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| Name: |
ShoreHaven Wealth Partners LLC |
| City: |
RED BANK |
| State: |
NJ |
| Zip: |
07701 |
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data |
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| Holdings
Found :
27 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
QUAL |
Ishares Msci Usa Quality Fa... |
4 |
- |
$0.00 |
$8,912,000 |
54,224 |
4.9% |
4,230,000 |
22,406 |
0.003 |
N/A |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
5 |
- |
$93.35 |
$6,955,000 |
73,501 |
3.83% |
764,000 |
10,888 |
0.006 |
Closed - End Fund - E... |
|
|
EMXC |
Ishares Msci Emerging Marke... |
8 |
- |
$0.00 |
$5,301,000 |
92,087 |
2.92% |
1,599,000 |
25,272 |
0.01 |
N/A |
|
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AAPL |
Apple Inc |
11 |
- |
$195.87 |
$4,531,000 |
26,422 |
2.49% |
-524,000 |
168 |
0 |
Personal Computers |
|
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CBND |
Spdr Barclays Capital Issue... |
17 |
- |
$28.89 |
$3,748,000 |
128,769 |
2.06% |
36,000 |
2,558 |
0.143 |
N/A |
|
|
FLMI |
Franklin Liberty Intermedia... |
18 |
- |
$0.00 |
$3,438,000 |
140,153 |
1.89% |
407,000 |
15,224 |
1.557 |
N/A |
|
|
IYW |
iShares Trust DJ US Sector |
19 |
- |
$143.69 |
$3,091,000 |
22,883 |
1.7% |
484,000 |
1,643 |
0.011 |
Closed - End Fund - E... |
|
|
IGRO |
Ishares International Divid... |
23 |
- |
$0.00 |
$1,987,000 |
29,499 |
1.09% |
129,000 |
730 |
0.328 |
N/A |
|
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DHS |
WisdomTree Trust High-Yield... |
25 |
- |
$82.50 |
$1,739,000 |
20,061 |
0.96% |
171,000 |
982 |
0.182 |
Closed - End Fund - E... |
|
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IXC |
iShares tr S&P Glbl Energy |
26 |
- |
$41.80 |
$1,719,000 |
40,026 |
0.95% |
305,000 |
3,882 |
0.044 |
Closed - End Fund - E... |
|
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DGRO |
iShares Core Dividend Growth |
27 |
- |
$57.51 |
$1,701,000 |
29,292 |
0.94% |
204,000 |
1,474 |
0.01 |
N/A |
|
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FMHI |
First Trust Municipal High ... |
32 |
- |
$0.00 |
$1,448,000 |
30,049 |
0.8% |
331,000 |
6,612 |
0.033 |
N/A |
|
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ANGL |
Vaneck Vectors Fallen Angel... |
33 |
- |
$28.63 |
$1,282,000 |
44,161 |
0.71% |
26,000 |
516 |
0.029 |
N/A |
|
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BRK.B |
Berkshire Hathaway B |
37 |
- |
$409.85 |
$1,206,000 |
2,868 |
0.66% |
270,000 |
245 |
0 |
Property & Casualty I... |
|
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IFRA |
Ishares Us Infrastructure Etf |
38 |
- |
$0.00 |
$1,181,000 |
27,230 |
0.65% |
117,000 |
810 |
0.03 |
N/A |
|
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EMB |
iShares JPMorgan USD Emerg ... |
39 |
- |
$89.39 |
$1,120,000 |
12,495 |
0.62% |
447,000 |
4,938 |
0.001 |
Closed - End Fund - E... |
|
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IEFA |
Ishares Core Msci Eafe |
48 |
- |
$0.00 |
$688,000 |
9,272 |
0.38% |
65,000 |
420 |
0 |
N/A |
|
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IUSB |
Ishares Core Total Usd Bond... |
49 |
- |
$0.00 |
$661,000 |
14,507 |
0.36% |
53,000 |
1,302 |
0.001 |
N/A |
|
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IYE |
iShares Tr Enrgy Sector Indx |
50 |
- |
$47.43 |
$645,000 |
13,062 |
0.35% |
137,000 |
1,553 |
0.016 |
Closed - End Fund - E... |
|
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FIXD |
First Trust Tcw Opportnisti... |
54 |
- |
$43.37 |
$484,000 |
11,105 |
0.27% |
-6,000 |
119 |
0.011 |
N/A |
|
|
GOOG |
Alphabet Inc |
57 |
- |
$177.07 |
$409,000 |
2,683 |
0.23% |
46,000 |
109 |
0 |
Search Engines & Info... |
|
|
CVX |
Chevron Corp |
58 |
- |
$154.98 |
$359,000 |
2,277 |
0.2% |
23,000 |
24 |
0 |
Integrated Oil & Gas |
|
|
FMB |
First Trust Managed Municipal |
61 |
- |
$0.00 |
$350,000 |
6,809 |
0.19% |
56,000 |
1,125 |
0.022 |
N/A |
|
|
IYH |
iShares Dow Jones US Health... |
65 |
- |
$61.06 |
$317,000 |
5,115 |
0.17% |
-6,000 |
3,986 |
0.05 |
Closed - End Fund - E... |
|
|
IVV |
iShares Core S&P 500 Etf |
69 |
- |
$537.43 |
$284,000 |
539 |
0.16% |
31,000 |
9 |
0 |
Closed - End Fund - E... |
|
|
ED |
Consolidated Edison Inc |
72 |
- |
$92.60 |
$273,000 |
3,002 |
0.15% |
2,000 |
27 |
0.001 |
Multi Utilities |
|
|
FTA |
First Trust Large Cap Value... |
76 |
- |
$74.24 |
$224,000 |
2,927 |
0.12% |
17,000 |
12 |
0.02 |
Closed - End Fund - Debt |
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