Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

ShoreHaven Wealth Partners

Latest statistics and disclosures from ShoreHaven Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are LRGF, IVW, DYNF, QUAL, TLT, and represent 38.17% of ShoreHaven Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: EFV, BKHY, JAAA, FTSL, BINC, EMXC, IEF, TLT, DNL, DYNF.
Started 9 new stock positions in FLTR, VO, PRU, IEF, BTG, SPY, HEZU, HYMU, JAAA.
Reduced shares in these 10 stocks: LQD, SPBO, HEFA, IWL, ANGL, USIG, QLTA, , LRGF, VTEB.
Sold out of its positions in BLK, META, HEFA.
ShoreHaven Wealth Partners was a net buyer of stock by $7.8M.
ShoreHaven Wealth Partners has $207M in assets under management (AUM), dropping by 8.96%.
Central Index Key (CIK): 0001844922

Tip: Access up to 7 years of quarterly data

Positions held by ShoreHaven Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 84 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr U S Equity Factr (LRGF)	11.6	$24M		410k	58.77	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	11.2	$23M		243k	95.75	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	5.8	$12M	+6%	245k	49.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	5.1	$11M	+2%	59k	179.30	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	4.4	$9.1M	+14%	93k	98.10	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	4.4	$9.1M	+2%	138k	65.83	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	4.0	$8.3M	+13%	211k	39.40	View chart
Ishares Msci Emrg Chn (EMXC)	3.8	$7.9M	+18%	129k	61.11	View chart
Ishares Tr Eafe Value Etf (EFV)	3.5	$7.3M	+55%	128k	57.53	View chart
Apple (AAPL)	2.9	$6.0M		26k	233.00	View chart
Ishares Tr Rus Top 200 Etf (IWL)	2.6	$5.4M	-10%	39k	140.44	View chart
Spdr Ser Tr SPDR S&P1500VL (VLU)	2.5	$5.2M		28k	184.42	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	2.2	$4.6M	+37%	87k	53.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.8	$3.7M		35k	107.65	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.8	$3.7M	-3%	125k	29.53	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	1.8	$3.7M		148k	25.01	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.7	$3.6M	+5%	24k	151.62	View chart
Ishares Tr Mbs Etf (MBB)	1.3	$2.7M	-4%	28k	95.81	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	1.3	$2.6M	+250%	54k	48.85	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$2.6M	+33%	21k	125.62	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.2	$2.5M	-46%	22k	112.98	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.1	$2.4M		50k	47.53	View chart
Ishares Tr Core Div Grwth (DGRO)	1.1	$2.3M	+37%	36k	62.69	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.1	$2.2M	+168%	49k	45.89	View chart
Ishares Tr Europe Etf (IEV)	1.0	$2.0M	+3%	34k	58.27	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.9	$1.9M	-20%	39k	49.15	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.9	$1.9M	-5%	26k	74.59	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.9	$1.8M	-12%	16k	109.33	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.8	$1.7M	NEW	34k	50.88	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$1.7M	-8%	26k	64.60	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.8	$1.6M	-6%	17k	93.80	View chart
Ishares Tr Us Infrastruc (IFRA)	0.7	$1.5M	+12%	32k	46.97	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.7	$1.4M	-3%	29k	49.40	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.6	$1.3M	-61%	42k	30.03	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$1.2M	NEW	12k	98.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.2M	-3%	2.5k	460.43	View chart
Microsoft Corporation (MSFT)	0.5	$1.1M	+2%	2.6k	430.32	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$1.0M		13k	80.30	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$951k	-21%	19k	51.12	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$911k	+39%	3.3k	276.76	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$845k	+20%	18k	47.12	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$803k	-8%	10k	78.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$784k		4.7k	165.87	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$783k		8.4k	93.59	View chart
Ishares Tr Investment Grade (IGEB)	0.4	$754k		16k	46.47	View chart
Verizon Communications (VZ)	0.3	$726k	-2%	16k	44.91	View chart
NVIDIA Corporation (NVDA)	0.3	$696k	-17%	5.7k	121.45	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.3	$686k	+4%	15k	46.34	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$663k		2.1k	314.40	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.3	$650k	NEW	18k	36.76	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.3	$621k	-47%	21k	29.41	View chart
Amazon (AMZN)	0.3	$620k	+6%	3.3k	186.33	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$611k		13k	45.86	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$580k	-48%	11k	52.58	View chart
Blackrock Etf Trust Ii High Yld Muni In (HYMU)	0.3	$554k	NEW	24k	23.18	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.2	$503k	+19%	9.7k	51.96	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$467k	-2%	12k	40.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$441k	-13%	2.6k	167.23	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$437k	-7%	7.6k	57.42	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$405k	-9%	3.8k	106.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$375k	-6%	4.8k	78.06	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$368k		1.9k	197.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$355k		1.9k	189.85	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$332k		2.4k	139.49	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$327k		5.0k	65.00	View chart
At&t (T)	0.2	$325k	-3%	15k	22.00	View chart
Consolidated Edison (ED)	0.2	$318k		3.1k	104.13	View chart
Roblox Corp Cl A (RBLX)	0.2	$313k		7.1k	44.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$311k		539.00	577.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$309k	-11%	3.4k	91.33	View chart
Chevron Corporation (CVX)	0.1	$306k	-9%	2.1k	147.29	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$304k		6.7k	45.24	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$301k	NEW	12k	25.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$294k	-6%	2.3k	128.20	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$292k	-14%	5.6k	52.13	View chart
Philip Morris International (PM)	0.1	$291k		2.4k	121.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$284k	NEW	495.00	573.76	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$273k		3.3k	83.67	View chart
JPMorgan Chase & Co. (JPM)	0.1	$230k		1.1k	210.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$213k	NEW	807.00	263.83	View chart
Prudential Financial (PRU)	0.1	$202k	NEW	1.7k	121.16	View chart
Annaly Capital Management In Com New (NLY)	0.1	$201k		10k	20.07	View chart
B2gold Corp (BTG)	0.0	$46k	NEW	15k	3.08	View chart
Agriforce Growing Systems Lt Com New (AGRI)	0.0	$3.8k		75k	0.05	View chart

Past Filings by ShoreHaven Wealth Partners

SEC 13F filings are viewable for ShoreHaven Wealth Partners going back to 2020

ShoreHaven Wealth Partners 2024 Q3 filed Oct. 24, 2024
ShoreHaven Wealth Partners 2024 Q2 filed July 24, 2024
ShoreHaven Wealth Partners 2024 Q1 filed May 2, 2024
ShoreHaven Wealth Partners 2023 Q4 filed Feb. 6, 2024
ShoreHaven Wealth Partners 2023 Q3 filed Oct. 24, 2023
ShoreHaven Wealth Partners 2023 Q2 filed July 19, 2023
ShoreHaven Wealth Partners 2023 Q1 filed April 14, 2023
ShoreHaven Wealth Partners 2022 Q4 filed Jan. 24, 2023
ShoreHaven Wealth Partners 2022 Q3 filed Nov. 9, 2022
ShoreHaven Wealth Partners 2022 Q2 filed Aug. 1, 2022
ShoreHaven Wealth Partners 2022 Q1 filed May 13, 2022
ShoreHaven Wealth Partners 2021 Q4 filed Jan. 21, 2022
ShoreHaven Wealth Partners 2021 Q2 restated filed Nov. 18, 2021
ShoreHaven Wealth Partners 2021 Q3 filed Oct. 28, 2021
ShoreHaven Wealth Partners 2021 Q2 filed Aug. 16, 2021
ShoreHaven Wealth Partners 2021 Q1 filed May 13, 2021

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z