Fairhaven Wealth Management, LLC Incresed Positions in Q4 2024

Fairhaven Wealth Management, LLC

  • $319 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
244
+ 0.31%
$221.69 - $259.02 $54.1K - $63.2K
79.2K $19.8M
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.0%
$570.51 - $610.59 $2.85K - $3.05K
104K $61M
V
Visa Inc.

Financial Services
58
+ 0.28%
$273.87 - $320.91 $15.9K - $18.6K
20.7K $6.54M
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.02%
$205.18 - $250.29 $1.23K - $1.5K
29.2K $7M
AVGO
Broadcom Inc.

Technology
102
+ 1.52%
$159.67 - $250.0 $16.3K - $25.5K
6.81K $1.58M
MA
Mastercard Inc

Financial Services
27
+ 0.29%
$491.3 - $536.15 $13.3K - $14.5K
9.26K $4.87M
HON
Honeywell International Inc

Industrials
148
+ 1.12%
$202.84 - $236.0 $30K - $34.9K
13.4K $3.02M
TSLA
Tesla, Inc.

Consumer Cyclical
45
+ 2.47%
$213.65 - $479.86 $9.61K - $21.6K
1.86K $752K
IWF
Ishares Russell 1000 Gr ETF

ETFs
16
+ 0.18%
$370.24 - $418.94 $5.92K - $6.7K
8.89K $3.57M
IEMG
Ishares Inc

ETFs
2.41K
+ 1.03%
N/A
236K $12.6M
BX
Blackstone Inc.

Financial Services
19
+ 0.53%
$148.45 - $199.05 $2.82K - $3.78K
3.63K $626K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
56
+ 2.3%
$521.84 - $558.82 $29.2K - $31.3K
2.5K $1.34M
CSCO
Cisco Systems, Inc.

Technology
167
+ 2.25%
$52.45 - $60.02 $8.76K - $10K
7.58K $448K
OKE
Oneok Inc

Energy
24
+ 0.49%
$92.28 - $117.05 $2.21K - $2.81K
4.91K $493K
XLF
Financial Sector Spdr

ETFs
559
+ 11.68%
$44.89 - $51.34 $25.1K - $28.7K
5.35K $258K
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 1.35%
$873.59 - $994.69 $9.61K - $10.9K
827 $757K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
523
+ 0.13%
$61.68 - $67.87 $32.3K - $35.5K
394K $24.5M
TRV
Travelers Companies, Inc.

Financial Services
12
+ 0.83%
$225.97 - $266.66 $2.71K - $3.2K
1.46K $350K
DE
Deere & CO

Industrials
6
+ 0.77%
$389.45 - $466.0 $2.34K - $2.8K
782 $331K
ACN
Accenture PLC

Technology
22
+ 2.99%
$343.9 - $376.86 $7.57K - $8.29K
759 $267K
PG
Procter & Gamble CO

Consumer Defensive
98
+ 5.13%
$161.05 - $179.7 $15.8K - $17.6K
2.01K $336K
VIG
Vanguard Dividend Appreciation

ETFs
21
+ 0.22%
N/A
9.65K $1.76M
FISV
Fiserv Inc

Technology
22
+ 1.9%
N/A
1.18K $147K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
30
+ 1.05%
N/A
2.89K $248K
LLY
Eli Lilly & CO

Healthcare
89
+ 14.96%
$727.2 - $932.06 $64.7K - $83K
684 $528K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
52
+ 0.15%
$25.0 - $25.11 $1.3K - $1.31K
34.3K $860K
WM
Waste Management Inc

Industrials
10
+ 0.97%
$201.79 - $228.46 $2.02K - $2.28K
1.04K $209K
ABT
Abbott Laboratories

Healthcare
58
+ 0.4%
$111.93 - $119.39 $6.49K - $6.92K
14.7K $1.66M
CSX
Csx Corp

Industrials
96
+ 1.34%
$31.58 - $36.88 $3.03K - $3.54K
7.28K $234K
IT
Gartner Inc

Technology
55
+ 2.75%
$481.22 - $551.8 $26.5K - $30.3K
2.06K $996K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64
+ 0.92%
$442.29 - $483.08 $28.3K - $30.9K
7.04K $3.19M
VZ
Verizon Communications Inc

Communication Services
395
+ 5.41%
$39.6 - $45.21 $15.6K - $17.9K
7.69K $307K
IWD
Ishares Russell 1000 Val ETF

ETFs
25
+ 0.4%
$183.23 - $199.79 $4.58K - $4.99K
6.26K $1.16M
QCOM
Qualcomm Inc

Technology
30
+ 1.65%
$150.4 - $178.04 $4.51K - $5.34K
1.85K $284K
AFL
Aflac Inc

Financial Services
17
+ 0.4%
$100.37 - $115.27 $1.71K - $1.96K
4.31K $445K
UNP
Union Pacific Corp

Industrials
31
+ 1.22%
$223.15 - $249.32 $6.92K - $7.73K
2.57K $586K
HD
Home Depot, Inc.

Consumer Cyclical
21
+ 0.69%
$385.02 - $431.37 $8.09K - $9.06K
3.08K $1.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5
+ 0.07%
$75.1 - $82.99 $376 - $415
6.79K $513K
OMC
Omnicom Group Inc.

Communication Services
5
+ 0.13%
$85.82 - $105.47 $429 - $527
3.8K $326K
GD
General Dynamics Corp

Industrials
9
+ 0.25%
$260.28 - $314.03 $2.34K - $2.83K
3.55K $936K
CAT
Caterpillar Inc

Industrials
131
+ 2.03%
$360.37 - $416.88 $47.2K - $54.6K
6.58K $2.39M
RTX
Raytheon Technologies Corp

Industrials
11
+ 0.04%
$114.45 - $127.21 $1.26K - $1.4K
26.1K $3.02M
DUK
Duke Energy Corp

Utilities
182
+ 0.63%
$105.76 - $120.76 $19.2K - $22K
28.9K $3.11M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.01%
$244.52 - $284.07 $245 - $284
19.7K $4.86M
PSA
Public Storage

Real Estate
71
+ 0.78%
$289.33 - $360.21 $20.5K - $25.6K
9.14K $2.74M
UNH
Unitedhealth Group Inc

Healthcare
72
+ 0.72%
$485.52 - $625.25 $35K - $45K
10.1K $5.11M
IEFA
Ishares Tr

ETFs
7.07K
+ 1.72%
$70.06 - $77.43 $495K - $548K
418K $29.4M
Activity Summary
Buys All Purchases 53 New Holdings 5 Increased Positions 48 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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