Portfolio (Quarterly)
Guide ↗
ShoreHaven Wealth Partners, LLC
· CIK 0001844922| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IYW | ISHARES TR | — | 8,985 | $1.8M | 0.64% | SOLD |
| 2 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 17,908 | $1.2M | 0.43% | SOLD |
| 3 | EMB | ISHARES TR | — | 7,757 | $747K | 0.27% | SOLD |
| 4 | BKLC | BNY MELLON ETF TRUST | — | 2,874 | $376K | 0.14% | SOLD |
| 5 | HYDB | ISHARES TR | — | 6,997 | $331K | 0.12% | SOLD |
| 6 | IJT | ISHARES TR | — | 2,103 | $297K | 0.11% | SOLD |
| 7 | FQAL | FIDELITY COVINGTON TRUST | — | 2,925 | $221K | 0.08% | SOLD |
| 8 | FSLR | FIRST SOLAR INC | Energy | 834 | $218K | 0.08% | SOLD |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 721 | $214K | 0.08% | SOLD |
| 10 | V | VISA INC | Financial Services | 607 | $213K | 0.08% | SOLD |
| 11 | META | META PLATFORMS INC | Communication Services | 315 | $209K | 0.07% | SOLD |
| 12 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 726 | $203K | 0.07% | SOLD |
Sector Allocation
Technology
34.8%
Financial Services
33.7%
Communication Services
11.6%
Industrials
10.4%
Consumer Cyclical
3.1%
Energy
2.6%
Utilities
2.2%
Consumer Defensive
1.5%
Healthcare
0.1%