| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 22 | Q2 2024 | 18.7% |
| ISHARES TR | 22 | Q2 2024 | 11.8% |
| ISHARES TR | 22 | Q2 2024 | 9.9% |
| ISHARES TR | 22 | Q2 2024 | 9.7% |
| ISHARES TR | 22 | Q2 2024 | 6.7% |
| ISHARES INC | 22 | Q2 2024 | 6.1% |
| APPLE INC | 22 | Q2 2024 | 5.5% |
| MICROSOFT CORP | 22 | Q2 2024 | 2.9% |
| UNITEDHEALTH GROUP INC | 22 | Q2 2024 | 2.5% |
| ISHARES TR | 22 | Q2 2024 | 4.6% |
View Fairhaven Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-16 |
View Fairhaven Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.