Shore Haven Wealth Partners, LLC Purchases in Q3 2025

Shore Haven Wealth Partners, LLC

  • $237 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
77.1K
+ 32.77%
$54.35 - $59.32 $4.19M - $4.57M
312K $18.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
82.4K
+ 57.44%
$51.78 - $57.89 $4.27M - $4.77M
226K $13M
AVEM
American Centy ETF Tr Avantis

ETFs
66.7K
+ 102.16%
$68.33 - $75.41 $4.56M - $5.03M
132K $9.91M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.82K
+ 1.92%
$108.97 - $121.65 $525K - $586K
255K $30.8M
AVLV
American Centy ETF Tr Avantis
19.9K
+ 7.98%
$68.33 - $72.69 $1.36M - $1.45M
270K $19.5M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
28.5K
New
$44.82 - $46.28 $1.28M - $1.32M
28.5K $1.31M
IAU
Ishares Gold Trust

ETFs
6.94K
+ 11.47%
$61.62 - $72.77 $427K - $505K
67.4K $4.91M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
19.6K
+ 75.85%
$45.92 - $47.76 $902K - $938K
45.5K $2.16M
SIVR
Abrdn Silver ETF Trust

ETFs
20.3K
New
$34.34 - $44.62 $696K - $904K
20.3K $901K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
33K
New
$21.89 - $23.17 $722K - $765K
33K $761K
HYDB
Ishares Tr Edge High Yield Def

ETFs
9.44K
New
$47.03 - $47.97 $444K - $453K
9.44K $451K
HYMU
Blackrock ETF Tr Ii High Yield
18.1K
+ 147.5%
N/A
30.4K $697K
MSFT
Microsoft Corp

Technology
695
+ 28.4%
$491.09 - $535.64 $341K - $372K
3.14K $1.63M
DTH
Wisdomtree Tr

ETFs
4.83K
+ 16.87%
$46.13 - $49.9 $223K - $241K
33.4K $1.64M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
432
+ 3.37%
$236.25 - $257.69 $102K - $111K
13.3K $3.4M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
6.68K
New
$44.22 - $45.74 $295K - $306K
6.68K $304K
VTI
Vanguard Total Stock Market Et

ETFs
645
New
$303.93 - $329.86 $196K - $213K
645 $211K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.44K
New
$132.9 - $142.03 $192K - $205K
1.44K $203K
FTA
First Tr Large Cap Value

ETFs
2.4K
New
$78.13 - $83.78 $188K - $201K
2.4K $200K
FTSL
First Trust Senior Ln Fund

ETFs
2.39K
+ 7.48%
$45.81 - $46.18 $109K - $110K
34.3K $1.57M
MBB
Ishares Tr

ETFs
835
+ 3.78%
$92.46 - $95.73 $77.2K - $79.9K
22.9K $2.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
92
+ 3.02%
$459.11 - $506.91 $42.2K - $46.6K
3.14K $1.58M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.46K
+ 26.34%
$43.36 - $44.8 $63.4K - $65.5K
7.01K $311K
EFG
Msci Eafe Growth ETF

ETFs
84
+ 0.27%
$106.99 - $114.46 $8.99K - $9.61K
31.2K $3.55M
JPM
Jpmorgan Chase & CO

Financial Services
98
+ 6.88%
$282.78 - $316.06 $27.7K - $31K
1.52K $480K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
557
+ 1.01%
$47.83 - $48.77 $26.6K - $27.2K
55.7K $2.71M
FMB
First Tr Exchange Traded Fd Ii

ETFs
822
+ 12.81%
$49.32 - $50.93 $40.5K - $41.9K
7.24K $367K
IVV
Ishares Core S&P 500 ETF

ETFs
42
+ 11.38%
$620.67 - $670.08 $26.1K - $28.1K
411 $275K
IEF
Ishares Barclays

ETFs
350
+ 2.08%
$93.91 - $97.26 $32.9K - $34K
17.2K $1.66M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
612
+ 1.96%
$50.53 - $50.82 $30.9K - $31.1K
31.9K $1.62M
EMB
Ishares Tr

ETFs
104
+ 1.29%
$91.52 - $95.59 $9.52K - $9.94K
8.16K $776K
CVX
Chevron Corp

Energy
18
+ 0.9%
$145.57 - $161.83 $2.62K - $2.91K
2.03K $315K
IEFA
Ishares Tr

ETFs
88
+ 3.6%
$81.7 - $87.53 $7.19K - $7.7K
2.53K $220K
VZ
Verizon Communications Inc

Communication Services
31
+ 0.19%
$40.84 - $45.06 $1.27K - $1.4K
16.1K $706K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
151
+ 1.85%
$50.85 - $51.35 $7.68K - $7.75K
8.3K $425K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.14%
$301.44 - $365.84 $301 - $366
726 $234K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
53
+ 2.42%
$102.4 - $103.88 $5.43K - $5.51K
2.25K $232K
ED
Consolidated Edison Inc

Utilities
28
+ 0.89%
$95.57 - $105.36 $2.68K - $2.95K
3.16K $317K
Blackrock ETF Trust
8.19K
+ 4.22%
N/A
202K $0
Global X Fds
50.3K
New
N/A
50.3K $0
Grayscale Bitcoin Mini Tr Et
2.25K
+ 2.95%
N/A
78.4K $0
Ea Series Trust
16.4K
New
N/A
16.4K $0
Blackrock ETF Trust
135K
+ 165.47%
N/A
216K $0
Ishares Bitcoin Trust ETF
3.39K
New
N/A
3.39K $0
Blackrock Inc
1
+ 0.34%
N/A
298 $0
T
At&T Inc.

Communication Services
7
+ 0.08%
$26.94 - $29.62 $189 - $207
8.94K $252K
Activity Summary
Buys All Purchases 47 New Holdings 11 Increased Positions 36 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 1
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