ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of March 31, 2024

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