Shorehaven Wealth Partners, LLC Buys iShares 0-5 Year High Yield Corporate Bond ETF, FIRST TR EXCHANGE, WisdomTree U.S. High Dividend Fund, Sells SPDR Blackstone Senior Loan ETF, BTC iShares MSCI EAFE Min Vol Factor ETF, First Trust Managed Municipal ETF

Investment company Shorehaven Wealth Partners, LLC (Current Portfolio) buys iShares 0-5 Year High Yield Corporate Bond ETF, FIRST TR EXCHANGE, WisdomTree U.S. High Dividend Fund, First Trust Dow Jones Global Select Dividend Index, Microsoft Corp, sells SPDR Blackstone Senior Loan ETF, BTC iShares MSCI EAFE Min Vol Factor ETF, First Trust Managed Municipal ETF, iShares National Muni Bond ETF, iShares Short-Term National Muni Bond ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Shorehaven Wealth Partners, LLC. As of 2021Q3, Shorehaven Wealth Partners, LLC owns 47 stocks with a total value of $182 million. These are the details of the buys and sells.

For the details of Shorehaven Wealth Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/shorehaven+wealth+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Shorehaven Wealth Partners, LLC
  1. iShares S&P 500 Growth ETF (IVW) - 335,846 shares, 13.67% of the total portfolio. Shares reduced by 4.2%
  2. BTC iShares Core MSCI EAFE ETF (IEFA) - 253,942 shares, 10.38% of the total portfolio. Shares added by 8.98%
  3. WisdomTree U.S. LargeCap Dividend Fund (DLN) - 110,850 shares, 7.28% of the total portfolio. Shares added by 2.17%
  4. First Trust Preferred Securities and Income ETF (FPE) - 574,545 shares, 6.50% of the total portfolio. Shares added by 5.77%
  5. iShares MSCI ACWI Index Fund (ACWI) - 111,886 shares, 6.16% of the total portfolio. Shares added by 1.13%
New Purchase: Biohaven Pharmaceutical Holding Co Ltd (BHVN)

Shorehaven Wealth Partners, LLC initiated holding in Biohaven Pharmaceutical Holding Co Ltd. The purchase prices were between $98.85 and $138.91, with an estimated average price of $124.65. The stock is now traded at around $140.740000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,809 shares as of 2021-09-30.

New Purchase: Micron Technology Inc (MU)

Shorehaven Wealth Partners, LLC initiated holding in Micron Technology Inc. The purchase prices were between $70.23 and $82, with an estimated average price of $75.15. The stock is now traded at around $69.580000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,871 shares as of 2021-09-30.

New Purchase: NextEra Energy Inc (NEE)

Shorehaven Wealth Partners, LLC initiated holding in NextEra Energy Inc. The purchase prices were between $74.19 and $86.48, with an estimated average price of $80.63. The stock is now traded at around $86.420000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,618 shares as of 2021-09-30.

New Purchase: Lam Research Corp (LRCX)

Shorehaven Wealth Partners, LLC initiated holding in Lam Research Corp. The purchase prices were between $565.97 and $649.78, with an estimated average price of $608.7. The stock is now traded at around $565.950000. The impact to a portfolio due to this purchase was 0.11%. The holding were 361 shares as of 2021-09-30.

New Purchase: Alkaline Water Co Inc (WTER)

Shorehaven Wealth Partners, LLC initiated holding in Alkaline Water Co Inc. The purchase prices were between $1.36 and $2.25, with an estimated average price of $1.75. The stock is now traded at around $1.700000. The impact to a portfolio due to this purchase was 0.01%. The holding were 10,000 shares as of 2021-09-30.

Added: iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)

Shorehaven Wealth Partners, LLC added to a holding in iShares 0-5 Year High Yield Corporate Bond ETF by 21.05%. The purchase prices were between $45.07 and $45.67, with an estimated average price of $45.4. The stock is now traded at around $45.590000. The impact to a portfolio due to this purchase was 0.57%. The holding were 130,271 shares as of 2021-09-30.

Added: FIRST TR EXCHANGE (HYLS)

Shorehaven Wealth Partners, LLC added to a holding in FIRST TR EXCHANGE by 22.14%. The purchase prices were between $47.48 and $48.1, with an estimated average price of $47.8. The stock is now traded at around $47.880000. The impact to a portfolio due to this purchase was 0.5%. The holding were 104,187 shares as of 2021-09-30.

Added: WisdomTree U.S. High Dividend Fund (DHS)

Shorehaven Wealth Partners, LLC added to a holding in WisdomTree U.S. High Dividend Fund by 21.39%. The purchase prices were between $76.34 and $80.78, with an estimated average price of $78.75. The stock is now traded at around $78.576700. The impact to a portfolio due to this purchase was 0.19%. The holding were 25,485 shares as of 2021-09-30.

Added: First Trust Dow Jones Global Select Dividend Index (FGD)

Shorehaven Wealth Partners, LLC added to a holding in First Trust Dow Jones Global Select Dividend Index by 21.16%. The purchase prices were between $24.56 and $25.94, with an estimated average price of $25.45. The stock is now traded at around $25.770000. The impact to a portfolio due to this purchase was 0.16%. The holding were 64,661 shares as of 2021-09-30.

Added: Microsoft Corp (MSFT)

Shorehaven Wealth Partners, LLC added to a holding in Microsoft Corp by 34.73%. The purchase prices were between $271.6 and $305.22, with an estimated average price of $290.9. The stock is now traded at around $324.350000. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,027 shares as of 2021-09-30.

Added: Alphabet Inc (GOOGL)

Shorehaven Wealth Partners, LLC added to a holding in Alphabet Inc by 42.45%. The purchase prices were between $2448.89 and $2904.31, with an estimated average price of $2720.51. The stock is now traded at around $2916.980000. The impact to a portfolio due to this purchase was 0.13%. The holding were 302 shares as of 2021-09-30.

Sold Out: BTC iShares MSCI EAFE Min Vol Factor ETF (EFAV)

Shorehaven Wealth Partners, LLC sold out a holding in BTC iShares MSCI EAFE Min Vol Factor ETF. The sale prices were between $75.34 and $79.52, with an estimated average price of $77.65.

Sold Out: First Trust Managed Municipal ETF (FMB)

Shorehaven Wealth Partners, LLC sold out a holding in First Trust Managed Municipal ETF. The sale prices were between $56.69 and $57.45, with an estimated average price of $57.18.

Sold Out: iShares National Muni Bond ETF (MUB)

Shorehaven Wealth Partners, LLC sold out a holding in iShares National Muni Bond ETF. The sale prices were between $115.95 and $117.43, with an estimated average price of $116.89.

Sold Out: iShares Short-Term National Muni Bond ETF (SUB)

Shorehaven Wealth Partners, LLC sold out a holding in iShares Short-Term National Muni Bond ETF. The sale prices were between $107.5 and $107.9, with an estimated average price of $107.75.

Sold Out: iShares Gold Trust (IAU)

Shorehaven Wealth Partners, LLC sold out a holding in iShares Gold Trust. The sale prices were between $32.85 and $34.83, with an estimated average price of $34.07.



Here is the complete portfolio of Shorehaven Wealth Partners, LLC. Also check out:

1. Shorehaven Wealth Partners, LLC's Undervalued Stocks
2. Shorehaven Wealth Partners, LLC's Top Growth Companies, and
3. Shorehaven Wealth Partners, LLC's High Yield stocks
4. Stocks that Shorehaven Wealth Partners, LLC keeps buying