Fairfield Financial Advisors, LTD
Q1 2025 13F Holdings
- Locationwellesley, MA
- Num holdings
66
- Value ($000)
$265,313
- Date Filed05/09/2025
- Form type13F-HR
- CIK0002033232
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TRUST | STOK | 46090E103 | $24.97M | 9 % | 53,244 | ||
XLK TECHNOLOGY SELECT SECTORSPDR ETF | STOK | 81369Y803 | $21.83M | 8 % | 105,703 | ||
JENIX JENSEN QUALITY GROWTH I | MUTF | 476313309 | $19.67M | 7 % | 343,708 | ||
PRBLX PARNASSUS CORE EQUITY INVESTOR | MUTF | 701769101 | $17.13M | 7 % | 294,887 | ||
TRAIX T. ROWE PRICE CAPITAL APPRECIATION I | MUTF | 77954M303 | $16.51M | 6 % | 477,170 | ||
VDIGX VANGUARD DIVIDEND GROWTH FUND INV | MUTF | 921908604 | $14.24M | 5 % | 402,965 | ||
AAPL APPLE INC | STOK | 037833100 | $12.15M | 5 % | 54,678 | ||
LLY ELI LILLY AND CO | STOK | 532457108 | $12.02M | 5 % | 14,549 | ||
BRK.B BERKSHIRE HATHAWAY CLASS B | STOK | 084670702 | $10.68M | 4 % | 20,061 | ||
AMZN AMAZON.COM INC | STOK | 023135106 | $10.05M | 4 % | 52,831 |
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