Fairfield Financial Advisors, LTD Reduced Holdings in Q3 2025

Fairfield Financial Advisors, LTD

  • $297 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Jensen Quality Growth I
-36.5K
- 12.97%
N/A
245K $15B
NVO
Novo Nordisk A S

Healthcare
-18.9K
- 62.29%
$45.38 - $71.7 $858K - $1.36M
11.4K $635M
Vanguard Dividend Growth
-42.8K
- 12.16%
N/A
309K $11.4B
LLY
Eli Lilly & CO

Healthcare
-1.15K
- 8.11%
$625.65 - $812.69 $721K - $936K
13K $9.95B
T. Rowe Price Capital Ap
-40.2K
- 9.05%
N/A
404K $15.5B
AMZN
Amazon Com Inc

Consumer Cyclical
-3.86K
- 7.63%
$211.65 - $238.24 $818K - $921K
46.8K $10.3B
MSFT
Microsoft Corp

Technology
-2.15K
- 13.68%
$491.09 - $535.64 $1.05M - $1.15M
13.5K $7.01B
Conestoga Small Cap Inve
-10.5K
- 47.48%
N/A
11.7K $822M
XLE
Energy Sector Spdr

ETFs
-6.46K
- 22.1%
$84.25 - $91.99 $544K - $594K
22.8K $2.03B
William Blair Small Mid
-19.1K
- 49.56%
N/A
19.4K $486M
Parnassus Core Equity In
-12.4K
- 4.52%
N/A
261K $17.1B
ADI
Analog Devices Inc

Technology
-1.59K
- 24.7%
$220.68 - $255.63 $352K - $407K
4.86K $1.19B
V
Visa Inc.

Financial Services
-304
- 2.09%
$332.09 - $358.86 $101K - $109K
14.3K $4.87B
Vanguard Health Care Inv
-1.77K
- 53.84%
N/A
1.51K $279M
Schwab Prime Advantage M
-277K
- 3.23%
N/A
8.28M $8.28B
Vanguard Wellesley Incom
-11K
- 25.22%
N/A
32.5K $854M
NEE
Nextera Energy Inc

Utilities
-4.08K
- 31.55%
$69.77 - $77.54 $285K - $317K
8.86K $669M
Amana Income Investor
-3.28K
- 35.76%
N/A
5.88K $421M
AJG
Arthur J. Gallagher & Co.

Financial Services
-315
- 3.16%
$284.17 - $319.49 $89.5K - $101K
9.65K $2.99B
MA
Mastercard Inc

Financial Services
-219
- 2.97%
$550.18 - $598.96 $120K - $131K
7.15K $4.06B
SCI
Service Corp International

Consumer Cyclical
-837
- 17.93%
$75.63 - $83.25 $63.3K - $69.7K
3.83K $319M
Schwab Government Money
-45.3K
- 12.16%
N/A
327K $327M
Conservative Pool
-1.14K
- 4.23%
N/A
25.8K $546M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-86
- 6.56%
$275.84 - $326.36 $23.7K - $28.1K
1.23K $400M
TSLA
Tesla, Inc.

Consumer Cyclical
-164
- 11.51%
$293.94 - $444.72 $48.2K - $72.9K
1.26K $561M
PLTR
Palantir Technologies Inc.

Technology
-360
- 8.38%
$130.68 - $186.97 $47K - $67.3K
3.93K $718M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-416
- 2.04%
$459.11 - $506.91 $191K - $211K
20K $10.1B
CAT
Caterpillar Inc

Industrials
-75
- 0.99%
$390.92 - $477.15 $29.3K - $35.8K
7.47K $3.56B
AAPL
Apple Inc.

Technology
-4K
- 7.57%
$202.38 - $256.87 $809K - $1.03M
48.8K $12.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-592
- 1.17%
$546.99 - $602.2 $324K - $357K
50.1K $30.1B
XLK
Technology Sector Spdr

ETFs
-1.16K
- 1.17%
$250.97 - $282.66 $292K - $329K
98K $27.6B
GOOGL
Alphabet Inc.

Communication Services
-5.44K
- 9.46%
$174.36 - $254.72 $948K - $1.38M
52.1K $12.7B
Activity Summary
Buys All Purchases 35 New Holdings 7 Increased Positions 28 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fairfield Financial Advisors, LTD Portfolio

Follow Fairfield Financial Advisors, LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fairfield Financial Advisors, LTD, based on Form 13F filings with the SEC.

News

Stay updated on Fairfield Financial Advisors, LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email