ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of June 30, 2023

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 69 positions in its portfolio as reported in the June 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 $18M 404k 44.56
Ishares Tr S&p 500 Grwt Etf (IVW) 10.1 $15M 214k 70.48
Wisdomtree Tr Us Largecap Divd (DLN) 6.8 $10M 159k 63.60
Wisdomtree Tr Glb Us Qtly Div (DNL) 5.1 $7.6M 213k 35.82
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.4 $6.6M 61k 108.14
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.9 $5.8M 57k 102.94
Apple (AAPL) 3.3 $5.0M 26k 193.97
Ishares Tr Rus Top 200 Etf (IWL) 3.1 $4.7M 44k 106.64
Wisdomtree Tr Em Ex St-owned (XSOE) 3.0 $4.5M 162k 27.95
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.7 $4.0M 30k 134.87
Ishares Tr Msci Intl Vlu Ft (IVLU) 2.7 $4.0M 157k 25.45
Ishares Tr Eafe Grwth Etf (EFG) 2.6 $3.9M 41k 95.41
Ishares Tr Eafe Value Etf (EFV) 2.6 $3.8M 78k 48.94
Ishares Tr U.s. Tech Etf (IYW) 2.5 $3.7M 34k 108.87
Ishares Tr Msci Usa Min Vol (USMV) 2.4 $3.6M 49k 74.33
Spdr Ser Tr Portfolio Crport (SPBO) 2.2 $3.4M 116k 28.88
Ishares Tr Mbs Etf (MBB) 2.0 $3.0M 32k 93.26
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 2.0 $3.0M 76k 39.63
Vanguard World Mega Cap Val Etf (MGV) 1.8 $2.7M 26k 103.76
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $2.6M 53k 50.22
Ishares Core Msci Emkt (IEMG) 1.6 $2.4M 48k 49.29
Spdr Ser Tr Bloomberg High Y (JNK) 1.3 $1.9M 20k 92.03
Ishares Tr Intl Div Grwth (IGRO) 1.2 $1.8M 30k 62.02
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 1.2 $1.8M 75k 23.90
Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $1.6M 17k 97.84
Ishares Tr Europe Etf (IEV) 1.1 $1.6M 32k 50.54
Wisdomtree Tr Us High Dividend (DHS) 1.0 $1.5M 19k 79.57
Ishares Tr Core Div Grwth (DGRO) 1.0 $1.5M 29k 51.53
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.9 $1.4M 30k 47.18
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.8 $1.3M 51k 25.01
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.8 $1.1M 10k 110.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $959k 2.8k 341.00
Ishares Tr Us Hlthcare Etf (IYH) 0.6 $922k 3.3k 280.25
Ishares Tr Us Infrastruc (IFRA) 0.6 $915k 23k 39.08
Microsoft Corporation (MSFT) 0.6 $906k 2.7k 340.50
Ishares Tr Glob Hlthcre Etf (IXJ) 0.5 $772k 9.1k 84.99
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $761k 19k 39.56
Ishares Tr Rus 1000 Etf (IWB) 0.4 $649k 2.7k 243.74
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $642k 7.4k 86.54
Ishares Tr Gnma Bond Etf (GNMA) 0.4 $591k 14k 43.84
Alphabet Cap Stk Cl A (GOOGL) 0.4 $573k 4.8k 119.69
Ishares Tr Core Total Usd (IUSB) 0.4 $557k 12k 45.47
Ishares Tr Core Msci Eafe (IEFA) 0.4 $552k 8.2k 67.50
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $467k 9.9k 47.05
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $464k 11k 44.17
Amazon (AMZN) 0.3 $446k 3.4k 130.36
Ishares Tr S&p 100 Etf (OEF) 0.3 $445k 2.1k 207.06
Verizon Communications (VZ) 0.3 $390k 11k 37.19
Chevron Corporation (CVX) 0.2 $343k 2.2k 157.33
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $322k 2.8k 114.93
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $314k 3.0k 104.04
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $312k 2.9k 106.07
ResMed (RMD) 0.2 $304k 1.4k 218.44
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $303k 1.9k 161.22
Alphabet Cap Stk Cl C (GOOG) 0.2 $302k 2.5k 120.97
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $302k 1.9k 157.81
At&t (T) 0.2 $294k 18k 15.95
Roblox Corp Cl A (RBLX) 0.2 $294k 7.3k 40.30
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $285k 7.5k 38.09
Consolidated Edison (ED) 0.2 $267k 3.0k 90.40
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.2 $267k 2.8k 94.85
Philip Morris International (PM) 0.2 $234k 2.4k 97.64
Ishares Tr U.s. Energy Etf (IYE) 0.2 $228k 5.3k 42.84
JPMorgan Chase & Co. (JPM) 0.1 $224k 1.5k 145.41
Visa Com Cl A (V) 0.1 $212k 891.00 237.43
Meta Platforms Cl A (META) 0.1 $207k 723.00 286.85
Nextera Energy (NEE) 0.1 $202k 2.7k 74.19
Annaly Capital Management In Com New (NLY) 0.1 $200k 10k 20.01
Rewalk Robotics SHS 0.0 $11k 19k 0.60