Sponsored

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

Currently, ShoreHaven Wealth Partners, LLC holds 103 types of securities in its portfolio with a total value $278.4M. In the most recent quarter, they have increased their positions in CORO (+314.0K shares, valued at $10.1M), IVW (+42.4K shares, valued at $4.8M), BLCR (+109.0K shares, valued at $4.5M); decreased their positions in XLG (-202.8K shares, valued at $11.1M), DYNF (-70.6K shares, valued at $4.1M), AVEM (-36.6K shares, valued at $3.0M); initiated new positions in CORO (+314.0K shares, valued at $10.1M), BLCR (+109.0K shares, valued at $4.5M), GOVT (+110.5K shares, valued at $2.5M).

1M P&L

+12.4M+4.45%

3M P&L

+17.6M+6.47%

HY P&L

+32.2M+12.47%

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/A247.7M

93.8%

2Consumer Electronics7.2M

2.7%

3Electrical Equipment & Parts1.8M

0.7%

Top Industries by Stock Count

1N/A77 stocks

80.2%

2Telecom Services2 stocks

2.1%

3Internet Retail1 stocks

1.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR305.3K shares16.14%2026-03-312026-05-14

AVLV AMERICAN CENTY ETF TR349.8K shares10.00%2026-03-312026-05-14

DYNF BLACKROCK ETF TRUST253.5K shares-21.79%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR132.6K shares-21.65%2026-03-312026-05-14

CORO BLACKROCK ETF TRUST314.0K sharesnew addition2026-03-312026-05-14

TLT ISHARES TR104.3K shares4.79%2026-03-312026-05-14

BAI BLACKROCK ETF TRUST251.5K shares32.44%2026-03-312026-05-14

THRO BLACKROCK ETF TRUST219.7K shares5.10%2026-03-312026-05-14

Sponsored

QUAL ISHARES TR38.0K shares0.19%2026-03-312026-05-14

DNL WISDOMTREE TR173.4K shares4.20%2026-03-312026-05-14

AAPL APPLE INC25.8K shares-1.88%2026-03-312026-05-14

IWL ISHARES TR39.2K shares2.35%2026-03-312026-05-14

VLU SPDR SERIES TRUST29.2K shares1.29%2026-03-312026-05-14

EFV ISHARES TR80.9K shares-16.89%2026-03-312026-05-14

MTUM ISHARES TR23.5K shares4.18%2026-03-312026-05-14

IVLU ISHARES TR129.8K shares-3.66%2026-03-312026-05-14

Sponsored

LRGF ISHARES TR76.9K shares-0.28%2026-03-312026-05-14

SHLD GLOBAL X FDS69.4K shares57.12%2026-03-312026-05-14

BLCR BLACKROCK ETF TRUST109.0K sharesnew addition2026-03-312026-05-14

ITOT ISHARES TR25.9K shares7.04%2026-03-312026-05-14

BINC BLACKROCK ETF TRUST II69.4K shares-20.02%2026-03-312026-05-14

OEF ISHARES TR11.2K shares35.82%2026-03-312026-05-14

EFG ISHARES TR29.9K shares-4.65%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR35.0K shares-47.39%2026-03-312026-05-14

Sponsored

BKHY BNY MELLON ETF TRUST59.0K shares-1.22%2026-03-312026-05-14

VRT VERTIV HOLDINGS CO10.9K shares0.00%2026-03-312026-05-14

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET88.5K shares-9.36%2026-03-312026-05-14

