| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 13.8% |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 15 | Q2 2024 | 10.0% |
| ISHARES TR | 15 | Q2 2024 | 9.8% |
| WISDOMTREE TR | 15 | Q2 2024 | 5.2% |
| APPLE INC COM | 15 | Q2 2024 | 3.3% |
| ISHARES TR | 15 | Q2 2024 | 5.6% |
| ISHARES TR | 15 | Q2 2024 | 1.3% |
| MICROSOFT CORP COM | 15 | Q2 2024 | 0.7% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 15 | Q2 2024 | 0.7% |
| ALPHABET INC CAP STK CL A | 15 | Q2 2024 | 0.5% |
View ShoreHaven Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-01 |
View ShoreHaven Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.