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Home > Institutional Investor > Shorehaven Wealth Partners, Llc > Profile

Instuitional Investor - Shorehaven Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Shorehaven Wealth Partners, Llc
Portfolio Value $164,333,631
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 436,066 $21,057,626 12.81%
2.
Ishares Trust
 IEF 255,871 $19,215,914 11.69%
3.
American Centy Etf Tr
 159,672 $9,222,628 5.61%
4.
Ishares Trust
 IEF 62,613 $6,191,196 3.76%
5.
Wisdomtree Trust
 153,858 $5,691,200 3.46%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)