$179 Million is the total value of ShoreHaven Wealth Partners, LLC's 281 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | New | ISHARES S&P 500 GROWTH ETFetf | $21,331,000 | – | 334,236 | +100.0% | 11.94% | – |
| DLN | New | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $9,823,000 | – | 91,381 | +100.0% | 5.50% | – |
| IEFA | New | ISHARES CORE MSCI EAFE ETFetf | $9,775,000 | – | 141,491 | +100.0% | 5.47% | – |
| ACWI | New | ISHARES MSCI ACWI INDEX FUNDetf | $9,664,000 | – | 106,528 | +100.0% | 5.41% | – |
| ISTB | New | ISHARES CORE 1-5 YEAR USD BOND ETFetf | $9,265,000 | – | 179,414 | +100.0% | 5.18% | – |
| FPE | New | FIRST TRUST PREFERRED SECURITIES AND INCOME ETFetf | $8,674,000 | – | 429,638 | +100.0% | 4.85% | – |
| IWD | New | ISHARES RUSSELL 1000 VALUE ETFetf | $8,415,000 | – | 61,547 | +100.0% | 4.71% | – |
| EFAV | New | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $7,224,000 | – | 98,412 | +100.0% | 4.04% | – |
| XSOE | New | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $6,417,000 | – | 161,757 | +100.0% | 3.59% | – |
| SRLN | New | SPDR BLACKSTONE/ GSO SENIOR LOAN ETFetf | $5,725,000 | – | 125,415 | +100.0% | 3.20% | – |
| FTSM | New | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $5,368,000 | – | 89,409 | +100.0% | 3.00% | – |
| FTSL | New | FIRST TRUST SENIOR LOAN FUNDetf | $5,215,000 | – | 109,580 | +100.0% | 2.92% | – |
| MBB | New | ISHARES MBS ETFetf | $4,805,000 | – | 43,632 | +100.0% | 2.69% | – |
| IEI | New | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $4,285,000 | – | 32,226 | +100.0% | 2.40% | – |
| IAU | New | ISHARES COMEX GOLD TRUSTetf | $4,267,000 | – | 235,374 | +100.0% | 2.39% | – |
| HYG | New | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $4,003,000 | – | 45,855 | +100.0% | 2.24% | – |
| AAPL | New | APPLE INC COMstock | $3,936,000 | – | 29,667 | +100.0% | 2.20% | – |
| IEF | New | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $3,697,000 | – | 30,821 | +100.0% | 2.07% | – |
| FMB | New | FIRST TRUST MANAGED MUNICIPAL ETFetf | $3,532,000 | – | 62,256 | +100.0% | 1.98% | – |
| SLQD | New | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $3,472,000 | – | 66,487 | +100.0% | 1.94% | – |
| HYLS | New | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $3,376,000 | – | 69,294 | +100.0% | 1.89% | – |
| DNL | New | WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUNDetf | $3,035,000 | – | 39,866 | +100.0% | 1.70% | – |
| DGRW | New | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $2,881,000 | – | 53,397 | +100.0% | 1.61% | – |
| EMLC | New | VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $2,711,000 | – | 81,489 | +100.0% | 1.52% | – |
| FPEI | New | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFetf | $2,384,000 | – | 116,958 | +100.0% | 1.33% | – |
| MUB | New | ISHARES NATIONAL MUNI BOND ETFetf | $1,827,000 | – | 15,585 | +100.0% | 1.02% | – |
| DGRO | New | ISHARES CORE DIVIDEND GROWTH ETFetf | $1,600,000 | – | 35,690 | +100.0% | 0.90% | – |
