Sponsored

The Analysis of ShoreHaven Wealth Partners, LLC's Holdings & P&L

Currently, ShoreHaven Wealth Partners, LLC holds 106 types of securities in its portfolio with a total value $317.9M. In the most recent quarter, they have increased their positions in IVW (+67.9K shares, valued at $9.3M), N/A (+225.7K shares, valued at $6.3M), GOVT (+161.0K shares, valued at $3.7M); decreased their positions in TLT (-79.0K shares, valued at $6.8M), QUAL (-28.7K shares, valued at $6.3M), AVEM (-30.7K shares, valued at $3.0M); initiated new positions in N/A (+225.7K shares, valued at $6.3M), N/A (+55.4K shares, valued at $2.8M), SECU (+16.9K shares, valued at $842.1K).

1M P&L

+1.5M+0.50%

3M P&L

+10.6M+3.68%

HY P&L

+29.1M+10.84%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A281.5M

92.9%

2Consumer Electronics7.4M

2.4%

3Internet Content & Information2.5M

0.8%

Top Industries by Stock Count

1N/A73 stocks

76.8%

2Semiconductors2 stocks

2.1%

3Internet Content & Information2 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR373.2K shares22.24%2026-06-302026-07-14

AVLV AMERICAN CENTY ETF TR372.3K shares6.42%2026-06-302026-07-14

DYNF BLACKROCK ETF TRUST301.7K shares19.03%2026-06-302026-07-14

CORO BLACKROCK ETF TRUST318.7K shares1.50%2026-06-302026-07-14

BAI BLACKROCK ETF TRUST208.9K shares-16.96%2026-06-302026-07-14

AVEM AMERICAN CENTY ETF TR101.9K shares-23.12%2026-06-302026-07-14

DNL WISDOMTREE TR176.0K shares1.53%2026-06-302026-07-14

AAPL APPLE INC25.6K shares-0.65%2026-06-302026-07-14

Sponsored

IWL ISHARES TR39.2K shares-0.15%2026-06-302026-07-14

VLU SPDR SERIES TRUST29.0K shares-0.59%2026-06-302026-07-14

THRO BLACKROCK ETF TRUST157.9K shares-28.11%2026-06-302026-07-14

BLACKROCK ETF TRUST BLACKROCK ETF TRUST225.7K sharesnew addition2026-06-302026-07-14

GOVT ISHARES TR271.5K shares145.77%2026-06-302026-07-14

MTUM ISHARES TR17.0K shares-27.59%2026-06-302026-07-14

LRGF ISHARES TR74.9K shares-2.56%2026-06-302026-07-14

IVLU ISHARES TR129.3K shares-0.38%2026-06-302026-07-14

Sponsored

BLCR BLACKROCK ETF TRUST106.6K shares-2.18%2026-06-302026-07-14

SHLD GLOBAL X FDS86.2K shares24.12%2026-06-302026-07-14

BKHY BNY MELLON ETF TRUST101.1K shares71.42%2026-06-302026-07-14

ITOT ISHARES TR26.0K shares0.26%2026-06-302026-07-14

EFV ISHARES TR53.4K shares-33.91%2026-06-302026-07-14

BINC BLACKROCK ETF TRUST II77.5K shares11.66%2026-06-302026-07-14

OEF ISHARES TR10.9K shares-3.11%2026-06-302026-07-14

BTC GRAYSCALE BITCOIN MINI TR ET145.9K shares64.82%2026-06-302026-07-14

Sponsored

EFG ISHARES TR29.9K shares0.02%2026-06-302026-07-14

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II55.4K sharesnew addition2026-06-302026-07-14

IAU ISHARES GOLD TR35.2K shares0.57%2026-06-302026-07-14

JAAA JANUS DETROIT STR TR52.3K shares0.46%2026-06-302026-07-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II110.4K shares6.85%2026-06-302026-07-14

