ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of Sept. 30, 2024

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 84 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr U S Equity Factr (LRGF) 11.6 $24M 410k 58.77
Ishares Tr S&p 500 Grwt Etf (IVW) 11.2 $23M 243k 95.75
Blackrock Etf Trust Us Eqt Factor (DYNF) 5.8 $12M 245k 49.47
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.1 $11M 59k 179.30
Ishares Tr 20 Yr Tr Bd Etf (TLT) 4.4 $9.1M 93k 98.10
American Centy Etf Tr Us Large Cap Vlu (AVLV) 4.4 $9.1M 138k 65.83
Wisdomtree Tr Glb Us Qtly Div (DNL) 4.0 $8.3M 211k 39.40
Ishares Msci Emrg Chn (EMXC) 3.8 $7.9M 129k 61.11
Ishares Tr Eafe Value Etf (EFV) 3.5 $7.3M 128k 57.53
Apple (AAPL) 2.9 $6.0M 26k 233.00
Ishares Tr Rus Top 200 Etf (IWL) 2.6 $5.4M 39k 140.44
Spdr Ser Tr SPDR S&P1500VL (VLU) 2.5 $5.2M 28k 184.42
Blackrock Etf Trust Ii Flexible Income (BINC) 2.2 $4.6M 87k 53.53
Ishares Tr Eafe Grwth Etf (EFG) 1.8 $3.7M 35k 107.65
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.8 $3.7M 125k 29.53
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 1.8 $3.7M 148k 25.01
Ishares Tr U.s. Tech Etf (IYW) 1.7 $3.6M 24k 151.62
Ishares Tr Mbs Etf (MBB) 1.3 $2.7M 28k 95.81
Bny Mellon Etf Trust High Yield Etf (BKHY) 1.3 $2.6M 54k 48.85
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $2.6M 21k 125.62
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.2 $2.5M 22k 112.98
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.1 $2.4M 50k 47.53
Ishares Tr Core Div Grwth (DGRO) 1.1 $2.3M 36k 62.69
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.1 $2.2M 49k 45.89
Ishares Tr Europe Etf (IEV) 1.0 $2.0M 34k 58.27
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.9 $1.9M 39k 49.15
Ishares Tr Intl Div Grwth (IGRO) 0.9 $1.9M 26k 74.59
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.9 $1.8M 16k 109.33
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.8 $1.7M 34k 50.88
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $1.7M 26k 64.60
Wisdomtree Tr Us High Dividend (DHS) 0.8 $1.6M 17k 93.80
Ishares Tr Us Infrastruc (IFRA) 0.7 $1.5M 32k 46.97
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.7 $1.4M 29k 49.40
Spdr Ser Tr Portfolio Crport (SPBO) 0.6 $1.3M 42k 30.03
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $1.2M 12k 98.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.2M 2.5k 460.43
Microsoft Corporation (MSFT) 0.5 $1.1M 2.6k 430.32
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $1.0M 13k 80.30
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $951k 19k 51.12
Ishares Tr S&p 100 Etf (OEF) 0.4 $911k 3.3k 276.76
Ishares Tr Core Total Usd (IUSB) 0.4 $845k 18k 47.12
Wisdomtree Tr Us Largecap Divd (DLN) 0.4 $803k 10k 78.56
Alphabet Cap Stk Cl A (GOOGL) 0.4 $784k 4.7k 165.87
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $783k 8.4k 93.59
Ishares Tr Investment Grade (IGEB) 0.4 $754k 16k 46.47
Verizon Communications (VZ) 0.3 $726k 16k 44.91
NVIDIA Corporation (NVDA) 0.3 $696k 5.7k 121.45
Ishares Tr U.s. Energy Etf (IYE) 0.3 $686k 15k 46.34
Ishares Tr Rus 1000 Etf (IWB) 0.3 $663k 2.1k 314.40
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.3 $650k 18k 36.76
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.3 $621k 21k 29.41
Amazon (AMZN) 0.3 $620k 3.3k 186.33
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $611k 13k 45.86
Ishares Tr Usd Inv Grde Etf (USIG) 0.3 $580k 11k 52.58
Blackrock Etf Trust Ii High Yld Muni In (HYMU) 0.3 $554k 24k 23.18
First Tr Exchange-traded Managd Mun Etf (FMB) 0.2 $503k 9.7k 51.96
Ishares Tr Global Energ Etf (IXC) 0.2 $467k 12k 40.48
Alphabet Cap Stk Cl C (GOOG) 0.2 $441k 2.6k 167.23
Ishares Core Msci Emkt (IEMG) 0.2 $437k 7.6k 57.42
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $405k 3.8k 106.19
Ishares Tr Core Msci Eafe (IEFA) 0.2 $375k 4.8k 78.06
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $368k 1.9k 197.21
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $355k 1.9k 189.85
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $332k 2.4k 139.49
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $327k 5.0k 65.00
At&t (T) 0.2 $325k 15k 22.00
Consolidated Edison (ED) 0.2 $318k 3.1k 104.13
Roblox Corp Cl A (RBLX) 0.2 $313k 7.1k 44.26
Ishares Tr Core S&p500 Etf (IVV) 0.2 $311k 539.00 577.80
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $309k 3.4k 91.33
Chevron Corporation (CVX) 0.1 $306k 2.1k 147.29
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $304k 6.7k 45.24
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.1 $301k 12k 25.47
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $294k 2.3k 128.20
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $292k 5.6k 52.13
Philip Morris International (PM) 0.1 $291k 2.4k 121.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $284k 495.00 573.76
Ishares Tr Conv Bd Etf (ICVT) 0.1 $273k 3.3k 83.67
JPMorgan Chase & Co. (JPM) 0.1 $230k 1.1k 210.95
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $213k 807.00 263.83
Prudential Financial (PRU) 0.1 $202k 1.7k 121.16
Annaly Capital Management In Com New (NLY) 0.1 $201k 10k 20.07
B2gold Corp (BTG) 0.0 $46k 15k 3.08
Agriforce Growing Systems Lt Com New (AGRI) 0.0 $3.8k 75k 0.05