13F HOLDINGS REPORT
ShoreHaven Wealth Partners, LLC
Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0001172661-25-001586
Total Value
$208.8M
Positions
87
Other Managers
0
Confidential Omitted
No
Holdings (87)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287309 | 259,781 | $24.1M | 11.55% |
| 2 | AMERICAN CENTY ETF TR | 025072349 | 221,296 | $14.4M | 6.91% |
| 3 | BLACKROCK ETF TRUST | BLK | 267,010 | $13.0M | 6.24% |
| 4 | ISHARES TR | 46432F339 | 71,032 | $12.1M | 5.81% |
| 5 | ISHARES TR | 464287432 | 85,172 | $7.8M | 3.71% |
| 6 | WISDOMTREE TR | WT | 206,127 | $7.4M | 3.52% |
| 7 | ISHARES TR | 464288877 | 105,481 | $6.2M | 2.98% |
| 8 | BLACKROCK ETF TRUST | BLK | 184,451 | $5.8M | 2.80% |
| 9 | APPLE INC | AAPL | 26,153 | $5.8M | 2.78% |
| 10 | SPDR SER TR | 78464A128 | 30,595 | $5.6M | 2.69% |
| 11 | ISHARES INC | 46434G764 | 101,913 | $5.6M | 2.69% |
| 12 | ISHARES TR | 464289446 | 38,453 | $5.3M | 2.53% |
| 13 | INVESCO EXCHANGE TRADED FD T | IVZ | 107,239 | $4.9M | 2.36% |
| 14 | BLACKROCK ETF TRUST II | BLK | 94,187 | $4.9M | 2.36% |
| 15 | ISHARES TR | 46434V282 | 80,960 | $4.7M | 2.24% |
| 16 | ISHARES TR | 46435G409 | 134,228 | $4.1M | 1.95% |
| 17 | ISHARES TR | 46429B291 | 84,688 | $4.0M | 1.93% |
| 18 | ISHARES TR | 464287721 | 23,548 | $3.3M | 1.58% |
| 19 | ISHARES GOLD TR | IAU | 55,752 | $3.3M | 1.57% |
| 20 | FRANKLIN TEMPLETON ETF TR | FGDL | 126,832 | $3.1M | 1.48% |
| 21 | ISHARES TR | 464287150 | 25,348 | $3.1M | 1.48% |
| 22 | ISHARES TR | 464288885 | 30,496 | $3.0M | 1.46% |
| 23 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 79,436 | $2.9M | 1.39% |
| 24 | BNY MELLON ETF TRUST | 09661T800 | 58,641 | $2.8M | 1.34% |
| 25 | ISHARES TR | 464287101 | 10,154 | $2.8M | 1.32% |
| 26 | ISHARES TR | 46432F396 | 12,521 | $2.5M | 1.21% |
| 27 | ISHARES TR | 464288588 | 21,517 | $2.0M | 0.97% |
| 28 | ISHARES TR | 46435G524 | 25,792 | $1.9M | 0.89% |
| 29 | ISHARES TR | 464287861 | 31,884 | $1.9M | 0.89% |
| 30 | ISHARES TR | 464287242 | 16,661 | $1.8M | 0.87% |
| 31 | ISHARES TR | 46434V803 | 48,133 | $1.7M | 0.84% |
| 32 | FIRST TR EXCH TRADED FD III | 33739P301 | 36,429 | $1.7M | 0.83% |
| 33 | WISDOMTREE TR | WT | 17,356 | $1.7M | 0.82% |
| 34 | FIRST TR EXCHANGE-TRADED FD | 33738D309 | 36,742 | $1.7M | 0.80% |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,047 | $1.6M | 0.78% |
| 36 | ISHARES TR | 46434V621 | 26,178 | $1.6M | 0.77% |
| 37 | ISHARES TR | 464287440 | 16,505 | $1.6M | 0.75% |
| 38 | ISHARES TR | 464288653 | 14,171 | $1.5M | 0.70% |
| 39 | SPDR SER TR | 78464A144 | 44,782 | $1.3M | 0.62% |
| 40 | ISHARES TR | 46429B697 | 13,467 | $1.3M | 0.60% |
| 41 | ISHARES TR | 464288513 | 14,747 | $1.2M | 0.56% |
| 42 | BLACKROCK ETF TRUST II | BLK | 19,975 | $1.0M | 0.48% |