FLMI FRANKLIN TEMPLETON ETF TR101.7K shares43.18%2026-06-302026-07-14

VRT VERTIV HOLDINGS CO7.2K shares-33.71%2026-06-302026-07-14

MBB ISHARES TR24.5K shares10.11%2026-06-302026-07-14

Sponsored

TLT ISHARES TR25.3K shares-75.70%2026-06-302026-07-14

IEV ISHARES TR29.7K shares-2.32%2026-06-302026-07-14

BALI BLACKROCK ETF TRUST62.8K shares73.88%2026-06-302026-07-14

QUAL ISHARES TR9.3K shares-75.59%2026-06-302026-07-14

IEF ISHARES TR18.1K shares1.04%2026-06-302026-07-14

DTH WISDOMTREE TR30.7K shares-3.75%2026-06-302026-07-14

TFI SPDR SERIES TRUST36.2K shares353.00%2026-06-302026-07-14

EMXC ISHARES INC16.0K shares-0.02%2026-06-302026-07-14

Sponsored

DGRO ISHARES TR21.4K shares-3.44%2026-06-302026-07-14

FMHI FIRST TR EXCH TRADED FD III33.4K shares-1.89%2026-06-302026-07-14

GOOGL ALPHABET INC4.5K shares-0.40%2026-06-302026-07-14

XLG INVESCO EXCHANGE TRADED FD T26.1K shares-8.34%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL3.1K shares0.00%2026-06-302026-07-14

USMV ISHARES TR13.4K shares-0.75%2026-06-302026-07-14

SPEM SPDR INDEX SHS FDS24.0K shares-7.13%2026-06-302026-07-14

IGEB ISHARES TR27.4K shares2.63%2026-06-302026-07-14

Sponsored

XAR SPDR SERIES TRUST4.3K shares35.25%2026-06-302026-07-14

NVDA NVIDIA CORPORATION5.8K shares-1.74%2026-06-302026-07-14

HYG ISHARES TR14.2K shares0.14%2026-06-302026-07-14

LQD ISHARES TR9.8K shares-8.44%2026-06-302026-07-14

IWB ISHARES TR2.4K shares-0.37%2026-06-302026-07-14

DHS WISDOMTREE TR7.8K shares-1.69%2026-06-302026-07-14

MSFT MICROSOFT CORP2.4K shares-3.23%2026-06-302026-07-14

EMLC VANECK ETF TRUST34.2K shares1.23%2026-06-302026-07-14

Sponsored

QLTA ISHARES TR17.8K shares-60.10%2026-06-302026-07-14

SECU BLACKROCK ETF TRUST II16.9K sharesnew addition2026-06-302026-07-14

GOOG ALPHABET INC2.4K shares-1.25%2026-06-302026-07-14

SPBO SPDR SERIES TRUST27.8K shares0.90%2026-06-302026-07-14

EA SERIES TRUST EA SERIES TRUST16.5K shares-1.60%2026-06-302026-07-14

SHYM BLACKROCK ETF TRUST II33.8K shares2.74%2026-06-302026-07-14

EUHY ISHARES INC13.8K shares0.94%2026-06-302026-07-14

EEM ISHARES TR10.7K shares-0.75%2026-06-302026-07-14

Sponsored

VZ VERIZON COMMUNICATIONS INC16.3K shares0.47%2026-06-302026-07-14

AMZN AMAZON COM INC2.8K shares-0.07%2026-06-302026-07-14

HDV ISHARES TR23.7K shares395.92%2026-06-302026-07-14

VTEB VANGUARD MUN BD FDS11.8K shares3.09%2026-06-302026-07-14

IGRO ISHARES TR6.6K shares0.95%2026-06-302026-07-14

CVX CHEVRON CORPORATION3.2K shares0.53%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.6K shares0.32%2026-06-302026-07-14

