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Fairhaven Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Fairhaven Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Fairhaven Wealth Management LLC. In the Fairhaven Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Fairhaven Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Fairhaven Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 75,333 +1,646 $28,562
     IVV75,333+1,646$28,562
ISHARES TR (IJH) 86,519 +1,883 $19,573
     IJH86,519+1,883$19,573
ISHARES TR (IJR) 192,340 +4,618 $17,774
     IJR192,340+4,618$17,774
ISHARES TR (IEFA) 258,834 +9,660 $15,232
     IEFA258,834+9,660$15,232
APPLE INC 67,407 +2,377 $9,216
     AAPL67,407+2,377$9,216
ISHARES INC (IEMG) 176,068 +6,223 $8,638
     IEMG176,068+6,223$8,638
ISHARES TR (SCZ) 156,529 +4,288 $8,545
     SCZ156,529+4,288$8,545
UNITEDHEALTH GROUP INC 10,501 -158 $5,393
     UNH10,501-158$5,393
MICROSOFT CORP 19,333 -226 $4,965
     MSFT19,333-226$4,965
VANGUARD INDEX FDS (VTI) 25,460 +156 $4,802
     VTI25,460+156$4,802
VANGUARD MUN BD FDS (VTEB) 74,518 +5,230 $3,720
     VTEB74,518+5,230$3,720
PEPSICO INC 21,186 +718 $3,531
     PEP21,186+718$3,531
LOWES COS INC 19,613 +181 $3,426
     LOW19,613+181$3,426
VISA INC 16,911 +397 $3,330
     V16,911+397$3,330
ORACLE CORP 47,090 +1,516 $3,290
     ORCL47,090+1,516$3,290
ALPHABET INC 1,478 +27 $3,221
     GOOGL1,478+27$3,221
VANGUARD SPECIALIZED FUNDS (VIG) 22,049 -86 $3,163
     VIG22,049-86$3,163
JPMORGAN CHASE & CO 26,828 +1,158 $3,021
     JPM26,828+1,158$3,021
AMAZON COM INC 27,217 +25,930 $2,891
     AMZN27,217+25,930$2,891
IQVIA HLDGS INC 12,945 +184 $2,809
     IQV12,945+184$2,809
TUSIMPLE HLDGS INC 353,604 +353,604 $2,557
     TSP353,604+353,604$2,557
MASTERCARD INCORPORATED 7,802 +331 $2,461
     MA7,802+331$2,461
BOOKING HOLDINGS INC 1,327 +24 $2,321
     BKNG1,327+24$2,321
SPDR S&P 500 ETF TR (SPY) 5,891 +141 $2,222
     SPY5,891+141$2,222
VANGUARD INTL EQUITY INDEX F (VEU) 43,406 +240 $2,169
     VEU43,406+240$2,169
MERCK & CO INC 23,668 +3,915 $2,158
     MRK23,668+3,915$2,158
CARMAX INC 21,751 +111 $1,968
     KMX21,751+111$1,968
ISHARES TR (IWF) 8,732 UNCH $1,910
     IWF8,732UNCH$1,910
NIKE INC 18,693 +42 $1,910
     NKE18,693+42$1,910
ARCHER DANIELS MIDLAND CO 22,552 +3,798 $1,750
     ADM22,552+3,798$1,750
ENBRIDGE INC 39,291 +8,219 $1,660
     ENB39,291+8,219$1,660
JOHNSON & JOHNSON 9,165 +293 $1,627
     JNJ9,165+293$1,627
BERKSHIRE HATHAWAY INC DEL      $1,527
     BRK.B5,593-229$1,527
OLD SECOND BANCORP INC ILL 100,000 UNCH $1,338
     OSBC100,000UNCH$1,338
PAYPAL HLDGS INC 17,272 +2,413 $1,206
     PYPL17,272+2,413$1,206
TARGET CORP 7,437 +1,076 $1,050
     TGT7,437+1,076$1,050
ISHARES TR (IWB) 5,006 +222 $1,040
     IWB5,006+222$1,040
PFIZER INC 19,591 -1,017 $1,027
     PFE19,591-1,017$1,027
TELADOC HEALTH INC 30,747 UNCH $1,021
     TDOC30,747UNCH$1,021
DANAHER CORPORATION 3,743 +17 $949
     DHR3,743+17$949
HOME DEPOT INC 3,448 +88 $946
     HD3,448+88$946
ISHARES TR (IWD) 6,234 +13 $904
     IWD6,234+13$904
GENERAL DYNAMICS CORP 3,934 -48 $870
     GD3,934-48$870
ISHARES TR (MUB) 7,670 -399 $816
     MUB7,670-399$816
ALPHABET INC 354 +10 $774
     GOOG354+10$774
MCDONALDS CORP 2,573 +733 $635
     MCD2,573+733$635
VANGUARD INDEX FDS (VNQ) 6,640 +72 $605
     VNQ6,640+72$605
UNION PAC CORP 2,828 -21 $603
     UNP2,828-21$603
ABBOTT LABS 5,434 -85 $590
     ABT5,434-85$590
ISHARES TR (EFA) 8,153 UNCH $510
     EFA8,153UNCH$510

See Full List: All Stocks Held By Fairhaven Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Fairhaven Wealth Management LLC

Size ($ in 1000's)
At 06/30/2022: $213,088
At 03/31/2022: $246,403

Fairhaven Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Fairhaven Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Fairhaven Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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