$202 Million is the total value of ShoreHaven Wealth Partners, LLC's 56 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL Acap stk cl a | $874,000 | +8.4% | 302 | 0.0% | 0.43% | +3.1% | |
| RBLX | ROBLOX CORP CL Acl a | $730,000 | +36.4% | 7,082 | 0.0% | 0.36% | +29.7% | |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWcl b new | $674,000 | +9.4% | 2,257 | 0.0% | 0.33% | +4.0% | |
| AMZN | AMAZON COM INC COM | $460,000 | +1.5% | 138 | 0.0% | 0.23% | -3.4% | |
| GOOG | ALPHABET INC CAP STK CL Ccap stk cl c | $332,000 | +8.5% | 115 | 0.0% | 0.16% | +3.1% | |
| MU | MICRON TECHNOLOGY INC COM | $267,000 | +31.5% | 2,871 | 0.0% | 0.13% | +24.5% | |
| PM | PHILIP MORRIS INTL INC COM | $232,000 | 0.0% | 2,449 | 0.0% | 0.12% | -5.0% | |
| FB | META PLATFORMS INC CL Acl a | $220,000 | -0.9% | 657 | 0.0% | 0.11% | -6.0% |
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 2022-01-21
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 | 2024-05-02 |
| 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 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-01-21 |
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.