| TIP | New | ISHARES TIPS BOND ETFetf | $1,595,000 | – | 12,499 | +100.0% | 0.89% | – |
| EMB | New | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $1,416,000 | – | 12,220 | +100.0% | 0.79% | – |
| SUB | New | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $1,415,000 | – | 13,089 | +100.0% | 0.79% | – |
| WBIY | New | WBI POWER FACTOR HIGH DIVIDEND ETFetf | $1,245,000 | – | 54,870 | +100.0% | 0.70% | – |
| FGD | New | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUNDetf | $1,142,000 | – | 52,103 | +100.0% | 0.64% | – |
| MSFT | New | MICROSOFT CORP COMstock | $878,000 | – | 3,947 | +100.0% | 0.49% | – |
| GDX | New | VANECK VECTORS GOLD MINERS ETFetf | $841,000 | – | 23,327 | +100.0% | 0.47% | – |
| AMZN | New | AMAZON COM INC COMstock | $589,000 | – | 181 | +100.0% | 0.33% | – |
| GOOGL | New | ALPHABET INC CAP STK CL Astock | $537,000 | – | 306 | +100.0% | 0.30% | – |
| T | New | AT&T INC COMstock | $529,000 | – | 18,406 | +100.0% | 0.30% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $523,000 | – | 2,257 | +100.0% | 0.29% | – |
| ED | New | CONSOLIDATED EDISON INC COMstock | $397,000 | – | 5,500 | +100.0% | 0.22% | – |
| VZ | New | VERIZON COMMUNICATIONS INC COMstock | $367,000 | – | 6,239 | +100.0% | 0.20% | – |
| IVE | New | ISHARES S&P 500 VALUE ETFetf | $350,000 | – | 2,734 | +100.0% | 0.20% | – |
| ACWV | New | ISHARES MSCI GLOBAL MIN VOL FACTOR ETFetf | $270,000 | – | 2,782 | +100.0% | 0.15% | – |
| BHVN | New | BIOHAVEN PHARMACTL HLDG CO LTD COMstock | $255,000 | – | 2,969 | +100.0% | 0.14% | – |
| CMCSA | New | COMCAST CORP NEW CL Astock | $243,000 | – | 4,634 | +100.0% | 0.14% | – |
| KOD | New | KODIAK SCIENCES INC COMstock | $237,000 | – | 1,611 | +100.0% | 0.13% | – |
| JPM | New | JPMORGAN CHASE & CO COMstock | $228,000 | – | 1,796 | +100.0% | 0.13% | – |
| FB | New | FACEBOOK INC CL Astock | $224,000 | – | 820 | +100.0% | 0.12% | – |
| BSTZ | New | BLACKROCK SCIENCE & TECH TR II SHS BEN INTcef | $224,000 | – | 6,146 | +100.0% | 0.12% | – |
| PM | New | PHILIP MORRIS INTL INC COMstock | $206,000 | – | 2,492 | +100.0% | 0.12% | – |
| GOOG | New | ALPHABET INC CAP STK CL Cstock | $201,000 | – | 115 | +100.0% | 0.11% | – |
| NEE | New | NEXTERA ENERGY INC COMstock | $199,000 | – | 2,580 | +100.0% | 0.11% | – |
| QCOM | New | QUALCOMM INC COMstock | $195,000 | – | 1,280 | +100.0% | 0.11% | – |
| BND | New | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $184,000 | – | 2,088 | +100.0% | 0.10% | – |
| PRU | New | PRUDENTIAL FINL INC COMstock | $173,000 | – | 2,221 | +100.0% | 0.10% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP INC COMstock | $156,000 | – | 2,689 | +100.0% | 0.09% | – |
| ZS | New | ZSCALER INC COMstock | $154,000 | – | 773 | +100.0% | 0.09% | – |
| NVDA | New | NVIDIA CORPORATION COMstock | $151,000 | – | 288 | +100.0% | 0.08% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP COMstock | $150,000 | – | 2,101 | +100.0% | 0.08% | – |
| THCX | New | SPINNAKER ETF SERIES CANNABIS ETFetf | $149,000 | – | 11,919 | +100.0% | 0.08% | – |
