StockDriftsStockDriftsTop 50 Fairhaven Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 19.07% | 103.6K | $61.0M | +0.00%(+5) | — | 2024-12-31 | |
| IEFA | ISHARES TR | 9.18% | 417.7K | $29.4M | +1.72%(+7.07K) | — | 2024-12-31 | |
| IJH | ISHARES TR | 7.67% | 393.7K | $24.5M | +0.13%(+523) | — | 2024-12-31 | |
| AAPL | APPLE INC | 6.2% | 79.2K | $19.8M | +0.31%(+244) | — | 2024-12-31 | |
| IJR | ISHARES TR | 4.7% | 130.5K | $15.0M | -0.40%(-528) | — | 2024-12-31 | |
| IEMG | ISHARES INC | 3.85% | 235.6K | $12.3M | +1.03%(+2.41K) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 2.62% | 19.8K | $8.4M | -0.14%(-27) | — | 2024-12-31 | |
| SCZ | ISHARES TR | 2.4% | 126.3K | $7.7M | -0.35%(-448) | — | 2024-12-31 | |
| ORCL | ORACLE CORP | 2.25% | 43.1K | $7.2M | -1.79%(-784) | — | 2024-12-31 | |
| VTI | VANGUARD INDEX FDS | 2.23% | 24.6K | $7.1M | +0.00%(+0) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Fairhaven Wealth Management, Llc reports $319.72M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are IVV (19.1%), IEFA (9.2%) and IJH (7.7%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fairhaven Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767056). View Fairhaven Wealth Management, Llc’s 13F filings on SEC