
N/A
5.07K $254M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
9.6K
New
$23.63 - $26.47 $227K - $254K
9.6K $228M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.8K
New
$22.4 - $68.28 $219K - $669K
9.8K $227M
PHYS
Sprott Physical Gold Trust

Financial Services
11.1K
New
$19.66 - $21.66 $218K - $241K
11.1K $224M
TPL
Texas Pacific Land Corp

Energy
166
New
$915.49 - $1730.0 $152K - $287K
166 $184M
VTV
Vanguard Value ETF

ETFs
1.03K
New
$168.32 - $181.87 $173K - $187K
1.03K $174M
VZ
Verizon Communications Inc

Communication Services
4.24K
New
$39.6 - $45.21 $168K - $192K
4.24K $170M
VUG
Vanguard Growth ETF

ETFs
343
New
$378.79 - $428.11 $130K - $147K
343 $141M
DE
Deere & CO

Industrials
330
New
$389.45 - $466.0 $129K - $154K
330 $140M
CAT
Caterpillar Inc

Industrials
342
New
$360.37 - $416.88 $123K - $143K
342 $124M
AMZN
Amazon Com Inc

Consumer Cyclical
475
New
$180.88 - $232.93 $85.9K - $111K
475 $104M
AFL
Aflac Inc

Financial Services
950
New
$100.37 - $115.27 $95.4K - $110K
950 $98.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.69K
New
$25.33 - $51.16 $93.4K - $189K
3.69K $95.3M
JPM
Jpmorgan Chase & CO

Financial Services
394
New
$205.18 - $250.29 $80.8K - $98.6K
394 $94.4M
SPOT
Spotify Technology S.A.

Communication Services
200
New
$362.95 - $502.38 $72.6K - $100K
200 $89.5M
AMGN
Amgen Inc

Healthcare
307
New
$258.78 - $328.31 $79.4K - $101K
307 $80M
MRK
Merck & Co., Inc.

Healthcare
792
New
$96.31 - $114.76 $76.3K - $90.9K
792 $78.8M
MDT
Medtronic PLC

Healthcare
908
New
$79.61 - $92.24 $72.3K - $83.8K
908 $72.5M
KMB
Kimberly Clark Corp

Consumer Defensive
543
New
$130.37 - $146.09 $70.8K - $79.3K
543 $71.2M
ABBV
Abb Vie Inc.

Healthcare
400
New
$164.99 - $203.87 $66K - $81.5K
400 $71.1M
MPC
Marathon Petroleum Corp

Energy
500
New
$131.65 - $174.84 $65.8K - $87.4K
500 $69.8M
PEP
Pepsico Inc

Consumer Defensive
457
New
$151.29 - $176.1 $69.1K - $80.5K
457 $69.5M
USB
Us Bancorp \De\

Financial Services
1.4K
New
$43.98 - $53.66 $61.6K - $75.1K
1.4K $67M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
837
New
$77.86 - $79.27 $65.2K - $66.3K
837 $65.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
719
New
$87.1 - $98.49 $62.6K - $70.8K
719 $62.8M
MSFT
Microsoft Corp

Technology
148
New
$406.35 - $454.46 $60.1K - $67.3K
148 $62.4M
KO
Coca Cola CO

Consumer Defensive
1K
New
$61.74 - $71.71 $61.7K - $71.7K
1K $62.3M
SCHO
Schwab Short Term Us Treasury

ETFs
2.58K
New
$24.06 - $48.88 $62K - $126K
2.58K $62M
VCIT
Vanguard Intermediate Term Cor

ETFs
740
New
$80.13 - $83.77 $59.3K - $62K
740 $59.4M
AXP
American Express CO

Financial Services
200
New
$267.35 - $305.57 $53.5K - $61.1K
200 $59.4M
NEE
Nextera Energy Inc

Utilities
767
New
$69.77 - $85.43 $53.5K - $65.5K
767 $55M
O
Realty Income Corp

Real Estate
1K
New
$51.76 - $64.71 $51.8K - $64.7K
1K $53.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
885
New
$57.78 - $60.4 $51.1K - $53.5K
885 $51.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
600
New
$77.25 - $91.3 $46.4K - $54.8K
600 $51.2M
Landbridge Company LLC Cl A
777
New
N/A
777 $50.2M
ABT
Abbott Laboratories

Healthcare
400
New
$111.93 - $119.39 $44.8K - $47.8K
400 $45.2M
HRL
Hormel Foods Corp

Consumer Defensive
1.4K
New
$29.21 - $33.55 $40.9K - $47K
1.4K $43.9M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.2K
New
$35.45 - $40.33 $42.5K - $48.4K
1.2K $43M
Te Connectivity LTD
300
New
N/A
300 $42.9M
BSX
Boston Scientific Corp

Healthcare
400
New
$83.62 - $91.5 $33.4K - $36.6K
400 $35.7M
ED
Consolidated Edison Inc

Utilities
400
New
$88.87 - $107.38 $35.5K - $43K
400 $35.7M
DLR
Digital Realty Trust, Inc.

Real Estate
200
New
$156.46 - $195.69 $31.3K - $39.1K
200 $35.5M
GTLS
Chart Industries Inc

Industrials
180
New
$119.65 - $202.35 $21.5K - $36.4K
180 $34.4M
IFF
International Flavors & Fragrances Inc

Basic Materials
400
New
$83.96 - $106.19 $33.6K - $42.5K
400 $33.8M
VBR
Vanguard Small Cap Value ETF

ETFs
167
New
$197.36 - $217.3 $33K - $36.3K
167 $33.1M
AEP
American Electric Power CO Inc

Utilities
346
New
$90.91 - $102.21 $31.5K - $35.4K
346 $31.9M
Activity Summary
Buys All Purchases 198 New Holdings 141 Increased Positions 57 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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