ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 88 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 11.6 $25M 241k 101.53
Ishares Tr U S Equity Factr (LRGF) 11.5 $24M 403k 60.35
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.8 $12M 240k 51.25
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.0 $11M 59k 178.08
Wisdomtree Tr Glb Us Qtly Div (DNL) 4.7 $9.9M 276k 35.98
American Centy Etf Tr Us Large Cap Vlu (AVLV) 4.3 $9.0M 135k 66.77
Ishares Tr Eafe Value Etf (EFV) 3.5 $7.4M 142k 52.47
Ishares Msci Emrg Chn (EMXC) 3.5 $7.4M 133k 55.45
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.4 $7.2M 83k 87.33
Apple (AAPL) 3.2 $6.7M 27k 250.42
Ishares Tr Rus Top 200 Etf (IWL) 2.6 $5.6M 39k 144.71
Spdr Ser Tr SPDR S&P1500VL (VLU) 2.4 $5.1M 28k 184.05
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.2 $4.7M 91k 52.02
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 1.8 $3.7M 153k 24.43
Ishares Tr U.s. Tech Etf (IYW) 1.7 $3.7M 23k 159.52
Ishares Tr Eafe Grwth Etf (EFG) 1.6 $3.5M 36k 96.83
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.6 $3.4M 125k 27.11
Bny Mellon Etf Trust High Yield Etf (BKHY) 1.5 $3.1M 65k 47.69
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $2.7M 21k 128.63
Ishares Tr Mbs Etf (MBB) 1.3 $2.6M 29k 91.68
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.2 $2.5M 51k 49.96
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $2.3M 11k 206.93
Ishares Tr A Rate Cp Bd Etf (QLTA) 1.0 $2.1M 45k 46.79
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.9 $1.9M 19k 99.54
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.9 $1.9M 40k 46.24
Ishares Tr Intl Div Grwth (IGRO) 0.9 $1.8M 27k 67.96
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $1.8M 17k 106.84
Ishares Tr Europe Etf (IEV) 0.8 $1.7M 33k 52.06
Ishares Tr Core Div Grwth (DGRO) 0.8 $1.7M 28k 61.34
Blackrock Etf Trust Ii Ishares Total Re (BRTR) 0.8 $1.6M 33k 49.32
Wisdomtree Tr Us High Dividend (DHS) 0.8 $1.6M 17k 93.36
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.7 $1.5M 17k 92.45
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $1.5M 29k 50.71
Ishares Tr Us Infrastruc (IFRA) 0.7 $1.4M 31k 46.29
Spdr Ser Tr Portfolio Crport (SPBO) 0.6 $1.3M 45k 28.64
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.6 $1.2M 26k 48.29
Ishares Gold Tr Ishares New (IAU) 0.5 $1.1M 22k 49.51
Microsoft Corporation (MSFT) 0.5 $1.0M 2.5k 421.60
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $1.0M 13k 78.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.0M 2.2k 453.47
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $980k 20k 50.13
Ishares Tr High Yld Corp Bd (HYGW) 0.5 $962k 30k 31.77
Ishares Tr S&p 100 Etf (OEF) 0.4 $949k 3.3k 288.85
Alphabet Cap Stk Cl A (GOOGL) 0.4 $851k 4.5k 189.31
Wisdomtree Tr Us Largecap Divd (DLN) 0.4 $794k 10k 77.79
Ishares Tr U.s. Energy Etf (IYE) 0.4 $750k 17k 45.57
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $743k 8.3k 89.05
NVIDIA Corporation (NVDA) 0.3 $722k 5.4k 134.31
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.3 $717k 28k 25.45
Amazon (AMZN) 0.3 $705k 3.2k 219.39
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $679k 16k 41.82
Ishares Tr Rus 1000 Etf (IWB) 0.3 $679k 2.1k 322.17
Verizon Communications (VZ) 0.3 $647k 16k 39.99
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.3 $617k 17k 35.84
Blackrock Etf Trust Ishares Advantag (BALI) 0.3 $614k 20k 30.25
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.3 $595k 14k 41.33
Ishares Tr High Yld Systm B (HYDB) 0.3 $563k 12k 47.01
Blackrock Etf Trust Ii Ishares High Yie (SHYM) 0.2 $521k 23k 22.66
Alphabet Cap Stk Cl C (GOOG) 0.2 $468k 2.5k 190.44
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $445k 8.7k 51.01
Blackrock Etf Trust Int Dividend Etf (BIDD) 0.2 $410k 17k 24.67
Roblox Corp Cl A (RBLX) 0.2 $410k 7.1k 57.86
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $400k 16k 25.58
Ishares Tr Conv Bd Etf (ICVT) 0.2 $377k 4.4k 84.97
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $374k 3.5k 105.48
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $356k 1.9k 190.92
Ishares Tr Global Energ Etf (IXC) 0.2 $354k 9.3k 38.18
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $347k 1.9k 185.18
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $341k 5.8k 58.80
Ishares Tr Msci Eafe Etf (EFA) 0.2 $323k 4.3k 75.61
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $322k 2.4k 135.37
Ishares Tr Core S&p500 Etf (IVV) 0.1 $315k 534.00 589.54
Blackrock (BLK) 0.1 $304k 296.00 1027.78
Chevron Corporation (CVX) 0.1 $304k 2.1k 144.89
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $297k 6.9k 42.97
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $292k 3.3k 88.81
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $291k 5.8k 50.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $290k 495.00 586.08
Philip Morris International (PM) 0.1 $288k 2.4k 120.37
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $283k 5.5k 51.99
Consolidated Edison (ED) 0.1 $275k 3.1k 89.24
JPMorgan Chase & Co. (JPM) 0.1 $263k 1.1k 239.84
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $263k 2.1k 127.59
Ishares Core Msci Emkt (IEMG) 0.1 $232k 4.4k 52.23
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $213k 807.00 264.13
At&t (T) 0.1 $202k 8.9k 22.77
Annaly Capital Management In Com New (NLY) 0.1 $183k 10k 18.30
B2gold Corp (BTG) 0.0 $37k 15k 2.44