ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of Dec. 31, 2022

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 76 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 11.1 $16M 186k 84.80
Wisdomtree Tr Us Largecap Divd (DLN) 10.0 $14M 230k 61.95
Ishares Tr S&p 500 Grwt Etf (IVW) 9.5 $14M 231k 58.50
Ishares Tr Rus Top 200 Etf (IWL) 4.7 $6.7M 75k 89.97
Wisdomtree Tr Glb Us Qtly Div (DNL) 3.8 $5.3M 165k 32.23
Ishares Tr Msci Intl Vlu Ft (IVLU) 3.0 $4.3M 186k 23.17
Ishares Tr Eafe Value Etf (EFV) 2.9 $4.2M 91k 45.88
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.8 $3.9M 37k 105.43
Ishares Msci Emerg Mrkt (EEMV) 2.5 $3.6M 67k 53.05
Apple (AAPL) 2.4 $3.4M 26k 129.93
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.3 $3.3M 33k 99.56
Ishares Tr Eafe Grwth Etf (EFG) 2.2 $3.1M 37k 83.76
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.1 $3.0M 72k 40.89
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.6 $2.3M 47k 50.33
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 1.6 $2.2M 57k 38.94
Spdr Ser Tr Bloomberg High Y (JNK) 1.5 $2.2M 24k 90.00
Ishares Tr 10+ Yr Invst Grd (IGLB) 1.5 $2.1M 41k 49.79
Ishares Tr Msci Emg Mkt Etf (EEM) 1.5 $2.1M 54k 37.90
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $2.0M 41k 49.49
Ishares Tr U.s. Tech Etf (IYW) 1.3 $1.9M 26k 74.49
Ishares Tr Mbs Etf (MBB) 1.3 $1.8M 20k 92.75
Wisdomtree Tr Us High Dividend (DHS) 1.2 $1.7M 20k 86.06
Ishares Tr Intl Div Grwth (IGRO) 1.2 $1.7M 30k 57.63
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.2 $1.6M 15k 108.18
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $1.6M 11k 145.93
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $1.5M 22k 72.10
First Tr Exchange-traded Ft Cboe Vest Gld (IGLD) 1.1 $1.5M 80k 19.04
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $1.5M 16k 94.64
Ishares Tr Europe Etf (IEV) 1.1 $1.5M 33k 45.29
Ishares Tr Core Div Grwth (DGRO) 1.0 $1.4M 29k 50.00
Ishares Tr U.s. Energy Etf (IYE) 1.0 $1.4M 31k 46.49
Ishares Core Msci Emkt (IEMG) 0.9 $1.3M 28k 46.70
Ishares Tr S&p 100 Etf (OEF) 0.9 $1.2M 7.3k 170.57
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.2M 19k 61.64
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.8 $1.2M 41k 28.19
Ishares Tr Msci Usa Value (VLUE) 0.8 $1.1M 13k 91.14
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.8 $1.1M 22k 48.97
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.7 $1.0M 46k 22.39
Ishares Tr Us Hlthcare Etf (IYH) 0.7 $962k 3.4k 283.71
Ishares Tr S&P SML 600 GWT (IJT) 0.7 $940k 8.7k 108.07
World Gold Tr Spdr Gld Minis (GLDM) 0.6 $883k 24k 36.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $871k 2.8k 308.90
Ishares Tr Glob Hlthcre Etf (IXJ) 0.6 $842k 9.9k 84.88
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.6 $837k 50k 16.80
Ishares Tr Us Infrastruc (IFRA) 0.6 $817k 23k 36.26
Microsoft Corporation (MSFT) 0.5 $660k 2.8k 239.79
Wisdomtree Tr Em Ex St-owned (XSOE) 0.4 $623k 23k 26.68
Ishares U S Etf Tr Bloomberg Roll (CMDY) 0.4 $598k 11k 54.51
Ishares Tr Rus 1000 Etf (IWB) 0.4 $591k 2.8k 210.52
Ishares Tr Conv Bd Etf (ICVT) 0.4 $583k 8.4k 69.47
Ishares Tr Core Total Usd (IUSB) 0.4 $519k 12k 44.93
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.4 $511k 10k 49.30
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $484k 3.2k 151.64
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $437k 4.2k 104.27
Alphabet Cap Stk Cl A (GOOGL) 0.3 $415k 4.7k 88.23
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $397k 9.0k 43.92
Chevron Corporation (CVX) 0.3 $388k 2.2k 179.50
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $387k 8.2k 46.98
ResMed (RMD) 0.3 $386k 1.9k 208.09
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $380k 2.6k 145.09
Verizon Communications (VZ) 0.3 $374k 9.5k 39.40
Vanguard World Mega Cap Val Etf (MGV) 0.2 $348k 3.4k 102.85
At&t (T) 0.2 $345k 19k 18.41
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.2 $311k 13k 23.36
Consolidated Edison (ED) 0.2 $292k 3.1k 95.32
Amazon (AMZN) 0.2 $284k 3.4k 84.00
Philip Morris International (PM) 0.2 $245k 2.4k 101.19
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.2 $232k 10k 22.27
Nextera Energy (NEE) 0.2 $225k 2.7k 83.60
JPMorgan Chase & Co. (JPM) 0.2 $218k 1.6k 134.06
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $214k 4.8k 44.59
Annaly Capital Management In Com New (NLY) 0.2 $213k 10k 21.08
Alphabet Cap Stk Cl C (GOOG) 0.1 $204k 2.3k 88.73
Roblox Corp Cl A (RBLX) 0.1 $202k 7.1k 28.46
Spinnaker Etf Series Cannabis Etf 0.0 $36k 14k 2.59
Rewalk Robotics SHS 0.0 $14k 19k 0.76