Institutions / ShoreHaven Wealth Partners, LLC / Holdings
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ShoreHaven Wealth Partners, LLC

All holdings · as of Dec 31, 2025

104 positions

CompanyClassValueShares% of portfolio
ROYAL CARIBBEAN CRUISES LTD—$202.6K7260.1%
Meta Platforms Inc—$208.5K3150.1%
Visa Inc—$213.1K6070.1%
INTERNATIONAL BUSINESS MACHINES CORP—$213.6K7210.1%
Marriott International Inc/MD—$217.5K7010.1%
First Solar Inc—$217.9K8340.1%
FIDELITY COVINGTON TRUST—$221.2K2,9250.1%
AT&T INC.—$223.1K8,9800.1%
ISHARES TR—$226.4K2,5300.1%
FIDELITY MERRIMACK STR TR—$227.3K5,1510.1%
FIDELITY COVINGTON TRUST—$238.7K3,9120.1%
FIDELITY COVINGTON TRUST—$244.0K2,9060.1%
Morgan Stanley—$252.3K1,4200.1%
FIDELITY COVINGTON TRUST—$256.0K7,3960.1%
VANGUARD INDEX FDS—$259.4K7730.1%
ISHARES TR—$276.1K4030.1%
ISHARES TR—$281.9K5,4460.1%
ISHARES INC—$283.5K4,2170.1%
ISHARES TR—$286.7K3,1940.1%
SPDR SERIES TRUST—$295.5K6,4650.1%
ISHARES TR—$296.9K2,1030.1%
Consolidated Edison Inc—$316.5K3,1860.1%
BlackRock, Inc.—$319.4K2980.1%
ISHARES TR—$331.3K6,9970.1%
BNY MELLON ETF TRUST—$375.9K2,8740.1%
ISHARES TR—$376.8K7,5350.1%
Annaly Capital Management Inc—$380.1K17,0000.1%
Philip Morris International Inc.—$384.4K2,3960.1%
ISHARES TR—$386.3K1,8360.1%
FIRST TR EXCH TRADED FD III—$387.7K7,5820.1%
ISHARES TR—$435.5K2,0530.2%
WORLD GOLD TR—$465.3K5,4500.2%
SSGA ACTIVE ETF TR—$482.5K11,6910.2%
CHEVRON CORP—$504.7K3,3110.2%
JPMORGAN CHASE & CO—$505.0K1,5670.2%
SPDR SERIES TRUST—$536.9K21,5290.2%
ROBLOX Corp—$542.5K6,6950.2%
EA SERIES TRUST—$556.0K16,1710.2%
ISHARES TR—$592.4K10,8280.2%
WisdomTree Trust—$644.4K7,3160.2%
Amazon.com Inc—$644.4K2,7920.2%
ISHARES TR—$650.1K7,8530.2%
VERIZON COMMUNICATIONS INC—$656.4K16,1140.2%
Alphabet Inc.—$742.4K2,3650.3%
VANGUARD MUN BD FDS—$744.4K14,8020.3%
ISHARES TR—$746.9K7,7570.3%
BLACKROCK ETF TRUST II—$749.5K33,7320.3%
INVESCO EXCH TRADED FD TR II—$819.1K35,3200.3%
SPDR SERIES TRUST—$822.2K28,0230.3%
SPDR SERIES TRUST—$828.2K3,4330.3%
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