• 13F History

ShoreHaven Wealth Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$212M
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 88 stock holdings with total value $212M as of Q4 2024. Top holdings included IVW, LRGF, DYNF, QUAL, and DNL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 88 $212M +$15.8M -$9.62M +$6.14M IVW, LRGF, DYNF, QUAL, DNL 13F-HR 1/29/2025, 05:48 PM
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 -$21.1M +$14.7M LRGF, IVW, AVLV, DNL, TLT 13F-HR 10/24/2023, 04:09 PM
Q2 2023 69 $149M +$12.9M -$7.94M +$5M LRGF, IVW, DLN, DNL, LQD 13F-HR 7/19/2023, 12:00 PM
Q1 2023 71 $143M +$45.8M -$32.4M +$13.4M LRGF, IVW, DLN, DNL, TLT 13F-HR 4/14/2023, 10:20 AM
Q4 2022 76 $142M +$26.7M -$16.6M +$10.1M ITOT, DLN, IVW, IWL, DNL 13F-HR 1/24/2023, 01:39 PM
Q3 2022 68 $131M +$29.3M -$15.6M +$13.7M ITOT, IVW, DLN, TLT, IWL 13F-HR 11/9/2022, 09:40 AM
Q2 2022 71 $139M +$52.7M -$40.2M +$12.6M ITOT, IVW, DLN, EFG, TLT 13F-HR 8/1/2022, 04:47 PM
Q1 2022 64 $189M +$53.3M -$54.1M -$839K IVW, ITOT, IWD, DNL, ISTB 13F-HR 5/12/2022, 05:52 PM
Q4 2021 53 $202M +$9.39M -$439K +$8.95M IVW, IEFA, DLN, ACWI, FPE 13F-HR 1/21/2022, 12:44 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 -$3.95M IVW, IEFA, DLN, ACWI, FPE Restatement 11/18/2021, 03:46 PM
Q1 2021 271 $185M +$12.1M -$8.94M +$3.15M IVW, DLN, ACWI, IEFA, ISTB 13F-HR 5/13/2021, 12:28 PM
Q4 2020 232 $178M IVW, DLN, IEFA, ACWI, ISTB 13F-HR 2/10/2021, 01:27 PM