SHOREHAVEN WEALTH PARTNERS, LLC Holdings

SHOREHAVEN WEALTH PARTNERS, LLC is an investment fund managing more than 130.96M US dollars. The largest holdings include iShares Core S&P Total U.S. Stock Market ETF, iShares S&P 500 Growth ETF and WisdomTree U.S. LargeCap Dividend Fund. In Q3 2022 the fund bought assets of total value of 24.06M US dollars and sold assets of total value of 32.34M US dollars.

$130.96M

portfolio value

-16.94%

quarter

-36.89%

1 year

SHOREHAVEN WEALTH PARTNERS, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2021	14666000	8983000
Q2 2021	32788000	30816000
Q3 2021	12101000	6094000
Q4 2021	4893000	4599000
Q1 2022	52352000	64595000
Q2 2022	46560000	96383000
Q3 2022	24062000	32340000

SHOREHAVEN WEALTH PARTNERS, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
iShares Core S&P Total U.S. Stock Market ETF Portfolio share: 12.20% Portfolio value: 15.97M Avg. open price: $100.94 Current price: $90.37 P/L: -10.47% Sold -26.68% shares Q3 2022	share	12.20%	15.97M	$100.94	$90.37	-10.47%	Sold -26.68% shares Q3 2022
iShares S&P 500 Growth ETF Portfolio share: 9.84% Portfolio value: 12.89M Avg. open price: $63.47 Current price: $63.37 P/L: -0.16% Bought +2.93% shares Q3 2022	share	9.84%	12.89M	$63.47	$63.37	-0.16%	Bought +2.93% shares Q3 2022
WisdomTree U.S. LargeCap Dividend Fund Portfolio share: 9.32% Portfolio value: 12.20M Avg. open price: $91.69 Current price: $64.57 P/L: -29.58% Bought +17.97% shares Q3 2022	share	9.32%	12.20M	$91.69	$64.57	-29.58%	Bought +17.97% shares Q3 2022
iShares 20+ Year Treasury Bond ETF Portfolio share: 4.96% Portfolio value: 6.50M Avg. open price: $123.64 Current price: $107.09 P/L: -13.38% Bought +45.46% shares Q3 2022	share	4.96%	6.50M	$123.64	$107.09	-13.38%	Bought +45.46% shares Q3 2022
iShares Russell Top 200 ETF Portfolio share: 3.80% Portfolio value: 4.98M Avg. open price: $89.81 Current price: $95.86 P/L: +6.74% Bought +50.09% shares Q3 2022	share	3.80%	4.98M	$89.81	$95.86	+6.74%	Bought +50.09% shares Q3 2022
WisdomTree Global ex-U.S. Quality Dividend Growth Fund Portfolio share: 3.58% Portfolio value: 4.68M Avg. open price: $40.91 Current price: $33.63 P/L: -17.80% Bought +31.03% shares Q3 2022	share	3.58%	4.68M	$40.91	$33.63	-17.80%	Bought +31.03% shares Q3 2022
First Trust Tactical High Yield ETF Portfolio share: 3.47% Portfolio value: 4.54M Avg. open price: $46.3 Current price: $39.83 P/L: -13.98% Bought +5.62% shares Q3 2022	share	3.47%	4.54M	$46.3	$39.83	-13.98%	Bought +5.62% shares Q3 2022
iShares iBoxx $ Investment Grade Corporate Bond ETF Portfolio share: 2.98% Portfolio value: 3.90M Avg. open price: $110.03 Current price: $109.42 P/L: -0.55% Bought +142.05% shares Q3 2022	share	2.98%	3.90M	$110.03	$109.42	-0.55%	Bought +142.05% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 2.94% Portfolio value: 3.85M Avg. open price: $170.12 Current price: $147.81 P/L: -13.12% Sold -0.36% shares Q3 2022	share	2.94%	3.85M	$170.12	$147.81	-13.12%	Sold -0.36% shares Q3 2022
iShares Edge MSCI Intl Value Factor ETF Portfolio share: 2.89% Portfolio value: 3.79M Avg. open price: N/A Current price: $23.66 P/L: N/A N/A Q3 2022	share	2.89%	3.79M	N/A	$23.66	N/A	N/A Q3 2022
iShares Core High Dividend ETF Portfolio share: 2.48% Portfolio value: 3.24M Avg. open price: N/A Current price: $108.09 P/L: N/A N/A Q3 2022	share	2.48%	3.24M	N/A	$108.09	N/A	N/A Q3 2022
ISHARES MSCI EAFE GROWTH ETF Portfolio share: 2.26% Portfolio value: 2.95M Avg. open price: N/A Current price: N/A P/L: N/A Sold -52.28% shares Q3 2022	share	2.26%	2.95M	N/A	N/A	N/A	Sold -52.28% shares Q3 2022
ISHARES MSCI EAFE VALUE ETF Portfolio share: 2.03% Portfolio value: 2.66M Avg. open price: N/A Current price: N/A P/L: N/A Sold -15.34% shares Q3 2022	share	2.03%	2.66M	N/A	N/A	N/A	Sold -15.34% shares Q3 2022
