Shore Haven Wealth Partners, LLC Incresed Positions in Q4 2024

Shore Haven Wealth Partners, LLC

  • $203 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DNL
Wiswisdomtree Tr

ETFs
64.5K
+ 30.51%
$35.98 - $39.39 $2.32M - $2.54M
276K $9.92M
AAPL
Apple Inc.

Technology
931
+ 3.62%
$221.69 - $259.02 $206K - $241K
26.7K $6.68M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
10.8K
+ 19.94%
$47.68 - $48.67 $514K - $525K
64.9K $3.09M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
16.3K
+ 138.25%
$25.35 - $25.53 $414K - $417K
28.2K $717K
IEF
Ishares Barclays

ETFs
4.64K
+ 38.89%
$92.08 - $98.18 $427K - $455K
16.6K $1.53M
XLG
Invesco Exchange Traded Fd Tr

ETFs
889
+ 1.79%
$46.94 - $51.62 $41.7K - $45.9K
50.6K $2.53M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.36K
+ 13.68%
$46.69 - $49.2 $250K - $264K
44.5K $2.08M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.76K
+ 17.06%
$99.04 - $109.59 $273K - $302K
18.9K $1.88M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.17K
+ 35.87%
$83.09 - $89.28 $97.2K - $104K
4.43K $376K
EFV
Msci Eafe Value ETF

ETFs
14.2K
+ 11.1%
$51.78 - $57.15 $734K - $810K
142K $7.45M
ITOT
Ishares Core S&P Total U.S. St

ETFs
24
+ 0.12%
$124.26 - $134.12 $2.98K - $3.22K
20.9K $2.69M
IYE
Ishares Tr

ETFs
1.66K
+ 11.23%
$43.93 - $51.37 $73K - $85.3K
16.5K $749K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.46%
$205.18 - $250.29 $1.03K - $1.25K
1.1K $262K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
941
+ 5.06%
$49.79 - $51.14 $46.9K - $48.1K
19.5K $979K
FLMI
Franklin Dynamic Municipal Bon

ETFs
4.47K
+ 3.02%
$24.42 - $25.06 $109K - $112K
152K $3.73M
DHS
Wisdomtree Tr U.S

ETFs
181
+ 1.07%
$92.66 - $100.58 $16.8K - $18.2K
17.1K $1.59M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
2.3K
+ 5.43%
$28.56 - $30.02 $65.5K - $68.9K
44.6K $1.28M
Blackrock ETF Trust Ii
4.33K
+ 5.0%
N/A
91K $0
CVX
Chevron Corp

Energy
17
+ 0.82%
$141.15 - $162.53 $2.4K - $2.76K
2.1K $303K
QUAL
Ishares Msci Usa Quality Facto

ETFs
390
+ 0.66%
$176.42 - $186.91 $68.8K - $72.9K
59.3K $10.6M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
202
+ 3.01%
$42.84 - $45.38 $8.65K - $9.17K
6.91K $296K
MBB
Ishares Tr

ETFs
1.01K
+ 3.62%
$91.26 - $95.82 $92.2K - $96.8K
28.9K $2.65M
ED
Consolidated Edison Inc

Utilities
27
+ 0.88%
$88.87 - $107.38 $2.4K - $2.9K
3.08K $274K
VZ
Verizon Communications Inc

Communication Services
30
+ 0.19%
$39.6 - $45.21 $1.19K - $1.36K
16.2K $647K
IGRO
Ishares Tr International Divid

ETFs
1.29K
+ 5.03%
$67.76 - $74.48 $87.3K - $96K
26.9K $1.83M
EFG
Msci Eafe Growth ETF

ETFs
1.08K
+ 3.11%
$96.83 - $106.88 $104K - $115K
35.7K $3.46M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.65K
+ 2.83%
$55.45 - $61.08 $203K - $223K
133K $7.37M
Activity Summary
Buys All Purchases 39 New Holdings 11 Increased Positions 28 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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