Fairhaven Wealth Management, LLC New Holdings in Q2 2024

Fairhaven Wealth Management, LLC

  • $302 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
6.29K
New
$321.47 - $379.3 $2.02M - $2.39M
6.29K $2.1M
CL
Colgate Palmolive CO

Consumer Defensive
2.12K
New
$85.85 - $98.99 $182K - $210K
2.12K $205K
NVS
Novartis Ag

Healthcare
1.9K
New
$92.57 - $107.37 $176K - $204K
1.9K $202K
VB
Vanguard Small Cap ETF

ETFs
921
New
$210.76 - $226.94 $194K - $209K
921 $200K
Ouster Inc
13.3K
New
N/A
13.3K $0
Activity Summary
Buys All Purchases 59 New Holdings 5 Increased Positions 54 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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