ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of June 30, 2021

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 49 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW) 13.8 $26M 351k 72.73
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 9.4 $17M 233k 74.86
Wisdomtree U.s. Largecap Dividend Fund Us Largecap Divd (DLN) 7.1 $13M 109k 120.31
Ishares Msci Acwi Index Fund Msci Acwi Etf (ACWI) 6.1 $11M 111k 101.18
First Trust Preferred Securities And Income Etf Pfd Secs Inc Etf (FPE) 6.1 $11M 543k 20.60
Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB) 5.5 $10M 196k 51.29
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 5.1 $9.5M 60k 158.61
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Em Ex St-owned (XSOE) 4.3 $7.9M 187k 42.07
First Trust Senior Loan Fund Senior Ln Fd (FTSL) 3.6 $6.6M 138k 48.01
First Trust Enhanced Short Maturity Etf First Tr Enh New (FTSM) 3.2 $6.0M 100k 59.94
Spdr Blackstone Senior Loan Etf Blackstone Senr (SRLN) 3.2 $5.8M 126k 46.29
Ft Cboe Vest Gold Strategy Target Income Etf Cboe Vest Gold (IGLD) 2.7 $5.0M 251k 20.08
Ishares 0-5 Year High Yield Corporate Bond Etf 0-5yr Hi Yl Cp (SHYG) 2.7 $5.0M 108k 46.06
Ishares Mbs Etf Mbs Etf (MBB) 2.5 $4.7M 43k 108.21
Ishares 3-7 Year Treasury Bond Etf 3 7 Yr Treas Bd (IEI) 2.4 $4.4M 34k 130.52
Ishares Iboxx $ High Yield Corporate Bond Etf Iboxx Hi Yd Etf (HYG) 2.2 $4.1M 47k 88.04
First Trust Tactical High Yield Etf First Tr Ta Hiyl (HYLS) 2.2 $4.1M 85k 48.50
Apple (AAPL) 2.0 $3.6M 27k 136.95
Wisdomtree Global Ex-u.s. Quality Dividend Growth Fund Glb Us Qtly Div (DNL) 1.9 $3.4M 82k 41.68
Wisdomtree U.s. Quality Dividend Growth Fund Us Qtly Div Grt (DGRW) 1.8 $3.3M 55k 59.67
Ishares J.p. Morgan Em Corporate Bond Etf Jp Mrg Em Crp Bd (CEMB) 1.3 $2.4M 47k 52.47
First Trust Institutional Preferred Securities And Income Etf Instl Pfd Secs (FPEI) 1.2 $2.2M 107k 20.66
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf Jp Morgan Mkts (EMLC) 1.1 $2.1M 65k 31.38
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO) 1.1 $2.0M 40k 50.35
Netlease Corporate Real Estate Etf Netlease Corp (NETL) 0.9 $1.7M 58k 29.95
Wisdomtree U.s. High Dividend Fund Us High Dividend (DHS) 0.9 $1.6M 21k 78.21
First Trust Dow Jones Global Select Dividend Index Fund Dj Glbl Divid (FGD) 0.7 $1.4M 53k 25.93
Ishares Msci Eafe Min Vol Factor Etf Msci Eafe Min Vl (EFAV) 0.5 $969k 13k 75.50
First Trust Managed Municipal Etf Managd Mun Etf (FMB) 0.4 $826k 14k 57.25
Microsoft Corporation (MSFT) 0.4 $809k 3.0k 270.66
Roblox Corp Cl A Cl A (RBLX) 0.3 $637k 7.1k 89.95
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.3 $627k 2.3k 277.80
At&t (T) 0.3 $570k 20k 28.77
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) 0.3 $517k 212.00 2438.68
Ishares National Muni Bond Etf National Mun Etf (MUB) 0.3 $491k 4.2k 117.10
Amazon (AMZN) 0.2 $457k 133.00 3436.09
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB) 0.2 $360k 3.3k 107.82
Verizon Communications (VZ) 0.2 $343k 6.1k 56.03
Spinnaker Etf Series Cannabis Etf Cannabis Etf 0.2 $335k 20k 17.12
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) 0.2 $288k 115.00 2504.35
Consolidated Edison (ED) 0.1 $276k 3.9k 71.65
JPMorgan Chase & Co. (JPM) 0.1 $271k 1.7k 155.12
Comcast Corp New Cl A Cl A (CMCSA) 0.1 $264k 4.6k 56.87
Blackrock Science & Technology Shs Ben Int Shs Ben Int (BSTZ) 0.1 $261k 6.3k 41.60
Philip Morris International (PM) 0.1 $250k 2.5k 98.97
Facebook Inc Cl A Cl A (META) 0.1 $250k 720.00 347.22
Ishares Gold Trust Ishares New (IAU) 0.1 $247k 7.3k 33.68
Annaly Capital Management 0.0 $90k 10k 8.81
Polarityte 0.0 $51k 50k 1.02