Fairhaven Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    oak brook, IL
  • CIK
    0001767056
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

116

$319.72 M
IVV, IEFA, IJH, AAPL
13F-HR
Feb 4, 2025
000110465925009022

128

$326.55 M
IVV, IEFA, IJH, AAPL
13F-HR
Nov 12, 2024
000110465924116512

120

$301.83 M
IVV, IEFA, IJH, AAPL
13F-HR
Aug 1, 2024
000110465924084459

123

$291.32 M
IVV, IEFA, IJH, IJR
13F-HR
May 1, 2024
000110465924055751

119

$273.02 M
IVV, IEFA, IJH, IJR
13F-HR
Feb 8, 2024
000110465924012196

117

$250.84 M
IVV, IJH, IJR, IEFA
13F-HR
Nov 14, 2023
000110465923118238

122

$261.61 M
IVV, IJH, IJR, IEFA
13F-HR
Aug 11, 2023
000110465923090242

117

$235.45 M
IVV, IJH, IJR, IEFA
13F-HR
Feb 10, 2023
000110465923018605

111

$223.76 M
IVV, SOLID POWER INC, IJH, IJR
13F-HR
Nov 10, 2022
000110465922117112

115

$213.09 M
IVV, IJH, IJR, IEFA
13F-HR
Aug 8, 2022
000110465922087060

128

$246.40 M
IVV, IJH, IJR, IEFA
13F-HR
May 16, 2022
000110465922061511

121

$256.35 M
IVV, IJH, IJR, IEFA
13F-HR
Jan 18, 2022
000110465922004853

118

$242.74 M
IVV, IJH, IJR, IEFA
13F-HR
Nov 10, 2021
000110465921136755

120

$250.96 M
IVV, IJH, IJR, IEFA
13F-HR
Aug 9, 2021
000110465921102047

115

$238.41 M
IVV, IJH, IJR, IEFA
13F-HR
May 13, 2021
000110465921065692

118

$227.13 M
IVV, IJH, IJR, IEFA
13F-HR
Feb 12, 2021
000110465921021839

99

$168.92 M
IVV, IJH, IJR, IEFA
13F-HR
Nov 4, 2020
000110465920121082

99

$151.97 M
IVV, IJH, IJR, IEFA
13F-HR
Aug 14, 2020
000110465920095662

77

$110.26 M
IVV, IJH, IJR, IEFA
13F-HR
May 5, 2020
000110465920056729

79

$120.18 M
IVV, IJH, IJR, IEFA
13F-HR
Feb 7, 2020
000110465920012416

78

$106.88 M
IVV, IJH, IJR, IEFA
13F-HR
Nov 15, 2019
000110465919064385

76

$107.59 M
IVV, IJH, IJR, IEFA
13F-HR
Aug 13, 2019
000114420419039448

81

$105.16 M
IVV, IJH, IJR, IEFA
13F-HR
Apr 19, 2019
000114420419020329

78

$101.75 M
IVV, IJH, MOTORCAR PTS AMER INC, IJR
13F-HR
Feb 14, 2019
000114420419007416