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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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