ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of Dec. 31, 2023

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 76 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr U S Equity Factr (LRGF) 12.8 $21M 436k 48.29
Ishares Tr S&p 500 Grwt Etf (IVW) 11.7 $19M 256k 75.10
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.6 $9.2M 160k 57.76
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.8 $6.2M 63k 98.88
Wisdomtree Tr Glb Us Qtly Div (DNL) 3.5 $5.7M 154k 36.99
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.2 $5.2M 47k 110.66
Ishares Tr Eafe Value Etf (EFV) 3.1 $5.1M 98k 52.10
Apple (AAPL) 3.1 $5.1M 26k 192.53
Ishares Tr Rus Top 200 Etf (IWL) 3.0 $5.0M 43k 115.09
Spdr Ser Tr SPDR S&P1500VL (VLU) 3.0 $4.9M 31k 160.28
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.8 $4.7M 32k 147.14
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.4 $3.9M 102k 37.72
Spdr Ser Tr Portfolio Crport (SPBO) 2.3 $3.7M 126k 29.41
Ishares Tr Msci Intl Vlu Ft (IVLU) 2.3 $3.7M 140k 26.51
Ishares Msci Emrg Chn (EMXC) 2.3 $3.7M 67k 55.41
Ishares Tr Eafe Grwth Etf (EFG) 2.2 $3.7M 38k 96.85
Ishares Tr Mbs Etf (MBB) 1.9 $3.2M 34k 94.08
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 1.8 $3.0M 125k 24.26
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.7 $2.8M 49k 56.39
Ishares Tr U.s. Tech Etf (IYW) 1.6 $2.6M 21k 122.75
Ishares Tr Europe Etf (IEV) 1.2 $2.0M 37k 52.86
Ishares Tr Intl Div Grwth (IGRO) 1.1 $1.9M 29k 64.57
Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $1.8M 17k 105.23
Ishares Tr A Rate Cp Bd Etf (QLTA) 1.1 $1.7M 36k 48.13
Bny Mellon Etf Trust High Yield Beta (BKHY) 1.0 $1.7M 36k 47.36
Ishares Tr Usd Inv Grde Etf (USIG) 1.0 $1.7M 32k 51.26
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.0 $1.6M 15k 108.26
Wisdomtree Tr Us High Dividend (DHS) 1.0 $1.6M 19k 82.18
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $1.5M 19k 78.03
Ishares Tr Core Div Grwth (DGRO) 0.9 $1.5M 28k 53.82
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $1.4M 18k 77.39
Ishares Tr Global Energ Etf (IXC) 0.9 $1.4M 36k 39.11
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.8 $1.3M 44k 28.78
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $1.2M 24k 51.05
Ishares Tr TRS FLT RT BD (TFLO) 0.7 $1.2M 24k 50.47
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.7 $1.1M 23k 47.68
Ishares Tr Us Infrastruc (IFRA) 0.6 $1.1M 26k 40.27
Microsoft Corporation (MSFT) 0.6 $942k 2.5k 376.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $936k 2.6k 356.66
Wisdomtree Tr Us Largecap Divd (DLN) 0.5 $861k 13k 66.38
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $729k 6.9k 105.43
Ishares Tr Gnma Bond Etf (GNMA) 0.4 $713k 16k 44.25
Ishares Tr Rus 1000 Etf (IWB) 0.4 $702k 2.7k 262.26
Alphabet Cap Stk Cl A (GOOGL) 0.4 $676k 4.8k 139.68
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $673k 7.6k 89.06
Verizon Communications (VZ) 0.4 $632k 17k 37.70
Ishares Tr Core Msci Eafe (IEFA) 0.4 $623k 8.9k 70.35
Ishares Tr Core Total Usd (IUSB) 0.4 $608k 13k 46.07
Ishares Tr S&p 100 Etf (OEF) 0.3 $552k 2.5k 223.39
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $540k 13k 40.21
Ishares Tr U.s. Energy Etf (IYE) 0.3 $508k 12k 44.12
Ishares Core Msci Emkt (IEMG) 0.3 $498k 9.8k 50.58
Amazon (AMZN) 0.3 $491k 3.2k 151.94
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $490k 11k 44.60
Ishares Tr Glob Hlthcre Etf (IXJ) 0.3 $474k 5.5k 86.72
Alphabet Cap Stk Cl C (GOOG) 0.2 $363k 2.6k 140.93
Chevron Corporation (CVX) 0.2 $336k 2.3k 149.18
Roblox Corp Cl A (RBLX) 0.2 $333k 7.3k 45.72
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $327k 1.9k 173.92
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $323k 1.1k 286.24
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $309k 1.9k 165.28
At&t (T) 0.2 $309k 18k 16.78
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $307k 2.4k 125.14
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $294k 5.7k 51.67
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $291k 2.6k 111.63
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $278k 6.8k 40.91
Consolidated Edison (ED) 0.2 $271k 3.0k 90.97
Meta Platforms Cl A (META) 0.2 $263k 744.00 353.80
Ishares Tr Core S&p500 Etf (IVV) 0.2 $253k 530.00 477.27
BlackRock 0.1 $243k 299.00 811.58
ResMed (RMD) 0.1 $240k 1.4k 171.97
NVIDIA Corporation (NVDA) 0.1 $226k 456.00 495.29
Philip Morris International (PM) 0.1 $226k 2.4k 94.10
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $207k 2.9k 70.85
Annaly Capital Management In Com New (NLY) 0.1 $194k 10k 19.37
Rewalk Robotics SHS 0.0 $15k 19k 0.78