ShoreHaven Wealth Partners, LLC Q2 2025 Filing

Filed July 29, 2025

Portfolio Value

$244.1B

Holdings

98

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (98 positions)

#StockSharesValue% PortfolioType
1
IVWISHARES TR
250,570$27.6B11.30%
2
AVLVAMERICAN CENTY ETF TR
249,948$17.0B6.98%
3
QUALISHARES TR
76,428$14.0B5.72%
4
DYNFBLACKROCK ETF TRUST
235,316$12.8B5.25%
5
EFVISHARES TR
167,655$10.6B4.36%
6
TLTISHARES TR
117,926$10.4B4.26%
7
DNLWISDOMTREE TR
216,755$8.7B3.58%
8
XLGINVESCO EXCHANGE TRADED FD T
143,441$7.5B3.06%
9
THROBLACKROCK ETF TRUST
194,179$6.9B2.83%
10
AQLTISHARES TR
38,418$5.9B2.41%
11
BINCBLACKROCK ETF TRUST II
106,568$5.6B2.31%
12
VLUSPDR SERIES TRUST
29,008$5.6B2.28%
13
AAPLAPPLE INC
26,029$5.3B2.19%
14
LRGFISHARES TR
78,573$5.0B2.06%
15
AVEMAMERICAN CENTY ETF TR
65,288$4.5B1.83%
16
IVLUISHARES TR
134,637$4.4B1.81%
17
QLTAISHARES TR
79,024$3.8B1.55%
18
IAU*ISHARES GOLD TR
60,475$3.8B1.55%
19
IYWISHARES TR
21,083$3.7B1.50%
20
BTCGRAYSCALE BITCOIN MINI TR ET
76,203$3.6B1.49%
21
EFGISHARES TR
31,092$3.5B1.43%
22
ITOTISHARES TR
25,115$3.4B1.39%
23
MTUMISHARES TR
12,831$3.1B1.26%
24
OEFISHARES TR
10,129$3.1B1.26%
25
VRTVERTIV HOLDINGS CO
22,058$2.8B1.16%
26
BKHYBNY MELLON ETF TRUST
55,134$2.7B1.09%
27
FLMIFRANKLIN TEMPLETON ETF TR
105,094$2.5B1.04%
28
BAIBLACKROCK ETF TRUST
81,412$2.3B0.96%
29
LQDISHARES TR
20,597$2.3B0.92%
30
EMXCISHARES INC
34,236$2.2B0.89%
31
MBBISHARES TR
22,096$2.1B0.85%
32
TLHISHARES TR
20,350$2.1B0.85%
33
IGROISHARES TR
25,394$2.0B0.82%
34
IEVISHARES TR
31,582$2.0B0.82%
35
DGROISHARES TR
27,065$1.7B0.71%
36
IEFISHARES TR
16,844$1.6B0.66%
37
JAAAJANUS DETROIT STR TR
31,267$1.6B0.65%
38
HYGWISHARES TR
50,550$1.5B0.63%
39
BRK/BBERKSHIRE HATHAWAY INC DEL
3,047$1.5B0.61%
40
FTSLFIRST TR EXCHANGE-TRADED FD
31,872$1.5B0.60%
41
SPBOSPDR SERIES TRUST
45,694$1.3B0.55%
42
DTHWISDOMTREE TR
28,594$1.3B0.54%
43
USMVISHARES TR
13,461$1.3B0.52%
44
MSFTMICROSOFT CORP
2,447$1.2B0.50%
45
FMHIFIRST TR EXCH TRADED FD III
25,897$1.2B0.50%
46
HYMBSPDR SERIES TRUST
48,227$1.2B0.49%
47
VTEBVANGUARD MUN BD FDS
22,852$1.1B0.46%
48
BALIBLACKROCK ETF TRUST
36,372$1.1B0.45%
49
HYGISHARES TR
13,496$1.1B0.45%
50
SPEMSPDR INDEX SHS FDS
24,260$1.0B0.42%
51
NVDANVIDIA CORPORATION
5,704$901.3M0.37%
52
IWBISHARES TR
2,569$872.4M0.36%
53
EEMISHARES TR
17,714$854.5M0.35%
54
DLNWISDOMTREE TR
9,880$811.6M0.33%
55
GOOGLALPHABET INC
4,472$788.1M0.32%
56
EMBISHARES TR
8,051$745.7M0.31%
57
RBLXROBLOX CORP
7,082$745.0M0.31%
58
BACVERIZON COMMUNICATIONS INC
16,047$694.4M0.28%
59
HEZUISHARES TR
15,968$655.2M0.27%
60
AMZNAMAZON COM INC
2,927$642.2M0.26%
61
DHSWISDOMTREE TR
6,684$641.6M0.26%
62
BRTRBLACKROCK ETF TRUST II
12,418$627.5M0.26%
63
BIDDBLACKROCK ETF TRUST
21,755$593.5M0.24%
64
SRLNSSGA ACTIVE ETF TR
12,631$525.3M0.22%
65
BKLCBNY MELLON ETF TRUST
4,020$476.1M0.20%
66
4I1PHILIP MORRIS INTL INC
2,396$436.5M0.18%
67
GOOGALPHABET INC
2,377$421.8M0.17%
68
IAGGISHARES TR
8,151$416.4M0.17%
69
JPMJPMORGAN CHASE & CO.
1,425$413.2M0.17%
70
SUBISHARES TR
3,562$378.8M0.16%
71
IVEISHARES TR
1,867$364.9M0.15%
72
GLDMWORLD GOLD TR
5,450$357.1M0.15%
73
IWDISHARES TR
1,836$356.7M0.15%
74
NLYANNALY CAPITAL MANAGEMENT IN
17,000$319.9M0.13%
75
FMBFIRST TR EXCH TRADED FD III
6,418$319.8M0.13%
76
EDCONSOLIDATED EDISON INC
3,131$314.3M0.13%
77
BLKBLACKROCK INC
297$312.3M0.13%
78
IJTISHARES TR
2,259$300.5M0.12%
79
CVXCHEVRON CORP NEW
2,011$288.0M0.12%
80
USIGISHARES TR
5,480$281.9M0.12%
81
SHYMBLACKROCK ETF TRUST II
12,280$274.0M0.11%
82
TAT&T INC
8,931$258.5M0.11%
83
IEMGISHARES INC
4,217$253.2M0.10%
84
ICVTISHARES TR
2,742$247.1M0.10%
85
FIXDFIRST TR EXCHNG TRADED FD VI
5,551$243.6M0.10%
86
EFAISHARES TR
2,641$236.1M0.10%
87
IVVISHARES TR
369$229.3M0.09%
88
METAMETA PLATFORMS INC
308$227.7M0.09%
89
RCLROYAL CARIBBEAN GROUP
725$227.3M0.09%
90
STIPISHARES TR
2,192$225.6M0.09%
91
HEFAISHARES TR
5,905$224.2M0.09%
92
IYEISHARES TR
4,934$223.1M0.09%
93
IBMINTERNATIONAL BUSINESS MACHS
743$219.2M0.09%
94
TDIVFIRST TR EXCHANGE TRADED FD
2,423$218.5M0.09%
95
VVISA INC
591$210.0M0.09%
96
SPYSPDR S&P 500 ETF TR
332$205.3M0.08%
97
AQLTISHARES TR
2,442$203.9M0.08%
98
DWDMORGAN STANLEY
1,420$200.2M0.08%