Shore Haven Wealth Partners, LLC Sells in Q4 2024

Shore Haven Wealth Partners, LLC

  • $203 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-10.4K
- 11.17%
$87.1 - $98.49 $905K - $1.02M
82.6K $7.21M
AVEM
American Centy ETF Tr Avantis

ETFs
-20K
- 77.57%
$58.59 - $66.14 $1.17M - $1.33M
5.8K $340K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4.98K
- 22.56%
$106.56 - $113.11 $531K - $564K
17.1K $1.83M
DGRO
Ishares Core Dividend Growth E

ETFs
-8.84K
- 24.31%
$60.73 - $64.94 $537K - $574K
27.5K $1.69M
FTSL
First Trust Senior Ln Fund

ETFs
-8.75K
- 17.85%
$45.9 - $46.48 $401K - $407K
40.3K $1.86M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-778
- 0.62%
$26.65 - $29.34 $20.7K - $22.8K
125K $3.38M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-5.25K
- 47.57%
$50.14 - $52.56 $263K - $276K
5.78K $290K
IEV
Ishares Tr Europe ETF

ETFs
-1.14K
- 3.35%
$52.03 - $57.63 $59.5K - $65.9K
33K $1.72M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-4.35K
- 12.98%
$50.62 - $50.97 $220K - $222K
29.1K $1.48M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-3.78K
- 12.91%
$47.98 - $49.47 $182K - $187K
25.5K $1.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-300
- 11.93%
$442.29 - $483.08 $133K - $145K
2.22K $1M
T
At&T Inc.

Communication Services
-5.92K
- 40.09%
$21.22 - $23.88 $126K - $141K
8.85K $201K
IXC
Ishares Tr Global Energy ETF

ETFs
-2.25K
- 19.48%
$36.95 - $43.06 $83K - $96.7K
9.28K $354K
AVLV
American Centy ETF Tr Avantis
-3.24K
- 2.34%
$65.51 - $71.22 $212K - $231K
135K $9.02M
IFRA
Ishares Tr

ETFs
-1.28K
- 4.03%
$45.94 - $51.71 $58.8K - $66.2K
30.5K $1.41M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-294
- 1.05%
$182.19 - $195.69 $53.6K - $57.5K
27.8K $5.12M
MSFT
Microsoft Corp

Technology
-90
- 3.53%
$406.35 - $454.46 $36.6K - $40.9K
2.46K $1.04M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-950
- 9.82%
$50.62 - $52.07 $48.1K - $49.5K
8.72K $444K
EMB
Ishares Tr

ETFs
-31
- 0.37%
$88.94 - $93.46 $2.76K - $2.9K
8.34K $742K
HYMU
Blackrock ETF Tr Ii High Yield
-917
- 3.84%
$22.59 - $23.2 $20.7K - $21.3K
23K $520K
HEZU
Ishares Currency Hedged Msci E

ETFs
-467
- 2.64%
$35.18 - $36.95 $16.4K - $17.3K
17.2K $616K
SUB
Ishares Short Term National Mu

ETFs
-275
- 7.21%
$104.94 - $106.2 $28.9K - $29.2K
3.54K $373K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-235
- 10.24%
$126.68 - $134.74 $29.8K - $31.7K
2.06K $262K
HYG
Ishares Tr

ETFs
-9
- 0.07%
$78.09 - $80.04 $703 - $720
12.9K $1.01M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-94
- 2.78%
$88.59 - $94.57 $8.33K - $8.89K
3.29K $292K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-3
- 0.13%
$134.53 - $150.65 $404 - $452
2.38K $321K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-20
- 0.2%
$77.23 - $82.11 $1.54K - $1.64K
10.2K $793K
GLDM
World Gold Trust

ETFs
-152
- 2.71%
$50.76 - $55.23 $7.72K - $8.39K
5.45K $283K
OEF
Ishares S&P 100 ETF

ETFs
-8
- 0.24%
N/A
3.28K $873K
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.93%
$570.51 - $610.59 $2.85K - $3.05K
534 $314K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2
- 0.09%
$311.11 - $335.64 $622 - $671
2.11K $678K
NVDA
Nvidia Corp

Technology
-358
- 6.24%
$117.0 - $148.88 $41.9K - $53.3K
5.38K $721K
GOOG
Alphabet Inc.

Communication Services
-179
- 6.79%
$163.08 - $198.16 $29.2K - $35.5K
2.46K $467K
GOOGL
Alphabet Inc.

Communication Services
-233
- 4.93%
$161.86 - $196.66 $37.7K - $45.8K
4.5K $850K
AMZN
Amazon Com Inc

Consumer Cyclical
-118
- 3.54%
$180.88 - $232.93 $21.3K - $27.5K
3.21K $704K
IYW
Ishares Dj Us Tech ETF

ETFs
-489
- 2.08%
$148.14 - $166.23 $72.4K - $81.3K
23K $3.67M
IWL
Ishares Tr Russell 200 ETF

ETFs
-69
- 0.18%
$138.92 - $149.97 $9.59K - $10.3K
38.5K $5.58M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-5.18K
- 2.12%
$49.03 - $53.35 $254K - $277K
240K $12.3M
LRGF
Ishares Tr

ETFs
-7.24K
- 1.76%
$58.25 - $63.26 $422K - $458K
403K $24.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.72K
- 0.71%
$94.43 - $105.47 $162K - $181K
241K $24.5M
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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