| JNJ | New | JOHNSON & JOHNSON COMstock | $148,000 | – | 942 | +100.0% | 0.08% | – |
| VCIT | New | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $146,000 | – | 1,498 | +100.0% | 0.08% | – |
| HON | New | HONEYWELL INTL INC COMstock | $143,000 | – | 672 | +100.0% | 0.08% | – |
| PYPL | New | PAYPAL HLDGS INC COMstock | $142,000 | – | 608 | +100.0% | 0.08% | – |
| PH | New | PARKER-HANNIFIN CORP COMstock | $137,000 | – | 505 | +100.0% | 0.08% | – |
| MU | New | MICRON TECHNOLOGY INC COMstock | $137,000 | – | 1,826 | +100.0% | 0.08% | – |
| MO | New | ALTRIA GROUP INC COMstock | $138,000 | – | 3,377 | +100.0% | 0.08% | – |
| OLED | New | UNIVERSAL DISPLAY CORP COMstock | $132,000 | – | 576 | +100.0% | 0.07% | – |
| RDVY | New | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUNDetf | $129,000 | – | 3,237 | +100.0% | 0.07% | – |
| LRCX | New | LAM RESEARCH CORP COMstock | $124,000 | – | 262 | +100.0% | 0.07% | – |
| MDLZ | New | MONDELEZ INTL INC CL Astock | $120,000 | – | 2,046 | +100.0% | 0.07% | – |
| NXPI | New | NXP SEMICONDUCTORS N V COMstock | $115,000 | – | 724 | +100.0% | 0.06% | – |
| ARCC | New | ARES CAPITAL CORP COMcef | $110,000 | – | 6,500 | +100.0% | 0.06% | – |
| RPRX | New | ROYALTY PHARMA PLC SHS CLASS Astock | $107,000 | – | 2,130 | +100.0% | 0.06% | – |
| PDBC | New | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETFetf | $104,000 | – | 6,784 | +100.0% | 0.06% | – |
| NLY | New | ANNALY CAPITAL MANAGEMENT INC COMreit | $101,000 | – | 12,009 | +100.0% | 0.06% | – |
| V | New | VISA INC COM CL Astock | $98,000 | – | 448 | +100.0% | 0.06% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC COMstock | $97,000 | – | 515 | +100.0% | 0.05% | – |
| MLM | New | MARTIN MARIETTA MATLS INC COMstock | $97,000 | – | 342 | +100.0% | 0.05% | – |
| MCD | New | MCDONALDS CORP COMstock | $97,000 | – | 453 | +100.0% | 0.05% | – |
| SKYY | New | FIRST TRUST CLOUD COMPUTING ETFetf | $95,000 | – | 1,000 | +100.0% | 0.05% | – |
| UNH | New | UNITEDHEALTH GROUP INC COMstock | $93,000 | – | 267 | +100.0% | 0.05% | – |
| DIS | New | DISNEY WALT CO COMstock | $91,000 | – | 500 | +100.0% | 0.05% | – |
| PFE | New | PFIZER INC COMstock | $92,000 | – | 2,508 | +100.0% | 0.05% | – |
| ASND | New | ASCENDIS PHARMA A/S SPONSORED ADRadr | $92,000 | – | 549 | +100.0% | 0.05% | – |
| USL | New | UNITED STATES 12 MONTH OIL FUND, LPetf | $89,000 | – | 5,185 | +100.0% | 0.05% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC NEW CL Astock | $87,000 | – | 132 | +100.0% | 0.05% | – |
| CVX | New | CHEVRON CORP NEW COMstock | $86,000 | – | 1,013 | +100.0% | 0.05% | – |
| ORCL | New | ORACLE CORP COMstock | $85,000 | – | 1,321 | +100.0% | 0.05% | – |
| PG | New | PROCTER AND GAMBLE CO COMstock | $86,000 | – | 621 | +100.0% | 0.05% | – |
| GM | New | GENERAL MTRS CO COMstock | $84,000 | – | 2,022 | +100.0% | 0.05% | – |
| NEM | New | NEWMONT CORP COMstock | $83,000 | – | 1,389 | +100.0% | 0.05% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS COMstock | $79,000 | – | 628 | +100.0% | 0.04% | – |
