Fairfield Financial Advisors, LTD

Q4 2024 13F Holdings

  • Location
    wellesley, MA
  • Num holdings

    268

  • Value ($000)

    $283,965

  • Date Filed
    02/07/2025
  • Form type
    13F-HR
  • CIK
    0002033232
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ
NDQ

INVSC QQQ TRUST SRS 1 ETF

UIE
46090E103
$27.63M
10 %

54,051

XLK
XLK

TECHNOLOGY SELECT SECTORSPDR ETF IV

UIE
81369Y803
$24.80M
9 %

106,678

JENIX
JENIX

JENSEN QUALITY GROWTH I

MFC
476313309
$21.75M
8 %

374,346

PRBLX
PRBLX

PARNASSUS CORE EQUITY INVESTOR

MFA
701769101
$18.65M
7 %

313,112

TRAIX
TRAIX

T. ROWE PRICE CAPITAL APPRECIATION I

MFA
77954M303
$16.86M
6 %

487,148

VDIGX
VDIGX

VANGUARD DIVIDEND GROWTH FUND INV

MFC
921908604
$15.64M
6 %

432,020

AAPL
AAPL

APPLE INC

COM
037833100
$13.54M
5 %

54,069

AMZN
AMZN

AMAZON.COM INC

COM
023135106
$11.59M
4 %

52,841

GOOGL
GOOGL

ALPHABET INC CLASS A

COM
02079K305
$11.36M
4 %

60,000

LLY
LLY

ELI LILLY AND CO

COM
532457108
$11.32M
4 %

14,668

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