Shorehaven Wealth Partners, LLC
CIK Number: 0001844922
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVW | iShares S&P 500... | 105.37 | -0.85% | 241.19K | -0.71% | 24.49M | 66.66 | 11.57% |
| 2 | LRGF | iShares U.S. Eq... | 61.66 | -0.75% | 402.89K | -1.76% | 24.31M | 41.97 | 11.48% |
| 3 | DYNF | BlackRock U.S. ... | 52.27 | -0.86% | 239.77K | -2.12% | 12.29M | 45.54 | 5.80% |
| 4 | QUAL | iShares MSCI US... | 177.75 | -0.98% | 59.29K | +0.66% | 10.56M | 147.19 | 4.99% |
| 5 | DNL | WisdomTree Glob... | 39.24 | -1.31% | 275.75K | +30.51% | 9.92M | 37.19 | 4.69% |
| 6 | AVLV | Avantis U.S. La... | 66.69 | -0.94% | 135.03K | -2.34% | 9.02M | 53.05 | 4.26% |
| 7 | EFV | iShares MSCI EA... | 61.92 | -1.31% | 141.91K | +11.10% | 7.45M | 52.29 | 3.52% |
| 8 | EMXC | iShares MSCI Em... | 60.44 | -1.46% | 132.87K | +2.83% | 7.37M | 57.15 | 3.48% |
| 9 | TLT | iShares 20+ Yea... | 86.50 | +1.22% | 82.57K | -11.17% | 7.21M | 104.28 | 3.41% |
| 10 | AAPL | Apple Inc. | 195.57 | -1.44% | 26.66K | +3.62% | 6.68M | 138.77 | 3.15% |
| 11 | IWL | iShares Russell... | 147.43 | -0.87% | 38.53K | -0.18% | 5.58M | 88.56 | 2.63% |
| 12 | VLU | SPDR S&P 1500 V... | 188.20 | -0.4% | 27.83K | -1.05% | 5.12M | 157.05 | 2.42% |
| 13 | BINC | Blackrock Etf T... | 52.38 | +0.05% | 90.99K | +5.00% | 4.73M | 52.48 | 2.24% |
| 14 | FLMI | Franklin Dynami... | 24.22 | +0.62% | 152.49K | +3.02% | 3.73M | 23.62 | 1.76% |
| 15 | IYW | iShares U.S. Te... | 164.89 | -0.61% | 22.99K | -2.08% | 3.67M | 97.17 | 1.73% |
| 16 | EFG | iShares MSCI EA... | 108.29 | -1.34% | 35.72K | +3.11% | 3.46M | 82.25 | 1.63% |
| 17 | IVLU | iShares Edge MS... | 32.01 | -1.49% | 124.67K | -0.62% | 3.38M | 19.75 | 1.60% |
| 18 | BKHY | BNY Mellon High... | 47.65 | -0.18% | 64.88K | +19.94% | 3.09M | 47.86 | 1.46% |
| 19 | ITOT | iShares Core S&... | 130.11 | -0.88% | 20.89K | +0.12% | 2.69M | 102.17 | 1.27% |
| 20 | MBB | iShares MBS ETF | 92.68 | +0.28% | 28.9K | +3.62% | 2.65M | 92.83 | 1.25% |
| 21 | XLG | Invesco S&P 500... | 50.20 | -0.87% | 50.58K | +1.79% | 2.53M | 38 | 1.19% |
| 22 | MTUM | iShares MSCI US... | 229.92 | -0.78% | 11.14K | +100.00% | 2.31M | 206.92 | 1.09% |
| 23 | QLTA | iShares Aaa - A... | 47.23 | +0.31% | 44.52K | +13.68% | 2.08M | 46.57 | 0.98% |
| 24 | TLH | iShares 10-20 Y... | 99.92 | +0.98% | 18.93K | +17.06% | 1.88M | 105.51 | 0.89% |
| 25 | FTSL | First Trust Sen... | 45.98 | +0.09% | 40.26K | -17.85% | 1.86M | 45.86 | 0.88% |
| 26 | IGRO | iShares Interna... | 77.66 | -1.03% | 26.93K | +5.03% | 1.83M | 61.81 | 0.86% |
| 27 | LQD | iShares iBoxx $... | 107.97 | +0.35% | 17.11K | -22.56% | 1.83M | 109.55 | 0.86% |
| 28 | IEV | iShares Europe ... | 61.65 | -1.39% | 33K | -3.35% | 1.72M | 39.94 | 0.81% |
| 29 | DGRO | iShares Core Di... | 62.20 | -0.9% | 27.5K | -24.31% | 1.69M | 51.18 | 0.80% |