| VICR | New | VICOR CORP COMstock | $77,000 | – | 832 | +100.0% | 0.04% | – |
| FDX | New | FEDEX CORP COMstock | $71,000 | – | 274 | +100.0% | 0.04% | – |
| QCLN | New | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUNDetf | $70,000 | – | 1,000 | +100.0% | 0.04% | – |
| CB | New | CHUBB LIMITED COMstock | $64,000 | – | 413 | +100.0% | 0.04% | – |
| NGG | New | NATIONAL GRID PLC SPONSORED ADR NEadr | $59,000 | – | 1,000 | +100.0% | 0.03% | – |
| MDGL | New | MADRIGAL PHARMACEUTICALS INC COMstock | $59,000 | – | 534 | +100.0% | 0.03% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L P COMstock | $59,000 | – | 3,010 | +100.0% | 0.03% | – |
| IUSG | New | ISHARES CORE S&P U.S. GROWTH ETFetf | $57,000 | – | 637 | +100.0% | 0.03% | – |
| DUK | New | DUKE ENERGY CORP NEW COM NEWstock | $58,000 | – | 630 | +100.0% | 0.03% | – |
| WCLD | New | WISDOMTREE CLOUD COMPUTING FUNDetf | $54,000 | – | 1,000 | +100.0% | 0.03% | – |
| DHR | New | DANAHER CORPORATION COMstock | $54,000 | – | 241 | +100.0% | 0.03% | – |
| BLK | New | BLACKROCK INC COMstock | $53,000 | – | 73 | +100.0% | 0.03% | – |
| GIS | New | GENERAL MLS INC COMstock | $53,000 | – | 896 | +100.0% | 0.03% | – |
| BLNK | New | BLINK CHARGING CO COMstock | $53,000 | – | 1,241 | +100.0% | 0.03% | – |
| TTD | New | THE TRADE DESK INC COM CL Astock | $50,000 | – | 63 | +100.0% | 0.03% | – |
| NVS | New | NOVARTIS AG SPONSORED ADRadr | $50,000 | – | 525 | +100.0% | 0.03% | – |
| INTC | New | INTEL CORP COMstock | $50,000 | – | 1,009 | +100.0% | 0.03% | – |
| AXP | New | AMERICAN EXPRESS CO COMstock | $48,000 | – | 400 | +100.0% | 0.03% | – |
| AMD | New | ADVANCED MICRO DEVICES INC COMstock | $46,000 | – | 500 | +100.0% | 0.03% | – |
| LILAK | New | LIBERTY LATIN AMERICA LTD COM CL Cstock | $45,000 | – | 4,025 | +100.0% | 0.02% | – |
| BOTZ | New | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $44,000 | – | 1,341 | +100.0% | 0.02% | – |
| YUM | New | YUM BRANDS INC COMstock | $44,000 | – | 402 | +100.0% | 0.02% | – |
| LMT | New | LOCKHEED MARTIN CORP COMstock | $44,000 | – | 125 | +100.0% | 0.02% | – |
| SQ | New | SQUARE INC CL Astock | $43,000 | – | 200 | +100.0% | 0.02% | – |
| INTZ | New | INTRUSION INC COM NEWstock | $43,000 | – | 2,437 | +100.0% | 0.02% | – |
| VTI | New | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $43,000 | – | 223 | +100.0% | 0.02% | – |
| CODI | New | COMPASS DIVERSIFIED SH BEN INTstock | $43,000 | – | 2,231 | +100.0% | 0.02% | – |
| QUAL | New | ISHARES MSCI USA QUALITY FACTOR ETFetf | $42,000 | – | 365 | +100.0% | 0.02% | – |
| CSX | New | CSX CORP COMstock | $41,000 | – | 452 | +100.0% | 0.02% | – |
| IUSV | New | ISHARES CORE S&P U.S. VALUE ETFetf | $39,000 | – | 629 | +100.0% | 0.02% | – |
| BX | New | BLACKSTONE GROUP INC COM CL Astock | $39,000 | – | 607 | +100.0% | 0.02% | – |
| KO | New | COCA COLA CO COMstock | $40,000 | – | 741 | +100.0% | 0.02% | – |
| HSY | New | HERSHEY CO COMstock | $37,000 | – | 240 | +100.0% | 0.02% | – |
