Shore Haven Wealth Partners, LLC Incresed Positions in Q1 2025

Shore Haven Wealth Partners, LLC

  • $192 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
86.3K
+ 63.89%
$63.51 - $70.42 $5.48M - $6.08M
221K $14.4M
XLG
Invesco Exchange Traded Fd Tr

ETFs
56.7K
+ 112.01%
$45.72 - $51.73 $2.59M - $2.93M
107K $4.94M
IAU
Ishares Gold Trust

ETFs
33.6K
+ 151.71%
$49.74 - $58.96 $1.67M - $1.98M
55.8K $3.29M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
40.2K
+ 90.23%
$46.18 - $47.84 $1.86M - $1.92M
84.7K $4.03M
OEF
Ishares S&P 100 ETF

ETFs
6.87K
+ 209.2%
N/A
10.2K $2.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.7K
+ 19.81%
$168.16 - $186.21 $1.98M - $2.19M
71K $12.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10.2K
+ 309.46%
$87.68 - $94.52 $892K - $962K
13.5K $1.26M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
27.2K
+ 11.36%
$48.06 - $53.73 $1.31M - $1.46M
267K $13M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
9.56K
+ 7.67%
$26.71 - $31.58 $255K - $302K
134K $4.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
832
+ 37.56%
$442.66 - $534.52 $368K - $445K
3.05K $1.62M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
10.9K
+ 42.67%
$47.47 - $48.84 $517K - $532K
36.4K $1.74M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
2.77K
+ 9.95%
$178.65 - $194.73 $495K - $539K
30.6K $5.62M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.46K
+ 21.33%
$120.29 - $134.6 $536K - $600K
25.3K $3.09M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.38K
+ 12.36%
$196.12 - $229.48 $270K - $316K
12.5K $2.53M
HYG
Ishares Tr

ETFs
1.85K
+ 14.34%
$78.51 - $80.11 $145K - $148K
14.7K $1.16M
DHS
Wisdomtree Tr U.S

ETFs
301
+ 1.76%
$91.55 - $99.74 $27.6K - $30K
17.4K $1.72M
EEM
Ishares Msci Emerging Markets

ETFs
1.24K
+ 7.64%
$40.81 - $45.34 $50.6K - $56.3K
17.5K $763K
HYMU
Blackrock ETF Tr Ii High Yield
3.29K
+ 14.33%
$22.43 - $23.19 $73.8K - $76.3K
26.3K $603K
ED
Consolidated Edison Inc

Utilities
25
+ 0.81%
$88.0 - $110.59 $2.2K - $2.76K
3.11K $343K
IWB
Ishares Tr Russell 1000 ETF

ETFs
327
+ 15.52%
$302.31 - $337.54 $98.9K - $110K
2.43K $746K
T
At&T Inc.

Communication Services
42
+ 0.47%
$21.56 - $28.28 $906 - $1.19K
8.89K $251K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
218
+ 0.49%
$28.27 - $29.28 $6.16K - $6.38K
44.8K $1.3M
JPM
Jpmorgan Chase & CO

Financial Services
73
+ 6.66%
$225.19 - $279.95 $16.4K - $20.4K
1.17K $286K
Blackrock Inc
1
+ 0.34%
N/A
297 $0
Blackrock ETF Trust Ii
3.2K
+ 3.52%
N/A
94.2K $0
Blackrock ETF Trust
1.1K
+ 6.63%
N/A
17.7K $0
HYGW
Ishares Tr High Yield Corporat
927
+ 3.06%
N/A
31.2K $0
Annaly Capital Management In
7K
+ 70.0%
N/A
17K $0
MSFT
Microsoft Corp

Technology
12
+ 0.49%
$375.39 - $447.2 $4.5K - $5.37K
2.47K $927K
NVDA
Nvidia Corp

Technology
120
+ 2.23%
$106.98 - $149.43 $12.8K - $17.9K
5.5K $595K
IYW
Ishares Dj Us Tech ETF

ETFs
562
+ 2.44%
$140.44 - $166.79 $78.9K - $93.7K
23.5K $3.31M
IVW
Ishares S&P 500 Growth ETF

ETFs
18.6K
+ 7.71%
$92.45 - $106.69 $1.72M - $1.98M
260K $24.1M
Activity Summary
Buys All Purchases 39 New Holdings 6 Increased Positions 33 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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