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF Portfolio share: 1.79% Portfolio value: 2.33M Avg. open price: N/A Current price: N/A P/L: N/A Bought +2.61% shares Q3 2022	share	1.79%	2.33M	N/A	N/A	N/A	Bought +2.61% shares Q3 2022
Communication Services FT Cboe Vest Gold Target Income ETF Portfolio share: 1.77% Portfolio value: 2.32M Avg. open price: $19.76 Current price: $18.92 P/L: -4.28% Sold -2.23% shares Q3 2022	share	1.77%	2.32M	$19.76	$18.92	-4.28%	Sold -2.23% shares Q3 2022
Franklin Dynamic Municipal Bond ETF Portfolio share: 1.59% Portfolio value: 2.08M Avg. open price: $23.68 Current price: $23.51 P/L: -0.72% Bought +14.17% shares Q3 2022	share	1.59%	2.08M	$23.68	$23.51	-0.72%	Bought +14.17% shares Q3 2022
Closed-End Fund - Foreign iShares MSCI Emerging Markets ETF Portfolio share: 1.58% Portfolio value: 2.06M Avg. open price: N/A Current price: $39.54 P/L: N/A N/A Q3 2022	share	1.58%	2.06M	N/A	$39.54	N/A	N/A Q3 2022
iShares 10+ Year Investment Grade Corporate Bond ETF Portfolio share: 1.53% Portfolio value: 2M Avg. open price: $53.31 Current price: $52.65 P/L: -1.24% Bought +71.61% shares Q3 2022	share	1.53%	2M	$53.31	$52.65	-1.24%	Bought +71.61% shares Q3 2022
iShares Core Total USD Bond Market ETF Portfolio share: 1.47% Portfolio value: 1.92M Avg. open price: $46.82 Current price: $45.94 P/L: -1.88% Bought +20.78% shares Q3 2022	share	1.47%	1.92M	$46.82	$45.94	-1.88%	Bought +20.78% shares Q3 2022
First Trust Preferred Securities and Income ETF Portfolio share: 1.42% Portfolio value: 1.85M Avg. open price: $19.73 Current price: $17.08 P/L: -13.43% Sold -1.76% shares Q3 2022	share	1.42%	1.85M	$19.73	$17.08	-13.43%	Sold -1.76% shares Q3 2022
WisdomTree U.S. High Dividend Fund Portfolio share: 1.40% Portfolio value: 1.83M Avg. open price: $81.2 Current price: $89.39 P/L: +10.08% Sold -35.45% shares Q3 2022	share	1.40%	1.83M	$81.2	$89.39	+10.08%	Sold -35.45% shares Q3 2022
iShares GSCI Commodity Dynamic Roll Strategy ETF Portfolio share: 1.33% Portfolio value: 1.73M Avg. open price: N/A Current price: $37.45 P/L: N/A Sold -16.60% shares Q3 2022	share	1.33%	1.73M	N/A	$37.45	N/A	Sold -16.60% shares Q3 2022
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF Portfolio share: 1.11% Portfolio value: 1.45M Avg. open price: N/A Current price: N/A P/L: N/A Bought +2.23% shares Q3 2022	share	1.11%	1.45M	N/A	N/A	N/A	Bought +2.23% shares Q3 2022
First Trust Senior Loan Fund Portfolio share: 1.10% Portfolio value: 1.44M Avg. open price: $47.11 Current price: $44.93 P/L: -4.63% Sold -30.84% shares Q3 2022	share	1.10%	1.44M	$47.11	$44.93	-4.63%	Sold -30.84% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 1.10% Portfolio value: 1.44M Avg. open price: $92.41 Current price: $102.13 P/L: +10.52% Bought +191.80% shares Q3 2022	share	1.10%	1.44M	$92.41	$102.13	+10.52%	Bought +191.80% shares Q3 2022
iShares Core MSCI Emerging Markets ETF Portfolio share: 1.05% Portfolio value: 1.37M Avg. open price: $49.06 Current price: $48.68 P/L: -0.77% Bought +8.97% shares Q3 2022	share	1.05%	1.37M	$49.06	$48.68	-0.77%	Bought +8.97% shares Q3 2022
ISHARES MSCI USA MIN VOL FACTOR ETF Portfolio share: 1.04% Portfolio value: 1.35M Avg. open price: N/A Current price: N/A P/L: N/A Bought +21.89% shares Q3 2022	share	1.04%	1.35M	N/A	N/A	N/A	Bought +21.89% shares Q3 2022
iShares Europe ETF Portfolio share: 1.02% Portfolio value: 1.33M Avg. open price: N/A Current price: $46.89 P/L: N/A N/A Q3 2022	share	1.02%	1.33M	N/A	$46.89	N/A	N/A Q3 2022
iShares U.S. Energy ETF Portfolio share: 1.00% Portfolio value: 1.31M Avg. open price: $38.12 Current price: $48.58 P/L: +27.44% Bought +47.79% shares Q3 2022	share	1.00%	1.31M	$38.12	$48.58	+27.44%	Bought +47.79% shares Q3 2022
