Shore Haven Wealth Partners, LLC Closed Holding Positions

Shore Haven Wealth Partners, LLC

  • $220 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AAL
American Airlines Group Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
1,064
$20.07 - $25.82 $21.4K - $27.5K
SNOW
Snowflake Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
15
$188.24 - $251.25 $2.82K - $3.77K
SKYY
First Trust Cloud Computing Et

ETFs
Q2 2021 Filed on Aug 16, 2021
1,000
$92.24 - $107.54 $92.2K - $108K
MPC
Marathon Petroleum Corp

Energy
Q2 2021 Filed on Aug 16, 2021
314
$52.05 - $64.09 $16.3K - $20.1K
XYL
Xylem Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
23
$104.64 - $119.96 $2.41K - $2.76K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q2 2021 Filed on Aug 16, 2021
2,133
$99.22 - $104.02 $212K - $222K
WEN
Wendy'S CO

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
569
$20.73 - $28.87 $11.8K - $16.4K
MLM
Martin Marietta Materials Inc

Basic Materials
Q2 2021 Filed on Aug 16, 2021
327
$333.88 - $378.28 $109K - $124K
MET
Metlife Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
53
$58.3 - $67.16 $3.09K - $3.56K
JCI
Johnson Controls International PLC

Industrials
Q2 2021 Filed on Aug 16, 2021
44
$59.9 - $68.63 $2.64K - $3.02K
MDLZ
Mondelez International, Inc.

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

Technology
Q2 2021 Filed on Aug 16, 2021
6,543
$8.89 - $28.25 $58.2K - $185K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
27
$18.43 - $19.77 $498 - $534
IRM
Iron Mountain Inc

Real Estate
Q2 2021 Filed on Aug 16, 2021
1,032
$37.3 - $47.02 $38.5K - $48.5K
PSX
Phillips 66

Energy
Q2 2021 Filed on Aug 16, 2021
18
$74.95 - $92.56 $1.35K - $1.67K
LHX
L3 Harris Technologies, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
626
$203.62 - $223.72 $127K - $140K
HSY
Hershey CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
240
$158.19 - $175.12 $38K - $42K
AEP
American Electric Power CO Inc

Utilities
Q2 2021 Filed on Aug 16, 2021
404
$82.35 - $90.14 $33.3K - $36.4K
NXPI
Nxp Semiconductors N.V.

Technology
Q2 2021 Filed on Aug 16, 2021
765
$182.78 - $214.7 $140K - $164K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q2 2021 Filed on Aug 16, 2021
1,000
$44.5 - $57.05 $44.5K - $57.1K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
20
$50.84 - $56.8 $1.02K - $1.14K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
14,450
$33.6 - $39.68 $486K - $573K
UFO
Procure ETF Tr Ii Procure Spac

ETFs
Q2 2021 Filed on Aug 16, 2021
1,964
$28.41 - $31.98 $55.8K - $62.8K
GM
General Motors CO

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
2,854
$53.76 - $63.92 $153K - $182K
CTVA
Corteva, Inc.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
62
$42.71 - $49.79 $2.65K - $3.09K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
67
$101.52 - $157.49 $6.8K - $10.6K
YOLO
Advisorshares Tr Pure Cannabis

ETFs
Q2 2021 Filed on Aug 16, 2021
12
$18.9 - $23.98 $227 - $288
ALC
Alcon Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
30
$66.27 - $76.21 $1.99K - $2.29K
United Guardian Inc Com
Q2 2021 Filed on Aug 16, 2021
495
N/A
KOD
Kodiak Sciences Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
1,611
$77.2 - $126.54 $124K - $204K
AIV
Apartment Investment & Management CO

Real Estate
Q2 2021 Filed on Aug 16, 2021
308
$6.2 - $7.69 $1.91K - $2.37K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
5
$77.63 - $85.55 $388 - $428
NKLA
Nikola Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
1,000
$9.65 - $18.93 $9.65K - $18.9K
DUK
Duke Energy Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
636
$96.28 - $103.74 $61.2K - $66K
SONY
Sony Group Corp

Technology
Q2 2021 Filed on Aug 16, 2021
29
$92.97 - $112.77 $2.7K - $3.27K
XRX
Xerox Holdings Corp

Technology
Q2 2021 Filed on Aug 16, 2021
142
$22.85 - $25.32 $3.24K - $3.6K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
60
$441.0 - $508.24 $26.5K - $30.5K
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
182
$211.85 - $232.89 $38.6K - $42.4K
SUI
Sun Communities Inc

Real Estate
Q2 2021 Filed on Aug 16, 2021
8
$152.43 - $177.6 $1.22K - $1.42K
CODI
Compass Diversified Holdings

Industrials
Q1 2021 Filed on May 13, 2021
2,231
$19.44 - $24.56 $43.4K - $54.8K
RPRX
Royalty Pharma PLC

Healthcare
Q1 2021 Filed on May 13, 2021
2,130
$42.34 - $52.82 $90.2K - $113K
American Intl Group Inc Wt Exp 011921
Q1 2021 Filed on May 13, 2021
88
N/A
COP
Conocophillips

Energy
Q1 2021 Filed on May 13, 2021
13
$39.57 - $59.83 $514 - $778
FNV
Franco Nevada Corp

Basic Materials
Q1 2021 Filed on May 13, 2021
94
$106.16 - $132.43 $9.98K - $12.4K
ARCC
Ares Capital Corp

Financial Services
Q1 2021 Filed on May 13, 2021
6,500
$16.51 - $19.23 $107K - $125K
CNDT
Conduent Inc

Technology
Q1 2021 Filed on May 13, 2021
100
$4.67 - $7.08 $467 - $708
J
Jacobs Engineering Group Inc

Industrials
Q1 2021 Filed on May 13, 2021
25
$100.96 - $129.27 $2.52K - $3.23K
NEM
Newmont Corp

Basic Materials
Q1 2021 Filed on May 13, 2021
1,389
$54.38 - $65.24 $75.5K - $90.6K
BOKF
Bok Financial Corp

Financial Services
Q1 2021 Filed on May 13, 2021
10
$69.41 - $97.79 $694 - $978
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