Notify me when Fairhaven Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 116 | $319,718,199 | +$3,753,618 | -$7,908,688 | -$4,155,070 | IVV, IEFA, IJH, AAPL, IJR | 13F-HR | 04 Feb 2025, 13:29 |
| Q3 2024 | 128 | $326,545,352 | +$5,874,705 | -$1,008,018 | +$4,866,687 | IVV, IEFA, IJH, AAPL, IJR | 13F-HR | 12 Nov 2024, 09:33 |
| Q2 2024 | 120 | $301,825,719 | +$12,076,832 | -$4,749,265 | +$7,327,567 | IVV, IEFA, IJH, AAPL, IJR | 13F-HR | 31 Jul 2024, 18:01 |
| Q1 2024 | 123 | $291,324,920 | +$36,205,498 | -$16,109,086 | +$20,096,412 | IVV, IEFA, IJH, IJR, AAPL | 13F-HR | 01 May 2024, 16:31 |
| Q4 2023 | 119 | $273,016,487 | +$16,489,942 | -$19,336,954 | -$2,847,012 | IVV, IEFA, IJH, IJR, AAPL | 13F-HR | 08 Feb 2024, 13:58 |
| Q3 2023 | 117 | $250,836,490 | +$7,999,794 | -$7,143,237 | +$856,557 | IVV, IJH, IJR, IEFA, AAPL | 13F-HR | 14 Nov 2023, 17:15 |
| Q2 2023 | 122 | $261,613,974 | +$17,547,420 | -$15,962,028 | +$1,585,392 | IVV, IJH, IJR, IEFA, AAPL | 13F-HR | 11 Aug 2023, 11:21 |
| Q4 2022 | 116 | $235,447,292 | +$22,317,026 | -$14,731,225 | +$7,585,801 | IVV, IJH, IJR, IEFA, SLDP | 13F-HR | 10 Feb 2023, 16:38 |
| Q3 2022 | 110 | $223,760,000 | +$31,961,472 | -$5,220,089 | +$26,741,383 | IVV, SLDP, IJH, IJR, IEFA | 13F-HR | 10 Nov 2022, 16:04 |
| Q2 2022 | 114 | $213,087,000 | +$13,271,471 | -$6,178,191 | +$7,093,280 | IVV, IJH, IJR, IEFA, AAPL | 13F-HR | 08 Aug 2022, 13:13 |
| Q1 2022 | 127 | $246,401,000 | +$16,364,045 | -$7,636,090 | +$8,727,955 | IVV, IJH, IJR, IEFA, AAPL | 13F-HR | 16 May 2022, 17:25 |
| Q4 2021 | 121 | $256,352,000 | +$8,367,737 | -$10,756,658 | -$2,388,921 | IVV, IJH, IJR, IEFA, AAPL | 13F-HR | 18 Jan 2022, 15:03 |
| Q3 2021 | 118 | $242,744,000 | +$12,004,462 | -$15,984,200 | -$3,979,738 | IVV, IJH, IJR, IEFA, SCZ | 13F-HR | 10 Nov 2021, 11:22 |
| Q2 2021 | 120 | $250,959,000 | +$5,435,878 | -$5,990,605 | -$554,727 | IVV, IJH, IJR, IEFA, MPAA | 13F-HR | 09 Aug 2021, 14:46 |
| Q1 2021 | 115 | $238,411,000 | +$15,549,362 | -$22,008,726 | -$6,459,364 | IVV, IJH, IJR, IEFA, MPAA | 13F-HR | 13 May 2021, 11:17 |
| Q4 2020 | 118 | $227,130,000 | +$37,175,896 | -$2,545,045 | +$34,630,851 | IVV, IJH, IJR, IEFA, MPAA | 13F-HR | 12 Feb 2021, 15:51 |
| Q3 2020 | 99 | $168,922,000 | +$13,638,413 | -$2,832,947 | +$10,805,466 | IVV, IJH, IJR, IEFA, SCZ | 13F-HR | 03 Nov 2020, 19:59 |
| Q2 2020 | 99 | $151,971,000 | +$23,511,078 | -$2,222,074 | +$21,289,004 | IVV, IJH, IJR, IEFA, SCZ | 13F-HR | 14 Aug 2020, 17:21 |
| Q1 2020 | 76 | $109,997,000 | +$26,006,895 | -$9,667,307 | +$16,339,588 | IVV, IJH, IJR, IEFA, SCZ | 13F-HR | 05 May 2020, 13:13 |
| Q4 2019 | 78 | $120,071,000 | +$6,079,998 | -$1,130,505 | +$4,949,493 | IVV, IJH, IJR, IEFA, SCZ | 13F-HR | 07 Feb 2020, 13:51 |
| Q3 2019 | 77 | $106,852,000 | +$3,765,607 | -$4,834,297 | -$1,068,690 | IVV, IJH, IJR, IEFA, SCZ | 13F-HR | 14 Nov 2019, 18:05 |
| Q2 2019 | 75 | $107,558,000 | +$4,671,043 | -$3,390,470 | +$1,280,573 | IVV, IJH, IJR, IEFA, SCZ | 13F-HR | 13 Aug 2019, 13:54 |
| Q1 2019 | 80 | $105,110,000 | +$8,060,137 | -$14,531,918 | -$6,471,781 | IVV, IJH, IJR, IEFA, SCZ | 13F-HR | 18 Apr 2019, 19:53 |
| Q4 2018 | 77 | $101,719,000 | $0 | $0 | $0 | IVV, IJH, MPAA, IJR, IEFA | 13F-HR | 13 Feb 2019, 19:32 |