ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of Sept. 30, 2025

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 101 positions in its portfolio as reported in the September 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) 11.4 $31M 255k 120.72
American Centy Etf Tr Us Large Cap Vlu (AVLV) 7.2 $20M 270k 72.26
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.8 $19M 312k 59.20
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 4.8 $13M 226k 57.52
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.6 $13M 64k 194.50
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.7 $10M 113k 89.37
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.7 $9.9M 132k 75.11
Blackrock Etf Trust Ishares Us Thema (THRO) 2.8 $7.7M 202k 37.86
Ishares Tr Eafe Value Etf (EFV) 2.8 $7.6M 111k 67.83
Blackrock Etf Trust Ishares A I Inno (BAI) 2.7 $7.4M 216k 34.16
Apple (AAPL) 2.4 $6.6M 26k 254.63
Wisdomtree Tr Glb Us Qtly Div (DNL) 2.4 $6.6M 163k 40.49
Ishares Tr Rus Top 200 Etf (IWL) 2.4 $6.4M 38k 166.10
Spdr Series Trust SPDR S&P1500VL (VLU) 2.2 $5.9M 29k 204.12
Ishares Tr U S Equity Factr (LRGF) 2.0 $5.4M 79k 69.08
Ishares Gold Tr Ishares New (IAU) 1.8 $4.9M 67k 72.77
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.8 $4.8M 134k 35.48
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.7 $4.7M 89k 53.24
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 1.5 $4.0M 78k 50.63
Ishares Tr A Rate Cp Bd Etf (QLTA) 1.4 $3.8M 79k 48.47
Ishares Tr Eafe Grwth Etf (EFG) 1.3 $3.6M 31k 113.88
Global X Fds Defense Tech Etf (SHLD) 1.3 $3.5M 50k 70.24
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $3.5M 24k 145.65
Ishares Tr Msci Usa Mmentm (MTUM) 1.3 $3.4M 13k 256.46
Vertiv Holdings Com Cl A (VRT) 1.2 $3.3M 22k 150.86
Ishares Tr S&p 100 Etf (OEF) 1.0 $2.7M 8.3k 332.84
Bny Mellon Etf Trust High Yield Etf (BKHY) 1.0 $2.7M 56k 48.70
Ishares Tr Mbs Etf (MBB) 0.8 $2.2M 23k 95.15
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.8 $2.2M 46k 47.51
Ishares Tr Europe Etf (IEV) 0.8 $2.0M 31k 65.48
Microsoft Corporation Put Option (MSFT) 0.7 $2.0M 3.8k 517.95
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.7 $1.9M 76k 24.77
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.7 $1.8M 17k 102.99
Ishares Tr Core Div Grwth (DGRO) 0.6 $1.8M 26k 68.08
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $1.7M 17k 96.46
Wisdomtree Tr Itl High Div Fd (DTH) 0.6 $1.6M 33k 49.15
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.6 $1.6M 32k 50.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.6M 3.1k 502.89
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.6 $1.6M 34k 45.84
Ishares Tr Intl Div Grwth (IGRO) 0.5 $1.4M 17k 79.67
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $1.3M 12k 111.48
Ishares Tr Investment Grade (IGEB) 0.5 $1.3M 29k 46.05
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $1.2M 13k 95.14
Ishares Msci Emrg Chn (EMXC) 0.4 $1.2M 18k 67.51
Wisdomtree Tr Us High Dividend (DHS) 0.4 $1.2M 12k 100.76
Ishares Tr High Yld Corp Bd (HYGW) 0.4 $1.2M 38k 30.37
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.1M 24k 46.81
Blackrock Etf Trust Ishares Advantag (BALI) 0.4 $1.1M 35k 31.74
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.1M 4.5k 243.12
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $1.1M 13k 81.19
NVIDIA Corporation (NVDA) 0.4 $1.1M 5.7k 186.60
Roblox Corp Cl A (RBLX) 0.3 $927k 6.7k 138.52
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.3 $901k 20k 44.48
Ishares Tr Rus 1000 Etf (IWB) 0.3 $886k 2.4k 365.49
Spdr Series Trust Portfolio Crport (SPBO) 0.3 $806k 27k 29.63
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $776k 8.2k 95.20
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.3 $762k 33k 23.09
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $761k 15k 50.07
Verizon Communications (VZ) 0.3 $707k 16k 43.95
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.3 $679k 30k 22.34
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $637k 7.3k 87.03
Amazon (AMZN) 0.2 $621k 2.8k 219.57
Blackrock Etf Trust Ishares Intl Div (BIDD) 0.2 $583k 21k 27.99
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $578k 11k 53.40
Alphabet Cap Stk Cl C (GOOG) 0.2 $576k 2.4k 243.63
Spdr Series Trust Nuveen Ice High (HYMB) 0.2 $550k 22k 24.93
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $519k 13k 41.58
Ea Series Trust Ars Focused Oppo (AFOS) 0.2 $502k 16k 30.64
JPMorgan Chase & Co. (JPM) 0.2 $481k 1.5k 315.58
Ishares Tr High Yld Systm B (HYDB) 0.2 $452k 9.4k 47.84
Ishares Tr Core Intl Aggr (IAGG) 0.2 $425k 8.3k 51.23
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $417k 5.5k 76.45
Philip Morris International (PM) 0.1 $389k 2.4k 162.23
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $386k 1.9k 206.55
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $374k 1.8k 203.65
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.1 $370k 2.9k 128.38
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $367k 7.2k 50.70
Blackrock (BLK) 0.1 $348k 298.00 1165.95
Annaly Capital Management In Com New (NLY) 0.1 $344k 17k 20.21
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $320k 2.3k 141.50
Consolidated Edison (ED) 0.1 $318k 3.2k 100.52
Chevron Corporation (CVX) 0.1 $315k 2.0k 155.31
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.1 $312k 7.0k 44.42
Spdr Series Trust Nuveen Ice Munic (TFI) 0.1 $305k 6.7k 45.57
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $286k 5.5k 52.22
Ishares Core Msci Emkt (IEMG) 0.1 $278k 4.2k 65.93
Ishares Tr Core S&p500 Etf (IVV) 0.1 $275k 411.00 669.42
Ishares Tr Conv Bd Etf (ICVT) 0.1 $254k 2.5k 100.05
At&t (T) 0.1 $252k 8.9k 28.24
Ishares Tr Msci Eafe Etf (EFA) 0.1 $235k 2.5k 93.37
Royal Caribbean Cruises (RCL) 0.1 $235k 726.00 323.62
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $232k 2.2k 103.36
Morgan Stanley Com New (MS) 0.1 $226k 1.4k 159.07
Ishares Tr Core Msci Eafe (IEFA) 0.1 $221k 2.5k 87.32
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $220k 3.4k 65.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $212k 645.00 328.17
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $203k 1.4k 140.95
International Business Machines (IBM) 0.1 $203k 719.00 282.22
Meta Platforms Cl A (META) 0.1 $202k 275.00 736.15
Visa Com Cl A (V) 0.1 $202k 591.00 341.75
First Tr Exchange-traded A Com Shs (FTA) 0.1 $200k 2.4k 83.35