Fairhaven Wealth Management, LLC - Portfolio overview

Fairhaven Wealth Management, LLC has 116 reported holdings in this dataset, with the latest filing dated 2025-02-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 19.07%
2. IEFA - ISHARES TR, 9.18%
3. IJH - ISHARES TR, 7.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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