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Size ($ in 1000's)
At 12/31/2023: $164,337
At 09/30/2023: $145,367
ShoreHaven Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from ShoreHaven Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the ShoreHaven Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by ShoreHaven Wealth Partners LLC.
In the ShoreHaven Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by ShoreHaven Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the ShoreHaven Wealth Partners LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (LRGF) |
436,066 |
+33,818 |
$21,058 | | LRGF | 436,066 | +33,818 | $21,058 | | ISHARES TR (IVW) |
255,871 |
+3,457 |
$19,216 | | IVW | 255,871 | +3,457 | $19,216 | | AMERICAN CENTY ETF TR (AVLV) |
159,672 |
-53,486 |
$9,223 | | AVLV | 159,672 | -53,486 | $9,223 | | ISHARES TR (TLT) |
62,613 |
-2,767 |
$6,191 | | TLT | 62,613 | -2,767 | $6,191 | | WISDOMTREE TR |
153,858 |
-33,764 |
$5,691 | | DNL | 153,858 | -33,764 | $5,691 | | ISHARES TR (LQD) |
46,845 |
+2,096 |
$5,184 | | LQD | 46,845 | +2,096 | $5,184 | | ISHARES TR (EFV) |
97,862 |
-13,341 |
$5,099 | | EFV | 97,862 | -13,341 | $5,099 | | APPLE INC |
26,254 |
+688 |
$5,055 | | AAPL | 26,254 | +688 | $5,055 | | ISHARES TR (IWL) |
43,157 |
-558 |
$4,967 | | IWL | 43,157 | -558 | $4,967 | | SPDR SER TR (VLU) |
30,567 |
+24,106 |
$4,899 | | VLU | 30,567 | +24,106 | $4,899 | | ISHARES TR (QUAL) |
31,818 |
+9,729 |
$4,682 | | QUAL | 31,818 | +9,729 | $4,682 | | INVESCO EXCHANGE TRADED FD T (XLG) |
102,442 |
+102,442 |
$3,864 | | XLG | 102,442 | +102,442 | $3,864 | | SPDR SER TR (SPBO) |
126,211 |
+61,378 |
$3,712 | | SPBO | 126,211 | +61,378 | $3,712 | | ISHARES TR (IVLU) |
139,860 |
-15,848 |
$3,708 | | IVLU | 139,860 | -15,848 | $3,708 | | ISHARES INC (EMXC) |
66,815 |
+66,815 |
$3,702 | | EMXC | 66,815 | +66,815 | $3,702 | | ISHARES TR (EFG) |
38,098 |
-3,349 |
$3,690 | | EFG | 38,098 | -3,349 | $3,690 | | ISHARES TR (MBB) |
33,574 |
+520 |
$3,159 | | MBB | 33,574 | +520 | $3,159 | | FRANKLIN TEMPLETON ETF TR (FLMI) |
124,929 |
-8,640 |
$3,031 | | FLMI | 124,929 | -8,640 | $3,031 | | AMERICAN CENTY ETF TR (AVEM) |
48,927 |
-4,138 |
$2,759 | | AVEM | 48,927 | -4,138 | $2,759 | | ISHARES TR (IYW) |
21,240 |
+5,766 |
$2,607 | | IYW | 21,240 | +5,766 | $2,607 | | ISHARES TR (IEV) |
37,166 |
+1,066 |
$1,965 | | IEV | 37,166 | +1,066 | $1,965 | | ISHARES TR (IGRO) |
28,769 |
-52 |
$1,858 | | IGRO | 28,769 | -52 | $1,858 | | ISHARES TR (ITOT) |
16,768 |
+675 |
$1,764 | | ITOT | 16,768 | +675 | $1,764 | | ISHARES TR (QLTA) |
35,941 |
-19,540 |
$1,730 | | QLTA | 35,941 | -19,540 | $1,730 | | BNY MELLON ETF TRUST (BKHY) |
36,188 |
-69,108 |
$1,714 | | BKHY | 36,188 | -69,108 | $1,714 | | ISHARES TR (USIG) |
32,257 |
+15,447 |
$1,653 | | USIG | 32,257 | +15,447 | $1,653 | | ISHARES TR (TLH) |
14,705 |
+4,635 |
$1,592 | | TLH | 14,705 | +4,635 | $1,592 | | WISDOMTREE TR |
19,079 |
+652 |
$1,568 | | DHS | 19,079 | +652 | $1,568 | | ISHARES TR (USMV) |
19,426 |
-21,424 |
$1,516 | | USMV | 19,426 | -21,424 | $1,516 | | ISHARES TR (DGRO) |
27,818 |
+407 |
$1,497 | | DGRO | 27,818 | +407 | $1,497 | | ISHARES TR (HYG) |
18,367 |
+18,367 |
$1,421 | | HYG | 18,367 | +18,367 | $1,421 | | ISHARES TR (IXC) |
36,144 |
+36,144 |
$1,414 | | IXC | 36,144 | +36,144 | $1,414 | | VANECK ETF TRUST (ANGL) |
43,645 |
+43,645 |
$1,256 | | ANGL | 43,645 | +43,645 | $1,256 | | VANGUARD MUN BD FDS (VTEB) |
24,271 |
+1,004 |
$1,239 | | VTEB | 24,271 | +1,004 | $1,239 | | ISHARES TR (TFLO) |
24,166 |
+19,078 |
$1,220 | | TFLO | 24,166 | +19,078 | $1,220 | | FIRST TR EXCH TRADED FD III (FMHI) |
23,437 |
+1,054 |
$1,117 | | FMHI | 23,437 | +1,054 | $1,117 | | ISHARES TR (IFRA) |
26,420 |
+2,269 |
$1,064 | | IFRA | 26,420 | +2,269 | $1,064 | | MICROSOFT CORP |
2,504 |
-64 |
$942 | | MSFT | 2,504 | -64 | $942 |  BERKSHIRE HATHAWAY INC DEL |
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$936 | | BRK.B | 2,623 | UNCH | $936 | | WISDOMTREE TR |
12,963 |
-3,567 |
$860 | | DLN | 12,963 | -3,567 | $860 | | ISHARES TR (SUB) |
6,916 |
-57 |
$729 | | SUB | 6,916 | -57 | $729 | | ISHARES TR (GNMA) |
16,109 |
+845 |
$713 | | GNMA | 16,109 | +845 | $713 | | ISHARES TR (IWB) |
2,676 |
-81 |
$702 | | IWB | 2,676 | -81 | $702 | | ALPHABET INC |
4,840 |
+55 |
$676 | | GOOGL | 4,840 | +55 | $676 | | ISHARES TR (EMB) |
7,557 |
+285 |
$673 | | EMB | 7,557 | +285 | $673 | | VERIZON COMMUNICATIONS INC |
16,774 |
+676 |
$632 | | VZ | 16,774 | +676 | $632 | | ISHARES TR (IEFA) |
8,852 |
-292 |
$623 | | IEFA | 8,852 | -292 | $623 | | ISHARES TR (IUSB) |
13,205 |
+545 |
$608 | | IUSB | 13,205 | +545 | $608 | | ISHARES TR (OEF) |
2,471 |
+216 |
$552 | | OEF | 2,471 | +216 | $552 | | ISHARES TR (EEM) |
13,421 |
-5,453 |
$540 | | EEM | 13,421 | -5,453 | $540 |
See Full List: All Stocks Held By ShoreHaven Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By ShoreHaven Wealth Partners LLC
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