ShoreHaven Wealth Partners, LLC
CIK: 0001844922SEC EDGAR →
Portfolio Value
$278.4M
Holdings
104
As of
Q4 2025
New Positions
104
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 262,906 | $32.4M | 11.64% |
| 2 | AMERICAN CENTY ETF TR | 318,044 | $24.1M | 8.66% |
| 3 | BLACKROCK ETF TRUST | 324,101 | $19.7M | 7.08% |
| 4 | INVESCO EXCHANGE TRADED FD T | 231,285 | $13.7M | 4.92% |
| 5 | AMERICAN CENTY ETF TR | 169,224 | $13.0M | 4.68% |
| 6 | ISHARES TR | 99,546 | $8.7M | 3.12% |
| 7 | BLACKROCK ETF TRUST | 209,033 | $8.1M | 2.90% |
| 8 | ISHARES TR | 37,899 | $7.5M | 2.70% |
| 9 | APPLE INC | 26,313 | $7.2M | 2.57% |
| 10 | ISHARES TR | 97,287 | $6.9M | 2.50% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (104)
$32.4M · 263K shares
$24.1M · 318K shares
$19.7M · 324K shares
$13.7M · 231K shares
$13.0M · 169K shares
$8.7M · 100K shares
$8.1M · 209K shares
$7.5M · 38K shares
$7.2M · 26K shares
$6.9M · 97K shares
$6.9M · 166K shares
$6.5M · 38K shares
$6.3M · 190K shares
$6.1M · 29K shares
$5.6M · 23K shares
$5.4M · 66K shares
$5.4M · 77K shares
$5.1M · 135K shares
$4.6M · 87K shares
$3.8M · 98K shares
$3.6M · 24K shares
$3.6M · 31K shares
$2.9M · 60K shares
$2.9M · 44K shares
$2.8M · 8K shares
$2.7M · 56K shares
$2.4M · 50K shares
$2.4M · 47K shares
$2.1M · 31K shares
$2.1M · 22K shares
$1.8M · 26K shares
$1.8M · 9K shares
$1.8M · 18K shares
$1.8M · 72K shares
$1.8M · 11K shares
$1.7M · 18K shares
$1.6M · 35K shares
$1.6M · 3K shares
$1.4M · 28K shares
$1.4M · 5K shares
$1.4M · 30K shares
$1.3M · 14K shares
$1.3M · 12K shares
$1.3M · 12K shares
$1.2M · 41K shares
$1.2M · 18K shares
$1.2M · 2K shares
$1.2M · 16K shares
$1.2M · 25K shares
$1.2M · 36K shares
$1.1M · 6K shares
$1.1M · 13K shares
$902K · 2K shares
$841K · 33K shares
$828K · 3K shares
$822K · 28K shares
$819K · 35K shares
$749K · 34K shares
$746K · 8K shares
$744K · 15K shares
$742K · 2K shares
$656K · 16K shares
$650K · 8K shares
$644K · 3K shares
$644K · 7K shares
$592K · 11K shares
$555K · 16K shares
$542K · 7K shares
$536K · 22K shares
$505K · 2K shares
$504K · 3K shares
$482K · 12K shares
$465K · 5K shares
$435K · 2K shares
$387K · 8K shares
$386K · 2K shares
$384K · 2K shares
$380K · 17K shares
$376K · 8K shares
$375K · 3K shares
$331K · 7K shares
$319K · 298 shares
$316K · 3K shares
$296K · 2K shares
$295K · 6K shares
$286K · 3K shares
$283K · 4K shares
$281K · 5K shares
$276K · 403 shares
$259K · 773 shares
$255K · 7K shares
$252K · 1K shares
$243K · 3K shares
$238K · 4K shares
$227K · 5K shares
$226K · 3K shares
$223K · 9K shares
$221K · 3K shares
$217K · 834 shares
$217K · 701 shares
$213K · 607 shares
$213K · 721 shares
$208K · 315 shares
$202K · 726 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 78 | $241.5M | 86.8% |
| Technology | 8 | $15.7M | 5.6% |
| Unknown | 6 | $14.4M | 5.2% |
| Communication Services | 4 | $2.6M | 0.9% |
| Industrials | 1 | $1.8M | 0.6% |
| Consumer Cyclical | 3 | $1.1M | 0.4% |
| Energy | 2 | $721K | 0.3% |
| Real Estate | 1 | $380K | 0.1% |
| Utilities | 1 | $316K | 0.1% |