IWD ISHARES TR1.8K shares0.00%2026-06-302026-07-14

Sponsored

NDAQ NASDAQ INC5.5K sharesnew addition2026-06-302026-07-14

WORLD GOLD TR WORLD GOLD TR5.4K shares0.00%2026-06-302026-07-14

IVE ISHARES TR1.8K shares-2.64%2026-06-302026-07-14

FMB FIRST TR EXCH TRADED FD III8.1K shares9.89%2026-06-302026-07-14

GLW CORNING INC1.6K shares0.00%2026-06-302026-07-14

DLN WISDOMTREE TR4.0K shares-16.56%2026-06-302026-07-14

NLY ANNALY CAPITAL MANAGEMENT IN17.0K shares0.00%2026-06-302026-07-14

RBLX ROBLOX CORP6.7K shares0.00%2026-06-302026-07-14

Sponsored

PM PHILIP MORRIS INTL INC2.0K shares-16.53%2026-06-302026-07-14

ED CONSOLIDATED EDISON INC3.2K shares0.84%2026-06-302026-07-14

USIG ISHARES TR6.8K shares-1.25%2026-06-302026-07-14

MS MORGAN STANLEY1.5K shares0.00%2026-06-302026-07-14

BRTR BLACKROCK ETF TRUST II6.2K sharesnew addition2026-06-302026-07-14

AMD ADVANCED MICRO DEVICES INC532 sharesnew addition2026-06-302026-07-14

SYSB ISHARES TR3.5K shares8.03%2026-06-302026-07-14

ISHARES TR ISHARES TR406 shares0.25%2026-06-302026-07-14

Sponsored

HYMB SPDR SERIES TRUST11.8K shares-13.63%2026-06-302026-07-14

BLK BLACKROCK INC299 shares0.00%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS774 shares0.00%2026-06-302026-07-14

FDMO FIDELITY COVINGTON TRUST2.8K shares-0.71%2026-06-302026-07-14

IEMG ISHARES INC3.3K shares-18.08%2026-06-302026-07-14

MAR MARRIOTT INTL INC NEW702 shares0.00%2026-06-302026-07-14

FIVA FIDELITY COVINGTON TRUST6.4K sharesnew addition2026-06-302026-07-14

ISHARES TR ISHARES TR2.5K shares0.00%2026-06-302026-07-14

Sponsored

FDRR FIDELITY COVINGTON TRUST3.7K shares-1.21%2026-06-302026-07-14

PCN PIMCO CORPORATE & INCM STRG20.0K shares0.00%2026-06-302026-07-14

FSEC FIDELITY MERRIMACK STR TR5.3K shares2.97%2026-06-302026-07-14

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP727 sharesnew addition2026-06-302026-07-14

FDEV FIDELITY COVINGTON TRUST6.5K shares-13.83%2026-06-302026-07-14

VYM VANGUARD WHITEHALL FDS1.4K shares-0.80%2026-06-302026-07-14

STRL STERLING INFRASTRUCTURE INC255 sharesnew addition2026-06-302026-07-14

NEXTERA ENERGY INC NEXTERA ENERGY INC2.3K shares0.69%2026-06-302026-07-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS726 sharesnew addition2026-06-302026-07-14

