Fairhaven Wealth Management, LLC — 13F holdings

Fairhaven Wealth Management, LLC reported 116 holdings worth $320M in its 13F filing for Q4 2024, filed February 4, 2025.

Largest positions

1. IVV ISHARES TR — $61.0M (19.1%)
2. IEFA ISHARES TR — $29.4M (9.2%)
3. IJH ISHARES TR — $24.5M (7.7%)
4. AAPL APPLE INC — $19.8M (6.2%)
5. IJR ISHARES TR — $15.0M (4.7%)
6. IEMG ISHARES INC — $12.3M (3.8%)
7. MSFT MICROSOFT CORP — $8.37M (2.6%)
8. SCZ ISHARES TR — $7.67M (2.4%)
9. ORCL ORACLE CORP — $7.18M (2.2%)
10. VTI VANGUARD INDEX FDS — $7.14M (2.2%)