Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ShoreHaven Wealth Partners, LLC

Quarter ended Q1 2023 · Filed January 24, 2023 · Accession 0001172661-23-000272

Total Value
$141.9M
Positions
76
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (76)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287150185,783$15.8M11.10%
2WISDOMTREE TRWT229,544$14.2M10.02%
3ISHARES TR464287309231,009$13.5M9.53%
4ISHARES TR46428944674,610$6.7M4.73%
5WISDOMTREE TRWT165,301$5.3M3.75%
6ISHARES TR46435G409186,226$4.3M3.04%
7ISHARES TR46428887790,627$4.2M2.93%
8ISHARES TR46428724237,179$3.9M2.76%
9ISHARES INC46428653367,067$3.6M2.51%
10APPLE INCAAPL25,929$3.4M2.37%
11ISHARES TR46428743232,943$3.3M2.31%
12ISHARES TR46428888537,263$3.1M2.20%
13ISHARES TR46434V40772,396$3.0M2.09%
14ISHARES TR46429B65546,474$2.3M1.65%
15FIRST TR EXCHANGE-TRADED FD33738D40857,038$2.2M1.57%
16SPDR SER TR78468R62224,211$2.2M1.54%
17ISHARES TR46428951141,376$2.1M1.45%
18ISHARES TR46428723454,334$2.1M1.45%
19VANGUARD MUN BD FDS92290774641,142$2.0M1.44%
20ISHARES TR46428772125,458$1.9M1.34%
21ISHARES TR46428858819,818$1.8M1.30%
22WISDOMTREE TRWT20,119$1.7M1.22%
23ISHARES TR46435G52429,537$1.7M1.20%
24ISHARES TR46428865315,218$1.6M1.16%
25ISHARES TR46432F39611,033$1.6M1.13%
26ISHARES TR46429B69721,466$1.5M1.09%
27FIRST TR EXCHANGE-TRADED FD33733E85679,743$1.5M1.07%
28ISHARES TR46428780415,928$1.5M1.06%
29ISHARES TR46428786133,037$1.5M1.05%
30ISHARES TR46434V62128,704$1.4M1.01%
31ISHARES TR46428779630,706$1.4M1.01%
32ISHARES INC46434G10328,410$1.3M0.94%
33ISHARES TR4642871017,319$1.2M0.88%
34ISHARES TR46432F84219,244$1.2M0.84%
35ISHARES U S ETF TR46431W85341,026$1.2M0.82%
36ISHARES TR46432F38812,482$1.1M0.80%
37SPDR SER TR78464A28421,817$1.1M0.75%
38INVESCO EXCH TRADED FD TR IIIVZ45,602$1.0M0.72%
39ISHARES TR4642877623,389$961,5090.68%
40ISHARES TR4642878878,693$939,4530.66%
41WORLD GOLD TRGLDW24,390$882,6740.62%
42BERKSHIRE HATHAWAY INC DELBRK-A2,819$870,7890.61%
43ISHARES TR4642873259,916$841,6700.59%
44FIRST TR EXCH TRADED FD III33739E10849,821$836,9900.59%
45ISHARES TR46435U71322,535$817,1150.58%
46MICROSOFT CORPMSFT2,752$659,9000.47%
47WISDOMTREE TRWT23,340$622,7040.44%
48ISHARES U S ETF TR46431W59810,967$597,8110.42%
49ISHARES TR4642876222,808$591,1500.42%
50ISHARES TR46435G1028,391$582,9040.41%
51ISHARES TR46434V61311,539$518,4600.37%
52PIMCO ETF TR72201R87410,357$510,5480.36%
53ISHARES TR4642875983,189$483,5950.34%
54ISHARES TR4642881584,188$436,6830.31%
55ALPHABET INCGOOG4,705$415,0990.29%
56FIRST TR EXCHNG TRADED FD VI33740F8059,047$397,3580.28%
57CHEVRON CORP NEWCVX2,163$388,2560.27%
58SPDR SER TR78468R7398,237$386,9910.27%
59RESMED INCRSMDF1,856$386,2080.27%
60ISHARES TR4642874082,620$380,1380.27%
61VERIZON COMMUNICATIONS INCVZ9,490$373,9070.26%
62VANGUARD WORLD FD9219108403,385$348,1470.25%
63AT&T INCT-PC18,754$345,2680.24%
64FRANKLIN TEMPLETON ETF TRFGDL13,304$310,7750.22%
65CONSOLIDATED EDISON INCED3,062$291,8620.21%
66AMAZON COM INCAMZN3,380$283,9200.20%
67PHILIP MORRIS INTL INC7181721092,425$245,3950.17%
68VANECK ETF TRUST92189F38710,425$232,1630.16%
69NEXTERA ENERGY INCNEE-PW2,685$224,4570.16%
70JPMORGAN CHASE & COVYLD1,622$217,4520.15%
71FIRST TR EXCHANGE-TRADED FD33738D3094,794$213,7480.15%
72ANNALY CAPITAL MANAGEMENT INNLY-PJ10,099$212,8970.15%
73ALPHABET INCGOOG2,300$204,0790.14%
74ROBLOX CORPRBLX7,082$201,5540.14%
75SPINNAKER ETF SERIES84858T40013,741$35,5890.03%
76REWALK ROBOTICS LTDM8216Q20019,000$14,4420.01%