Filer Name: FAIRHAVEN WEALTH MANAGEMENT, LLC
CIK: 1767056
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 116
Portfolio Value: $0.32B

Fairhaven Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 103,591 $61M 19.07% 0.0% -
IEFA US ISHARES CORE MSCI EAFE ETF 417,732 $29M 9.18% 1.7% -
IJH US ISHARES CORE S&P MIDCAP ETF 393,736 $25M 7.67% 0.1% -
AAPL US APPLE INC 79,165 $20M 6.20% 0.3% -
IJR US ISHARES CORE S&P SMALL-CAP E 130,494 $15M 4.70% -0.4% -
IEMG US ISHARES CORE MSCI EMERGING 235,639 $12M 3.85% 1.0% -
MSFT US MICROSOFT CORP 19,849 $8M 2.62% -0.1% -
SCZ US ISHARES MSCI EAFE SMALL-CAP 126,327 $8M 2.40% -0.4% -
ORCL US ORACLE CORP 43,094 $7M 2.25% -1.8% -
VTI US VANGUARD TOTAL STOCK MKT ETF 24,643 $7M 2.23% - -
JPM US JPMORGAN CHASE & CO 29,185 $7M 2.19% 0.0% -
V US VISA INC-CLASS A SHARES 20,683 $7M 2.04% 0.3% -
AMZN US AMAZON.COM INC 28,498 $6M 1.96% -0.5% -
GOOGL US ALPHABET INC-CL A 30,129 $6M 1.78% -0.2% -
UNH US UNITEDHEALTH GROUP INC 10,097 $5M 1.60% 0.7% -
MA US MASTERCARD INC - A 9,255 $5M 1.52% 0.3% -
LOW US LOWE'S COS INC 19,682 $5M 1.52% 0.0% -
IWF US ISHARES RUSSELL 1000 GROWTH 8,890 $4M 1.12% 0.2% -
SPY US SPDR S&P 500 ETF TRUST 5,716 $3M 1.05% - -
PEP US PEPSICO INC 21,227 $3M 1.01% -1.5% -
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