| 43 | ISHARES TR | 46436E320 | 31,195 | $981,110 | 0.47% |
| 44 | MICROSOFT CORP | MSFT | 2,472 | $928,086 | 0.44% |
| 45 | SPDR INDEX SHS FDS | 78463X509 | 23,099 | $909,408 | 0.44% |
| 46 | VANGUARD MUN BD FDS | 922907746 | 17,156 | $851,281 | 0.41% |
| 47 | WISDOMTREE TR | WT | 10,002 | $793,935 | 0.38% |
| 48 | ISHARES TR | 464287234 | 17,476 | $763,701 | 0.37% |
| 49 | ISHARES TR | 464287622 | 2,434 | $746,619 | 0.36% |
| 50 | VERIZON COMMUNICATIONS INC | VZ | 16,016 | $726,522 | 0.35% |
| 51 | ISHARES TR | 464288281 | 8,017 | $726,327 | 0.35% |
| 52 | ALPHABET INC | GOOG | 4,441 | $686,851 | 0.33% |
| 53 | ISHARES TR | 46434V639 | 15,666 | $610,504 | 0.29% |
| 54 | NVIDIA CORPORATION | NVDA | 5,496 | $595,760 | 0.29% |
| 55 | BLACKROCK ETF TRUST II | BLK | 26,270 | $595,546 | 0.29% |
| 56 | AMAZON COM INC | AMZN | 2,965 | $564,121 | 0.27% |
| 57 | ISHARES TR | 46435G250 | 11,708 | $551,330 | 0.26% |
| 58 | BLACKROCK ETF TRUST | BLK | 17,712 | $458,572 | 0.22% |
| 59 | BNY MELLON ETF TRUST | 09661T107 | 4,168 | $443,142 | 0.21% |
| 60 | ROBLOX CORP | RBLX | 7,082 | $412,810 | 0.20% |
| 61 | JANUS DETROIT STR TR | 47103U845 | 8,016 | $406,528 | 0.19% |
| 62 | PHILIP MORRIS INTL INC | 718172109 | 2,396 | $380,394 | 0.18% |
| 63 | ALPHABET INC | GOOG | 2,427 | $379,217 | 0.18% |
| 64 | BLACKROCK ETF TRUST | BLK | 13,080 | $376,582 | 0.18% |
| 65 | ISHARES TR | 46435G102 | 4,391 | $367,133 | 0.18% |
| 66 | ISHARES TR | 464287408 | 1,867 | $355,884 | 0.17% |
| 67 | ISHARES TR | 464288158 | 3,320 | $350,592 | 0.17% |
| 68 | ISHARES TR | 464287598 | 1,836 | $345,556 | 0.17% |
| 69 | ANNALY CAPITAL MANAGEMENT IN | NLY-PJ | 17,000 | $345,270 | 0.17% |
| 70 | CONSOLIDATED EDISON INC | ED | 3,106 | $343,558 | 0.16% |
| 71 | CHEVRON CORP NEW | CVX | 2,016 | $337,344 | 0.16% |
| 72 | WORLD GOLD TR | GLDW | 5,450 | $337,301 | 0.16% |
| 73 | ISHARES TR | 464287796 | 6,384 | $314,765 | 0.15% |
| 74 | ISHARES TR | 464287465 | 3,826 | $312,699 | 0.15% |
| 75 | ISHARES TR | 464287200 | 534 | $300,521 | 0.14% |
| 76 | FIRST TR EXCH TRADED FD III | 33739N108 | 5,927 | $298,857 | 0.14% |
| 77 | JPMORGAN CHASE & CO. | VYLD | 1,169 | $286,988 | 0.14% |
| 78 | BLACKROCK INC | BLK | 297 | $281,308 | 0.13% |
| 79 | ISHARES TR | 464287887 | 2,259 | $281,246 | 0.13% |
| 80 | ISHARES TR | 464288620 | 5,325 | $272,001 | 0.13% |
| 81 | AT&T INC | T-PC | 8,893 | $251,517 | 0.12% |
| 82 | VANECK ETF TRUST | 92189F486 | 9,581 | $244,795 | 0.12% |
| 83 | FIRST TR EXCHNG TRADED FD VI | 33740F805 | 5,492 | $240,786 | 0.12% |
| 84 | VANGUARD WHITEHALL FDS | 921946406 | 1,827 | $235,610 | 0.11% |
| 85 | SPDR SER TR | 78464A284 | 9,172 | $231,318 | 0.11% |
| 86 | ISHARES INC | 46434G103 | 4,192 | $226,292 | 0.11% |
| 87 | VISA INC | V | 591 | $207,290 | 0.10% |