FBND FIDELITY MERRIMACK STR TR4.4K sharesnew addition2026-06-302026-07-14

IVW

ISHARES TR

22.24%

Shares373.2K

Event2026-06-30

Filed2026-07-14

AVLV

AMERICAN CENTY ETF TR

6.42%

Shares372.3K

Event2026-06-30

Filed2026-07-14

DYNF

BLACKROCK ETF TRUST

19.03%

Shares301.7K

Event2026-06-30

Filed2026-07-14

CORO

BLACKROCK ETF TRUST

1.50%

Shares318.7K

Event2026-06-30

Filed2026-07-14

BAI

BLACKROCK ETF TRUST

-16.96%

Shares208.9K

Event2026-06-30

Filed2026-07-14

AVEM

AMERICAN CENTY ETF TR

-23.12%

Shares101.9K

Event2026-06-30

Filed2026-07-14

DNL

WISDOMTREE TR

1.53%

Shares176.0K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

-0.65%

Shares25.6K

Event2026-06-30

Filed2026-07-14

IWL

ISHARES TR

-0.15%

Shares39.2K

Event2026-06-30

Filed2026-07-14

VLU

SPDR SERIES TRUST

-0.59%

Shares29.0K

Event2026-06-30

Filed2026-07-14

THRO

BLACKROCK ETF TRUST

-28.11%

Shares157.9K

Event2026-06-30

Filed2026-07-14

BLACKROCK ETF TRUST

New

Shares225.7K

Event2026-06-30

Filed2026-07-14

GOVT

ISHARES TR

145.77%

Shares271.5K

Event2026-06-30

Filed2026-07-14

MTUM

ISHARES TR

-27.59%

Shares17.0K

Event2026-06-30

Filed2026-07-14

LRGF

ISHARES TR

-2.56%

Shares74.9K

Event2026-06-30

Filed2026-07-14

IVLU

ISHARES TR

-0.38%

Shares129.3K

Event2026-06-30

Filed2026-07-14

BLCR

BLACKROCK ETF TRUST

-2.18%

Shares106.6K

Event2026-06-30

Filed2026-07-14

SHLD

GLOBAL X FDS

24.12%

Shares86.2K

Event2026-06-30

Filed2026-07-14

BKHY

BNY MELLON ETF TRUST

71.42%

Shares101.1K

Event2026-06-30

Filed2026-07-14

ITOT

ISHARES TR

0.26%

Shares26.0K

Event2026-06-30

Filed2026-07-14

EFV

ISHARES TR

-33.91%

Shares53.4K

Event2026-06-30

Filed2026-07-14

BINC

BLACKROCK ETF TRUST II

11.66%

Shares77.5K

Event2026-06-30

Filed2026-07-14

OEF

ISHARES TR

-3.11%

Shares10.9K

Event2026-06-30

Filed2026-07-14

BTC

GRAYSCALE BITCOIN MINI TR ET

64.82%

Shares145.9K

Event2026-06-30

Filed2026-07-14

EFG

ISHARES TR

0.02%

Shares29.9K

Event2026-06-30

Filed2026-07-14

BLACKROCK ETF TRUST II

New

Shares55.4K

Event2026-06-30

Filed2026-07-14

IAU

ISHARES GOLD TR

0.57%

Shares35.2K

Event2026-06-30

Filed2026-07-14

JAAA

JANUS DETROIT STR TR

0.46%

Shares52.3K

Event2026-06-30

Filed2026-07-14

INVESCO EXCH TRADED FD TR II

6.85%

Shares110.4K

Event2026-06-30

Filed2026-07-14

FLMI

FRANKLIN TEMPLETON ETF TR

43.18%

Shares101.7K

Event2026-06-30

Filed2026-07-14

VRT

VERTIV HOLDINGS CO

-33.71%

Shares7.2K

Event2026-06-30

Filed2026-07-14

MBB

ISHARES TR

10.11%

Shares24.5K

Event2026-06-30

Filed2026-07-14

TLT

ISHARES TR

-75.70%

Shares25.3K

Event2026-06-30

Filed2026-07-14

IEV

ISHARES TR

-2.32%

Shares29.7K

Event2026-06-30

Filed2026-07-14

BALI

BLACKROCK ETF TRUST

73.88%

Shares62.8K

Event2026-06-30

Filed2026-07-14

QUAL

ISHARES TR

-75.59%

Shares9.3K

Event2026-06-30

Filed2026-07-14

IEF

ISHARES TR

1.04%

Shares18.1K

Event2026-06-30

Filed2026-07-14

DTH

WISDOMTREE TR

-3.75%

Shares30.7K

Event2026-06-30

Filed2026-07-14

TFI

SPDR SERIES TRUST

353.00%

Shares36.2K

Event2026-06-30

Filed2026-07-14

EMXC

ISHARES INC

-0.02%

Shares16.0K

Event2026-06-30

Filed2026-07-14

DGRO

ISHARES TR

-3.44%

Shares21.4K

Event2026-06-30

Filed2026-07-14

FMHI

FIRST TR EXCH TRADED FD III

-1.89%

Shares33.4K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

-0.40%

Shares4.5K

Event2026-06-30

Filed2026-07-14

XLG

INVESCO EXCHANGE TRADED FD T

-8.34%

Shares26.1K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-14

USMV

ISHARES TR

-0.75%

Shares13.4K

Event2026-06-30

Filed2026-07-14

SPEM

SPDR INDEX SHS FDS

-7.13%

Shares24.0K

Event2026-06-30

Filed2026-07-14

IGEB

ISHARES TR

2.63%

Shares27.4K

Event2026-06-30

Filed2026-07-14

XAR

SPDR SERIES TRUST

35.25%

Shares4.3K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

-1.74%

Shares5.8K

Event2026-06-30

Filed2026-07-14

HYG

ISHARES TR

0.14%

Shares14.2K

Event2026-06-30

Filed2026-07-14

LQD

ISHARES TR

-8.44%

Shares9.8K

Event2026-06-30

Filed2026-07-14

IWB

ISHARES TR

-0.37%

Shares2.4K

Event2026-06-30

