Shore Haven Wealth Partners, LLC Reduced Holdings in Q1 2025

Shore Haven Wealth Partners, LLC

  • $192 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LRGF
Ishares Tr

ETFs
-322K
- 79.91%
$56.95 - $63.95 $18.3M - $20.6M
81K $4.69M
DNL
Wiswisdomtree Tr

ETFs
-69.6K
- 25.25%
$35.56 - $38.21 $2.48M - $2.66M
206K $7.35M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-31K
- 23.3%
$54.25 - $57.64 $1.68M - $1.78M
102K $5.61M
EFV
Msci Eafe Value ETF

ETFs
-36.4K
- 25.67%
$51.88 - $60.73 $1.89M - $2.21M
105K $6.22M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-21.1K
- 72.49%
$50.48 - $51.04 $1.07M - $1.08M
8.02K $406K
AAPL
Apple Inc.

Technology
-508
- 1.91%
$209.68 - $247.1 $107K - $126K
26.2K $5.81M
MBB
Ishares Tr

ETFs
-7.38K
- 25.54%
$90.37 - $94.08 $667K - $694K
21.5K $2.02M
FLMI
Franklin Dynamic Municipal Bon

ETFs
-25.7K
- 16.82%
$24.22 - $24.86 $621K - $638K
127K $3.1M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-18.6K
- 65.99%
$25.44 - $25.58 $473K - $476K
9.58K $244K
IYE
Ishares Tr

ETFs
-10.1K
- 61.2%
$45.23 - $49.95 $455K - $503K
6.38K $314K
EFG
Msci Eafe Growth ETF

ETFs
-5.23K
- 14.63%
$96.1 - $106.37 $502K - $556K
30.5K $3.05M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-6.24K
- 9.62%
$47.41 - $48.44 $296K - $302K
58.6K $2.79M
IWL
Ishares Tr Russell 200 ETF

ETFs
-75
- 0.19%
$135.83 - $151.73 $10.2K - $11.4K
38.5K $5.28M
FTSL
First Trust Senior Ln Fund

ETFs
-3.51K
- 8.73%
$45.65 - $46.48 $160K - $163K
36.7K $1.68M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-6.45K
- 41.3%
$25.12 - $26.05 $162K - $168K
9.17K $231K
GOOGL
Alphabet Inc.

Communication Services
-54
- 1.2%
$154.33 - $206.19 $8.33K - $11.1K
4.44K $686K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.79K
- 32.04%
$50.17 - $51.45 $140K - $144K
5.93K $298K
AMZN
Amazon Com Inc

Consumer Cyclical
-246
- 7.66%
$190.26 - $242.06 $46.8K - $59.5K
2.97K $564K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.39K
- 12.21%
$49.25 - $50.66 $117K - $121K
17.2K $851K
GOOG
Alphabet Inc.

Communication Services
-30
- 1.22%
$156.06 - $207.71 $4.68K - $6.23K
2.43K $379K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.33K
- 4.82%
$60.46 - $64.42 $80.2K - $85.4K
26.2K $1.62M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.42K
- 20.51%
$42.4 - $44.11 $60.1K - $62.5K
5.49K $240K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-117
- 4.92%
$121.0 - $142.28 $14.2K - $16.6K
2.26K $281K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-232
- 11.27%
$126.11 - $135.06 $29.3K - $31.3K
1.83K $235K
SUB
Ishares Short Term National Mu

ETFs
-221
- 6.24%
$105.3 - $106.24 $23.3K - $23.5K
3.32K $350K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-457
- 7.9%
$49.67 - $51.43 $22.7K - $23.5K
5.33K $272K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-446
- 2.61%
$105.1 - $109.61 $46.9K - $48.9K
16.7K $1.81M
EMB
Ishares Tr

ETFs
-322
- 3.86%
$88.64 - $92.03 $28.5K - $29.6K
8.02K $726K
IEMG
Ishares Inc

ETFs
-248
- 5.59%
N/A
4.19K $224K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-260
- 2.17%
$46.82 - $47.8 $12.2K - $12.4K
11.7K $551K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-443
- 10.38%
$74.85 - $84.89 $33.2K - $37.6K
3.83K $312K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-41
- 0.93%
$83.18 - $89.27 $3.41K - $3.66K
4.39K $367K
HEZU
Ishares Currency Hedged Msci E

ETFs
-1.55K
- 8.98%
$35.85 - $40.72 $55.4K - $63K
15.7K $610K
IWD
Ishares Russell 1000 Val ETF

ETFs
-35
- 1.87%
$182.82 - $196.21 $6.4K - $6.87K
1.84K $345K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-198
- 1.94%
$76.77 - $82.22 $15.2K - $16.3K
10K $793K
Blackrock ETF Trust
-7.21K
- 35.55%
N/A
13.1K $0
Blackrock ETF Trust Ii
-12.9K
- 39.33%
N/A
20K $0
CVX
Chevron Corp

Energy
-80
- 3.82%
$146.71 - $167.97 $11.7K - $13.4K
2.02K $337K
IGRO
Ishares Tr International Divid

ETFs
-1.14K
- 4.24%
$66.91 - $73.87 $76.3K - $84.3K
25.8K $1.87M
IEF
Ishares Barclays

ETFs
-63
- 0.38%
$91.17 - $95.39 $5.74K - $6.01K
16.5K $1.57M
VZ
Verizon Communications Inc

Communication Services
-169
- 1.04%
$37.81 - $46.49 $6.39K - $7.86K
16K $726K
IEV
Ishares Tr Europe ETF

ETFs
-1.11K
- 3.37%
$51.89 - $60.68 $57.8K - $67.5K
31.9K $1.86M
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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