ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of Sept. 30, 2023

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 73 positions in its portfolio as reported in the September 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 402k 43.32
Ishares Tr S&p 500 Grwt Etf (IVW) 11.9 $17M 252k 68.42
American Centy Etf Tr Us Large Cap Vlu (AVLV) 7.7 $11M 213k 52.68
Wisdomtree Tr Glb Us Qtly Div (DNL) 4.3 $6.3M 188k 33.45
Ishares Tr 20 Yr Tr Bd Etf (TLT) 4.0 $5.8M 65k 88.69
Ishares Tr Eafe Value Etf (EFV) 3.7 $5.4M 111k 48.93
Bny Mellon Etf Trust High Yield Beta (BKHY) 3.3 $4.8M 105k 45.50
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.1 $4.6M 45k 102.02
Ishares Tr Rus Top 200 Etf (IWL) 3.1 $4.5M 44k 103.37
Apple (AAPL) 3.0 $4.4M 26k 171.21
Ishares Tr Msci Intl Vlu Ft (IVLU) 2.7 $3.9M 156k 25.36
Ishares Tr Eafe Grwth Etf (EFG) 2.5 $3.6M 41k 86.30
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 2.1 $3.1M 134k 22.95
Ishares Tr Msci Usa Min Vol (USMV) 2.0 $3.0M 41k 72.38
Ishares Tr Mbs Etf (MBB) 2.0 $2.9M 33k 88.80
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.0 $2.9M 22k 131.79
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.9 $2.8M 53k 52.79
Ishares Tr A Rate Cp Bd Etf (QLTA) 1.7 $2.5M 56k 45.08
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.3 $1.9M 57k 33.57
Spdr Ser Tr Portfolio Crport (SPBO) 1.2 $1.8M 65k 27.58
Pimco Etf Tr Inv Grd Crp Bd (CORP) 1.2 $1.7M 19k 91.12
Ishares Tr Europe Etf (IEV) 1.2 $1.7M 36k 47.73
Ishares Tr Intl Div Grwth (IGRO) 1.2 $1.7M 29k 59.31
Ishares Tr U.s. Tech Etf (IYW) 1.1 $1.6M 16k 104.92
Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $1.5M 16k 94.19
Wisdomtree Tr Us High Dividend (DHS) 1.0 $1.4M 18k 78.06
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.4M 5.6k 249.36
Ishares Tr Core Div Grwth (DGRO) 0.9 $1.4M 27k 49.53
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $1.1M 23k 48.10
Wisdomtree Tr Us Largecap Divd (DLN) 0.7 $1.0M 17k 61.49
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.7 $1.0M 22k 45.07
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.7 $992k 10k 98.47
Ishares Tr Glob Hlthcre Etf (IXJ) 0.7 $952k 12k 82.42
Spdr Ser Tr SPDR S&P1500VL (VLU) 0.6 $934k 6.5k 144.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $919k 2.6k 350.30
Ishares Tr Us Infrastruc (IFRA) 0.6 $884k 24k 36.59
Microsoft Corporation (MSFT) 0.6 $811k 2.6k 315.76
Ishares Tr Usd Inv Grde Etf (USIG) 0.6 $808k 17k 48.07
Ishares Tr Us Hlthcare Etf (IYH) 0.5 $740k 2.7k 270.07
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $717k 7.0k 102.86
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $716k 19k 37.95
Ishares Tr Rus 1000 Etf (IWB) 0.4 $648k 2.8k 234.91
Ishares Tr Gnma Bond Etf (GNMA) 0.4 $638k 15k 41.78
Alphabet Cap Stk Cl A (GOOGL) 0.4 $626k 4.8k 130.85
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $600k 7.3k 82.52
Ishares Tr Core Msci Eafe (IEFA) 0.4 $588k 9.1k 64.35
Ishares Tr Core Total Usd (IUSB) 0.4 $553k 13k 43.72
Ishares Core Msci Emkt (IEMG) 0.4 $524k 11k 47.59
Verizon Communications (VZ) 0.4 $522k 16k 32.41
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $457k 11k 42.05
Ishares Tr S&p 100 Etf (OEF) 0.3 $452k 2.3k 200.64
Amazon (AMZN) 0.3 $404k 3.2k 127.12
Chevron Corporation (CVX) 0.3 $369k 2.2k 168.60
Alphabet Cap Stk Cl C (GOOG) 0.2 $333k 2.5k 131.85
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $314k 6.4k 48.88
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $303k 2.9k 103.32
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $289k 1.9k 153.87
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $287k 1.9k 151.85
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $284k 2.6k 109.68
At&t (T) 0.2 $273k 18k 15.02
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $260k 7.1k 36.66
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $258k 5.1k 50.74
Consolidated Edison (ED) 0.2 $252k 2.9k 85.54
Ishares Tr U.s. Energy Etf (IYE) 0.2 $238k 5.0k 47.43
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $227k 9.5k 23.82
Philip Morris International (PM) 0.2 $222k 2.4k 92.60
Meta Platforms Cl A (META) 0.2 $221k 737.00 300.07
JPMorgan Chase & Co. (JPM) 0.1 $214k 1.5k 145.04
Roblox Corp Cl A (RBLX) 0.1 $211k 7.3k 28.96
ResMed (RMD) 0.1 $206k 1.4k 147.83
Visa Com Cl A (V) 0.1 $205k 891.00 229.99
Annaly Capital Management In Com New (NLY) 0.1 $188k 10k 18.81
Rewalk Robotics SHS 0.0 $14k 19k 0.76