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CIK: 0001844922
Total reported value
$317.9M
$317.9M
78 檔
21.7%
In Q1 2024, ShoreHaven Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $317.9M, distributed across 78 disclosed stock positions.
During Q1 2024, ShoreHaven Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 12.73% | -0.04% | -1.41% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.84% | +3.75% | -8.79% | |
| 3 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.58% | +0.55% | -1.13% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.90% | -1.98% | +70.42% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.83% | -2.56% | +17.39% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.75% | +1.15% | — | |
| 7 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 3.02% | +0.02% | -0.05% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.92% | +0.06% | +37.82% | |
| 9 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 2.91% | -0.07% | -1.37% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.67% | -0.09% | -4.95% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.49% | -0.02% | +0.64% | |
| 12 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 2.44% | +0.05% | -25.84% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.33% | -0.87% | -20.39% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.16% | -0.02% | — | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.13% | -0.02% | -2.16% | |
| 16 | IVLU | Ishares Msci International V | ETF-Other | 2.09% | -0.15% | -3.95% | |
| 17 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 2.06% | -0.04% | +2.03% | |
| 18 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 1.89% | +0.18% | +12.19% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.70% | — | +7.74% | |
| 20 | MBB | Ishares Mbs ETF | ETF-Other | 1.51% | -0.03% | -11.42% | |
| 21 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.14% | -0.06% | -51.81% | |
| 22 | IEV | Ishares Europe ETF | ETF-Other | 1.09% | -0.06% | -3.87% | |
| 23 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.09% | -0.02% | +2.54% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.99% | +0.01% | -6.51% | |
| 25 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.96% | -0.03% | +5.15% | |
| 26 | IXC | Ishares Global Energy ETF | ETF-Other | 0.95% | — | +10.74% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.94% | -0.05% | +5.30% | |
| 28 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 0.89% | +0.51% | -6.28% | |
| 29 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.87% | — | — | |
| 30 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.86% | -0.02% | -4.78% | |
| 31 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.83% | -0.63% | EXIT | |
| 32 | FMHI | First Trust Municipal High I | ETF-Other | 0.80% | -0.07% | +28.21% | |
| 33 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.71% | — | +1.18% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.70% | -0.04% | -10.73% | |
| 35 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.67% | -0.49% | -28.46% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.67% | -0.01% | -1.59% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.05% | +9.34% | |
| 38 | IFRA | Ishares US Infrastructure | ETF-Other | 0.65% | — | +3.07% | |
| 39 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.62% | — | +65.34% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.04% | -5.11% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.51% | -0.04% | -42.47% | |
| 42 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.48% | -0.03% | -6.47% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.42% | +0.01% | -0.34% | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.42% | -0.75% | -73.39% | |
| 45 | SUB | Ishares Short-term National | ETF-Other | 0.40% | — | -0.56% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.04% | -4.15% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.38% | -0.07% | -1.25% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.38% | — | +4.74% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.36% | — | +9.86% | |
| 50 | IYE | Ishares U.s. Energy ETF | ETF-Other | 0.36% | — | +13.49% |
According to official SEC Form 13F filings, ShoreHaven Wealth Partners, LLC reported a total U.S. public equity portfolio value of $317.9M across 78 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including LRGF, IVW, AVLV) accounted for 21.7% of total reported equity market value during Q1 2024.
During Q1 2024, ShoreHaven Wealth Partners, LLC's top holdings by market value included LRGF (12.7%)、IVW (10.8%)、AVLV (5.6%). The largest single position, LRGF, represented 12.7% of total portfolio value.
In Q1 2024, ShoreHaven Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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