Shore Haven Wealth Partners, LLC Reduced Holdings in Q2 2025

Shore Haven Wealth Partners, LLC

  • $220 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-67.7K
- 66.41%
$50.08 - $63.14 $3.39M - $4.27M
34.2K $2.16M
HEFA
Ishares Currency Hedged Msci E

ETFs
-42.2K
- 87.73%
$32.11 - $38.21 $1.36M - $1.61M
5.91K $224K
DHS
Wisdomtree Tr U.S

ETFs
-10.7K
- 61.49%
$87.71 - $98.37 $936K - $1.05M
6.68K $641K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-21.7K
- 17.14%
$23.57 - $24.6 $512K - $535K
105K $2.55M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-10.5K
- 28.91%
$45.9 - $48.26 $483K - $508K
25.9K $1.21M
AAPL
Apple Inc.

Technology
-124
- 0.47%
$172.42 - $223.89 $21.4K - $27.8K
26K $5.34M
HYMU
Blackrock ETF Tr Ii High Yield
-14K
- 53.25%
N/A
12.3K $281K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-5.66K
- 6.69%
$46.39 - $47.84 $263K - $271K
79K $3.78M
FTSL
First Trust Senior Ln Fund

ETFs
-4.87K
- 13.25%
$44.58 - $46.07 $217K - $224K
31.9K $1.46M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-31.7K
- 11.87%
$43.53 - $54.46 $1.38M - $1.73M
235K $12.8M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.65K
- 37.55%
$78.98 - $90.1 $130K - $149K
2.74K $247K
IYE
Ishares Tr

ETFs
-1.45K
- 22.71%
$40.36 - $49.67 $58.5K - $72K
4.93K $223K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.19K
- 30.97%
$72.96 - $90.39 $86.5K - $107K
2.64K $236K
HYG
Ishares Tr

ETFs
-1.25K
- 8.48%
$75.75 - $80.65 $94.8K - $101K
13.5K $1.09M
IVV
Ishares Core S&P 500 ETF

ETFs
-165
- 30.9%
$498.8 - $620.9 $82.3K - $102K
369 $229K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-1.59K
- 5.19%
$162.34 - $192.15 $258K - $305K
29K $5.57M
CVX
Chevron Corp

Energy
-5
- 0.25%
$133.73 - $168.51 $669 - $843
2.01K $287K
OEF
Ishares S&P 100 ETF

ETFs
-25
- 0.25%
N/A
10.1K $2.69M
Grayscale Bitcoin Mini Tr Et
-3.23K
- 4.07%
N/A
76.2K $0
Blackrock ETF Trust Ii
-7.56K
- 37.83%
N/A
12.4K $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6
- 0.04%
$85.42 - $94.39 $513 - $566
13.5K $1.26M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-122
- 1.22%
$70.7 - $82.14 $8.63K - $10K
9.88K $811K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-148
- 3.55%
$94.74 - $118.43 $14K - $17.5K
4.02K $476K
GOOG
Alphabet Inc.

Communication Services
-50
- 2.06%
$146.58 - $180.01 $7.33K - $9K
2.38K $421K
AMZN
Amazon Com Inc

Consumer Cyclical
-38
- 1.28%
$167.32 - $223.3 $6.36K - $8.49K
2.93K $642K
IGRO
Ishares Tr International Divid

ETFs
-398
- 1.54%
$66.32 - $80.17 $26.4K - $31.9K
25.4K $2M
IEV
Ishares Tr Europe ETF

ETFs
-302
- 0.95%
$51.8 - $64.59 $15.6K - $19.5K
31.6K $2M
MSFT
Microsoft Corp

Technology
-25
- 1.01%
$354.56 - $497.45 $8.86K - $12.4K
2.45K $1.22M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-233
- 0.92%
$108.12 - $135.04 $25.2K - $31.5K
25.1K $3.39M
IYW
Ishares Dj Us Tech ETF

ETFs
-2.47K
- 10.47%
$122.57 - $173.27 $302K - $427K
21.1K $3.65M
LRGF
Ishares Tr

ETFs
-2.39K
- 2.95%
$51.37 - $64.13 $123K - $153K
78.6K $5.04M
IWL
Ishares Tr Russell 200 ETF

ETFs
-35
- 0.09%
$122.36 - $153.12 $4.28K - $5.36K
38.4K $5.88M
IVW
Ishares S&P 500 Growth ETF

ETFs
-9.21K
- 3.55%
$82.96 - $110.1 $764K - $1.01M
251K $27.6M
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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