| IWM | New | ISHARES RUSSELL 2000 ETFetf | $36,000 | – | 181 | +100.0% | 0.02% | – |
| MDT | New | MEDTRONIC PLC SHSstock | $35,000 | – | 297 | +100.0% | 0.02% | – |
| PTE | New | POLARITYTE INC COMstock | $34,000 | – | 50,000 | +100.0% | 0.02% | – |
| AEP | New | AMERICAN ELEC PWR CO INC COMstock | $34,000 | – | 404 | +100.0% | 0.02% | – |
| IEMG | New | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $34,000 | – | 544 | +100.0% | 0.02% | – |
| MRK | New | MERCK & CO. INC COMstock | $33,000 | – | 398 | +100.0% | 0.02% | – |
| IJH | New | ISHARES S&P MIDCAP FUNDetf | $32,000 | – | 138 | +100.0% | 0.02% | – |
| ROKU | New | ROKU INC COM CL Astock | $33,000 | – | 100 | +100.0% | 0.02% | – |
| IRM | New | IRON MTN INC NEW COMreit | $30,000 | – | 1,010 | +100.0% | 0.02% | – |
| IEX | New | IDEX CORP COMstock | $30,000 | – | 150 | +100.0% | 0.02% | – |
| AEE | New | AMEREN CORP COMstock | $31,000 | – | 391 | +100.0% | 0.02% | – |
| SO | New | SOUTHERN CO COMstock | $29,000 | – | 471 | +100.0% | 0.02% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC COMstock | $28,000 | – | 60 | +100.0% | 0.02% | – |
| WMT | New | WALMART INC COMstock | $29,000 | – | 201 | +100.0% | 0.02% | – |
| XEL | New | XCEL ENERGY INC COMstock | $28,000 | – | 420 | +100.0% | 0.02% | – |
| NFLX | New | NETFLIX INC COMstock | $27,000 | – | 50 | +100.0% | 0.02% | – |
| FTNT | New | FORTINET INC COMstock | $25,000 | – | 166 | +100.0% | 0.01% | – |
| CVS | New | CVS HEALTH CORP COMstock | $25,000 | – | 372 | +100.0% | 0.01% | – |
| UFO | New | PROCURE SPACE ETFetf | $25,000 | – | 1,000 | +100.0% | 0.01% | – |
| BAC | New | BK OF AMERICA CORP COMstock | $24,000 | – | 802 | +100.0% | 0.01% | – |
| SPCE | New | VIRGIN GALACTIC HOLDINGS INC COMstock | $24,000 | – | 1,000 | +100.0% | 0.01% | – |
| YUMC | New | YUM CHINA HLDGS INC COMstock | $23,000 | – | 401 | +100.0% | 0.01% | – |
| BGCP | New | BGC PARTNERS INC CL Astock | $23,000 | – | 5,639 | +100.0% | 0.01% | – |
| CSCO | New | CISCO SYS INC COMstock | $22,000 | – | 500 | +100.0% | 0.01% | – |
| MKC | New | MCCORMICK & CO INC COM NON VTGstock | $22,000 | – | 231 | +100.0% | 0.01% | – |
| NMRK | New | NEWMARK GROUP INC CL Astock | $19,000 | – | 2,615 | +100.0% | 0.01% | – |
| WFHY | New | WISDOMTREE FUNDAMENTAL U.S. HIGH YIELD CORPORATE BOND FUNDetf | $20,000 | – | 378 | +100.0% | 0.01% | – |
| FM | New | ISHARES MSCI FRONTIER 100 FUNDetf | $17,000 | – | 584 | +100.0% | 0.01% | – |
| MSEX | New | MIDDLESEX WTR CO COMstock | $18,000 | – | 252 | +100.0% | 0.01% | – |
| NFBK | New | NORTHFIELD BANCORP INC DEL COMstock | $17,000 | – | 1,352 | +100.0% | 0.01% | – |
| AAL | New | AMERICAN AIRLS GROUP INC COMstock | $17,000 | – | 1,064 | +100.0% | 0.01% | – |
| GE | New | GENERAL ELECTRIC CO COMstock | $16,000 | – | 1,461 | +100.0% | 0.01% | – |
| XT | New | ISHARES EXPONENTIAL TECHNOLOGIES ETFetf | $16,000 | – | 284 | +100.0% | 0.01% | – |
| BK | New | BANK NEW YORK MELLON CORP COMstock | $16,000 | – | 377 | +100.0% | 0.01% | – |
