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
REZI
Resideo Technologies, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
111
$26.68 - $32.62 $2.96K - $3.62K
ELAN
Elanco Animal Health Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
67
$28.76 - $35.98 $1.93K - $2.41K
BHF
Brighthouse Financial, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
4
$43.52 - $49.42 $174 - $198
AMP
Ameriprise Financial Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
11
$235.41 - $265.65 $2.59K - $2.92K
RPM
Rpm International Inc

Basic Materials
Q2 2021 Filed on Aug 16, 2021
28
$86.99 - $97.92 $2.44K - $2.74K
CVS
Cvs Health Corp

Healthcare
Q2 2021 Filed on Aug 16, 2021
808
$73.79 - $89.81 $59.6K - $72.6K
LEN
Lennar Corp

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
33
$91.14 - $108.05 $3.01K - $3.57K
CSX
Csx Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
452
$31.55 - $34.39 $14.3K - $15.5K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2021 Filed on Aug 16, 2021
1,503
$92.83 - $95.07 $140K - $143K
EXC
Exelon Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
92
$30.75 - $33.6 $2.83K - $3.09K
ADBE
Adobe Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
8
$472.09 - $590.75 $3.78K - $4.73K
NMRK
Newmark Group, Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
2,615
$10.37 - $13.46 $27.1K - $35.2K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
50
$187.49 - $221.1 $9.37K - $11.1K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
402
$58.47 - $69.4 $23.5K - $27.9K
EPD
Enterprise Products Partners L.P.

Energy
Q2 2021 Filed on Aug 16, 2021
510
$22.26 - $25.44 $11.4K - $13K
PG
Procter & Gamble CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
625
$131.18 - $138.43 $82K - $86.5K
EWBC
East West Bancorp Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
23
$66.26 - $78.7 $1.52K - $1.81K
YUM
Yum Brands Inc

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
404
$109.8 - $121.92 $44.4K - $49.3K
GS
Goldman Sachs Group Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
19
$323.54 - $391.45 $6.15K - $7.44K
ASND
Ascendis Pharma A/S

Healthcare
Q2 2021 Filed on Aug 16, 2021
752
$121.62 - $145.29 $91.5K - $109K
VTI
Vanguard Total Stock Market Et

ETFs
Q2 2021 Filed on Aug 16, 2021
224
$209.28 - $222.82 $46.9K - $49.9K
JNJ
Johnson & Johnson

Healthcare
Q2 2021 Filed on Aug 16, 2021
1,036
$159.48 - $171.07 $165K - $177K
VKTX
Viking Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
1,495
$5.19 - $6.73 $7.76K - $10.1K
BGCP
Bgc Partners, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
5,639
$5.04 - $6.39 $28.4K - $36K
Ishares Comex Gold Trust
Q2 2021 Filed on Aug 16, 2021
247,071
N/A
SQ
Block, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
200
$197.13 - $273.23 $39.4K - $54.6K
KO
Coca Cola CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
741
$52.51 - $56.24 $38.9K - $41.7K
GIS
General Mills Inc

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
903
$59.15 - $64.03 $53.4K - $57.8K
AEE
Ameren Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
394
$79.91 - $86.14 $31.5K - $33.9K
BLNK
Blink Charging Co.

Industrials
Q2 2021 Filed on Aug 16, 2021
1,241
$26.22 - $45.9 $32.5K - $57K
MRK
Merck & Co., Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
619
$70.31 - $77.77 $43.5K - $48.1K
HES
Hess Corp

Energy
Q2 2021 Filed on Aug 16, 2021
77
$67.02 - $90.66 $5.16K - $6.98K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
534
$97.2 - $137.59 $51.9K - $73.5K
USL
United States 12 Month Oil Fund, LP

ETFs
Q2 2021 Filed on Aug 16, 2021
5,185
$20.91 - $25.79 $108K - $134K
NFLX
Netflix Inc

Communication Services
Q2 2021 Filed on Aug 16, 2021
50
$484.98 - $555.31 $24.2K - $27.8K
FTV
Fortive Corp

Technology
Q2 2021 Filed on Aug 16, 2021
75
$68.38 - $74.86 $5.13K - $5.61K
MDT
Medtronic PLC

Healthcare
Q2 2021 Filed on Aug 16, 2021
443
$118.19 - $131.5 $52.4K - $58.3K
INTC
Intel Corp

Technology
Q2 2021 Filed on Aug 16, 2021
1,009
$53.62 - $68.26 $54.1K - $68.9K
Aphria Inc Com
Q2 2021 Filed on Aug 16, 2021
700
N/A
UHT
Universal Health Realty Income Trust

Real Estate
Q2 2021 Filed on Aug 16, 2021
150
$60.43 - $73.57 $9.06K - $11K
IEX
Idex Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
150
$211.78 - $228.15 $31.8K - $34.2K
PEG
Public Service Enterprise Group Inc

Utilities
Q2 2021 Filed on Aug 16, 2021
2,704
$59.19 - $63.65 $160K - $172K
NXPI
Nxp Semiconductors N.V.

Technology
Q2 2021 Filed on Aug 16, 2021
765
$182.78 - $214.7 $140K - $164K
K
Kellogg CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
25
$62.06 - $68.21 $1.55K - $1.71K
VTRS
Viatris Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
258
$12.97 - $16.15 $3.35K - $4.17K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
27
$18.43 - $19.77 $498 - $534
MSEX
Middlesex Water CO

Utilities
Q2 2021 Filed on Aug 16, 2021
253
$77.58 - $88.0 $19.6K - $22.3K
VNT
Vontier Corp

Technology
Q2 2021 Filed on Aug 16, 2021
30
$30.44 - $35.19 $913 - $1.06K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
2,057
$58.32 - $64.02 $120K - $132K
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