Shore Haven Wealth Partners, LLC Incresed Positions in Q2 2025

Shore Haven Wealth Partners, LLC

  • $220 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
62.2K
+ 58.94%
$52.4 - $64.65 $3.26M - $4.02M
168K $10.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
32.8K
+ 38.46%
$83.97 - $92.85 $2.75M - $3.04M
118K $10.4M
AVLV
American Centy ETF Tr Avantis
28.7K
+ 12.95%
$56.85 - $68.21 $1.63M - $1.95M
250K $17M
XLG
Invesco Exchange Traded Fd Tr

ETFs
36.2K
+ 33.76%
$40.94 - $52.1 $1.48M - $1.89M
143K $7.47M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.4K
+ 7.6%
$152.42 - $182.82 $822K - $986K
76.4K $14M
DNL
Wiswisdomtree Tr

ETFs
10.6K
+ 5.16%
$32.16 - $40.27 $342K - $428K
217K $8.73M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23.3K
+ 290.06%
$49.79 - $50.75 $1.16M - $1.18M
31.3K $1.59M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
39.1K
+ 425.81%
$24.14 - $25.43 $943K - $993K
48.2K $1.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.18K
+ 43.6%
$97.29 - $105.63 $601K - $653K
20.4K $2.07M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
310
+ 2.48%
$180.84 - $240.32 $56.1K - $74.5K
12.8K $3.08M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.94K
+ 23.62%
$105.23 - $109.61 $414K - $431K
20.6K $2.26M
EFG
Msci Eafe Growth ETF

ETFs
596
+ 1.95%
$89.8 - $112.0 $53.5K - $66.8K
31.1K $3.48M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
409
+ 0.3%
$26.69 - $33.44 $10.9K - $13.7K
135K $4.43M
NVDA
Nvidia Corp

Technology
208
+ 3.78%
$94.31 - $157.99 $19.6K - $32.9K
5.7K $901K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.7K
+ 33.2%
$48.13 - $49.85 $274K - $284K
22.9K $1.12M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.16K
+ 5.03%
$34.72 - $42.74 $40.3K - $49.6K
24.3K $1.04M
JPM
Jpmorgan Chase & CO

Financial Services
256
+ 21.9%
$210.28 - $289.91 $53.8K - $74.2K
1.43K $413K
IWB
Ishares Tr Russell 1000 ETF

ETFs
135
+ 5.55%
$272.36 - $339.57 $36.8K - $45.8K
2.57K $872K
DGRO
Ishares Core Dividend Growth E

ETFs
887
+ 3.39%
$55.22 - $63.94 $49K - $56.7K
27.1K $1.73M
GOOGL
Alphabet Inc.

Communication Services
31
+ 0.7%
$144.7 - $178.6 $4.49K - $5.54K
4.47K $788K
EEM
Ishares Msci Emerging Markets

ETFs
238
+ 1.36%
$38.52 - $48.28 $9.17K - $11.5K
17.7K $854K
MBB
Ishares Tr

ETFs
579
+ 2.69%
$91.41 - $94.22 $52.9K - $54.6K
22.1K $2.07M
HEZU
Ishares Currency Hedged Msci E

ETFs
302
+ 1.93%
$34.68 - $41.63 $10.5K - $12.6K
16K $655K
IEF
Ishares Barclays

ETFs
339
+ 2.05%
$93.15 - $96.56 $31.6K - $32.7K
16.8K $1.61M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
912
+ 2.04%
$28.18 - $29.22 $25.7K - $26.6K
45.7K $1.34M
SUB
Ishares Short Term National Mu

ETFs
242
+ 7.29%
$104.77 - $106.34 $25.4K - $25.7K
3.56K $378K
FMB
First Tr Exchange Traded Fd Ii

ETFs
491
+ 8.28%
$49.12 - $50.93 $24.1K - $25K
6.42K $319K
EMB
Ishares Tr

ETFs
34
+ 0.42%
$86.54 - $92.62 $2.94K - $3.15K
8.05K $745K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
155
+ 2.91%
$49.73 - $51.44 $7.71K - $7.97K
5.48K $281K
T
At&T Inc.

Communication Services
38
+ 0.43%
$26.33 - $28.94 $1K - $1.1K
8.93K $258K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
59
+ 1.07%
$42.72 - $44.24 $2.52K - $2.61K
5.55K $243K
IEMG
Ishares Inc

ETFs
25
+ 0.6%
N/A
4.22K $226K
Blackrock ETF Trust
23.3K
+ 178.07%
N/A
36.4K $0
Blackrock ETF Trust
4.04K
+ 22.83%
N/A
21.8K $0
Blackrock ETF Trust
9.73K
+ 5.27%
N/A
194K $0
HYGW
Ishares Tr High Yield Corporat
19.4K
+ 62.05%
N/A
50.6K $0
Blackrock ETF Trust Ii
12.4K
+ 13.15%
N/A
107K $0
ED
Consolidated Edison Inc

Utilities
25
+ 0.8%
$98.05 - $113.3 $2.45K - $2.83K
3.13K $314K
VZ
Verizon Communications Inc

Communication Services
31
+ 0.19%
$41.67 - $45.62 $1.29K - $1.41K
16K $694K
Activity Summary
Buys All Purchases 54 New Holdings 14 Increased Positions 40 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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