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Home > Institutional Investor > Shorehaven Wealth Partners, Llc > Profile

Instuitional Investor - Shorehaven Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Shorehaven Wealth Partners, Llc
Portfolio Value $270,610,502
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 255,391 $30,830,858 11.39%
2.
American Centy Etf Tr
 269,896 $19,502,704 7.21%
3.
Blackrock Etf Trust
 312,420 $18,495,297 6.83%
4.
Invesco Exchange Traded Fd T - S&P 500 TOP 50
 225,830 $12,989,778 4.8%
5.
Ishares Trust
 VLUE 64,399 $12,525,714 4.63%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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