JAAA JANUS DETROIT STR TR52.1K shares11.04%2026-03-312026-05-14

GOVT ISHARES TR110.5K sharesnew addition2026-03-312026-05-14

PZA INVESCO EXCH TRADED FD TR II103.3K shares192.53%2026-03-312026-05-14

IAGG ISHARES TR46.1K shares511.67%2026-03-312026-05-14

QLTA ISHARES TR44.6K shares-20.55%2026-03-312026-05-14

Sponsored

MBB ISHARES TR22.2K shares1.13%2026-03-312026-05-14

IEV ISHARES TR30.4K shares-0.93%2026-03-312026-05-14

TLH ISHARES TR17.5K shares-0.40%2026-03-312026-05-14

FLMI FRANKLIN TEMPLETON ETF TR71.0K shares-1.31%2026-03-312026-05-14

DTH WISDOMTREE TR31.9K shares13.39%2026-03-312026-05-14

IEF ISHARES TR17.9K shares-0.59%2026-03-312026-05-14

FMHI FIRST TR EXCH TRADED FD III34.1K shares-31.63%2026-03-312026-05-14

DGRO ISHARES TR22.2K shares-15.47%2026-03-312026-05-14

Sponsored

XLG INVESCO EXCHANGE TRADED FD T28.5K shares-87.68%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.1K shares-0.13%2026-03-312026-05-14

ALPHABET INC ALPHABET INC4.5K shares0.29%2026-03-312026-05-14

FBTC FIDELITY WISE ORIGIN BITCOIN21.9K sharesnew addition2026-03-312026-05-14

EMXC ISHARES INC16.0K shares-1.54%2026-03-312026-05-14

USMV ISHARES TR13.5K shares-0.23%2026-03-312026-05-14

SPEM SPDR INDEX SHS FDS25.8K shares3.87%2026-03-312026-05-14

IGEB ISHARES TR26.7K shares-10.96%2026-03-312026-05-14

Sponsored

LQD ISHARES TR10.7K shares-7.41%2026-03-312026-05-14

HYG ISHARES TR14.1K shares6.03%2026-03-312026-05-14

BALI BLACKROCK ETF TRUST36.1K shares-0.79%2026-03-312026-05-14

FTSL FIRST TR EXCHANGE-TRADED FD23.2K shares-32.98%2026-03-312026-05-14

NVDA NVIDIA CORPORATION5.9K shares1.00%2026-03-312026-05-14

MSFT MICROSOFT CORP2.4K shares-1.93%2026-03-312026-05-14

IWB ISHARES TR2.5K shares1.57%2026-03-312026-05-14

DHS WISDOMTREE TR7.9K shares-36.46%2026-03-312026-05-14

Sponsored

EMLC VANECK ETF TRUST33.8K shares3.66%2026-03-312026-05-14

XAR SPDR SERIES TRUST3.2K shares-6.70%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC16.2K shares0.50%2026-03-312026-05-14

SPBO SPDR SERIES TRUST27.5K shares-1.77%2026-03-312026-05-14

SHYM BLACKROCK ETF TRUST II32.9K shares-2.49%2026-03-312026-05-14

EUHY ISHARES INC13.7K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC2.4K shares1.73%2026-03-312026-05-14

CVX CHEVRON CORPORATION3.2K shares-2.42%2026-03-312026-05-14

Sponsored

HYGW ISHARES TR22.1K shares-46.61%2026-03-312026-05-14

HDV ISHARES TR4.8K sharesnew addition2026-03-312026-05-14

EEM ISHARES TR10.8K shares0.01%2026-03-312026-05-14

EA SERIES TRUST EA SERIES TRUST16.7K shares3.40%2026-03-312026-05-14

AMZN AMAZON COM INC2.8K shares-0.93%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS11.4K shares-22.78%2026-03-312026-05-14

IGRO ISHARES TR6.5K shares-17.32%2026-03-312026-05-14

GLDM WORLD GOLD TR5.4K shares-0.31%2026-03-312026-05-14

Sponsored

JPM JPMORGAN CHASE & CO1.6K shares0.32%2026-03-312026-05-14

DLN WISDOMTREE TR4.8K shares-34.79%2026-03-312026-05-14

IVE ISHARES TR1.9K shares-7.70%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC2.4K shares0.00%2026-03-312026-05-14

