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Home > Institutional Investor > Shorehaven Wealth Partners, Llc > 13F Holdings

Instuitional Investor - Shorehaven Wealth Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 373,246 $51,332,466 16.15%
2.
American Centy Etf Tr
 372,316 $33,958,930 10.68%
3.
Blackrock Etf Trust
 DYNF 301,711 $20,519,342 6.45%
4.
Blackrock Etf Trust
 DYNF 318,708 $11,664,713 3.67%
5.
Blackrock Etf Trust
 DYNF 208,852 $11,010,675 3.46%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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