ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of June 30, 2025

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 98 positions in its portfolio as reported in the June 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) 11.3 $28M 251k 110.10
American Centy Etf Tr Us Large Cap Vlu (AVLV) 7.0 $17M 250k 68.21
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.7 $14M 76k 182.82
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.3 $13M 235k 54.46
Ishares Tr Eafe Value Etf (EFV) 4.4 $11M 168k 63.48
Ishares Tr 20 Yr Tr Bd Etf (TLT) 4.3 $10M 118k 88.25
Wisdomtree Tr Glb Us Qtly Div (DNL) 3.6 $8.7M 217k 40.27
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 3.1 $7.5M 143k 52.10
Blackrock Etf Trust Ishares Us Thema (THRO) 2.8 $6.9M 194k 35.58
Ishares Tr Rus Top 200 Etf (IWL) 2.4 $5.9M 38k 153.12
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.3 $5.6M 107k 52.84
Spdr Series Trust SPDR S&P1500VL (VLU) 2.3 $5.6M 29k 192.15
Apple (AAPL) 2.2 $5.3M 26k 205.18
Ishares Tr U S Equity Factr (LRGF) 2.1 $5.0M 79k 64.13
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.8 $4.5M 65k 68.54
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.8 $4.4M 135k 32.89
Ishares Tr A Rate Cp Bd Etf (QLTA) 1.5 $3.8M 79k 47.84
Ishares Gold Tr Ishares New (IAU) 1.5 $3.8M 61k 62.36
Ishares Tr U.s. Tech Etf (IYW) 1.5 $3.7M 21k 173.27
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 1.5 $3.6M 76k 47.75
Ishares Tr Eafe Grwth Etf (EFG) 1.4 $3.5M 31k 112.00
Ishares Tr Core S&p Ttl Stk (ITOT) 1.4 $3.4M 25k 135.04
Ishares Tr Msci Usa Mmentm (MTUM) 1.3 $3.1M 13k 240.33
Ishares Tr S&p 100 Etf (OEF) 1.3 $3.1M 10k 304.35
Vertiv Holdings Com Cl A (VRT) 1.2 $2.8M 22k 128.41
Bny Mellon Etf Trust High Yield Etf (BKHY) 1.1 $2.7M 55k 48.28
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 1.0 $2.5M 105k 24.26
Blackrock Etf Trust Ishares A I Inno (BAI) 1.0 $2.3M 81k 28.85
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $2.3M 21k 109.61
Ishares Msci Emrg Chn (EMXC) 0.9 $2.2M 34k 63.14
Ishares Tr Mbs Etf (MBB) 0.8 $2.1M 22k 93.89
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.8 $2.1M 20k 101.60
Ishares Tr Intl Div Grwth (IGRO) 0.8 $2.0M 25k 78.89
Ishares Tr Europe Etf (IEV) 0.8 $2.0M 32k 63.25
Ishares Tr Core Div Grwth (DGRO) 0.7 $1.7M 27k 63.94
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.7 $1.6M 17k 95.77
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $1.6M 31k 50.75
Ishares Tr High Yld Corp Bd (HYGW) 0.6 $1.5M 51k 30.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.5M 3.0k 485.92
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.6 $1.5M 32k 45.89
Spdr Series Trust Portfolio Crport (SPBO) 0.5 $1.3M 46k 29.22
Wisdomtree Tr Itl High Div Fd (DTH) 0.5 $1.3M 29k 46.33
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.3M 14k 93.87
Microsoft Corporation (MSFT) 0.5 $1.2M 2.4k 497.55
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.5 $1.2M 26k 46.70
Spdr Series Trust Nuveen Ice High (HYMB) 0.5 $1.2M 48k 24.78
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.1M 23k 49.03
Blackrock Etf Trust Ishares Advantag (BALI) 0.4 $1.1M 36k 30.11
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $1.1M 14k 80.65
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.0M 24k 42.74
NVIDIA Corporation (NVDA) 0.4 $901k 5.7k 158.01
Ishares Tr Rus 1000 Etf (IWB) 0.4 $872k 2.6k 339.58
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $855k 18k 48.24
Wisdomtree Tr Us Largecap Divd (DLN) 0.3 $812k 9.9k 82.15
Alphabet Cap Stk Cl A (GOOGL) 0.3 $788k 4.5k 176.23
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $746k 8.1k 92.62
Roblox Corp Cl A (RBLX) 0.3 $745k 7.1k 105.20
Verizon Communications (VZ) 0.3 $694k 16k 43.27
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.3 $655k 16k 41.03
Amazon (AMZN) 0.3 $642k 2.9k 219.39
Wisdomtree Tr Us High Dividend (DHS) 0.3 $642k 6.7k 95.99
Blackrock Etf Trust Ii Ishares Total Re (BRTR) 0.3 $628k 12k 50.53
Blackrock Etf Trust Ishares Intl Div (BIDD) 0.2 $594k 22k 27.28
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $525k 13k 41.59
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.2 $476k 4.0k 118.43
Philip Morris International (PM) 0.2 $437k 2.4k 182.17
Alphabet Cap Stk Cl C (GOOG) 0.2 $422k 2.4k 177.44
Ishares Tr Core Intl Aggr (IAGG) 0.2 $416k 8.2k 51.09
JPMorgan Chase & Co. (JPM) 0.2 $413k 1.4k 289.98
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $379k 3.6k 106.34
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $365k 1.9k 195.46
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $357k 5.5k 65.52
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $357k 1.8k 194.28
Annaly Capital Management In Com New (NLY) 0.1 $320k 17k 18.82
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $320k 6.4k 49.82
Consolidated Edison (ED) 0.1 $314k 3.1k 100.38
Blackrock (BLK) 0.1 $312k 297.00 1051.54
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $301k 2.3k 133.04
Chevron Corporation (CVX) 0.1 $288k 2.0k 143.22
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $282k 5.5k 51.44
Blackrock Etf Trust Ii Ishares High Yie (SHYM) 0.1 $274k 12k 22.31
At&t (T) 0.1 $259k 8.9k 28.94
Ishares Core Msci Emkt (IEMG) 0.1 $253k 4.2k 60.04
Ishares Tr Conv Bd Etf (ICVT) 0.1 $247k 2.7k 90.10
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.1 $244k 5.6k 43.89
Ishares Tr Msci Eafe Etf (EFA) 0.1 $236k 2.6k 89.39
Ishares Tr Core S&p500 Etf (IVV) 0.1 $229k 369.00 621.30
Meta Platforms Cl A (META) 0.1 $228k 308.00 739.22
Royal Caribbean Cruises (RCL) 0.1 $227k 725.00 313.52
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $226k 2.2k 102.91
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $224k 5.9k 37.96
Ishares Tr U.s. Energy Etf (IYE) 0.1 $223k 4.9k 45.23
International Business Machines (IBM) 0.1 $219k 743.00 295.07
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $219k 2.4k 90.17
Visa Com Cl A (V) 0.1 $210k 591.00 355.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $205k 332.00 618.38
Ishares Tr Core Msci Eafe (IEFA) 0.1 $204k 2.4k 83.49
Morgan Stanley Com New (MS) 0.1 $200k 1.4k 140.96