Fairhaven Wealth Management, LLC Reduced Holdings in Q4 2024

Fairhaven Wealth Management, LLC

  • $319 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-448
- 0.35%
$60.13 - $67.31 $26.9K - $30.2K
126K $7.67M
IQV
Iqvia Holdings Inc.

Healthcare
-2
- 0.01%
$190.97 - $236.63 $382 - $473
14.4K $2.83M
MRK
Merck & Co., Inc.

Healthcare
-1.02K
- 3.39%
$96.31 - $114.76 $98.1K - $117K
29K $2.89M
PEP
Pepsico Inc

Consumer Defensive
-334
- 1.55%
$151.29 - $176.1 $50.5K - $58.8K
21.2K $3.23M
ORCL
Oracle Corp

Technology
-784
- 1.79%
$165.41 - $192.43 $130K - $151K
43.1K $7.18M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-528
- 0.4%
$113.92 - $127.38 $60.1K - $67.3K
130K $15M
XOM
Exxon Mobil Corp

Energy
-126
- 0.54%
$105.51 - $125.37 $13.3K - $15.8K
23.4K $2.52M
JNJ
Johnson & Johnson

Healthcare
-461
- 6.1%
$143.34 - $165.86 $66.1K - $76.5K
7.1K $1.03M
MSFT
Microsoft Corp

Technology
-27
- 0.14%
$406.35 - $454.46 $11K - $12.3K
19.8K $8.37M
MCD
Mcdonalds Corp

Consumer Cyclical
-382
- 8.84%
$288.47 - $316.54 $110K - $121K
3.94K $1.14M
CSWI
Csw Industrials, Inc.

Industrials
-260
- 12.32%
$352.8 - $432.01 $91.7K - $112K
1.85K $652K
NEE
Nextera Energy Inc

Utilities
-257
- 5.97%
$69.77 - $85.43 $17.9K - $22K
4.05K $289K
NVDA
Nvidia Corp

Technology
-2.29K
- 11.26%
$117.0 - $148.88 $267K - $340K
18K $2.42M
MUB
Ishares National Muni Bond ETF

ETFs
-40
- 0.4%
$105.78 - $108.7 $4.23K - $4.35K
9.94K $1.06M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-90
- 0.54%
$49.79 - $51.14 $4.48K - $4.6K
16.6K $833K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-765
- 6.63%
$23.08 - $23.28 $17.7K - $17.8K
10.8K $250K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-225
- 2.6%
$25.3 - $26.31 $5.69K - $5.92K
8.42K $215K
META
Meta Platforms, Inc.

Communication Services
-25
- 5.98%
$554.08 - $632.68 $13.9K - $15.8K
393 $231K
XLK
Technology Sector Spdr

ETFs
-59
- 5.44%
$220.26 - $241.44 $13K - $14.2K
1.03K $238K
VB
Vanguard Small Cap ETF

ETFs
-10
- 1.06%
$233.76 - $261.58 $2.34K - $2.62K
933 $224K
VV
Vanguard Large Cap ETF

ETFs
-14
- 0.67%
$260.27 - $280.65 $3.64K - $3.93K
2.09K $562K
NFLX
Netflix Inc

Communication Services
-57
- 17.33%
$687.65 - $936.56 $39.2K - $53.4K
272 $242K
DIS
Walt Disney CO

Communication Services
-112
- 4.77%
$92.39 - $117.6 $10.3K - $13.2K
2.24K $249K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 1.82%
$4100.99 - $5300.34 $8.2K - $10.6K
108 $536K
GOOG
Alphabet Inc.

Communication Services
-98
- 1.49%
$163.08 - $198.16 $16K - $19.4K
6.5K $1.24M
GOOGL
Alphabet Inc.

Communication Services
-58
- 0.19%
$161.86 - $196.66 $9.39K - $11.4K
30.1K $5.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-153
- 0.53%
$180.88 - $232.93 $27.7K - $35.6K
28.5K $6.25M
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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