Shore Haven Wealth Partners, LLC Portfolio Holdings
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
Shore Haven Wealth Partners, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $203 Million distributed in 88 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 $24.5M, Ishares Tr with a value of $24.3M, Blackrock ETF Tr U S Equity Fa with a value of $12.3M, Ishares Msci Usa Quality Facto with a value of $10.6M, and Wiswisdomtree Tr with a value of $9.92M.
Examining the 13F form we can see an increase of $381K in the current position value, from $202M to 203M.
Below you can find more details about Shore Haven Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$203 Million
ETFs: $179 Million
Technology: $8.43 Million
Communication Services: $2.57 Million
Financial Services: $1.27 Million
Consumer Cyclical: $704,000
Energy: $303,000
Consumer Defensive: $288,000
Utilities: $274,000
Other: $36,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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