SW
| |
Shorehaven Wealth Partners, LLC13F | |
| Shorehaven Wealth Partners, LLC | |
| Last update 2025-05-07 | 87 Stocks (6 new) |
| Value $209.00 Mil | Turnover 17 % |
Shorehaven Wealth Partners, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVW | iShares S&P 500 Growth ETF | 259,781 | 24,115.5 | +7.71% | 11.550 | +0.83% | 0.050 | +22.20% | +11.84% | 62,264.2 | ||
AVLV | Avantis U.S. Large Cap Value ETF | 221,296 | 14,430.8 | +63.89% | 6.910 | +2.69% | 0.220 | +12.54% | +5.60% | 7,855.9 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 267,010 | 13,019.4 | +11.36% | 6.240 | +0.64% | 0.080 | +17.26% | +9.86% | 19,895.8 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 71,032 | 12,138.7 | +19.81% | 5.810 | +0.96% | 0.020 | +11.83% | +5.00% | 53,479.5 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 85,172 | 7,753.2 | +3.15% | 3.710 | +0.11% | 0.020 | -1.56% | +0.49% | 47,698.4 | ||
DNL |
WisdomTree Global ex-U.S. Quality Dividend Growth Fund
WisdomTree Global ex-U.S. Quality Dividend Growth Fund
| 206,127 | 7,352.6 | -25.25% | 3.520 | -1.18% | 1.640 | +12.41% | +13.89% | 502.3 | ||
EFV | iShares MSCI EAFE Value ETF | 105,481 | 6,217.1 | -25.67% | 2.980 | -0.90% | 0.030 | +10.70% | +27.28% | 26,878.2 | ||
BTHM | BLACKROCK ETF TRUS | 184,451 | 5,845.3 | New Holding | 2.800 | +2.80% | 1.030 | +18.03% | +7.03% | 0 | ||
AAPL | Apple Inc | 26,153 | 5,809.4 | -1.91% | 2.780 | -0.06% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
VLU | SPDR S&P 1500 Value Tilt ETF | 30,595 | 5,623.9 | +9.95% | 2.690 | +0.24% | 1.290 | +11.86% | +8.00% | 505.7 |
Shorehaven Wealth Partners, LLC's Historical Top Holdings Breakdowns
Shorehaven Wealth Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LRGF | iShares U.S. Equity Factor ETF | 2025-03-31 | Reduce Reduce | -9.17% | 56.95 ($60.96) 63.95 | $65.75 | 7.86% | Reduce -79.91% | 80,960 | -321,928 | |
BTHM | BLACKROCK ETF TRUS | 2025-03-31 | New Buy New Buy | +2.80% | 31.08 ($33.64) 35.42 | $33.22 | -1.24% | New holding | 184,451 | 184,451 | |
AVLV | Avantis U.S. Large Cap Value ETF | 2025-03-31 | Add Add | +2.69% | 63.51 ($67.8) 70.42 | $69.93 | 3.14% | Add 63.89% | 221,296 | 86,271 | |
BTC |
Common units of fractional undivided beneficial interest
Common units of fractional undivided beneficial interest
| 2025-03-31 | New Buy New Buy | +1.39% | 34.99 ($41.26) 47.08 | $52.77 | 27.90% | New holding | 79,436 | 79,436 | |
XLG | Invesco S&P 500 Top 50 ETF | 2025-03-31 | Add Add | +1.25% | 45.72 ($49.35) 51.73 | $53.62 | 8.65% | Add 112.01% | 107,239 | 56,658 | |
DNL |
WisdomTree Global ex-U.S. Quality Dividend Growth Fund
WisdomTree Global ex-U.S. Quality Dividend Growth Fund
| 2025-03-31 | Reduce Reduce | -1.18% | 35.56 ($37) 38.21 | $40.51 | 9.49% | Reduce -25.25% | 206,127 | -69,627 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Add Add | +0.96% | 168.16 ($179.03) 186.21 | $186.15 | 3.98% | Add 19.81% | 71,032 | 11,746 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.95% | 49.74 ($54.09) 58.96 | $63.53 | 17.45% | Add 151.71% | 55,752 | 33,603 | |
QLTA |
iShares Aaa - A Rated Corporate Bond ETF
iShares Aaa - A Rated Corporate Bond ETF
| 2025-03-31 | Add Add | +0.92% | 46.18 ($47.13) 47.84 | $47.48 | 0.74% | Add 90.23% | 84,688 | 40,169 | |
EFV | iShares MSCI EAFE Value ETF | 2025-03-31 | Reduce Reduce | -0.90% | 51.88 ($56.57) 60.73 | $65.36 | 15.54% | Reduce -25.67% | 105,481 | -36,425 |
Shorehaven Wealth Partners, LLC Total Holding History ($B)
Shorehaven Wealth Partners, LLC's Asset Allocation
Shorehaven Wealth Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Shorehaven Wealth Partners, LLC's Hypothetical Growth since 2025-03-31
Shorehaven Wealth Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Shorehaven Wealth Partners, LLC's Holdings Heat Map
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Shorehaven Wealth Partners, LLC's Holdings Bubble Chart
Shorehaven Wealth Partners, LLC News
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