Shore Haven Wealth Partners, LLC Portfolio Holdings

Shore Haven Wealth Partners, LLC

  • $192 Million
  • Q1 2025

Shore Haven Wealth Partners, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $24.1M, American Centy ETF Tr Avantis with a value of $14.4M, Blackrock ETF Tr U S Equity Fa with a value of $13M, Ishares Msci Usa Quality Facto with a value of $12.1M, and Ishares Barclays 20+ Year Trea with a value of $7.75M.

Examining the 13F form we can see an decrease of $11.2M in the current position value, from $203M to 192M.

Below you can find more details about Shore Haven Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $192 Million
ETFs: $163 Million
Technology: $7.33 Million
Communication Services: $2.45 Million
Financial Services: $2.12 Million
Consumer Cyclical: $564,000
Consumer Defensive: $380,000
Utilities: $343,000
Energy: $337,000
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$182B
$726,000 0.38% of portfolio
16,016
Q1 2025 Reduced 1.04%
$57.4B
$412,000 0.22% of portfolio
7,082
Q2 2024 Reduced 2.75%
$35.6B
$343,000 0.18% of portfolio
3,106
Q1 2025 Added 0.81%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $192 Million
  • Prior Value $203 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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