ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of March 31, 2025

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 87 positions in its portfolio as reported in the March 2025 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 $24M 260k 92.83
American Centy Etf Tr Us Large Cap Vlu (AVLV) 6.9 $14M 221k 65.21
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.2 $13M 267k 48.76
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.8 $12M 71k 170.89
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.7 $7.8M 85k 91.03
Wisdomtree Tr Glb Us Qtly Div (DNL) 3.5 $7.4M 206k 35.67
Ishares Tr Eafe Value Etf (EFV) 3.0 $6.2M 106k 58.94
Blackrock Etf Trust Ishares Us Thema (THRO) 2.8 $5.8M 185k 31.69
Apple (AAPL) 2.8 $5.8M 26k 222.13
Spdr Ser Tr SPDR S&P1500VL (VLU) 2.7 $5.6M 31k 183.82
Ishares Msci Emrg Chn (EMXC) 2.7 $5.6M 102k 55.09
Ishares Tr Rus Top 200 Etf (IWL) 2.5 $5.3M 39k 137.41
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.4 $4.9M 107k 46.02
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.4 $4.9M 94k 52.38
Ishares Tr U S Equity Factr (LRGF) 2.2 $4.7M 81k 57.88
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.9 $4.1M 134k 30.31
Ishares Tr A Rate Cp Bd Etf (QLTA) 1.9 $4.0M 85k 47.53
Ishares Tr U.s. Tech Etf (IYW) 1.6 $3.3M 24k 140.44
Ishares Gold Tr Ishares New (IAU) 1.6 $3.3M 56k 58.96
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 1.5 $3.1M 127k 24.44
Ishares Tr Core S&p Ttl Stk (ITOT) 1.5 $3.1M 25k 122.01
Ishares Tr Eafe Grwth Etf (EFG) 1.5 $3.0M 31k 100.00
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 1.4 $2.9M 79k 36.49
Bny Mellon Etf Trust High Yield Etf (BKHY) 1.3 $2.8M 59k 47.63
Ishares Tr S&p 100 Etf (OEF) 1.3 $2.8M 10k 270.83
Ishares Tr Msci Usa Mmentm (MTUM) 1.2 $2.5M 13k 202.14
Ishares Tr Mbs Etf (MBB) 1.0 $2.0M 22k 93.78
Ishares Tr Intl Div Grwth (IGRO) 0.9 $1.9M 26k 72.44
Ishares Tr Europe Etf (IEV) 0.9 $1.9M 32k 58.20
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $1.8M 17k 108.70
Ishares Tr Hdg Msci Eafe (HEFA) 0.8 $1.7M 48k 36.29
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.8 $1.7M 36k 47.81
Wisdomtree Tr Us High Dividend (DHS) 0.8 $1.7M 17k 99.16
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.8 $1.7M 37k 45.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.6M 3.0k 532.75
Ishares Tr Core Div Grwth (DGRO) 0.8 $1.6M 26k 61.78
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.8 $1.6M 17k 95.37
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.7 $1.5M 14k 103.75
Spdr Ser Tr Portfolio Crport (SPBO) 0.6 $1.3M 45k 29.03
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $1.3M 14k 93.66
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $1.2M 15k 78.89
Blackrock Etf Trust Ii Ishares Total Re (BRTR) 0.5 $1.0M 20k 50.36
Ishares Tr High Yld Corp Bd (HYGW) 0.5 $981k 31k 31.45
Microsoft Corporation (MSFT) 0.4 $928k 2.5k 375.44
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $909k 23k 39.37
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $851k 17k 49.62
Wisdomtree Tr Us Largecap Divd (DLN) 0.4 $794k 10k 79.38
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $764k 18k 43.70
Ishares Tr Rus 1000 Etf (IWB) 0.4 $747k 2.4k 306.75
Verizon Communications (VZ) 0.3 $727k 16k 45.36
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $726k 8.0k 90.60
Alphabet Cap Stk Cl A (GOOGL) 0.3 $687k 4.4k 154.66
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.3 $611k 16k 38.97
NVIDIA Corporation (NVDA) 0.3 $596k 5.5k 108.40
Blackrock Etf Trust Ii Ishares High Yie (SHYM) 0.3 $596k 26k 22.67
Amazon (AMZN) 0.3 $564k 3.0k 190.26
Ishares Tr High Yld Systm B (HYDB) 0.3 $551k 12k 47.09
Blackrock Etf Trust Ishares Intl Div (BIDD) 0.2 $459k 18k 25.89
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.2 $443k 4.2k 106.32
Roblox Corp Cl A (RBLX) 0.2 $413k 7.1k 58.29
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $407k 8.0k 50.71
Philip Morris International (PM) 0.2 $380k 2.4k 158.76
Alphabet Cap Stk Cl C (GOOG) 0.2 $379k 2.4k 156.25
Blackrock Etf Trust Ishares Advantag (BALI) 0.2 $377k 13k 28.79
Ishares Tr Conv Bd Etf (ICVT) 0.2 $367k 4.4k 83.61
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $356k 1.9k 190.62
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $351k 3.3k 105.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $346k 1.8k 188.21
Annaly Capital Management In Com New (NLY) 0.2 $345k 17k 20.31
Consolidated Edison (ED) 0.2 $344k 3.1k 110.61
Chevron Corporation (CVX) 0.2 $337k 2.0k 167.33
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $337k 5.5k 61.89
Ishares Tr U.s. Energy Etf (IYE) 0.2 $315k 6.4k 49.31
Ishares Tr Msci Eafe Etf (EFA) 0.1 $313k 3.8k 81.73
Ishares Tr Core S&p500 Etf (IVV) 0.1 $301k 534.00 562.77
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $299k 5.9k 50.42
JPMorgan Chase & Co. (JPM) 0.1 $287k 1.2k 245.50
Blackrock (BLK) 0.1 $281k 297.00 947.16
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $281k 2.3k 124.50
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $272k 5.3k 51.08
At&t (T) 0.1 $252k 8.9k 28.28
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.1 $245k 9.6k 25.55
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $241k 5.5k 43.84
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $236k 1.8k 128.96
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $231k 9.2k 25.22
Ishares Core Msci Emkt (IEMG) 0.1 $226k 4.2k 53.98
Visa Com Cl A (V) 0.1 $207k 591.00 350.74