ShoreHaven Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$207M
Signature - Title
Sheryl Iannuzzelli - Chief Compliance Officer
Location
Red Bank, NJ
Summary
This page shows a list of all the recent 13F filings made by ShoreHaven Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ShoreHaven Wealth Partners, LLC reported 84 stock holdings with total value $207M as of Q3 2024. Top holdings included LRGF, IVW, DYNF, QUAL, and TLT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 84 $207M +$19.2M -$11.5M +$7.76M LRGF, IVW, DYNF, QUAL, TLT 13F-HR 10/24/2024, 12:23 PM
Q2 2024 78 $190M +$15.9M -$11.6M +$4.33M LRGF, IVW, DYNF, QUAL, AVLV 13F-HR 7/24/2024, 04:36 PM
Q1 2024 78 $182M +$21.3M -$14.1M +$7.14M LRGF, IVW, AVLV, QUAL, TLT 13F-HR 5/2/2024, 09:58 AM
Q4 2023 76 $164M +$25.8M -$19.8M +$6.04M LRGF, IVW, AVLV, TLT, DNL 13F-HR 2/6/2024, 04:07 PM
Q3 2023 73 $145M +$35.8M -$33.8M +$2M LRGF, IVW, AVLV, DNL, TLT 13F-HR 10/24/2023, 04:09 PM
Q2 2023 69 $149M +$12.9M -$11.6M +$1.37M LRGF, IVW, DLN, DNL, LQD 13F-HR 7/19/2023, 12:00 PM
Q1 2023 71 $143M +$45.8M -$51.9M -$6.1M LRGF, IVW, DLN, DNL, TLT 13F-HR 4/14/2023, 10:20 AM
Q4 2022 76 $142M +$26.7M -$23.6M +$3.08M ITOT, DLN, IVW, IWL, DNL 13F-HR 1/24/2023, 02:39 PM
Q3 2022 68 $131M +$29.3M -$28.5M +$788K ITOT, IVW, DLN, TLT, IWL 13F-HR 11/9/2022, 10:40 AM
Q2 2022 71 $139M +$52.7M -$81.8M -$29.1M ITOT, IVW, DLN, EFG, TLT 13F-HR 8/1/2022, 04:47 PM
Q1 2022 64 $189M +$53.3M -$56.1M -$2.84M IVW, ITOT, IWD, DNL, ISTB 13F-HR 5/12/2022, 05:52 PM
Q4 2021 53 $202M +$9.39M -$454K +$8.94M IVW, IEFA, DLN, ACWI, FPE 13F-HR 1/21/2022, 01:44 PM
Q3 2021 50 $192M +$14.1M -$6.51M +$7.54M IVW, IEFA, DLN, FPE, ACWI 13F-HR 10/28/2021, 01:29 PM
Q2 2021 52 $186M +$28.7M -$32.7M -$3.94M IVW, IEFA, DLN, ACWI, FPE Restatement 11/18/2021, 03:46 PM
Q1 2021 276 $185M +$12.2M -$8.94M +$3.22M IVW, DLN, ACWI, IEFA, ISTB 13F-HR 5/13/2021, 12:28 PM
Q4 2020 258 $179M $0 $0 IVW, DLN, IEFA, ACWI, ISTB 13F-HR 2/10/2021, 02:27 PM