$145 Million is the total value of ShoreHaven Wealth Partners, LLC's 73 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -2,719 | -100.0% | -0.14% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sh | $0 | – | -9,927 | -100.0% | -0.31% | – |
| JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -20,356 | -100.0% | -1.25% | – |
| MGV | Exit | VANGUARD WORLD FDmega cap val etf | $0 | – | -25,761 | -100.0% | -1.79% | – |
| HYLS | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $0 | – | -75,650 | -100.0% | -2.01% | – |
| XSOE | Exit | WISDOMTREE TRem ex st-owned | $0 | – | -162,043 | -100.0% | -3.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-24
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.