iShares Core Dividend Growth ETF Portfolio share: 1.00% Portfolio value: 1.31M Avg. open price: $49.17 Current price: $52.23 P/L: +6.23% Bought +1.87% shares Q3 2022	share	1.00%	1.31M	$49.17	$52.23	+6.23%	Bought +1.87% shares Q3 2022
ISHARES FLOATING RATE BOND ETF Portfolio share: 0.86% Portfolio value: 1.12M Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.86%	1.12M	N/A	N/A	N/A	N/A Q3 2022
First Trust Municipal High Income ETF Portfolio share: 0.80% Portfolio value: 1.04M Avg. open price: $47.51 Current price: $46.88 P/L: -1.32% Bought +0.10% shares Q3 2022	share	0.80%	1.04M	$47.51	$46.88	-1.32%	Bought +0.10% shares Q3 2022
ISHARES MSCI USA VALUE FACTOR ETF Portfolio share: 0.79% Portfolio value: 1.03M Avg. open price: N/A Current price: N/A P/L: N/A Bought +15.82% shares Q3 2022	share	0.79%	1.03M	N/A	N/A	N/A	Bought +15.82% shares Q3 2022
ISHARES U.S. TREASURY BOND ETF Portfolio share: 0.72% Portfolio value: 948K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.72%	948K	N/A	N/A	N/A	N/A Q3 2022
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Portfolio share: 0.72% Portfolio value: 939K Avg. open price: $40.32 Current price: $27.77 P/L: -31.12% Sold -31.05% shares Q3 2022	share	0.72%	939K	$40.32	$27.77	-31.12%	Sold -31.05% shares Q3 2022
iShares S&P Small-Cap 600 Growth ETF Portfolio share: 0.70% Portfolio value: 919K Avg. open price: $105.32 Current price: $117.14 P/L: +11.22% Bought +6.23% shares Q3 2022	share	0.70%	919K	$105.32	$117.14	+11.22%	Bought +6.23% shares Q3 2022
ISHARES CORE MSCI EAFE ETF Portfolio share: 0.69% Portfolio value: 899K Avg. open price: N/A Current price: N/A P/L: N/A Sold -59.34% shares Q3 2022	share	0.69%	899K	N/A	N/A	N/A	Sold -59.34% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.66% Portfolio value: 870K Avg. open price: $281.36 Current price: $255.02 P/L: -9.36% Bought +1.25% shares Q3 2022	share	0.66%	870K	$281.36	$255.02	-9.36%	Bought +1.25% shares Q3 2022
iShares U.S. Healthcare ETF Portfolio share: 0.62% Portfolio value: 813K Avg. open price: $268.92 Current price: $291.18 P/L: +8.28% Bought +14.12% shares Q3 2022	share	0.62%	813K	$268.92	$291.18	+8.28%	Bought +14.12% shares Q3 2022
Closed-End Fund - Equity iShares Global Healthcare ETF Portfolio share: 0.60% Portfolio value: 787K Avg. open price: N/A Current price: $87.31 P/L: N/A N/A Q3 2022	share	0.60%	787K	N/A	$87.31	N/A	N/A Q3 2022
BERKSHIRE HATHAWAY INC DEL CL B NEW Portfolio share: 0.57% Portfolio value: 752K Avg. open price: N/A Current price: N/A P/L: N/A Bought +24.90% shares Q1 2022	share	0.57%	752K	N/A	N/A	N/A	Bought +24.90% shares Q1 2022
iShares U.S. Infrastructure ETF Portfolio share: 0.54% Portfolio value: 712K Avg. open price: N/A Current price: $38.09 P/L: N/A Sold -28.40% shares Q3 2022	share	0.54%	712K	N/A	$38.09	N/A	Sold -28.40% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.46% Portfolio value: 603K Avg. open price: $2,778.69 Current price: $100.44 P/L: -96.39% Bought +0.06% shares Q3 2022	share	0.46%	603K	$2,778.69	$100.44	-96.39%	Bought +0.06% shares Q3 2022
iShares Russell 1000 ETF Portfolio share: 0.44% Portfolio value: 582K Avg. open price: $207.76 Current price: $224.17 P/L: +7.90% Bought +17.60% shares Q3 2022	share	0.44%	582K	$207.76	$224.17	+7.90%	Bought +17.60% shares Q3 2022
iShares TIPS Bond ETF Portfolio share: 0.44% Portfolio value: 579K Avg. open price: $124.53 Current price: $110.18 P/L: -11.52% Sold -43.51% shares Q3 2022	share	0.44%	579K	$124.53	$110.18	-11.52%	Sold -43.51% shares Q3 2022
ISHARES CONVERTIBLE BOND ETF Portfolio share: 0.44% Portfolio value: 571K Avg. open price: N/A Current price: N/A P/L: N/A Sold -41.81% shares Q3 2022	share	0.44%	571K	N/A	N/A	N/A	Sold -41.81% shares Q3 2022
