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ShoreHaven Wealth Partners

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

Top 5 stock holdings are IVW, LRGF, DYNF, QUAL, DNL, and represent 38.52% of ShoreHaven Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: DNL, MTUM, BRTR, IAU, HYGW, EFV, BALI, HYLS, HYDB, BKHY.
Started 11 new stock positions in HYGW, HYLS, EFA, IAU, HYDB, BRTR, BLK, MTUM, HYMB, BALI. Blackrock Etf Trust.
Reduced shares in these 10 stocks: AVEM, TLT, IUSB, IGEB, ANGL, DGRO, LQD, LRGF, FTSL, .
Sold out of its positions in IYH, IEFA, IUSB, IGEB, PRU, ANGL, AGRI.
ShoreHaven Wealth Partners was a net buyer of stock by $6.1M.
ShoreHaven Wealth Partners has $212M in assets under management (AUM), dropping by 2.11%.
Central Index Key (CIK): 0001844922

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Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 88 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	11.6	$25M		241k	101.53	View chart
Ishares Tr U S Equity Factr (LRGF)	11.5	$24M		403k	60.35	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.8	$12M	-2%	240k	51.25	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	5.0	$11M		59k	178.08	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	4.7	$9.9M	+30%	276k	35.98	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	4.3	$9.0M	-2%	135k	66.77	View chart
Ishares Tr Eafe Value Etf (EFV)	3.5	$7.4M	+11%	142k	52.47	View chart
Ishares Msci Emrg Chn (EMXC)	3.5	$7.4M	+2%	133k	55.45	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.4	$7.2M	-11%	83k	87.33	View chart
Apple (AAPL)	3.2	$6.7M	+3%	27k	250.42	View chart
Ishares Tr Rus Top 200 Etf (IWL)	2.6	$5.6M		39k	144.71	View chart
Spdr Ser Tr SPDR S&P1500VL (VLU)	2.4	$5.1M		28k	184.05	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.2	$4.7M	+4%	91k	52.02	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	1.8	$3.7M	+3%	153k	24.43	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.7	$3.7M	-2%	23k	159.52	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.6	$3.5M	+3%	36k	96.83	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.6	$3.4M		125k	27.11	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	1.5	$3.1M	+19%	65k	47.69	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$2.7M		21k	128.63	View chart
Ishares Tr Mbs Etf (MBB)	1.3	$2.6M	+3%	29k	91.68	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.2	$2.5M		51k	49.96	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.1	$2.3M	NEW	11k	206.93	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	1.0	$2.1M	+13%	45k	46.79	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.9	$1.9M	+17%	19k	99.54	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.9	$1.9M	-17%	40k	46.24	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.9	$1.8M	+5%	27k	67.96	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.9	$1.8M	-22%	17k	106.84	View chart
Ishares Tr Europe Etf (IEV)	0.8	$1.7M	-3%	33k	52.06	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$1.7M	-24%	28k	61.34	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	0.8	$1.6M	NEW	33k	49.32	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.8	$1.6M		17k	93.36	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.7	$1.5M	+38%	17k	92.45	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$1.5M	-12%	29k	50.71	View chart
Ishares Tr Us Infrastruc (IFRA)	0.7	$1.4M	-4%	31k	46.29	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.6	$1.3M	+5%	45k	28.64	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.6	$1.2M	-12%	26k	48.29	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$1.1M	NEW	22k	49.51	View chart
Microsoft Corporation (MSFT)	0.5	$1.0M	-3%	2.5k	421.60	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$1.0M		13k	78.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.0M	-11%	2.2k	453.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$980k	+5%	20k	50.13	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.5	$962k	NEW	30k	31.77	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$949k		3.3k	288.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$851k	-4%	4.5k	189.31	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$794k		10k	77.79	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.4	$750k	+11%	17k	45.57	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$743k		8.3k	89.05	View chart
NVIDIA Corporation (NVDA)	0.3	$722k	-6%	5.4k	134.31	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.3	$717k	+138%	28k	25.45	View chart
Amazon (AMZN)	0.3	$705k	-3%	3.2k	219.39	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$679k	+21%	16k	41.82	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$679k		2.1k	322.17	View chart
Verizon Communications (VZ)	0.3	$647k		16k	39.99	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.3	$617k	-2%	17k	35.84	View chart
Blackrock Etf Trust Ishares Advantag (BALI)	0.3	$614k	NEW	20k	30.25	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$595k	NEW	14k	41.33	View chart
Ishares Tr High Yld Systm B (HYDB)	0.3	$563k	NEW	12k	47.01	View chart
Blackrock Etf Trust Ii Ishares High Yie (HYMU)	0.2	$521k	-3%	23k	22.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$468k	-6%	2.5k	190.44	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$445k	-9%	8.7k	51.01	View chart
Blackrock Etf Trust Int Dividend Etf	0.2	$410k	NEW	17k	24.67	View chart
Roblox Corp Cl A (RBLX)	0.2	$410k		7.1k	57.86	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.2	$400k	NEW	16k	25.58	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$377k	+35%	4.4k	84.97	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$374k	-7%	3.5k	105.48	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$356k		1.9k	190.92	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$354k	-19%	9.3k	38.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$347k		1.9k	185.18	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$341k	-77%	5.8k	58.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$323k	NEW	4.3k	75.61	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$322k		2.4k	135.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$315k		534.00	589.54	View chart
Blackrock (BLK)	0.1	$304k	NEW	296.00	1027.78	View chart
Chevron Corporation (CVX)	0.1	$304k		2.1k	144.89	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$297k	+3%	6.9k	42.97	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$292k	-2%	3.3k	88.81	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$291k	-47%	5.8k	50.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$290k		495.00	586.08	View chart
Philip Morris International (PM)	0.1	$288k		2.4k	120.37	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$283k	-2%	5.5k	51.99	View chart
Consolidated Edison (ED)	0.1	$275k		3.1k	89.24	View chart
JPMorgan Chase & Co. (JPM)	0.1	$263k		1.1k	239.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$263k	-10%	2.1k	127.59	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$232k	-41%	4.4k	52.23	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$213k		807.00	264.13	View chart
At&t (T)	0.1	$202k	-40%	8.9k	22.77	View chart
Annaly Capital Management In Com New (NLY)	0.1	$183k		10k	18.30	View chart
B2gold Corp (BTG)	0.0	$37k		15k	2.44	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 Q4 filed Jan. 30, 2025
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

View all past filings

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