Shore Haven Wealth Partners, LLC Reduced Holdings in Q3 2025

Shore Haven Wealth Partners, LLC

  • $237 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
-56.2K
- 33.52%
$62.79 - $68.42 $3.53M - $3.85M
111K $7.56M
DNL
Wiswisdomtree Tr

ETFs
-54.3K
- 25.04%
$38.31 - $41.06 $2.08M - $2.23M
162K $6.58M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-12K
- 15.74%
$182.33 - $194.5 $2.19M - $2.34M
64.4K $12.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-16.5K
- 48.22%
$62.54 - $68.42 $1.03M - $1.13M
17.7K $1.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-8.51K
- 41.33%
$107.66 - $112.36 $917K - $957K
12.1K $1.35M
FLMI
Franklin Dynamic Municipal Bon

ETFs
-29.3K
- 27.84%
$23.96 - $24.81 $701K - $726K
75.8K $1.88M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-26.2K
- 54.29%
$24.11 - $24.94 $631K - $653K
22K $549K
IGRO
Ishares Tr International Divid

ETFs
-8.02K
- 31.57%
$75.97 - $80.24 $609K - $643K
17.4K $1.38M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-18.5K
- 40.5%
$28.77 - $29.79 $532K - $551K
27.2K $805K
OEF
Ishares S&P 100 ETF

ETFs
-1.88K
- 18.52%
N/A
8.25K $2.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.81K
- 4.08%
$85.01 - $90.35 $409K - $435K
113K $10.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2.97K
- 14.58%
$98.52 - $103.93 $292K - $308K
17.4K $1.79M
EEM
Ishares Msci Emerging Markets

ETFs
-6.89K
- 38.87%
$48.07 - $53.4 $331K - $368K
10.8K $578K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-2.56K
- 25.95%
$82.42 - $87.03 $211K - $223K
7.32K $636K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-1.14K
- 28.23%
$118.33 - $128.54 $134K - $146K
2.89K $370K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-677
- 5.03%
$92.18 - $95.14 $62.4K - $64.4K
12.8K $1.22M
META
Meta Platforms, Inc.

Communication Services
-33
- 10.71%
$695.21 - $791.73 $22.9K - $26.1K
275 $201K
AMZN
Amazon Com Inc

Consumer Cyclical
-99
- 3.38%
$211.65 - $238.24 $21K - $23.6K
2.83K $620K
IBM
International Business Machines Corp

Technology
-24
- 3.23%
$234.77 - $292.47 $5.63K - $7.02K
719 $202K
SRLN
Ssga Active Trust

ETFs
-142
- 1.12%
$41.28 - $41.65 $5.86K - $5.91K
12.5K $519K
HYG
Ishares Tr

ETFs
-143
- 1.06%
$79.85 - $81.32 $11.4K - $11.6K
13.4K $1.08M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-121
- 4.58%
$87.29 - $93.61 $10.6K - $11.3K
2.52K $235K
HYGW
Ishares Tr High Yield Corporat
-12.2K
- 24.17%
N/A
38.3K $0
Blackrock ETF Trust Ii
-18.1K
- 16.98%
N/A
88.5K $0
Blackrock ETF Trust
-915
- 4.21%
N/A
20.8K $0
Blackrock ETF Trust
-1.24K
- 3.41%
N/A
35.1K $0
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-11
- 0.2%
$50.73 - $52.47 $558 - $577
5.47K $285K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-208
- 7.59%
$89.29 - $100.17 $18.6K - $20.8K
2.53K $253K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-145
- 5.64%
$339.37 - $366.46 $49.2K - $53.1K
2.42K $885K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.3K
- 4.8%
$64.12 - $68.08 $83.4K - $88.5K
25.8K $1.75M
IEV
Ishares Tr Europe ETF

ETFs
-505
- 1.6%
$61.37 - $65.49 $31K - $33.1K
31.1K $2.03M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-240
- 0.3%
$47.11 - $48.77 $11.3K - $11.7K
78.8K $3.82M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-287
- 1.18%
$42.67 - $46.91 $12.2K - $13.5K
24K $1.12M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-905
- 3.6%
$135.0 - $146.02 $122K - $132K
24.2K $3.53M
GOOG
Alphabet Inc.

Communication Services
-12
- 0.5%
$175.16 - $255.24 $2.1K - $3.06K
2.37K $575K
NVDA
Nvidia Corp

Technology
-2
- 0.04%
$153.3 - $186.58 $307 - $373
5.7K $1.06M
RBLX
Roblox Corp

Communication Services
-387
- 5.46%
$100.65 - $141.56 $39K - $54.8K
6.7K $927K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-439
- 0.33%
$32.53 - $35.69 $14.3K - $15.7K
134K $4.76M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-59
- 0.2%
$190.8 - $204.83 $11.3K - $12.1K
28.9K $5.91M
LRGF
Ishares Tr

ETFs
-15
- 0.02%
$64.13 - $69.24 $962 - $1.04K
78.6K $5.43M
IWL
Ishares Tr Russell 200 ETF

ETFs
-66
- 0.17%
$152.78 - $166.59 $10.1K - $11K
38.4K $6.37M
AAPL
Apple Inc.

Technology
-66
- 0.25%
$202.38 - $256.87 $13.4K - $17K
26K $6.61M
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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