| KMB | New | KIMBERLY-CLARK CORP COMstock | $14,000 | – | 101 | +100.0% | 0.01% | – |
| QQQX | New | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHScef | $14,000 | – | 524 | +100.0% | 0.01% | – |
| ABBV | New | ABBVIE INC COMstock | $14,000 | – | 127 | +100.0% | 0.01% | – |
| NKLA | New | NIKOLA CORP COMstock | $15,000 | – | 1,000 | +100.0% | 0.01% | – |
| WEN | New | WENDYS CO COMstock | $12,000 | – | 568 | +100.0% | 0.01% | – |
| AIRC | New | APARTMENT INCOME REIT CORP COMreit | $12,000 | – | 308 | +100.0% | 0.01% | – |
| PEP | New | PEPSICO INC COMstock | $13,000 | – | 91 | +100.0% | 0.01% | – |
| FNV | New | FRANCO NEV CORP COMstock | $12,000 | – | 94 | +100.0% | 0.01% | – |
| HACK | New | ETFMG PRIME CYBER SECURITY ETFetf | $12,000 | – | 215 | +100.0% | 0.01% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC COMstock | $12,000 | – | 50 | +100.0% | 0.01% | – |
| NETL | New | NETLEASE CORPORATE REAL ESTATE ETFetf | $10,000 | – | 400 | +100.0% | 0.01% | – |
| SHAK | New | SHAKE SHACK INC CL Astock | $11,000 | – | 130 | +100.0% | 0.01% | – |
| ABT | New | ABBOTT LABS COMstock | $11,000 | – | 100 | +100.0% | 0.01% | – |
| UHT | New | UNIVERSAL HEALTH RLTY INCM TR SH BEN INTreit | $10,000 | – | 150 | +100.0% | 0.01% | – |
| BABA | New | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $9,000 | – | 38 | +100.0% | 0.01% | – |
| HD | New | HOME DEPOT INC COMstock | $9,000 | – | 35 | +100.0% | 0.01% | – |
| CL | New | COLGATE PALMOLIVE CO COMstock | $9,000 | – | 101 | +100.0% | 0.01% | – |
| MFC | New | MANULIFE FINL CORP COMstock | $9,000 | – | 508 | +100.0% | 0.01% | – |
| F | New | FORD MTR CO DEL COMstock | $8,000 | – | 920 | +100.0% | 0.00% | – |
| KBA | New | KRANESHARES BOSERA MSCI CHINA A ETFetf | $8,000 | – | 174 | +100.0% | 0.00% | – |
| UG | New | UNITED GUARDIAN INC COMstock | $7,000 | – | 495 | +100.0% | 0.00% | – |
| FLIR | New | FLIR SYS INC COMstock | $7,000 | – | 151 | +100.0% | 0.00% | – |
| BYND | New | BEYOND MEAT INC COMstock | $8,000 | – | 67 | +100.0% | 0.00% | – |
| WEC | New | WEC ENERGY GROUP INC COMstock | $8,000 | – | 91 | +100.0% | 0.00% | – |
| AOM | New | ISHARES MODERATE ALLOCATION FUNDetf | $8,000 | – | 182 | +100.0% | 0.00% | – |
| VKTX | New | VIKING THERAPEUTICS INC COMstock | $8,000 | – | 1,495 | +100.0% | 0.00% | – |
| MPC | New | MARATHON PETE CORP COMstock | $8,000 | – | 203 | +100.0% | 0.00% | – |
| ORBC | New | ORBCOMM INC COMstock | $7,000 | – | 1,000 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC COMstock | $5,000 | – | 258 | +100.0% | 0.00% | – |
| MJ | New | ETFMG ALTERNATIVE HARVEST ETFetf | $5,000 | – | 344 | +100.0% | 0.00% | – |
| FTV | New | FORTIVE CORP COMstock | $5,000 | – | 75 | +100.0% | 0.00% | – |
| SPCX | New | THE SPAC AND NEW ISSUE ETFetf | $6,000 | – | 230 | +100.0% | 0.00% | – |
| AIG | New | AMERICAN INTL GROUP INC COM NEWstock | $5,000 | – | 142 | +100.0% | 0.00% | – |
| ESPO | New | VANECK VECTORS VIDEO GAMING AND ESPORTS ETFetf | $6,000 | – | 90 | +100.0% | 0.00% | – |
| GS | New | GOLDMAN SACHS GROUP INC COMstock | $5,000 | – | 19 | +100.0% | 0.00% | – |