iShares Russell 1000 Value ETF Portfolio share: 0.42% Portfolio value: 551K Avg. open price: $161.68 Current price: $158.85 P/L: -1.75% Sold -52.41% shares Q3 2022	share	0.42%	551K	$161.68	$158.85	-1.75%	Sold -52.41% shares Q3 2022
First Trust Short Duration Managed Municipal ETF Portfolio share: 0.41% Portfolio value: 540K Avg. open price: N/A Current price: $19.78 P/L: N/A Sold -1.23% shares Q3 2022	share	0.41%	540K	N/A	$19.78	N/A	Sold -1.23% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.39% Portfolio value: 510K Avg. open price: $2,724.46 Current price: $94.13 P/L: -96.55% Bought +7.16% shares Q3 2022	share	0.39%	510K	$2,724.46	$94.13	-96.55%	Bought +7.16% shares Q3 2022
iShares Short-Term National Muni Bond ETF Portfolio share: 0.35% Portfolio value: 454K Avg. open price: $107.38 Current price: $104.34 P/L: -2.83% N/A Q3 2022	share	0.35%	454K	$107.38	$104.34	-2.83%	N/A Q3 2022
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF Portfolio share: 0.32% Portfolio value: 417K Avg. open price: N/A Current price: $47.02 P/L: N/A N/A Q3 2022	share	0.32%	417K	N/A	$47.02	N/A	N/A Q3 2022
iShares S&P 500 Value ETF Portfolio share: 0.28% Portfolio value: 372K Avg. open price: N/A Current price: $151.62 P/L: N/A Sold -53.23% shares Q3 2022	share	0.28%	372K	N/A	$151.62	N/A	Sold -53.23% shares Q3 2022
First Trust Managed Municipal ETF Portfolio share: 0.28% Portfolio value: 365K Avg. open price: $54.32 Current price: $50.55 P/L: -6.94% Bought +13.97% shares Q3 2022	share	0.28%	365K	$54.32	$50.55	-6.94%	Bought +13.97% shares Q3 2022
First Trust TCW Opportunistic Fixed Income ETF Portfolio share: 0.27% Portfolio value: 359K Avg. open price: $49.58 Current price: $44.73 P/L: -9.78% Sold -2.37% shares Q3 2022	share	0.27%	359K	$49.58	$44.73	-9.78%	Sold -2.37% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.25% Portfolio value: 330K Avg. open price: $52.02 Current price: $38.18 P/L: -26.60% Bought +18.84% shares Q3 2022	share	0.25%	330K	$52.02	$38.18	-26.60%	Bought +18.84% shares Q3 2022
Medical Instruments & Supplies ResMed Inc. Portfolio share: 0.23% Portfolio value: 304K Avg. open price: N/A Current price: $232.9 P/L: N/A N/A Q3 2022	share	0.23%	304K	N/A	$232.9	N/A	N/A Q3 2022
Telecom Services AT&T Inc. Portfolio share: 0.22% Portfolio value: 284K Avg. open price: $26.3 Current price: $19.02 P/L: -27.67% Bought +1.03% shares Q3 2022	share	0.22%	284K	$26.3	$19.02	-27.67%	Bought +1.03% shares Q3 2022
Utilities—Regulated Electric Consolidated Edison, Inc. Portfolio share: 0.20% Portfolio value: 264K Avg. open price: $71.87 Current price: $97.35 P/L: +35.45% Sold -6.90% shares Q3 2022	share	0.20%	264K	$71.87	$97.35	+35.45%	Sold -6.90% shares Q3 2022
Electronic Gaming & Multimedia Roblox Corporation Portfolio share: 0.19% Portfolio value: 253K Avg. open price: N/A Current price: $33.99 P/L: N/A N/A Q2 2021	share	0.19%	253K	N/A	$33.99	N/A	N/A Q2 2021
iShares Bloomberg Roll Select Broad Commodity ETF Portfolio share: 0.19% Portfolio value: 250K Avg. open price: N/A Current price: $57.47 P/L: N/A N/A Q3 2022	share	0.19%	250K	N/A	$57.47	N/A	N/A Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.17% Portfolio value: 221K Avg. open price: N/A Current price: $100.83 P/L: N/A N/A Q4 2020	share	0.17%	221K	N/A	$100.83	N/A	N/A Q4 2020
Tobacco Philip Morris International Inc. Portfolio share: 0.16% Portfolio value: 211K Avg. open price: $94.64 Current price: $104.3 P/L: +10.20% Bought +5.12% shares Q3 2022	share	0.16%	211K	$94.64	$104.3	+10.20%	Bought +5.12% shares Q3 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 0.16% Portfolio value: 209K Avg. open price: $82.23 Current price: $85.2 P/L: +3.61% Bought +0.45% shares Q3 2022	share	0.16%	209K	$82.23	$85.2	+3.61%	Bought +0.45% shares Q3 2022
Oil & Gas E&P Pioneer Natural Resources Company Portfolio share: 0.15% Portfolio value: 201K Avg. open price: $109.79 Current price: $239.41 P/L: +118.06% N/A Q3 2022	share	0.15%	201K	$109.79	$239.41	+118.06%	N/A Q3 2022
