Stock Taper

FAIRHAVEN WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
UnitedHealth Group IncorporatedUNH10.1K$5.11M
Walmart Inc.WMT9.65K$872.15K
Mastercard IncorporatedMA9.26K$4.87M
Public StoragePSA9.14K$2.74M
Verizon Communications Inc.VZ7.69K$307.56K
Cisco Systems, Inc.CSCO7.58K$448.78K
CSX CorporationCSX7.28K$234.93K
Johnson & JohnsonJNJ7.1K$1.03M
Berkshire Hathaway Inc.BRK-B7.04K$3.19M
Broadcom Inc.AVGO6.81K$1.58M
Caterpillar Inc.CAT6.58K$2.39M
Alphabet Inc.GOOG6.5K$1.24M
ONEOK, Inc.OKE4.91K$493.06K
The Sherwin-Williams CompanySHW4.54K$1.54M
Aflac IncorporatedAFL4.31K$445.93K
NextEra Energy, Inc.NEE4.04K$289.99K
McDonald's CorporationMCD3.94K$1.14M
Omnicom Group Inc.OMC3.8K$326.61K
Blackstone Inc.BX3.63K$626.22K
General Dynamics CorporationGD3.55K$936.23K