The Analysis of ShoreHaven Wealth Partners, LLC's Holdings

Currently, ShoreHaven Wealth Partners, LLC holds 104 types of securities in its portfolio with a total value $278.4M. In the most recent quarter, they have increased their positions in AVLV (+48.1K shares, valued at $3.6M), AVEM (+37.2K shares, valued at $2.9M), MTUM (+9.3K shares, valued at $2.3M); decreased their positions in QUAL (-26.5K shares, valued at $5.3M), VRT (-11.2K shares, valued at $1.8M), TLT (-13.6K shares, valued at $1.2M); initiated new positions in IYW (+9.0K shares, valued at $1.8M), EMLC (+32.6K shares, valued at $841.2K), XAR (+3.4K shares, valued at $828.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR262.9K shares2.94%2025-12-312026-02-10

AVLV AMERICAN CENTY ETF TR318.0K shares17.84%2025-12-312026-02-10

DYNF BLACKROCK ETF TRUST324.1K shares3.74%2025-12-312026-02-10

XLG INVESCO EXCHANGE TRADED FD T231.3K shares2.42%2025-12-312026-02-10

AVEM AMERICAN CENTY ETF TR169.2K shares28.21%2025-12-312026-02-10

TLT ISHARES TR99.5K shares-11.99%2025-12-312026-02-10

THRO BLACKROCK ETF TRUST209.0K shares3.29%2025-12-312026-02-10

QUAL ISHARES TR37.9K shares-41.15%2025-12-312026-02-10

Sponsored

AAPL APPLE INC26.3K shares1.35%2025-12-312026-02-10

EFV ISHARES TR97.3K shares-12.71%2025-12-312026-02-10

DNL WISDOMTREE TR166.4K shares2.39%2025-12-312026-02-10

IWL ISHARES TR38.3K shares-0.11%2025-12-312026-02-10

BAI BLACKROCK ETF TRUST189.9K shares-12.14%2025-12-312026-02-10

VLU SPDR SERIES TRUST28.8K shares-0.41%2025-12-312026-02-10

MTUM ISHARES TR22.5K shares69.94%2025-12-312026-02-10

ISHARES GOLD TR ISHARES GOLD TR66.5K shares-1.37%2025-12-312026-02-10

Sponsored

LRGF ISHARES TR77.1K shares-1.89%2025-12-312026-02-10

IVLU ISHARES TR134.7K shares0.40%2025-12-312026-02-10

BINC BLACKROCK ETF TRUST II86.8K shares-1.87%2025-12-312026-02-10

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET97.7K shares24.49%2025-12-312026-02-10

ITOT ISHARES TR24.2K shares0.00%2025-12-312026-02-10

EFG ISHARES TR31.3K shares0.44%2025-12-312026-02-10

BKHY BNY MELLON ETF TRUST59.7K shares7.17%2025-12-312026-02-10

SHLD GLOBAL X FDS44.2K shares-12.11%2025-12-312026-02-10

Sponsored

OEF ISHARES TR8.3K shares0.04%2025-12-312026-02-10

QLTA ISHARES TR56.2K shares-28.72%2025-12-312026-02-10

FMHI FIRST TR EXCH TRADED FD III49.9K shares9.48%2025-12-312026-02-10

JAAA JANUS DETROIT STR TR46.9K shares47.20%2025-12-312026-02-10

IEV ISHARES TR30.7K shares-1.14%2025-12-312026-02-10

MBB ISHARES TR22.0K shares-4.23%2025-12-312026-02-10

DGRO ISHARES TR26.2K shares1.84%2025-12-312026-02-10

IYW ISHARES TR9.0K sharesnew addition2025-12-312026-02-10

Sponsored

TLH ISHARES TR17.6K shares1.35%2025-12-312026-02-10

FLMI FRANKLIN TEMPLETON ETF TR72.0K shares-5.07%2025-12-312026-02-10

VRT VERTIV HOLDINGS CO10.9K shares-50.78%2025-12-312026-02-10

IEF ISHARES TR18.0K shares4.52%2025-12-312026-02-10

FTSL FIRST TR EXCHANGE-TRADED FD34.6K shares1.00%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.1K shares0.16%2025-12-312026-02-10