Filed2026-07-14

DHS

WISDOMTREE TR

-1.69%

Shares7.8K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

-3.23%

Shares2.4K

Event2026-06-30

Filed2026-07-14

EMLC

VANECK ETF TRUST

1.23%

Shares34.2K

Event2026-06-30

Filed2026-07-14

QLTA

ISHARES TR

-60.10%

Shares17.8K

Event2026-06-30

Filed2026-07-14

SECU

BLACKROCK ETF TRUST II

New

Shares16.9K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

-1.25%

Shares2.4K

Event2026-06-30

Filed2026-07-14

SPBO

SPDR SERIES TRUST

0.90%

Shares27.8K

Event2026-06-30

Filed2026-07-14

EA SERIES TRUST

-1.60%

Shares16.5K

Event2026-06-30

Filed2026-07-14

SHYM

BLACKROCK ETF TRUST II

2.74%

Shares33.8K

Event2026-06-30

Filed2026-07-14

EUHY

ISHARES INC

0.94%

Shares13.8K

Event2026-06-30

Filed2026-07-14

EEM

ISHARES TR

-0.75%

Shares10.7K

Event2026-06-30

Filed2026-07-14

VERIZON COMMUNICATIONS INC

0.47%

Shares16.3K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

-0.07%

Shares2.8K

Event2026-06-30

Filed2026-07-14

HDV

ISHARES TR

395.92%

Shares23.7K

Event2026-06-30

Filed2026-07-14

VTEB

VANGUARD MUN BD FDS

3.09%

Shares11.8K

Event2026-06-30

Filed2026-07-14

IGRO

ISHARES TR

0.95%

Shares6.6K

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION

0.53%

Shares3.2K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

0.32%

Shares1.6K

Event2026-06-30

Filed2026-07-14

IWD

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-14

NDAQ

NASDAQ INC

New

Shares5.5K

Event2026-06-30

Filed2026-07-14

WORLD GOLD TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-14

IVE

ISHARES TR

-2.64%

Shares1.8K

Event2026-06-30

Filed2026-07-14

FMB

FIRST TR EXCH TRADED FD III

9.89%

Shares8.1K

Event2026-06-30

Filed2026-07-14

GLW

CORNING INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-14

DLN

WISDOMTREE TR

-16.56%

Shares4.0K

Event2026-06-30

Filed2026-07-14

NLY

ANNALY CAPITAL MANAGEMENT IN

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-14

RBLX

ROBLOX CORP

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-14

PHILIP MORRIS INTL INC

-16.53%

Shares2.0K

Event2026-06-30

Filed2026-07-14

CONSOLIDATED EDISON INC

0.84%

Shares3.2K

Event2026-06-30

Filed2026-07-14

USIG

ISHARES TR

-1.25%

Shares6.8K

Event2026-06-30

Filed2026-07-14

MORGAN STANLEY

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

BRTR

BLACKROCK ETF TRUST II

New

Shares6.2K

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC

New

Shares532

Event2026-06-30

Filed2026-07-14

SYSB

ISHARES TR

8.03%

Shares3.5K

Event2026-06-30

Filed2026-07-14

ISHARES TR

0.25%

Shares406

Event2026-06-30

Filed2026-07-14

HYMB

SPDR SERIES TRUST

-13.63%

Shares11.8K

Event2026-06-30

Filed2026-07-14

BLK

BLACKROCK INC

0.00%

Shares299

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

0.00%

Shares774

Event2026-06-30

Filed2026-07-14

FDMO

FIDELITY COVINGTON TRUST

-0.71%

Shares2.8K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

-18.08%

Shares3.3K

Event2026-06-30

Filed2026-07-14

MAR

MARRIOTT INTL INC NEW

0.00%

Shares702

Event2026-06-30

Filed2026-07-14

FIVA

FIDELITY COVINGTON TRUST

New

Shares6.4K

Event2026-06-30

Filed2026-07-14

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-14

FDRR

FIDELITY COVINGTON TRUST

-1.21%

Shares3.7K

Event2026-06-30

Filed2026-07-14

PCN

PIMCO CORPORATE & INCM STRG

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-14

FSEC

FIDELITY MERRIMACK STR TR

2.97%

Shares5.3K

Event2026-06-30

Filed2026-07-14

ROYAL CARIBBEAN GROUP

New

Shares727

Event2026-06-30

Filed2026-07-14

FDEV

FIDELITY COVINGTON TRUST

-13.83%

Shares6.5K

Event2026-06-30

Filed2026-07-14

VYM

VANGUARD WHITEHALL FDS

-0.80%

Shares1.4K

Event2026-06-30

Filed2026-07-14

STRL

STERLING INFRASTRUCTURE INC

New

Shares255

Event2026-06-30

Filed2026-07-14

NEXTERA ENERGY INC

0.69%

Shares2.3K

Event2026-06-30

Filed2026-07-14

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares726

Event2026-06-30

Filed2026-07-14

FBND

FIDELITY MERRIMACK STR TR

New

Shares4.4K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available