Portfolio (Quarterly)
Guide ↗
ShoreHaven Wealth Partners, LLC
· CIK 0001844922| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IAGG | ISHARES TR | — | 46,089 | $2.3M | 0.83% | SOLD |
| 2 | TLH | ISHARES TR | — | 17,547 | $1.8M | 0.64% | SOLD |
| 3 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 21,934 | $1.3M | 0.47% | SOLD |
| 4 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 23,186 | $1.0M | 0.37% | SOLD |
| 5 | HYGW | ISHARES TR | — | 22,065 | $651K | 0.23% | SOLD |
| 6 | SRLN | SSGA ACTIVE ETF TR | — | 7,332 | $294K | 0.11% | SOLD |
| 7 | T | AT&T INC | Communication Services | 7,217 | $209K | 0.07% | SOLD |
| 8 | CBUS | CIBUS INC | Healthcare | 13,043 | $26K | 0.01% | SOLD |
Sector Allocation
Technology
39.9%
Financial Services
32.2%
Industrials
9.7%
Communication Services
8.5%
Consumer Cyclical
4.3%
Utilities
2.1%
Energy
2.0%
Consumer Defensive
1.3%