REIT—Mortgage Annaly Capital Management, Inc. Portfolio share: 0.13% Portfolio value: 173K Avg. open price: $8.19 Current price: $21.79 P/L: +166.17% N/A Q3 2022	share	0.13%	173K	$8.19	$21.79	+166.17%	N/A Q3 2022
Telecom Services Liberty Latin America Ltd. Portfolio share: 0.05% Portfolio value: 61K Avg. open price: $11.09 Current price: $7.78 P/L: -29.85% N/A Q2 2022	share	0.05%	61K	$11.09	$7.78	-29.85%	N/A Q2 2022
The Cannabis ETF Portfolio share: 0.03% Portfolio value: 43K Avg. open price: $14.49 Current price: $3.45 P/L: -76.20% Sold -31.85% shares Q3 2022	share	0.03%	43K	$14.49	$3.45	-76.20%	Sold -31.85% shares Q3 2022
Medical Devices ReWalk Robotics Ltd. Portfolio share: 0.01% Portfolio value: 16K Avg. open price: N/A Current price: $0.92 P/L: N/A N/A Q1 2022	share	0.01%	16K	N/A	$0.92	N/A	N/A Q1 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $127.97 Current price: $135.16 P/L: +5.62% Sold -100.00% shares Q3 2022	share	0.00%	0	$127.97	$135.16	+5.62%	Sold -100.00% shares Q3 2022
Invesco Emerging Markets Sovereign Debt ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $19.53 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$19.53	N/A	Sold -100.00% shares Q3 2022
iShares S&P Small-Cap 600 Value ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $97.98 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$97.98	N/A	Sold -100.00% shares Q3 2022
iShares MSCI ACWI ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $96.29 Current price: $89.72 P/L: -6.82% Sold -100.00% shares Q3 2022	share	0.00%	0	$96.29	$89.72	-6.82%	Sold -100.00% shares Q3 2022
iShares MSCI Intl Quality Factor ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $33.75 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$33.75	N/A	Sold -100.00% shares Q3 2022
iShares J.P. Morgan USD Emerging Markets Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $87.43 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$87.43	N/A	Sold -100.00% shares Q3 2022
iShares Broad USD Investment Grade Corporate Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $50.47 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$50.47	N/A	Sold -100.00% shares Q3 2022
VanEck Vectors Short High Yield Muni ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $22.51 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$22.51	N/A	Sold -100.00% shares Q3 2022
iShares 10-20 Year Treasury Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $113.77 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$113.77	N/A	Sold -100.00% shares Q3 2022
Solar Array Technologies, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $22.22 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$22.22	N/A	Sold -100.00% shares Q3 2022
ISHARES MSCI USA QUALITY FACTOR ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
REIT—Mortgage Annaly Capital Management, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $8.19 Current price: $21.79 P/L: +166.17% Sold -100.00% shares Q3 2022	share	0.00%	0	$8.19	$21.79	+166.17%	Sold -100.00% shares Q3 2022
iShares U.S. Medical Devices ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $53.63 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$53.63	N/A	Sold -100.00% shares Q3 2022
WisdomTree U.S. Quality Dividend Growth Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $53.96 Current price: $63.51 P/L: +17.71% Sold -100.00% shares Q3 2022	share	0.00%	0	$53.96	$63.51	+17.71%	Sold -100.00% shares Q3 2022
BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
iShares Core 10+ Year USD Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $53.85 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$53.85	N/A	Sold -100.00% shares Q3 2022

