ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of March 31, 2022

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 64 positions in its portfolio as reported in the March 2022 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) 9.4 $18M 233k 76.38
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT) 8.6 $16M 162k 100.94
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 5.6 $11M 64k 165.97
Wisdomtree Global Ex-u.s. Quality Dividend Growth Fund Glb Us Qtly Div (DNL) 4.6 $8.8M 221k 39.72
Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB) 4.6 $8.8M 181k 48.46
First Trust Preferred Securities And Income Etf Pfd Secs Inc Etf (FPE) 4.4 $8.3M 437k 19.02
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 4.2 $8.0M 116k 69.50
Wisdomtree U.s. Largecap Dividend Fund Us Largecap Divd (DLN) 3.4 $6.4M 97k 65.72
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Em Ex St-owned (XSOE) 3.2 $6.1M 187k 32.66
Ishares Msci Acwi Index Fund Msci Acwi Etf (ACWI) 2.9 $5.5M 55k 99.78
First Trust Tactical High Yield Etf First Tr Ta Hiyl (HYLS) 2.8 $5.2M 115k 45.76
Ishares Msci Eafe Value Etf Eafe Value Etf (EFV) 2.7 $5.1M 101k 50.25
First Trust Senior Loan Fund Senior Ln Fd (FTSL) 2.6 $4.8M 103k 47.05
Apple (AAPL) 2.4 $4.6M 27k 174.60
First Trust Enhanced Short Maturity Etf First Tr Enh New (FTSM) 2.2 $4.2M 70k 59.52
Spdr Blackstone Senior Loan Etf Blackstone Senr (SRLN) 2.1 $4.0M 90k 44.96
Ishares Mbs Etf Mbs Etf (MBB) 2.1 $4.0M 39k 101.86
Ft Cboe Vest Gold Strategy Target Income Etf Ft Cboe Vest Gld (IGLD) 2.1 $3.9M 184k 21.33
Ishares Iboxx High Yield Corporate Bond Etf Iboxx Hi Yd Etf (HYG) 2.0 $3.9M 47k 82.27
Wisdomtree U.s. Quality Dividend Growth Fund Us Qtly Div Grt (DGRW) 1.8 $3.5M 54k 63.65
Ishares 20 Year Treasury Bond Etf 20 Yr Tr Bd Etf (TLT) 1.6 $3.0M 23k 132.05
Wisdomtree U.s. High Dividend Fund Us High Dividend (DHS) 1.6 $3.0M 34k 88.08
Ishares 0-5 Year High Yield Corporate Bond Etf 0-5yr Hi Yl Cp (SHYG) 1.6 $3.0M 67k 43.95
Ishares 10 Year Investment Grade Corporate Bond Etf 10+ Yr Invst Grd (IGLB) 1.5 $2.9M 48k 61.40
First Trust Institutional Preferred Securities And Income Etf Instl Pfd Secs (FPEI) 1.4 $2.6M 133k 19.40
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO) 1.3 $2.5M 46k 53.39
Ishares Commodities Select Strategy Etf Gsci Cmdty Stgy (COMT) 1.3 $2.4M 60k 40.05
Ishares Core Total Usd Bond Market Etf Core Total Usd (IUSB) 1.2 $2.3M 46k 49.63
Ishares Iboxx Investment Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD) 1.2 $2.2M 19k 120.90
Ishares S&p Small-cap Fund Core S&p Scp Etf (IJR) 1.1 $2.0M 19k 107.88
Wisdomtree Fundamental U.s. High Yield Corporate Bond Fund Us Hgh Yld Corp (WFHY) 1.0 $1.9M 39k 49.34
Ishares U.s. Energy Etf U.s. Energy Etf (IYE) 1.0 $1.9M 46k 40.91
Vaneck J.p. Morgan Em Local Currency Bond Etf Jp Mrgan Em Loc (EMLC) 0.9 $1.8M 67k 26.98
Ishares J.p. Morgan Em Corporate Bond Etf Jp Mrg Em Crp Bd (CEMB) 0.7 $1.4M 31k 46.38
Ishares U.s. Treasury Bond Etf Us Treas Bd Etf (GOVT) 0.7 $1.4M 54k 24.91
Ishares Msci Usa Value Factor Etf Msci Usa Value (VLUE) 0.7 $1.3M 12k 104.51
Netlease Corporate Real Estate Etf Netlease Corp (NETL) 0.7 $1.3M 43k 29.33
First Trust Dow Jones Global Select Dividend Index Fund Dj Glbl Divid (FGD) 0.6 $1.1M 44k 25.33
Ishares International Dividend Growth Etf Intl Div Grwth (IGRO) 0.5 $1.0M 16k 65.18
Ishares 3-7 Year Treasury Bond Etf 3 7 Yr Treas Bd (IEI) 0.5 $1.0M 8.3k 122.00
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.5 $994k 2.8k 352.61
Microsoft Corporation (MSFT) 0.5 $937k 3.0k 308.22
Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV) 0.5 $872k 11k 77.55
Ishares Global Financials Etf Global Finls Etf (IXG) 0.4 $848k 11k 79.36
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Jpmorgan Usd Emg (EMB) 0.4 $834k 8.5k 97.68
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) 0.3 $589k 212.00 2778.30
Amazon (AMZN) 0.2 $449k 138.00 3253.62
At&t (T) 0.2 $438k 19k 23.61
First Trust Tcw Opportunistic Fixed Income Etf Tcw Opportunis (FIXD) 0.2 $417k 8.4k 49.57
Verizon Communications (VZ) 0.2 $369k 7.3k 50.86
Consolidated Edison (ED) 0.2 $337k 3.6k 94.64
Roblox Corp Cl A Cl A (RBLX) 0.2 $327k 7.1k 46.17
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) 0.2 $321k 115.00 2791.30
Annaly Capital Management 0.1 $284k 40k 7.04
Ishares Tips Bond Etf Tips Bd Etf (TIP) 0.1 $272k 2.2k 124.20
Philip Morris International (PM) 0.1 $227k 2.4k 93.69
JPMorgan Chase & Co. (JPM) 0.1 $224k 1.6k 135.84
Nextera Energy (NEE) 0.1 $223k 2.6k 84.37
Prudential Financial (PRU) 0.1 $207k 1.8k 117.81
Comcast Corp New Cl A Cl A (CMCSA) 0.1 $206k 4.4k 46.77
First Trust Large Cap Value Opportunities Alphadex Fund Com Shs (FTA) 0.1 $200k 2.8k 70.50
Spinnaker Etf Series Cannabis Etf Cannabis Etf 0.1 $157k 21k 7.54
Rewalk Robotics SHS 0.0 $22k 19k 1.16
Polarityte 0.0 $2.0k 10k 0.20