IWD ISHARES TR1.8K shares0.05%2026-03-312026-05-14

RBLX ROBLOX CORP6.7K shares0.00%2026-03-312026-05-14

FMB FIRST TR EXCH TRADED FD III7.4K shares-2.68%2026-03-312026-05-14

ED CONSOLIDATED EDISON INC3.2K shares0.78%2026-03-312026-05-14

Sponsored

TFI SPDR SERIES TRUST8.0K shares23.67%2026-03-312026-05-14

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN17.0K shares0.00%2026-03-312026-05-14

USIG ISHARES TR6.9K shares26.13%2026-03-312026-05-14

HYMB SPDR SERIES TRUST13.6K shares-36.80%2026-03-312026-05-14

SRLN SSGA ACTIVE ETF TR7.3K shares-37.29%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC299 shares0.34%2026-03-312026-05-14

SYSB ISHARES TR3.2K shares0.63%2026-03-312026-05-14

IEMG ISHARES INC4.0K shares-5.17%2026-03-312026-05-14

Sponsored

FDEV FIDELITY COVINGTON TRUST7.5K shares1.26%2026-03-312026-05-14

IVV ISHARES TR405 shares0.50%2026-03-312026-05-14

MS MORGAN STANLEY1.5K shares8.52%2026-03-312026-05-14

VTI VANGUARD INDEX FDS774 shares0.13%2026-03-312026-05-14

PCN PIMCO CORPORATE & INCM STRG20.0K sharesnew addition2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW702 shares0.14%2026-03-312026-05-14

IEFA ISHARES TR2.5K shares0.00%2026-03-312026-05-14

FSEC FIDELITY MERRIMACK STR TR5.1K shares-0.58%2026-03-312026-05-14

Sponsored

FDMO FIDELITY COVINGTON TRUST2.8K shares-3.72%2026-03-312026-05-14

FDRR FIDELITY COVINGTON TRUST3.8K shares-2.99%2026-03-312026-05-14

GLW CORNING INC1.6K sharesnew addition2026-03-312026-05-14

NEE NEXTERA ENERGY INC2.3K sharesnew addition2026-03-312026-05-14

T AT&T INC7.2K shares-19.63%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS1.4K sharesnew addition2026-03-312026-05-14

