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CIK: 0001844922
Total reported value
$317.9M
$317.9M
87 檔
22.5%
According to the latest 13F quarterly dataset, ShoreHaven Wealth Partners, LLC managed an equity portfolio of $317.9M at the end of Q1 2025, spanning 87 distinct U.S. exchange-listed positions.
In Q1 2025, ShoreHaven Wealth Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.55% | +3.75% | +7.71% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.91% | +0.55% | +63.89% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.24% | +1.15% | +11.36% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.81% | -1.98% | +19.81% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.71% | -2.56% | +3.15% | |
| 6 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 3.52% | +0.05% | -25.25% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.98% | -0.87% | -25.67% | |
| 8 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.80% | -0.72% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.78% | -0.02% | -1.91% | |
| 10 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 2.69% | -0.07% | +9.95% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.69% | +0.06% | -23.30% | |
| 12 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.53% | +0.02% | -0.19% | |
| 13 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.36% | -0.06% | +112.01% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.36% | -0.02% | +3.52% | |
| 15 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 2.24% | -0.04% | -79.91% | |
| 16 | IVLU | Ishares Msci International V | ETF-Other | 1.95% | -0.15% | +7.67% | |
| 17 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 1.93% | -0.49% | +90.23% | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.58% | — | +2.44% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.57% | -0.27% | +151.71% | |
| 20 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 1.48% | +0.18% | -16.82% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.48% | +0.01% | +21.33% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.46% | -0.02% | -14.63% | |
| 23 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 1.39% | +0.24% | — | |
| 24 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 1.34% | +0.51% | -9.62% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.32% | -0.03% | +209.20% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.21% | -0.19% | +12.36% | |
| 27 | MBB | Ishares Mbs ETF | ETF-Other | 0.97% | -0.03% | -25.54% | |
| 28 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.89% | -0.02% | -4.24% | |
| 29 | IEV | Ishares Europe ETF | ETF-Other | 0.89% | -0.06% | -3.37% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.87% | -0.09% | -2.61% | |
| 31 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.84% | — | — | |
| 32 | FMHI | First Trust Municipal High I | ETF-Other | 0.83% | -0.07% | +42.67% | |
| 33 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.82% | -0.03% | +1.76% | |
| 34 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.80% | -0.37% | EXIT | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.05% | +37.56% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.77% | -0.05% | -4.82% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.75% | -0.07% | -0.38% | |
| 38 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.70% | -0.63% | EXIT | |
| 39 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.62% | -0.04% | +0.49% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.60% | -0.04% | +309.46% | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.56% | -0.04% | +14.34% | |
| 42 | BRTR | Ishares Total Return Act ETF | ETF-Other | 0.48% | +0.10% | NEW | |
| 43 | HYGW | Ishares Hy CORP Bd Buywr ETF | ETF-Other | 0.47% | -0.23% | EXIT | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.04% | +0.49% | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.44% | -0.04% | — | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.41% | -0.01% | -12.21% | |
| 47 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.38% | -0.03% | -1.94% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.37% | +0.01% | +7.64% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.36% | +0.01% | +15.52% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.35% | -0.07% | -1.04% |
According to official SEC Form 13F filings, ShoreHaven Wealth Partners, LLC reported a total U.S. public equity portfolio value of $317.9M across 87 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, AVLV, DYNF) accounted for 22.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVW
市值: $24.1M
During Q1 2025, ShoreHaven Wealth Partners, LLC's top holdings by market value included IVW (11.6%)、AVLV (6.9%)、DYNF (6.2%). The largest single position, IVW, represented 11.6% of total portfolio value.
In Q1 2025, ShoreHaven Wealth Partners, LLC made 50 total portfolio adjustments, initiating 50 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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