HoldingsChannel.com
Fairhaven Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 50,089 -893 $12,943
     IVV50,089-893$12,943
ISHARES TR (IJH) 76,522 +10,272 $11,008
     IJH76,522+10,272$11,008
ISHARES TR (IJR) 164,062 +25,236 $9,206
     IJR164,062+25,236$9,206
ISHARES TR (IEFA) 172,932 +10,087 $8,628
     IEFA172,932+10,087$8,628
ISHARES TR (SCZ) 132,954 +5,956 $5,960
     SCZ132,954+5,956$5,960
ISHARES INC (IEMG) 141,296 +8,244 $5,718
     IEMG141,296+8,244$5,718
FIRST TR VALUE LINE DIVID IN (FVD) 185,928 +77,129 $5,146
     FVD185,928+77,129$5,146
ISHARES TR (IYR) 54,491 +1,240 $3,791
     IYR54,491+1,240$3,791
APPLE INC 14,280 +1,008 $3,631
     AAPL14,280+1,008$3,631
VANGUARD INDEX FDS (VTI) 20,664 +20,664 $2,664
     VTI20,664+20,664$2,664
VANGUARD MUN BD FD INC (VTEB) 45,663 +45,663 $2,416
     VTEB45,663+45,663$2,416
VANGUARD SPECIALIZED FUNDS (VIG) 21,675 +21,675 $2,241
     VIG21,675+21,675$2,241
MICROSOFT CORP 10,768 +3,710 $1,698
     MSFT10,768+3,710$1,698
VISA INC 10,276 +774 $1,656
     V10,276+774$1,656
UNITEDHEALTH GROUP INC 6,241 +1,903 $1,556
     UNH6,241+1,903$1,556
VANGUARD INTL EQUITY INDEX F (VEU) 32,181 +32,181 $1,320
     VEU32,181+32,181$1,320
BERKSHIRE HATHAWAY INC DEL      $1,271
     BRK.B6,951+1,032$1,271
AMAZON COM INC 638 +194 $1,244
     AMZN638+194$1,244
ALPHABET INC 993 +159 $1,154
     GOOGL993+159$1,154
JPMORGAN CHASE & CO 12,148 +5,750 $1,094
     JPM12,148+5,750$1,094
ISHARES TR (EFA) 19,572 -2,543 $1,046
     EFA19,572-2,543$1,046
INTEL CORP 19,135 +12,257 $1,036
     INTC19,135+12,257$1,036
ORACLE CORP 21,063 +6,562 $1,018
     ORCL21,063+6,562$1,018
MASTERCARD INC 4,149 +558 $1,002
     MA4,149+558$1,002
PEPSICO INC 7,794 +2,941 $936
     PEP7,794+2,941$936
LOWES COS INC 10,825 +2,997 $931
     LOW10,825+2,997$931
PAYPAL HLDGS INC 9,234 +1,760 $884
     PYPL9,234+1,760$884
ISHARES TR (MUB) 7,803 -27,070 $882
     MUB7,803-27,070$882
DISNEY WALT CO 9,019 +3,595 $871
     DIS9,019+3,595$871
OLD SECOND BANCORP INC ILL 125,000 UNCH $864
     OSBC125,000UNCH$864
BOOKING HLDGS INC 632 +201 $850
     BKNG632+201$850
JOHNSON & JOHNSON 5,809 +1,031 $762
     JNJ5,809+1,031$762
FACEBOOK INC 4,038 +1,874 $674
     FB4,038+1,874$674
UNILEVER PLC 12,517 +4,927 $633
     UL12,517+4,927$633
NOVARTIS A G 7,194 +1,777 $593
     NVS7,194+1,777$593
WELLS FARGO CO NEW 20,593 +10,551 $591
     WFC20,593+10,551$591
GENERAL DYNAMICS CORP 4,454 +2,753 $589
     GD4,454+2,753$589
IQVIA HLDGS INC 5,451 +2,097 $588
     IQV5,451+2,097$588
ENBRIDGE INC 19,424 +9,059 $565
     ENB19,424+9,059$565
ISHARES TR (IWV) 3,641 +3,641 $540
     IWV3,641+3,641$540
HOME DEPOT INC 2,871 +90 $536
     HD2,871+90$536
NIKE INC 6,358 +6,358 $526
     NKE6,358+6,358$526
DANAHER CORPORATION 3,620 +39 $501
     DHR3,620+39$501
FIRST TR EXCHANGE TRADED FD (FTSM) 8,486 -349 $501
     FTSM8,486-349$501
UNION PAC CORP 3,030 +453 $427
     UNP3,030+453$427
VERIZON COMMUNICATIONS INC 7,538 +3,681 $405
     VZ7,538+3,681$405
ABBOTT LABS 5,124 +660 $404
     ABT5,124+660$404
CARMAX INC 7,511 +3,551 $404
     KMX7,511+3,551$404
NEXTERA ENERGY INC 1,638 +526 $394
     NEE1,638+526$394
COMCAST CORP NEW 9,967 +5,165 $343
     CMCSA9,967+5,165$343

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 03/31/2020: $110,259
At 12/31/2019: $120,183

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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