ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of March 31, 2023

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 71 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr U S Equity Factr (LRGF) 12.0 $17M 413k 41.44
Ishares Tr S&p 500 Grwt Etf (IVW) 8.5 $12M 189k 63.89
Wisdomtree Tr Us Largecap Divd (DLN) 8.1 $12M 187k 61.86
Wisdomtree Tr Glb Us Qtly Div (DNL) 5.2 $7.4M 209k 35.47
Ishares Tr 20 Yr Tr Bd Etf (TLT) 4.4 $6.3M 59k 106.37
Wisdomtree Tr Em Ex St-owned (XSOE) 3.9 $5.6M 200k 27.84
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.4 $4.9M 44k 109.61
Ishares Tr Rus Top 200 Etf (IWL) 3.1 $4.4M 45k 97.31
Apple (AAPL) 3.0 $4.2M 26k 164.90
Ishares Tr Msci Intl Vlu Ft (IVLU) 2.8 $3.9M 159k 24.79
Ishares Tr Eafe Value Etf (EFV) 2.6 $3.7M 75k 48.53
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.5 $3.6M 29k 124.06
Ishares Tr Eafe Grwth Etf (EFG) 2.5 $3.6M 38k 93.68
Spdr Ser Tr Portfolio Crport (SPBO) 2.5 $3.5M 121k 29.25
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 2.3 $3.3M 84k 39.76
Ishares Tr U.s. Tech Etf (IYW) 2.2 $3.1M 34k 92.81
Ishares Tr A Rate Cp Bd Etf (QLTA) 1.9 $2.8M 58k 47.84
Ishares Tr Msci Usa Min Vol (USMV) 1.9 $2.7M 37k 72.74
Ishares Tr Core S&p Ttl Stk (ITOT) 1.6 $2.3M 25k 90.55
Spdr Ser Tr Bloomberg High Y (JNK) 1.5 $2.2M 23k 92.82
Ishares Tr Mbs Etf (MBB) 1.3 $1.8M 19k 94.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $1.8M 36k 50.66
Ishares Tr Intl Div Grwth (IGRO) 1.3 $1.8M 30k 60.62
Ishares Tr Europe Etf (IEV) 1.1 $1.6M 32k 50.02
Wisdomtree Tr Us High Dividend (DHS) 1.1 $1.6M 20k 82.27
Ishares Core Msci Emkt (IEMG) 1.0 $1.4M 30k 48.79
Ishares Tr Core Div Grwth (DGRO) 1.0 $1.4M 29k 49.99
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.9 $1.3M 11k 114.54
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.9 $1.2M 51k 23.92
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.7 $1.1M 42k 25.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $869k 2.8k 308.77
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $863k 10k 86.28
Ishares Tr Us Infrastruc (IFRA) 0.6 $841k 23k 37.32
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $831k 21k 39.46
Ishares Tr Us Hlthcare Etf (IYH) 0.6 $814k 3.0k 273.06
Ishares Tr S&P SML 600 GWT (IJT) 0.6 $813k 7.4k 109.94
Ishares Tr Glob Hlthcre Etf (IXJ) 0.6 $790k 9.5k 83.36
Microsoft Corporation (MSFT) 0.5 $766k 2.7k 288.34
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.5 $746k 16k 46.89
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $735k 5.3k 139.04
Ishares Tr Usd Inv Grde Etf (USIG) 0.5 $681k 13k 50.66
Ishares Tr Core Msci Eafe (IEFA) 0.5 $658k 9.8k 66.85
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $629k 6.4k 99.12
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $602k 26k 23.38
Vanguard World Mega Cap Val Etf (MGV) 0.4 $600k 5.9k 101.02
Ishares Tr Rus 1000 Etf (IWB) 0.4 $580k 2.6k 225.23
Ishares Tr Core Total Usd (IUSB) 0.4 $568k 12k 46.15
Alphabet Cap Stk Cl A (GOOGL) 0.3 $498k 4.8k 103.72
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $422k 9.4k 45.06
Verizon Communications (VZ) 0.3 $411k 11k 38.89
Ishares Tr S&p 100 Etf (OEF) 0.3 $382k 2.0k 187.04
At&t (T) 0.3 $365k 19k 19.25
Chevron Corporation (CVX) 0.2 $354k 2.2k 163.18
Amazon (AMZN) 0.2 $353k 3.4k 103.29
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $335k 2.2k 152.23
Roblox Corp Cl A (RBLX) 0.2 $328k 7.3k 44.98
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $324k 8.3k 39.11
Ishares Tr U.s. Energy Etf (IYE) 0.2 $306k 7.0k 43.75
ResMed (RMD) 0.2 $305k 1.4k 218.93
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $295k 1.9k 151.79
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $287k 2.7k 104.68
Consolidated Edison (ED) 0.2 $286k 3.0k 95.68
Alphabet Cap Stk Cl C (GOOG) 0.2 $239k 2.3k 104.00
Philip Morris International (PM) 0.2 $233k 2.4k 97.27
JPMorgan Chase & Co. (JPM) 0.1 $213k 1.6k 130.31
Nextera Energy (NEE) 0.1 $208k 2.7k 77.07
Ishares Tr Msci Usa Value (VLUE) 0.1 $205k 2.2k 92.60
Visa Com Cl A (V) 0.1 $201k 891.00 225.39
Annaly Capital Management In Com New (NLY) 0.1 $193k 10k 19.11
Investment Managers Ser Tr I Axs Cannabis Etf 0.0 $30k 14k 2.15
Rewalk Robotics SHS 0.0 $14k 19k 0.72