0001172661-24-000494.txt : 20240206 0001172661-24-000494.hdr.sgml : 20240206 20240206160736 ACCESSION NUMBER: 0001172661-24-000494 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240206 DATE AS OF CHANGE: 20240206 EFFECTIVENESS DATE: 20240206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ShoreHaven Wealth Partners, LLC CENTRAL INDEX KEY: 0001844922 ORGANIZATION NAME: IRS NUMBER: 852013503 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20652 FILM NUMBER: 24600281 BUSINESS ADDRESS: STREET 1: 188 EAST BERGEN PLACE STREET 2: SUITE 202 CITY: RED BANK STATE: NJ ZIP: 07701 BUSINESS PHONE: 732-447-9301 MAIL ADDRESS: STREET 1: 188 EAST BERGEN PLACE STREET 2: SUITE 202 CITY: RED BANK STATE: NJ ZIP: 07701 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001844922 XXXXXXXX 12-31-2023 12-31-2023 false ShoreHaven Wealth Partners, LLC

188 East Bergen Place Suite 202 Red Bank NJ 07701

13F HOLDINGS REPORT 028-20652 000308026 801-119024 N Sheryl Iannuzzelli 732-447-9303 /s/ Sheryl Iannuzzelli Red Bank NJ 02-06-2024 0 76 164333631 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 362754 2574 SH SOLE 0 0 2574 ALPHABET INC CAP STK CL A 02079K305 676063 4840 SH SOLE 0 0 4840 AMAZON COM INC COM 023135106 491374 3234 SH SOLE 0 0 3234 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 2758994 48927 SH SOLE 0 0 48927 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 9222628 159672 SH SOLE 0 0 159672 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 193700 10000 SH SOLE 0 0 10000 APPLE INC COM 037833100 5054761 26254 SH SOLE 0 0 26254 AT&T INC COM 00206R102 308615 18392 SH SOLE 0 0 18392 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 935519 2623 SH SOLE 0 0 2623 BLACKROCK INC COM 09247X101 242662 299 SH SOLE 0 0 299 BNY MELLON ETF TRUST HIGH YIELD BETA 09661T800 1713850 36188 SH SOLE 0 0 36188 CHEVRON CORP NEW COM 166764100 336111 2253 SH SOLE 0 0 2253 CONSOLIDATED EDISON INC COM 209115104 270642 2975 SH SOLE 0 0 2975 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 1117493 23437 SH SOLE 0 0 23437 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 293665 5684 SH SOLE 0 0 5684 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 490021 10986 SH SOLE 0 0 10986 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 206527 2915 SH SOLE 0 0 2915 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 3030769 124929 SH SOLE 0 0 124929 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 3864112 102442 SH SOLE 0 0 102442 ISHARES INC CORE MSCI EMKT 46434G103 497712 9840 SH SOLE 0 0 9840 ISHARES INC MSCI EMRG CHN 46434G764 3702219 66815 SH SOLE 0 0 66815 ISHARES TR USD INV GRDE ETF 464288620 1653494 32257 SH SOLE 0 0 32257 ISHARES TR 10-20 YR TRS ETF 464288653 1591963 14705 SH SOLE 0 0 14705 ISHARES TR U.S. TECH ETF 464287721 2607267 21240 SH SOLE 0 0 21240 ISHARES TR EUROPE ETF 464287861 1964595 37166 SH SOLE 0 0 37166 ISHARES TR GLOB HLTHCRE ETF 464287325 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ISHARES TR IBOXX HI YD ETF 464288513 1421422 18367 SH SOLE 0 0 18367 ISHARES TR MSCI USA QLT FCT 46432F339 4681639 31818 SH SOLE 0 0 31818 ISHARES TR RUS 1000 ETF 464287622 701820 2676 SH SOLE 0 0 2676 ISHARES TR RUS 1000 VAL ETF 464287598 309413 1872 SH SOLE 0 0 1872 META PLATFORMS INC CL A 30303M102 263226 744 SH SOLE 0 0 744 MICROSOFT CORP COM 594918104 941562 2504 SH SOLE 0 0 2504 NVIDIA CORPORATION COM 67066G104 225851 456 SH SOLE 0 0 456 PHILIP MORRIS INTL INC COM 718172109 225461 2396 SH SOLE 0 0 2396 RESMED INC COM 761152107 239557 1393 SH SOLE 0 0 1393 REWALK ROBOTICS LTD SHS M8216Q200 14776 19000 SH SOLE 0 0 19000 ROBLOX CORP CL A 771049103 332933 7282 SH SOLE 0 0 7282 SPDR SER TR PORTFOLIO CRPORT 78464A144 3711851 126211 SH SOLE 0 0 126211 SPDR SER TR SPDR S&P1500VL 78464A128 4899279 30567 SH SOLE 0 0 30567 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 1256107 43645 SH SOLE 0 0 43645 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1239035 24271 SH SOLE 0 0 24271 VANGUARD WHITEHALL 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