Showing TOP 84 SHOREHAVEN WEALTH PARTNERS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of SHOREHAVEN WEALTH PARTNERS, LLC?

The biggest position of the SHOREHAVEN WEALTH PARTNERS, LLC is iShares Core S&P Total U.S. Stock Market ETF (ITOT) with 12.2% portfolio share worth of 15.97M US dollars.

Top 5 SHOREHAVEN WEALTH PARTNERS's holdings represent 40.13% of the portfolio:

iShares Core S&P Total U.S. Stock Market ETF (ITOT) – 12.2%
iShares S&P 500 Growth ETF (IVW) – 9.84%
WisdomTree U.S. LargeCap Dividend Fund (DLN) – 9.32%
iShares 20+ Year Treasury Bond ETF (TLT) – 4.96%
iShares Russell Top 200 ETF (IWL) – 3.8%

Who is the portfolio manager of SHOREHAVEN WEALTH PARTNERS, LLC?

The portfolio manager of the SHOREHAVEN WEALTH PARTNERS, LLC is .

What is the total asset value of the SHOREHAVEN WEALTH PARTNERS, LLC portfolio?

SHOREHAVEN WEALTH PARTNERS, LLC total asset value (portfolio value) is 130.96M US dollars.

Who is ?

is the portfolio manager of the SHOREHAVEN WEALTH PARTNERS, LLC.

What is (SHOREHAVEN WEALTH PARTNERS, LLC) fund performance?

SHOREHAVEN WEALTH PARTNERS's quarterly performance is -16.94%, annualy -36.89%.

What is the SHOREHAVEN WEALTH PARTNERS, LLC CIK?

SHOREHAVEN WEALTH PARTNERS's Central Index Key is 0001844922 .