CBUS CIBUS INC13.0K sharesnew addition2026-03-312026-05-14

IVW

ISHARES TR

16.14%

Shares305.3K

Event2026-03-31

Filed2026-05-14

AVLV

AMERICAN CENTY ETF TR

10.00%

Shares349.8K

Event2026-03-31

Filed2026-05-14

DYNF

BLACKROCK ETF TRUST

-21.79%

Shares253.5K

Event2026-03-31

Filed2026-05-14

AVEM

AMERICAN CENTY ETF TR

-21.65%

Shares132.6K

Event2026-03-31

Filed2026-05-14

CORO

BLACKROCK ETF TRUST

New

Shares314.0K

Event2026-03-31

Filed2026-05-14

TLT

ISHARES TR

4.79%

Shares104.3K

Event2026-03-31

Filed2026-05-14

BAI

BLACKROCK ETF TRUST

32.44%

Shares251.5K

Event2026-03-31

Filed2026-05-14

THRO

BLACKROCK ETF TRUST

5.10%

Shares219.7K

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

0.19%

Shares38.0K

Event2026-03-31

Filed2026-05-14

DNL

WISDOMTREE TR

4.20%

Shares173.4K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-1.88%

Shares25.8K

Event2026-03-31

Filed2026-05-14

IWL

ISHARES TR

2.35%

Shares39.2K

Event2026-03-31

Filed2026-05-14

VLU

SPDR SERIES TRUST

1.29%

Shares29.2K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

-16.89%

Shares80.9K

Event2026-03-31

Filed2026-05-14

MTUM

ISHARES TR

4.18%

Shares23.5K

Event2026-03-31

Filed2026-05-14

IVLU

ISHARES TR

-3.66%

Shares129.8K

Event2026-03-31

Filed2026-05-14

LRGF

ISHARES TR

-0.28%

Shares76.9K

Event2026-03-31

Filed2026-05-14

SHLD

GLOBAL X FDS

57.12%

Shares69.4K

Event2026-03-31

Filed2026-05-14

BLCR

BLACKROCK ETF TRUST

New

Shares109.0K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

7.04%

Shares25.9K

Event2026-03-31

Filed2026-05-14

BINC

BLACKROCK ETF TRUST II

-20.02%

Shares69.4K

Event2026-03-31

Filed2026-05-14

OEF

ISHARES TR

35.82%

Shares11.2K

Event2026-03-31

Filed2026-05-14

EFG

ISHARES TR

-4.65%

Shares29.9K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

-47.39%

Shares35.0K

Event2026-03-31

Filed2026-05-14

BKHY

BNY MELLON ETF TRUST

-1.22%

Shares59.0K

Event2026-03-31

Filed2026-05-14

VRT

VERTIV HOLDINGS CO

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-14

GRAYSCALE BITCOIN MINI TR ET

-9.36%

Shares88.5K

Event2026-03-31

Filed2026-05-14

JAAA

JANUS DETROIT STR TR

11.04%

Shares52.1K

Event2026-03-31

Filed2026-05-14

GOVT

ISHARES TR

New

Shares110.5K

Event2026-03-31

Filed2026-05-14

PZA

INVESCO EXCH TRADED FD TR II

192.53%

Shares103.3K

Event2026-03-31

Filed2026-05-14

IAGG

ISHARES TR

511.67%

Shares46.1K

Event2026-03-31

Filed2026-05-14

QLTA

ISHARES TR

-20.55%

Shares44.6K

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

1.13%

Shares22.2K

Event2026-03-31

Filed2026-05-14

IEV

ISHARES TR

-0.93%

Shares30.4K

Event2026-03-31

Filed2026-05-14

TLH

ISHARES TR

-0.40%

Shares17.5K

Event2026-03-31

Filed2026-05-14

FLMI

FRANKLIN TEMPLETON ETF TR

-1.31%

Shares71.0K

Event2026-03-31

Filed2026-05-14

DTH

WISDOMTREE TR

13.39%

Shares31.9K

Event2026-03-31

Filed2026-05-14

IEF

ISHARES TR

-0.59%

Shares17.9K

Event2026-03-31

Filed2026-05-14

FMHI

FIRST TR EXCH TRADED FD III

-31.63%

Shares34.1K

Event2026-03-31

Filed2026-05-14

DGRO

ISHARES TR

-15.47%

Shares22.2K

Event2026-03-31

Filed2026-05-14

XLG

INVESCO EXCHANGE TRADED FD T

-87.68%

Shares28.5K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-0.13%

Shares3.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.29%

Shares4.5K

Event2026-03-31

Filed2026-05-14

FBTC

FIDELITY WISE ORIGIN BITCOIN

New

Shares21.9K

Event2026-03-31

Filed2026-05-14

EMXC

ISHARES INC

-1.54%

Shares16.0K

Event2026-03-31

Filed2026-05-14

USMV

ISHARES TR

-0.23%

Shares13.5K

Event2026-03-31

Filed2026-05-14

SPEM

SPDR INDEX SHS FDS

3.87%

Shares25.8K

Event2026-03-31

Filed2026-05-14

IGEB

ISHARES TR

-10.96%

Shares26.7K

Event2026-03-31

Filed2026-05-14

LQD

ISHARES TR

-7.41%

Shares10.7K

Event2026-03-31

Filed2026-05-14

HYG

ISHARES TR

6.03%

Shares14.1K