| 30 | BRTR | BlackRock Total... | 49.83 | +0.24% | 32.92K | +100.00% | 1.62M | 49.32 | 0.77% |
| 31 | DHS | WisdomTree U.S.... | 95.00 | -0.75% | 17.05K | +1.07% | 1.59M | 80.24 | 0.75% |
| 32 | IEF | iShares 7-10 Ye... | 94.47 | +0.48% | 16.57K | +38.89% | 1.53M | 96.53 | 0.72% |
| 33 | JAAA | Janus Henderson... | 50.66 | +0.01% | 29.13K | -12.98% | 1.48M | 50.88 | 0.70% |
| 34 | IFRA | iShares U.S. In... | 47.82 | -0.58% | 30.52K | -4.03% | 1.41M | 36.63 | 0.67% |
| 35 | SPBO | SPDR Portfolio ... | 28.82 | +0.28% | 44.56K | +5.43% | 1.28M | 29.28 | 0.60% |
| 36 | FMHI | First Trust Mun... | 46.71 | +0.17% | 25.53K | -12.91% | 1.23M | 45.85 | 0.58% |
| 37 | IAU | iShares Gold Tr... | 63.83 | +0.05% | 22.15K | +100.00% | 1.1M | 49.51 | 0.52% |
| 38 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 2.46K | -3.53% | 1.04M | 244.37 | 0.49% |
| 39 | HYG | iShares iBoxx $... | 79.44 | -0.1% | 12.9K | -0.07% | 1.01M | 77.39 | 0.48% |
| 40 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 2.21K | -11.93% | 1M | 270.03 | 0.47% |
| 41 | VTEB | Vanguard Tax-Ex... | 48.85 | +0.09% | 19.54K | +5.06% | 979.59K | 49.79 | 0.46% |
| 42 | HYGW | iShares High Yi... | 30.38 | -0.23% | 30.27K | +100.00% | 961.64K | 31.77 | 0.45% |
| 43 | OEF | iShares S&P 100... | 292.61 | -0.97% | 3.28K | -0.24% | 948.58K | 206.05 | 0.45% |
| 44 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 4.5K | -4.93% | 850.93K | 97.93 | 0.40% |
| 45 | DLN | WisdomTree U.S.... | 80.08 | -0.79% | 10.2K | -0.2% | 793.47K | 56.83 | 0.37% |
| 46 | IYE | iShares U.S. En... | 46.77 | +0.68% | 16.45K | +11.23% | 749.84K | 44 | 0.35% |
| 47 | EMB | iShares J.P. Mo... | 91.06 | +0.05% | 8.34K | -0.37% | 742.57K | 87.45 | 0.35% |
| 48 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 5.38K | -6.24% | 722.04K | 75.36 | 0.34% |
| 49 | FLTR | VanEck Investme... | 25.44 | +0.03% | 28.17K | +138.25% | 717K | 25.46 | 0.34% |
| 50 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 3.21K | -3.54% | 704.46K | 144.84 | 0.33% |
| 51 | EEM | iShares MSCI Em... | 46.62 | -1.3% | 16.23K | +21.80% | 678.95K | 36.12 | 0.32% |
| 52 | IWB | iShares Russell... | 327.31 | -0.87% | 2.11K | -0.09% | 678.81K | 208.38 | 0.32% |
| 53 | VZ | Verizon Communi... | 41.85 | -1.52% | 16.18K | +0.19% | 647.24K | 44.71 | 0.31% |
| 54 | HEZU | iShares Currenc... | 40.48 | -0.93% | 17.21K | -2.64% | 616.88K | 36.76 | 0.29% |
| 55 | BALI | Blackrock Advan... | 29.23 | -0.71% | 20.29K | +100.00% | 613.89K | 30.25 | 0.29% |
| 56 | HYLS | First Trust Tac... | 41.53 | -0.1% | 14.4K | +100.00% | 595.31K | 41.33 | 0.28% |
| 57 | HYDB | iShares High Yi... | 46.81 | -0.03% | 11.97K | +100.00% | 562.62K | 47.01 | 0.27% |
| 58 | SHYM | BlackRock ETF T... | 22.23 | +0.11% | 22.98K | -3.84% | 520.7K | 23.18 | 0.25% |
