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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 LRGF, IVW, AVLV, TLT, DNL, and represent 37.35% of ShoreHaven Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: XLG, VLU, EMXC, SPBO, LRGF, QUAL, HYG, IXC, ANGL, TFLO.
Started 9 new stock positions in FTA, XLG, IXC, EMXC, HYG, BLK, ANGL, NVDA, IVV.
Reduced shares in these 10 stocks: BKHY, AVLV, , , USMV, IJH, DNL, QLTA, EFV, IXJ.
Sold out of its positions in IJH, JPM, CORP, SPEM, HYMB, V.
ShoreHaven Wealth Partners was a net buyer of stock by $6.0M.
ShoreHaven Wealth Partners has $164M in assets under management (AUM), dropping by 13.05%.
Central Index Key (CIK): 0001844922

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Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 76 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr U S Equity Factr (LRGF)	12.8	$21M	+8%	436k	48.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	11.7	$19M		256k	75.10	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.6	$9.2M	-25%	160k	57.76	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.8	$6.2M	-4%	63k	98.88	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	3.5	$5.7M	-17%	154k	36.99	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	3.2	$5.2M	+4%	47k	110.66	View chart
Ishares Tr Eafe Value Etf (EFV)	3.1	$5.1M	-11%	98k	52.10	View chart
Apple (AAPL)	3.1	$5.1M	+2%	26k	192.53	View chart
Ishares Tr Rus Top 200 Etf (IWL)	3.0	$5.0M		43k	115.09	View chart
Spdr Ser Tr SPDR S&P1500VL (VLU)	3.0	$4.9M	+373%	31k	160.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.8	$4.7M	+44%	32k	147.14	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.4	$3.9M	NEW	102k	37.72	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	2.3	$3.7M	+94%	126k	29.41	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	2.3	$3.7M	-10%	140k	26.51	View chart
Ishares Msci Emrg Chn (EMXC)	2.3	$3.7M	NEW	67k	55.41	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.2	$3.7M	-8%	38k	96.85	View chart
Ishares Tr Mbs Etf (MBB)	1.9	$3.2M		34k	94.08	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	1.8	$3.0M	-6%	125k	24.26	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.7	$2.8M	-7%	49k	56.39	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.6	$2.6M	+37%	21k	122.75	View chart
Ishares Tr Europe Etf (IEV)	1.2	$2.0M	+2%	37k	52.86	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.1	$1.9M		29k	64.57	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$1.8M	+4%	17k	105.23	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	1.1	$1.7M	-35%	36k	48.13	View chart
Bny Mellon Etf Trust High Yield Beta (BKHY)	1.0	$1.7M	-65%	36k	47.36	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.0	$1.7M	+91%	32k	51.26	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.0	$1.6M	+46%	15k	108.26	View chart
Wisdomtree Tr Us High Dividend (DHS)	1.0	$1.6M	+3%	19k	82.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.9	$1.5M	-52%	19k	78.03	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$1.5M		28k	53.82	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.9	$1.4M	NEW	18k	77.39	View chart
Ishares Tr Global Energ Etf (IXC)	0.9	$1.4M	NEW	36k	39.11	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.8	$1.3M	NEW	44k	28.78	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$1.2M	+4%	24k	51.05	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.7	$1.2M	+374%	24k	50.47	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.7	$1.1M	+4%	23k	47.68	View chart
Ishares Tr Us Infrastruc (IFRA)	0.6	$1.1M	+9%	26k	40.27	View chart
Microsoft Corporation (MSFT)	0.6	$942k	-2%	2.5k	376.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$936k		2.6k	356.66	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.5	$861k	-21%	13k	66.38	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$729k		6.9k	105.43	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.4	$713k	+5%	16k	44.25	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$702k	-2%	2.7k	262.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$676k		4.8k	139.68	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$673k	+3%	7.6k	89.06	View chart
Verizon Communications (VZ)	0.4	$632k	+4%	17k	37.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$623k	-3%	8.9k	70.35	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$608k	+4%	13k	46.07	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$552k	+9%	2.5k	223.39	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$540k	-28%	13k	40.21	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.3	$508k	+129%	12k	44.12	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$498k	-10%	9.8k	50.58	View chart
Amazon (AMZN)	0.3	$491k		3.2k	151.94	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.3	$490k		11k	44.60	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.3	$474k	-52%	5.5k	86.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$363k		2.6k	140.93	View chart
Chevron Corporation (CVX)	0.2	$336k	+2%	2.3k	149.18	View chart
Roblox Corp Cl A (RBLX)	0.2	$333k		7.3k	45.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$327k		1.9k	173.92	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$323k	-58%	1.1k	286.24	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$309k		1.9k	165.28	View chart
At&t (T)	0.2	$309k		18k	16.78	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$307k	-5%	2.4k	125.14	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$294k	-11%	5.7k	51.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$291k	-11%	2.6k	111.63	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$278k	-4%	6.8k	40.91	View chart
Consolidated Edison (ED)	0.2	$271k		3.0k	90.97	View chart
Meta Platforms Cl A (META)	0.2	$263k		744.00	353.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$253k	NEW	530.00	477.27	View chart
BlackRock (BLK)	0.1	$243k	NEW	299.00	811.58	View chart
ResMed (RMD)	0.1	$240k		1.4k	171.97	View chart
NVIDIA Corporation (NVDA)	0.1	$226k	NEW	456.00	495.29	View chart
Philip Morris International (PM)	0.1	$226k		2.4k	94.10	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$207k	NEW	2.9k	70.85	View chart
Annaly Capital Management In Com New (NLY)	0.1	$194k		10k	19.37	View chart
Rewalk Robotics SHS	0.0	$15k		19k	0.78	View chart

Past Filings by ShoreHaven Wealth Partners

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

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
ShoreHaven Wealth Partners 2020 Q4 filed Feb. 10, 2021

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