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ShoreHaven Wealth Partners

Latest statistics and disclosures from ShoreHaven Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are LRGF, IVW, AVLV, QUAL, TLT, and represent 37.89% of ShoreHaven Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$6.8M), BINC, QUAL, HEFA, EMXC, TLT, EMB, FLMI, FMHI, ICVT.
Started 4 new stock positions in ICVT, DYNF, HEFA, BINC.
Reduced shares in these 10 stocks: XLG, AVEM, IVW, DNL, TFLO, EFV, USMV, QLTA, MBB, GNMA.
Sold out of its positions in TFLO, Rewalk Robotics.
ShoreHaven Wealth Partners was a net buyer of stock by $7.1M.
ShoreHaven Wealth Partners has $182M in assets under management (AUM), dropping by 10.57%.
Central Index Key (CIK): 0001844922

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Positions held by ShoreHaven Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 78 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr U S Equity Factr (LRGF)	12.7	$23M		430k	53.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	10.8	$20M	-8%	233k	84.44	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.6	$10M		158k	64.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.9	$8.9M	+70%	54k	164.35	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.8	$7.0M	+17%	74k	94.62	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	3.8	$6.8M	NEW	154k	44.40	View chart
Ishares Tr Rus Top 200 Etf (IWL)	3.0	$5.5M		43k	127.12	View chart
Ishares Msci Emrg Chn (EMXC)	2.9	$5.3M	+37%	92k	57.57	View chart
Spdr Ser Tr SPDR S&P1500VL (VLU)	2.9	$5.3M		30k	175.32	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.7	$4.9M	-4%	45k	108.92	View chart
Apple (AAPL)	2.5	$4.5M		26k	171.49	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	2.4	$4.4M	-25%	114k	38.89	View chart
Ishares Tr Eafe Value Etf (EFV)	2.3	$4.2M	-20%	78k	54.40	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	2.2	$3.9M	NEW	75k	52.46	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.1	$3.9M	-2%	37k	103.79	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	2.1	$3.8M	-3%	134k	28.23	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	2.1	$3.7M	+2%	129k	29.11	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	1.9	$3.4M	+12%	140k	24.53	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.7	$3.1M	+7%	23k	135.06	View chart
Ishares Tr Mbs Etf (MBB)	1.5	$2.7M	-11%	30k	92.42	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.1	$2.1M	-51%	49k	42.13	View chart
Ishares Tr Europe Etf (IEV)	1.1	$2.0M	-3%	36k	55.67	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.1	$2.0M	+2%	30k	67.36	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$1.8M	-6%	16k	115.31	View chart
Wisdomtree Tr Us High Dividend (DHS)	1.0	$1.7M	+5%	20k	86.66	View chart
Ishares Tr Global Energ Etf (IXC)	0.9	$1.7M	+10%	40k	42.95	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$1.7M	+5%	29k	58.06	View chart
Bny Mellon Etf Trust High Yield Beta (BKHY)	0.9	$1.6M	-6%	34k	47.66	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.9	$1.6M	NEW	45k	34.88	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.9	$1.6M	-4%	31k	50.77	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.8	$1.5M	-2%	14k	105.03	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.8	$1.4M	+28%	30k	48.18	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.7	$1.3M		44k	29.02	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.7	$1.3M	-10%	16k	77.73	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.7	$1.2M	-28%	26k	47.48	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$1.2M		24k	50.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.2M	+9%	2.9k	420.66	View chart
Ishares Tr Us Infrastruc (IFRA)	0.6	$1.2M	+3%	27k	43.36	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$1.1M	+65%	13k	89.67	View chart
Microsoft Corporation (MSFT)	0.6	$1000k	-5%	2.4k	420.73	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$934k	-42%	11k	83.58	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.5	$875k	-6%	12k	72.19	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$768k		2.7k	288.03	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$755k	-73%	13k	57.96	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$720k		6.9k	104.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$700k	-4%	4.6k	150.95	View chart
Verizon Communications (VZ)	0.4	$695k		17k	41.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$688k	+4%	9.3k	74.23	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$661k	+9%	15k	45.59	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.4	$645k	+13%	13k	49.40	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$607k		2.5k	247.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$551k		13k	41.08	View chart
Amazon (AMZN)	0.3	$551k	-5%	3.1k	180.38	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.3	$484k		11k	43.60	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$425k	-16%	8.2k	51.61	View chart
NVIDIA Corporation (NVDA)	0.2	$412k		456.00	903.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$409k	+4%	2.7k	152.28	View chart
Chevron Corporation (CVX)	0.2	$359k		2.3k	157.76	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.2	$357k	-48%	8.2k	43.39	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$352k		1.9k	186.85	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$350k	+19%	6.8k	51.36	View chart
Meta Platforms Cl A (META)	0.2	$346k	-4%	711.00	486.05	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.2	$345k	-32%	3.7k	93.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$335k		1.9k	179.16	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$317k	+353%	5.1k	61.90	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$314k		2.4k	130.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$308k	-2%	2.5k	120.99	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$290k	-2%	6.6k	44.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$284k		539.00	526.34	View chart
Roblox Corp Cl A (RBLX)	0.2	$278k		7.3k	38.18	View chart
ResMed (RMD)	0.2	$276k		1.4k	198.12	View chart
Consolidated Edison (ED)	0.2	$273k		3.0k	90.83	View chart
At&t (T)	0.1	$266k	-17%	15k	17.60	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$259k	NEW	3.2k	79.83	View chart
BlackRock (BLK)	0.1	$250k		299.00	834.86	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$224k		2.9k	76.39	View chart
Philip Morris International (PM)	0.1	$220k		2.4k	91.64	View chart
Annaly Capital Management In Com New (NLY)	0.1	$197k		10k	19.69	View chart

Past Filings by ShoreHaven Wealth Partners

SEC 13F filings are viewable for ShoreHaven Wealth Partners going back to 2020

ShoreHaven Wealth Partners 2024 Q1 filed May 2, 2024
ShoreHaven Wealth Partners 2023 Q4 filed Feb. 6, 2024
ShoreHaven Wealth Partners 2023 Q3 filed Oct. 24, 2023
ShoreHaven Wealth Partners 2023 Q2 filed July 19, 2023
ShoreHaven Wealth Partners 2023 Q1 filed April 14, 2023
ShoreHaven Wealth Partners 2022 Q4 filed Jan. 24, 2023
ShoreHaven Wealth Partners 2022 Q3 filed Nov. 9, 2022
ShoreHaven Wealth Partners 2022 Q2 filed Aug. 1, 2022
ShoreHaven Wealth Partners 2022 Q1 filed May 13, 2022
ShoreHaven Wealth Partners 2021 Q4 filed Jan. 21, 2022
ShoreHaven Wealth Partners 2021 Q2 restated filed Nov. 18, 2021
ShoreHaven Wealth Partners 2021 Q3 filed Oct. 28, 2021
ShoreHaven Wealth Partners 2021 Q2 filed Aug. 16, 2021
ShoreHaven Wealth Partners 2021 Q1 filed May 13, 2021
ShoreHaven Wealth Partners 2020 Q4 filed Feb. 10, 2021

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