| CPB | New | CAMPBELL SOUP CO COMstock | $5,000 | – | 112 | +100.0% | 0.00% | – |
| BG | New | BUNGE LIMITED COMstock | $5,000 | – | 73 | +100.0% | 0.00% | – |
| APHA | New | APHRIA INC COMstock | $5,000 | – | 700 | +100.0% | 0.00% | – |
| EXG | New | EATON VANCE TAX-MANAGED GLOBAL COMcef | $5,000 | – | 611 | +100.0% | 0.00% | – |
| ETG | New | EATON VANCE TX ADV GLBL DIV FD COMcef | $5,000 | – | 271 | +100.0% | 0.00% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED COMstock | $4,000 | – | 8 | +100.0% | 0.00% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. COMstock | $3,000 | – | 20 | +100.0% | 0.00% | – |
| LEN | New | LENNAR CORP CL Astock | $3,000 | – | 33 | +100.0% | 0.00% | – |
| SNOW | New | SNOWFLAKE INC CL Astock | $4,000 | – | 15 | +100.0% | 0.00% | – |
| SONY | New | SONY CORP SPONSORED ADRadr | $3,000 | – | 29 | +100.0% | 0.00% | – |
| ANSS | New | ANSYS INC COMstock | $4,000 | – | 11 | +100.0% | 0.00% | – |
| AMGN | New | AMGEN INC COMstock | $3,000 | – | 11 | +100.0% | 0.00% | – |
| J | New | JACOBS ENGR GROUP INC COMstock | $3,000 | – | 25 | +100.0% | 0.00% | – |
| AMP | New | AMERIPRISE FINL INC COMstock | $3,000 | – | 13 | +100.0% | 0.00% | – |
| JOET | New | VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETFetf | $3,000 | – | 100 | +100.0% | 0.00% | – |
| AOR | New | ISHARES GROWTH ALLOCATION FUNDetf | $3,000 | – | 57 | +100.0% | 0.00% | – |
| ET | New | ENERGY TRANSFER LP COM UT LTD PTNstock | $3,000 | – | 500 | +100.0% | 0.00% | – |
| XRX | New | XEROX HOLDINGS CORP COM NEWstock | $3,000 | – | 140 | +100.0% | 0.00% | – |
| EXC | New | EXELON CORP COMstock | $4,000 | – | 92 | +100.0% | 0.00% | – |
| HES | New | HESS CORP COMstock | $4,000 | – | 77 | +100.0% | 0.00% | – |
| COF | New | CAPITAL ONE FINL CORP COMstock | $2,000 | – | 18 | +100.0% | 0.00% | – |
| JCI | New | JOHNSON CTLS INTL PLC SHSstock | $2,000 | – | 44 | +100.0% | 0.00% | – |
| KHC | New | KRAFT HEINZ CO COMstock | $1,000 | – | 42 | +100.0% | 0.00% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC COMstock | $2,000 | – | 111 | +100.0% | 0.00% | – |
| AIGWS | New | AMERICAN INTL GROUP INC WT EXP 011921stock | $1,000 | – | 88 | +100.0% | 0.00% | – |
| CNDT | New | CONDUENT INC COMstock | $1,000 | – | 100 | +100.0% | 0.00% | – |
| COP | New | CONOCOPHILLIPS COMstock | $1,000 | – | 13 | +100.0% | 0.00% | – |
| CTVA | New | CORTEVA INC COMstock | $2,000 | – | 62 | +100.0% | 0.00% | – |
| CFR | New | CULLEN FROST BANKERS INC COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
| C | New | CITIGROUP INC COM NEWstock | $1,000 | – | 13 | +100.0% | 0.00% | – |
| CTSO | New | CYTOSORBENTS CORP COM NEWstock | $1,000 | – | 40 | +100.0% | 0.00% | – |
| RPM | New | RPM INTL INC COMstock | $2,000 | – | 23 | +100.0% | 0.00% | – |
| BOKF | New | BOK FINL CORP COM NEWstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| COG | New | CABOT OIL & GAS CORP COMstock | $2,000 | – | 110 | +100.0% | 0.00% | – |
