Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 19 | Q3 2023 | 14.1% |
ISHARES TR | 19 | Q3 2023 | 11.8% |
ISHARES TR | 19 | Q3 2023 | 9.9% |
ISHARES TR | 19 | Q3 2023 | 9.2% |
ISHARES TR | 19 | Q3 2023 | 6.7% |
ISHARES INC | 19 | Q3 2023 | 6.1% |
APPLE INC | 19 | Q3 2023 | 5.1% |
ISHARES TR | 19 | Q3 2023 | 4.6% |
MICROSOFT CORP | 19 | Q3 2023 | 2.5% |
UNITEDHEALTH GROUP INC | 19 | Q3 2023 | 2.5% |
View Fairhaven Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-01-18 |
13F-HR | 2021-11-10 |
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.