$189 Million is the total value of ShoreHaven Wealth Partners, LLC's 64 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LILAK | Exit | LIBERTY LATIN AMERICA LTD COM CL C | $0 | – | -11,236 | -100.0% | -0.06% | – |
| FCX | Exit | FREEPORT-MCMORAN INC CL Bcl b | $0 | – | -4,851 | -100.0% | -0.10% | – |
| QCOM | Exit | QUALCOMM INC COM | $0 | – | -1,177 | -100.0% | -0.11% | – |
| FB | Exit | META PLATFORMS INC CL Acl a | $0 | – | -657 | -100.0% | -0.11% | – |
| MP | Exit | MP MATERIALS CORP COM CL A | $0 | – | -4,948 | -100.0% | -0.11% | – |
| BHVN | Exit | BIOHAVEN PHARMACTL HLDG CO LTD COM | $0 | – | -1,794 | -100.0% | -0.12% | – |
| BSTZ | Exit | BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT | $0 | – | -6,401 | -100.0% | -0.12% | – |
| LRCX | Exit | LAM RESEARCH CORP COM | $0 | – | -351 | -100.0% | -0.12% | – |
| MU | Exit | MICRON TECHNOLOGY INC COM | $0 | – | -2,871 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
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.