DTH WISDOMTREE TR28.1K shares-15.93%2025-12-312026-02-10

ALPHABET INC ALPHABET INC4.5K shares1.10%2025-12-312026-02-10

Sponsored

IGEB ISHARES TR30.0K shares5.08%2025-12-312026-02-10

USMV ISHARES TR13.5K shares5.94%2025-12-312026-02-10

DHS WISDOMTREE TR12.5K shares5.36%2025-12-312026-02-10

LQD ISHARES TR11.5K shares-4.75%2025-12-312026-02-10

HYGW ISHARES TR41.3K shares7.82%2025-12-312026-02-10

SIVR ABRDN SILVER ETF TRUST17.9K shares-11.60%2025-12-312026-02-10

MSFT MICROSOFT CORP2.5K shares-20.69%2025-12-312026-02-10

EMXC ISHARES INC16.2K shares-8.40%2025-12-312026-02-10

Sponsored

SPEM SPDR INDEX SHS FDS24.8K shares3.58%2025-12-312026-02-10

BALI BLACKROCK ETF TRUST36.4K shares3.62%2025-12-312026-02-10

NVDA NVIDIA CORPORATION5.8K shares2.00%2025-12-312026-02-10

HYG ISHARES TR13.3K shares-0.09%2025-12-312026-02-10

IWB ISHARES TR2.4K shares-0.29%2025-12-312026-02-10

EMLC VANECK ETF TRUST32.6K sharesnew addition2025-12-312026-02-10

XAR SPDR SERIES TRUST3.4K sharesnew addition2025-12-312026-02-10

SPBO SPDR SERIES TRUST28.0K shares3.07%2025-12-312026-02-10

Sponsored

PZA INVESCO EXCH TRADED FD TR II35.3K shares7.04%2025-12-312026-02-10

SHYM BLACKROCK ETF TRUST II33.7K shares10.99%2025-12-312026-02-10

EMB ISHARES TR7.8K shares-4.88%2025-12-312026-02-10

VTEB VANGUARD MUN BD FDS14.8K shares-2.55%2025-12-312026-02-10

ALPHABET INC ALPHABET INC2.4K shares0.00%2025-12-312026-02-10

VZ VERIZON COMMUNICATIONS INC16.1K shares0.22%2025-12-312026-02-10

IGRO ISHARES TR7.9K shares-54.81%2025-12-312026-02-10

AMZN AMAZON COM INC2.8K shares-1.27%2025-12-312026-02-10

Sponsored

DLN WISDOMTREE TR7.3K shares0.00%2025-12-312026-02-10

EEM ISHARES TR10.8K shares0.00%2025-12-312026-02-10

EA SERIES TRUST EA SERIES TRUST16.2K shares-1.36%2025-12-312026-02-10

RBLX ROBLOX CORP6.7K shares0.00%2025-12-312026-02-10

HYMB SPDR SERIES TRUST21.5K shares-2.34%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.1.6K shares2.89%2025-12-312026-02-10

CVX CHEVRON CORP NEW3.3K shares63.18%2025-12-312026-02-10

SRLN SSGA ACTIVE ETF TR11.7K shares-6.39%2025-12-312026-02-10

Sponsored

GLDM WORLD GOLD TR5.5K shares0.00%2025-12-312026-02-10

IVE ISHARES TR2.1K shares9.96%2025-12-312026-02-10

FMB FIRST TR EXCH TRADED FD III7.6K shares4.72%2025-12-312026-02-10

IWD ISHARES TR1.8K shares0.00%2025-12-312026-02-10

PM PHILIP MORRIS INTL INC2.4K shares0.00%2025-12-312026-02-10

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN17.0K shares0.00%2025-12-312026-02-10

IAGG ISHARES TR7.5K shares-9.24%2025-12-312026-02-10

BKLC BNY MELLON ETF TRUST2.9K shares-0.38%2025-12-312026-02-10

Sponsored

HYDB ISHARES TR7.0K shares-25.89%2025-12-312026-02-10

BLACKROCK INC BLACKROCK INC298 shares0.00%2025-12-312026-02-10

ED CONSOLIDATED EDISON INC3.2K shares0.85%2025-12-312026-02-10

IJT ISHARES TR2.1K shares-6.91%2025-12-312026-02-10

TFI SPDR SERIES TRUST6.5K shares-3.25%2025-12-312026-02-10

SYSB ISHARES TR3.2K sharesnew addition2025-12-312026-02-10

IEMG ISHARES INC4.2K shares0.00%2025-12-312026-02-10

USIG ISHARES TR5.4K shares-0.42%2025-12-312026-02-10

Sponsored

IVV ISHARES TR403 shares-1.95%2025-12-312026-02-10

VTI VANGUARD INDEX FDS773 shares19.84%2025-12-312026-02-10

FDEV FIDELITY COVINGTON TRUST7.4K sharesnew addition2025-12-312026-02-10

MS MORGAN STANLEY1.4K shares0.00%2025-12-312026-02-10

FDMO FIDELITY COVINGTON TRUST2.9K sharesnew addition2025-12-312026-02-10

FDRR FIDELITY COVINGTON TRUST3.9K sharesnew addition2025-12-312026-02-10

FSEC FIDELITY MERRIMACK STR TR5.2K sharesnew addition2025-12-312026-02-10

IEFA ISHARES TR2.5K shares0.00%2025-12-312026-02-10

Sponsored

T AT&T INC9.0K shares0.47%2025-12-312026-02-10

FQAL FIDELITY COVINGTON TRUST2.9K sharesnew addition2025-12-312026-02-10

FSLR FIRST SOLAR INC834 sharesnew addition2025-12-312026-02-10

MAR MARRIOTT INTL INC NEW701 sharesnew addition2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS721 shares0.28%2025-12-312026-02-10

V VISA INC607 shares2.71%2025-12-312026-02-10

META META PLATFORMS INC315 shares14.55%2025-12-312026-02-10

RCL ROYAL CARIBBEAN GROUP726 shares0.00%2025-12-312026-02-10

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available