$131 Million is the total value of ShoreHaven Wealth Partners, LLC's 68 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWcl b new | $752,000 | -2.2% | 2,819 | 0.0% | 0.57% | +4.0% | |
| RBLX | ROBLOX CORP CL Acl a | $253,000 | +9.1% | 7,082 | 0.0% | 0.19% | +15.6% | |
| LILAK | LIBERTY LATIN AMERICA LTD COM CL C | $61,000 | -21.8% | 10,044 | 0.0% | 0.05% | -16.1% | |
| RWLK | REWALK ROBOTICS LTD SHS | $16,000 | -5.9% | 19,000 | 0.0% | 0.01% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
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.