Shore Haven Wealth Partners, LLC Closed Holding Positions

Shore Haven Wealth Partners, LLC

  • $203 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NOC
Northrop Grumman Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
56
$322.24 - $377.51 $18K - $21.1K
UNP
Union Pacific Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
112
$214.81 - $229.48 $24.1K - $25.7K
BMBL
Bumble Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
10
$39.56 - $63.99 $396 - $640
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
Q2 2021 Filed on Aug 16, 2021
738
$38.2 - $43.88 $28.2K - $32.4K
AZN
Astrazeneca PLC

Healthcare
Q2 2021 Filed on Aug 16, 2021
31
$48.42 - $60.18 $1.5K - $1.87K
ABT
Abbott Laboratories

Healthcare
Q2 2021 Filed on Aug 16, 2021
101
$105.79 - $124.53 $10.7K - $12.6K
WEC
Wec Energy Group, Inc.

Utilities
Q2 2021 Filed on Aug 16, 2021
91
$88.95 - $99.26 $8.09K - $9.03K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
5,632
$17.26 - $20.1 $97.2K - $113K
Orbcomm Inc Com
Q2 2021 Filed on Aug 16, 2021
1,000
N/A
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
468
$239.91 - $293.65 $112K - $137K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
42
$40.03 - $44.52 $1.68K - $1.87K
CBSH
Commerce Bancshares Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
20
$67.35 - $76.9 $1.35K - $1.54K
ELS
Equity Lifestyle Properties Inc

Real Estate
Q2 2021 Filed on Aug 16, 2021
16
$65.04 - $76.75 $1.04K - $1.23K
AIG
American International Group, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
143
$45.53 - $53.55 $6.51K - $7.66K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
200
$41.21 - $49.09 $8.24K - $9.82K
XT
Ishares Tr Exponential Technol

ETFs
Q2 2021 Filed on Aug 16, 2021
284
$58.68 - $63.51 $16.7K - $18K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
3,426
$46.31 - $52.31 $159K - $179K
DIS
Walt Disney CO

Communication Services
Q2 2021 Filed on Aug 16, 2021
500
$169.27 - $189.73 $84.6K - $94.9K
XPO
Xpo Logistics, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
1,024
$73.05 - $88.74 $74.8K - $90.9K
TUFN
Tufin Software Technologies Ltd.

Technology
Q2 2021 Filed on Aug 16, 2021
7,934
$8.0 - $10.87 $63.5K - $86.2K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q2 2021 Filed on Aug 16, 2021
155
$34.42 - $38.05 $5.34K - $5.9K
LDSF
First Tr ETF Viii Low Duration

ETFs
Q2 2021 Filed on Aug 16, 2021
0
$20.23 - $20.35 $0 - $0
MRNA
Moderna, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
30
$129.91 - $234.98 $3.9K - $7.05K
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
4
$563.46 - $762.32 $2.25K - $3.05K
BA
Boeing CO

Industrials
Q2 2021 Filed on Aug 16, 2021
24
$220.78 - $259.36 $5.3K - $6.22K
BATT
Amplify Lithium & Battery Tech

ETFs
Q2 2021 Filed on Aug 16, 2021
1,747
$14.86 - $17.97 $26K - $31.4K
Capital Link Global Green Energy Transport And Technology Leaders ETF
Q2 2021 Filed on Aug 16, 2021
721
N/A
AJG
Arthur J. Gallagher & Co.

Financial Services
Q2 2021 Filed on Aug 16, 2021
147
$126.61 - $151.16 $18.6K - $22.2K
VBIV
Vbi Vaccines Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
200
$2.61 - $4.17 $522 - $834
PSTV
Plus Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
2
$2.0 - $2.89 $4 - $5.78
NAT
Nordic American Tankers LTD

Industrials
Q2 2021 Filed on Aug 16, 2021
40
$3.1 - $3.76 $124 - $150
CLF
Cleveland Cliffs Inc.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
7,816
$16.6 - $24.44 $130K - $191K
SHAK
Shake Shack Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
130
$79.48 - $119.0 $10.3K - $15.5K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q2 2021 Filed on Aug 16, 2021
356
$63.7 - $73.24 $22.7K - $26.1K
SO
Southern CO

Utilities
Q2 2021 Filed on Aug 16, 2021
477
$60.46 - $66.42 $28.8K - $31.7K
HD
Home Depot, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
35
$302.61 - $341.12 $10.6K - $11.9K
XEL
Xcel Energy Inc

Utilities
Q2 2021 Filed on Aug 16, 2021
423
$65.71 - $72.59 $27.8K - $30.7K
HON
Honeywell International Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
672
$212.5 - $232.95 $143K - $157K
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
102
$128.69 - $142.39 $13.1K - $14.5K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q2 2021 Filed on Aug 16, 2021
182
$43.8 - $45.14 $7.97K - $8.22K
PEP
Pepsico Inc

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
92
$141.28 - $148.58 $13K - $13.7K
FDX
Fedex Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
321
$275.76 - $315.59 $88.5K - $101K
CB
Chubb LTD

Financial Services
Q2 2021 Filed on Aug 16, 2021
415
$156.01 - $176.39 $64.7K - $73.2K
WBIY
Absolute Shs Tr Wbi Pwr Factor

ETFs
Q2 2021 Filed on Aug 16, 2021
18
$26.84 - $28.66 $483 - $516
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
377
$46.07 - $52.3 $17.4K - $19.7K
BOTZ
Global X Fds

ETFs
Q2 2021 Filed on Aug 16, 2021
1,341
$31.65 - $35.42 $42.4K - $47.5K
ROKU
Roku, Inc

Communication Services
Q2 2021 Filed on Aug 16, 2021
100
$284.18 - $459.25 $28.4K - $45.9K
FTNT
Fortinet, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
166
$37.28 - $49.41 $6.19K - $8.2K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
1,000
$15.5 - $55.91 $15.5K - $55.9K
Track This Portfolio

Track Shore Haven Wealth Partners, LLC Portfolio

Follow Shore Haven Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email