Fairhaven Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationoak brook, IL
- CIK0001767056
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
116 | $319.72M | IVV, IEFA, IJH, AAPL | 13F-HR | Feb 4, 2025 | 000110465925009022 | ||
128 | $326.55M | IVV, IEFA, IJH, AAPL | 13F-HR | Nov 12, 2024 | 000110465924116512 | ||
120 | $301.83M | IVV, IEFA, IJH, AAPL | 13F-HR | Aug 1, 2024 | 000110465924084459 | ||
123 | $291.32M | IVV, IEFA, IJH, IJR | 13F-HR | May 1, 2024 | 000110465924055751 | ||
119 | $273.02M | IVV, IEFA, IJH, IJR | 13F-HR | Feb 8, 2024 | 000110465924012196 | ||
117 | $250.84M | IVV, IJH, IJR, IEFA | 13F-HR | Nov 14, 2023 | 000110465923118238 | ||
122 | $261.61M | IVV, IJH, IJR, IEFA | 13F-HR | Aug 11, 2023 | 000110465923090242 | ||
117 | $235.45M | IVV, IJH, IJR, IEFA | 13F-HR | Feb 10, 2023 | 000110465923018605 | ||
111 | $223.76M | IVV, SOLID POWER INC, IJH, IJR | 13F-HR | Nov 10, 2022 | 000110465922117112 | ||
115 | $213.09M | IVV, IJH, IJR, IEFA | 13F-HR | Aug 8, 2022 | 000110465922087060 | ||
128 | $246.40M | IVV, IJH, IJR, IEFA | 13F-HR | May 16, 2022 | 000110465922061511 | ||
121 | $256.35M | IVV, IJH, IJR, IEFA | 13F-HR | Jan 18, 2022 | 000110465922004853 | ||
118 | $242.74M | IVV, IJH, IJR, IEFA | 13F-HR | Nov 10, 2021 | 000110465921136755 | ||
120 | $250.96M | IVV, IJH, IJR, IEFA | 13F-HR | Aug 9, 2021 | 000110465921102047 | ||
115 | $238.41M | IVV, IJH, IJR, IEFA | 13F-HR | May 13, 2021 | 000110465921065692 | ||
118 | $227.13M | IVV, IJH, IJR, IEFA | 13F-HR | Feb 12, 2021 | 000110465921021839 | ||
99 | $168.92M | IVV, IJH, IJR, IEFA | 13F-HR | Nov 4, 2020 | 000110465920121082 | ||
99 | $151.97M | IVV, IJH, IJR, IEFA | 13F-HR | Aug 14, 2020 | 000110465920095662 | ||
77 | $110.26M | IVV, IJH, IJR, IEFA | 13F-HR | May 5, 2020 | 000110465920056729 | ||
79 | $120.18M | IVV, IJH, IJR, IEFA | 13F-HR | Feb 7, 2020 | 000110465920012416 | ||
78 | $106.88M | IVV, IJH, IJR, IEFA | 13F-HR | Nov 15, 2019 | 000110465919064385 | ||
76 | $107.59M | IVV, IJH, IJR, IEFA | 13F-HR | Aug 13, 2019 | 000114420419039448 | ||
81 | $105.16M | IVV, IJH, IJR, IEFA | 13F-HR | Apr 19, 2019 | 000114420419020329 | ||
78 | $101.75M | IVV, IJH, MOTORCAR PTS AMER INC, IJR | 13F-HR | Feb 14, 2019 | 000114420419007416 |