| 59 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 2.46K | -6.79% | 467.92K | 104.76 | 0.22% |
| 60 | FMB | First Trust Man... | 49.81 | +0.17% | 8.72K | -9.82% | 444.86K | 49.94 | 0.21% |
| 61 | BIDD | iShares Interna... | 26.73 | -1.46% | 16.61K | +100.00% | 409.77K | 24.67 | 0.19% |
| 62 | RBLX | Roblox Corporat... | 101.08 | +0.64% | 7.08K | 0.00% | 409.76K | 88.74 | 0.19% |
| 63 | HYMB | SPDR Nuveen Blo... | 24.68 | +0.18% | 15.63K | +100.00% | 399.69K | 25.58 | 0.19% |
| 64 | ICVT | iShares Convert... | 87.85 | -0.41% | 4.43K | +35.87% | 376.59K | 81 | 0.18% |
| 65 | SUB | iShares Short-T... | 106.10 | +0.04% | 3.54K | -7.21% | 373.5K | 102.83 | 0.18% |
| 66 | IVE | iShares S&P 500... | 189.84 | -0.94% | 1.87K | 0.00% | 356.44K | 137.46 | 0.17% |
| 67 | IXC | iShares Global ... | 40.66 | +1.03% | 9.28K | -19.48% | 354.44K | 39.51 | 0.17% |
| 68 | IWD | iShares Russell... | 188.74 | -0.84% | 1.87K | 0.00% | 346.47K | 138.65 | 0.16% |
| 69 | AVEM | Avantis Emergin... | 67.03 | -1.46% | 5.8K | -77.57% | 340.91K | 57.29 | 0.16% |
| 70 | EFA | iShares MSCI EA... | 86.94 | -1.25% | 4.27K | +100.00% | 322.78K | 75.61 | 0.15% |
| 71 | IJT | iShares S&P Sma... | 128.65 | -0.81% | 2.38K | -0.13% | 321.64K | 105.2 | 0.15% |
| 72 | IVV | iShares Core S&... | 598.51 | -0.87% | 534 | -0.93% | 314.82K | 478.8 | 0.15% |
| 73 | BLK | BlackRock, Inc. | 968.44 | -1.39% | 296 | +100.00% | 304.22K | 1025.11 | 0.14% |
| 74 | CVX | Chevron Corpora... | 148.85 | +1.93% | 2.1K | +0.82% | 303.69K | 177.77 | 0.14% |
| 75 | FIXD | First Trust TCW... | 43.57 | +0.37% | 6.91K | +3.01% | 296.9K | 47.95 | 0.14% |
| 76 | USMV | iShares MSCI US... | 92.09 | -0.69% | 3.29K | -2.78% | 292.09K | 73.43 | 0.14% |
| 77 | USIG | iShares Broad U... | 50.78 | +0.26% | 5.78K | -47.57% | 290.72K | 49.6 | 0.14% |
| 78 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 495 | 0.00% | 290.11K | 573.76 | 0.14% |
| 79 | PM | Philip Morris I... | 183.44 | +0.08% | 2.4K | 0.00% | 288.42K | 82.88 | 0.14% |
| 80 | GLDM | SPDR Gold MiniS... | 67.05 | +0.04% | 5.45K | -2.71% | 283.35K | 36.19 | 0.13% |
| 81 | ED | Consolidated Ed... | 101.30 | -0.32% | 3.08K | +0.88% | 274.96K | 73.24 | 0.13% |
| 82 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 1.1K | +0.46% | 262.87K | 205.69 | 0.12% |
| 83 | VYM | Vanguard High D... | 130.07 | -0.9% | 2.06K | -10.24% | 262.71K | 106.07 | 0.12% |
| 84 | IEMG | iShares Core MS... | 57.92 | -1.25% | 4.44K | -41.59% | 231.91K | 48.85 | 0.11% |
| 85 | VO | Vanguard Mid Ca... | 271.50 | -0.82% | 807 | 0.00% | 213.15K | 263.83 | 0.10% |
| 86 | T | AT&T Inc. | 27.64 | -1.16% | 8.85K | -40.09% | 201.54K | 21.56 | 0.10% |
| 87 | NLY | Annaly Capital ... | 19.02 | -1.07% | 10K | 0.00% | 183K | 17.16 | 0.09% |
| 88 | BTG | B2Gold Corp. | 3.68 | -0.54% | 15K | 0.00% | 36.6K | 3.08 | 0.02% |