Shore Haven Wealth Partners, LLC Portfolio Holdings

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 2024

Shore Haven Wealth Partners, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $202 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $24.1M, Ishares S&P 500 Growth ETF with a value of $23.3M, Blackrock ETF Tr U S Equity Fa with a value of $12.1M, Ishares Msci Usa Quality Facto with a value of $10.6M, and Ishares Barclays 20+ Year Trea with a value of $9.12M.

Examining the 13F form we can see an increase of $15.6M in the current position value, from $187M to 202M.

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

Portfolio value $202 Million
ETFs: $179 Million
Technology: $7.79 Million
Communication Services: $2.59 Million
Financial Services: $1.59 Million
Consumer Cyclical: $620,000
Utilities: $318,000
Energy: $306,000
Consumer Defensive: $290,000
Other: $46,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $202 Million
  • Prior Value $187 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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