ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of June 30, 2022

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 71 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT) 16.5 $23M 274k 83.78
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW) 9.4 $13M 217k 60.35
Wisdomtree U.s. Largecap Dividend Fund Us Largecap Divd (DLN) 7.9 $11M 187k 59.10
Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG) 4.9 $6.9M 86k 80.49
Ishares 20 Year Treasury Bond Etf 20 Yr Tr Bd Etf (TLT) 3.6 $5.0M 44k 114.86
First Trust Tactical High Yield Etf First Tr Ta Hiyl (HYLS) 3.2 $4.4M 112k 39.14
Wisdomtree Global Ex-u.s. Quality Dividend Growth Fund Glb Us Qtly Div (DNL) 3.0 $4.1M 130k 31.69
Apple (AAPL) 2.7 $3.8M 28k 136.71
Ishares Msci Eafe Value Etf Eafe Value Etf (EFV) 2.5 $3.5M 82k 43.39
Ishares Russell Top 200 Etf Rus Top 200 Etf (IWL) 2.5 $3.5M 39k 89.80
Wisdomtree U.s. High Dividend Fund Us High Dividend (DHS) 2.2 $3.1M 38k 82.28
Ft Cboe Vest Gold Strategy Target Income Etf Ft Cboe Vest Gld (IGLD) 1.9 $2.6M 130k 19.84
Wisdomtree U.s. Quality Dividend Growth Fund Us Qtly Div Grt (DGRW) 1.8 $2.5M 44k 57.29
Ishares Msci Emerging Markets Min Vol Factor Etf Msci Emerg Mrkt (EEMV) 1.8 $2.5M 45k 55.41
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 1.8 $2.5M 42k 58.83
Ishares Commodities Select Strategy Etf Gsci Cmdty Stgy (COMT) 1.7 $2.4M 58k 40.93
First Trust Senior Loan Fund Senior Ln Fd (FTSL) 1.5 $2.1M 48k 44.08
First Trust Preferred Securities And Income Etf Pfd Secs Inc Etf (FPE) 1.4 $1.9M 113k 17.23
Franklin Dynamic Municipal Bond Etf Franklin Dyn Mun (FLMI) 1.4 $1.9M 80k 23.67
Ishares Broad Usd Investment Grade Corporate Bond Etf Usd Inv Grde Etf (USIG) 1.4 $1.9M 37k 50.95
Ishares 10-20 Year Treasury Bond Etf 10-20 Yr Trs Etf (TLH) 1.3 $1.8M 15k 120.10
Ishares Iboxx $ Investment Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD) 1.2 $1.7M 16k 109.99
Ishares Core Total Usd Bond Market Etf Core Total Usd (IUSB) 1.2 $1.7M 36k 46.82
Ishares International Dividend Growth Etf Intl Div Grwth (IGRO) 1.2 $1.6M 28k 57.32
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Em Ex St-owned (XSOE) 1.1 $1.6M 55k 28.67
Ishares S&p Small-cap 600 Value Etf Sp Smcp600vl Etf (IJS) 1.1 $1.5M 17k 89.02
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG) 1.0 $1.4M 29k 49.05
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO) 1.0 $1.4M 29k 47.63
Ishares 10 Year Investment Grade Corporate Bond Etf 10+ Yr Invst Grd (IGLB) 0.9 $1.3M 24k 53.28
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 0.9 $1.2M 8.5k 144.90
Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV) 0.8 $1.2M 17k 70.16
Ishares Tips Bond Etf Tips Bd Etf (TIP) 0.8 $1.1M 9.8k 113.89
First Trust Municipal High Income Etf Muni Hi Incm Etf (FMHI) 0.8 $1.1M 23k 47.50
Ishares U.s. Infrastructure Etf Us Infrastruc (IFRA) 0.8 $1.1M 31k 34.01
Ishares Convertible Bond Etf Conv Bd Etf (ICVT) 0.7 $987k 14k 69.30
Ishares Msci Usa Value Factor Etf Msci Usa Value (VLUE) 0.7 $987k 11k 90.47
Microsoft Corporation (MSFT) 0.7 $948k 3.7k 256.70
Ishares S&p Small-cap 600 Growth Etf S&P SML 600 GWT (IJT) 0.6 $896k 8.5k 105.29
Ishares U.s. Energy Etf U.s. Energy Etf (IYE) 0.6 $860k 23k 38.08
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) 0.6 $852k 6.2k 137.40
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.6 $769k 2.8k 272.79
Ishares U.s. Healthcare Etf Us Hlthcare Etf (IYH) 0.5 $757k 2.8k 268.63
Invesco Emerging Markets Sovereign Debt Etf Emrng Mkt Svrg (PCY) 0.5 $757k 41k 18.51
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Jpmorgan Usd Emg (EMB) 0.5 $706k 8.3k 85.31
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) 0.5 $686k 315.00 2177.78
Ishares Core 10 Year Usd Bond Etf Core Lt Usdb Etf (ILTB) 0.4 $623k 11k 55.52
Ishares Msci Intl Quality Factor Etf Msci Intl Qualty (IQLT) 0.4 $589k 19k 30.88
First Trust Short Duration Managed Municipal Etf Shrt Dur Mng Mun (FSMB) 0.4 $557k 28k 19.84
Ishares S&p Small-cap Fund Core S&p Scp Etf (IJR) 0.4 $524k 5.7k 92.35
Ishares Russell 1000 Etf Rus 1000 Etf (IWB) 0.4 $521k 2.5k 207.40
Vaneck Short High Yield Muni Etf Shrt Hgh Yld Mun (SHYD) 0.3 $477k 21k 22.42
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL) 0.3 $471k 4.2k 111.64
Amazon (AMZN) 0.3 $448k 4.2k 106.16
First Trust Tcw Opportunistic Fixed Income Etf Tcw Opportunis (FIXD) 0.3 $392k 8.5k 46.29
At&t (T) 0.3 $385k 18k 20.96
Verizon Communications (VZ) 0.3 $371k 7.3k 50.66
Ishares U.s. Medical Devices Etf U.s. Med Dvc Etf (IHI) 0.3 $363k 7.2k 50.42
First Trust Managed Municipal Etf Managd Mun Etf (FMB) 0.2 $333k 6.6k 50.55
Blackrock Short Maturity Municipal Bond Etf Blackrock Short (MEAR) 0.2 $331k 6.7k 49.67
Consolidated Edison (ED) 0.2 $314k 3.3k 94.98
Ishares Msci Acwi Index Fund Msci Acwi Etf (ACWI) 0.2 $284k 3.4k 83.70
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) 0.2 $251k 115.00 2182.61
Philip Morris International (PM) 0.2 $239k 2.4k 98.64
Annaly Capital Management 0.2 $238k 40k 5.90
Roblox Corp Cl A Cl A (RBLX) 0.2 $232k 7.1k 32.76
JPMorgan Chase & Co. (JPM) 0.2 $215k 1.9k 112.51
Nextera Energy (NEE) 0.1 $205k 2.7k 77.10
Array Technologies Com Shs (ARRY) 0.1 $114k 10k 10.94
Spinnaker Etf Series Cannabis Etf Cannabis Etf 0.1 $85k 23k 3.68
Liberty Latin America Ltd Com Cl C Com Cl C (LILAK) 0.1 $78k 10k 7.77
Rewalk Robotics SHS 0.0 $17k 19k 0.89