| GD | New | GENERAL DYNAMICS CORP COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| VNT | New | VONTIER CORPORATION COMstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC COMstock | $2,000 | – | 53 | +100.0% | 0.00% | – |
| WAB | New | WABTEC COMstock | $1,000 | – | 5 | +100.0% | 0.00% | – |
| CINF | New | CINCINNATI FINL CORP COMstock | $2,000 | – | 19 | +100.0% | 0.00% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC COMstock | $1,000 | – | 20 | +100.0% | 0.00% | – |
| EWBC | New | EAST WEST BANCORP INC COMstock | $1,000 | – | 23 | +100.0% | 0.00% | – |
| ALE | New | ALLETE INC COM NEWstock | $1,000 | – | 13 | +100.0% | 0.00% | – |
| MUFG | New | MITSUBISHI UFJ FINL GROUP INC SPONSORED ADSadr | $1,000 | – | 188 | +100.0% | 0.00% | – |
| PXD | New | PIONEER NAT RES CO COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ELAN | New | ELANCO ANIMAL HEALTH INC COMstock | $2,000 | – | 67 | +100.0% | 0.00% | – |
| YOLO | New | ADVISORSHARES PURE CANNABIS ETFetf | $1,000 | – | 12 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC COMstock | $1,000 | – | 4 | +100.0% | 0.00% | – |
| ELS | New | EQUITY LIFESTYLE PPTYS INC COMreit | $1,000 | – | 16 | +100.0% | 0.00% | – |
| XYL | New | XYLEM INC COMstock | $2,000 | – | 23 | +100.0% | 0.00% | – |
| ALC | New | ALCON AG ORD SHSstock | $2,000 | – | 30 | +100.0% | 0.00% | – |
| PNC | New | PNC FINL SVCS GROUP INC COMstock | $2,000 | – | 14 | +100.0% | 0.00% | – |
| PSX | New | PHILLIPS 66 COMstock | $2,000 | – | 23 | +100.0% | 0.00% | – |
| OSK | New | OSHKOSH CORP COMstock | $2,000 | – | 25 | +100.0% | 0.00% | – |
| TISI | New | TEAM INC COMstock | $1,000 | – | 6 | +100.0% | 0.00% | – |
| CBSH | New | COMMERCE BANCSHARES INC COMstock | $1,000 | – | 20 | +100.0% | 0.00% | – |
| K | New | KELLOGG CO COMstock | $2,000 | – | 25 | +100.0% | 0.00% | – |
| TRV | New | TRAVELERS COMPANIES INC COMstock | $1,000 | – | 5 | +100.0% | 0.00% | – |
| TWTR | New | TWITTER INC COMstock | $2,000 | – | 44 | +100.0% | 0.00% | – |
| TSN | New | TYSON FOODS INC CL Astock | $1,000 | – | 21 | +100.0% | 0.00% | – |
| SUI | New | SUN CMNTYS INC COMreit | $1,000 | – | 8 | +100.0% | 0.00% | – |
| AIV | New | APARTMENT INVT & MGMT CO CL Areit | $2,000 | – | 308 | +100.0% | 0.00% | – |
| ALLE | New | ALLEGION PLC ORD SHSstock | $2,000 | – | 17 | +100.0% | 0.00% | – |
| ADX | New | ADAMS DIVERSIFIED EQUITY FD COMcef | $1,000 | – | 27 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 13.8% |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 12 | Q3 2023 | 10.0% |
| ISHARES TR | 12 | Q3 2023 | 9.8% |
| WISDOMTREE TR | 12 | Q3 2023 | 5.2% |
| ISHARES TR | 12 | Q3 2023 | 5.6% |
| APPLE INC COM | 12 | Q3 2023 | 3.3% |
| ISHARES TR | 12 | Q3 2023 | 1.3% |
| MICROSOFT CORP COM | 12 | Q3 2023 | 0.7% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 12 | Q3 2023 | 0.6% |
| ALPHABET INC CAP STK CL A | 12 | Q3 2023 | 0.5% |
View ShoreHaven Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-01-21 |
| 13F-HR/A | 2021-11-18 |
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.