Event2026-03-31

Filed2026-05-14

BALI

BLACKROCK ETF TRUST

-0.79%

Shares36.1K

Event2026-03-31

Filed2026-05-14

FTSL

FIRST TR EXCHANGE-TRADED FD

-32.98%

Shares23.2K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

1.00%

Shares5.9K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-1.93%

Shares2.4K

Event2026-03-31

Filed2026-05-14

IWB

ISHARES TR

1.57%

Shares2.5K

Event2026-03-31

Filed2026-05-14

DHS

WISDOMTREE TR

-36.46%

Shares7.9K

Event2026-03-31

Filed2026-05-14

EMLC

VANECK ETF TRUST

3.66%

Shares33.8K

Event2026-03-31

Filed2026-05-14

XAR

SPDR SERIES TRUST

-6.70%

Shares3.2K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

0.50%

Shares16.2K

Event2026-03-31

Filed2026-05-14

SPBO

SPDR SERIES TRUST

-1.77%

Shares27.5K

Event2026-03-31

Filed2026-05-14

SHYM

BLACKROCK ETF TRUST II

-2.49%

Shares32.9K

Event2026-03-31

Filed2026-05-14

EUHY

ISHARES INC

New

Shares13.7K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

1.73%

Shares2.4K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

-2.42%

Shares3.2K

Event2026-03-31

Filed2026-05-14

HYGW

ISHARES TR

-46.61%

Shares22.1K

Event2026-03-31

Filed2026-05-14

HDV

ISHARES TR

New

Shares4.8K

Event2026-03-31

Filed2026-05-14

EEM

ISHARES TR

0.01%

Shares10.8K

Event2026-03-31

Filed2026-05-14

EA SERIES TRUST

3.40%

Shares16.7K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-0.93%

Shares2.8K

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD MUN BD FDS

-22.78%

Shares11.4K

Event2026-03-31

Filed2026-05-14

IGRO

ISHARES TR

-17.32%

Shares6.5K

Event2026-03-31

Filed2026-05-14

GLDM

WORLD GOLD TR

-0.31%

Shares5.4K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

0.32%

Shares1.6K

Event2026-03-31

Filed2026-05-14

DLN

WISDOMTREE TR

-34.79%

Shares4.8K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

-7.70%

Shares1.9K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

0.05%

Shares1.8K

Event2026-03-31

Filed2026-05-14

RBLX

ROBLOX CORP

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-14

FMB

FIRST TR EXCH TRADED FD III

-2.68%

Shares7.4K

Event2026-03-31

Filed2026-05-14

CONSOLIDATED EDISON INC

0.78%

Shares3.2K

Event2026-03-31

Filed2026-05-14

TFI

SPDR SERIES TRUST

23.67%

Shares8.0K

Event2026-03-31

Filed2026-05-14

ANNALY CAPITAL MANAGEMENT IN

0.00%

Shares17.0K

Event2026-03-31

Filed2026-05-14

USIG

ISHARES TR

26.13%

Shares6.9K

Event2026-03-31

Filed2026-05-14

HYMB

SPDR SERIES TRUST

-36.80%

Shares13.6K

Event2026-03-31

Filed2026-05-14

SRLN

SSGA ACTIVE ETF TR

-37.29%

Shares7.3K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

0.34%

Shares299

Event2026-03-31

Filed2026-05-14

SYSB

ISHARES TR

0.63%

Shares3.2K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-5.17%

Shares4.0K

Event2026-03-31

Filed2026-05-14

FDEV

FIDELITY COVINGTON TRUST

1.26%

Shares7.5K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

0.50%

Shares405

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

8.52%

Shares1.5K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

0.13%

Shares774

Event2026-03-31

Filed2026-05-14

PCN

PIMCO CORPORATE & INCM STRG

New

Shares20.0K

Event2026-03-31

Filed2026-05-14

MAR

MARRIOTT INTL INC NEW

0.14%

Shares702

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

FSEC

FIDELITY MERRIMACK STR TR

-0.58%

Shares5.1K

Event2026-03-31

Filed2026-05-14

FDMO

FIDELITY COVINGTON TRUST

-3.72%

Shares2.8K

Event2026-03-31

Filed2026-05-14

FDRR

FIDELITY COVINGTON TRUST

-2.99%

Shares3.8K

Event2026-03-31

Filed2026-05-14

GLW

CORNING INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-14

AT&T INC

-19.63%

Shares7.2K

Event2026-03-31

Filed2026-05-14

VYM

VANGUARD WHITEHALL FDS

New

Shares1.4K

Event2026-03-31

Filed2026-05-14

CBUS

CIBUS INC

New

Shares13.0K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available