0001172661-23-002536.txt : 20230719 0001172661-23-002536.hdr.sgml : 20230719 20230719120044 ACCESSION NUMBER: 0001172661-23-002536 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230719 DATE AS OF CHANGE: 20230719 EFFECTIVENESS DATE: 20230719 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ShoreHaven Wealth Partners, LLC CENTRAL INDEX KEY: 0001844922 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: 231096074 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 06-30-2023 06-30-2023 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 07-19-2023 0 69 149477636 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 572733 4785 SH SOLE 0 0 4785 ALPHABET INC CAP STK CL C 02079K107 302425 2500 SH SOLE 0 0 2500 AMAZON COM INC COM 023135106 445831 3420 SH SOLE 0 0 3420 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 200100 10000 SH SOLE 0 0 10000 APPLE INC COM 037833100 4974368 25645 SH SOLE 0 0 25645 AT&T INC COM 00206R102 293596 18407 SH SOLE 0 0 18407 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 959233 2813 SH SOLE 0 0 2813 CHEVRON CORP NEW COM 166764100 342971 2180 SH SOLE 0 0 2180 CONSOLIDATED EDISON INC COM 209115104 267316 2957 SH SOLE 0 0 2957 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 2998016 75650 SH SOLE 0 0 75650 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 463473 10493 SH SOLE 0 0 10493 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 1796932 75185 SH SOLE 0 0 75185 ISHARES INC CORE MSCI EMKT 46434G103 2382110 48328 SH SOLE 0 0 48328 ISHARES TR 10-20 YR TRS ETF 464288653 1121325 10123 SH SOLE 0 0 10123 ISHARES TR 20 YR TR BD ETF 464287432 5843230 56763 SH SOLE 0 0 56763 ISHARES TR A RATE CP BD ETF 46429B291 1413135 29952 SH SOLE 0 0 29952 ISHARES TR CORE DIV GRWTH 46434V621 1472244 28571 SH SOLE 0 0 28571 ISHARES TR CORE MSCI EAFE 46432F842 551452 8170 SH SOLE 0 0 8170 ISHARES TR CORE S&P TTL STK 464287150 1609632 16452 SH SOLE 0 0 16452 ISHARES TR CORE TOTAL USD 46434V613 556553 12240 SH SOLE 0 0 12240 ISHARES TR EAFE GRWTH ETF 464288885 3884967 40719 SH SOLE 0 0 40719 ISHARES TR EAFE VALUE ETF 464288877 3818088 78016 SH SOLE 0 0 78016 ISHARES TR EUROPE ETF 464287861 1600905 31676 SH SOLE 0 0 31676 ISHARES TR GLOB HLTHCRE ETF 464287325 772389 9088 SH SOLE 0 0 9088 ISHARES TR GNMA BOND ETF 46429B333 590788 13476 SH SOLE 0 0 13476 ISHARES TR IBOXX INV CP ETF 464287242 6597020 61004 SH SOLE 0 0 61004 ISHARES TR INTL DIV GRWTH 46435G524 1831623 29533 SH SOLE 0 0 29533 ISHARES TR JPMORGAN USD EMG 464288281 641690 7415 SH SOLE 0 0 7415 ISHARES TR MBS ETF 464288588 3003950 32209 SH SOLE 0 0 32209 ISHARES TR MSCI EMG MKT ETF 464287234 760739 19230 SH SOLE 0 0 19230 ISHARES TR MSCI INTL VLU FT 46435G409 3982060 156466 SH SOLE 0 0 156466 ISHARES TR MSCI USA MIN VOL 46429B697 3602563 48467 SH SOLE 0 0 48467 ISHARES TR MSCI USA QLT FCT 46432F339 3996348 29631 SH SOLE 0 0 29631 ISHARES TR RUS 1000 ETF 464287622 648603 2661 SH SOLE 0 0 2661 ISHARES TR RUS 1000 VAL ETF 464287598 301584 1911 SH SOLE 0 0 1911 ISHARES TR RUS TOP 200 ETF 464289446 4678190 43869 SH SOLE 0 0 43869 ISHARES TR S&P 100 ETF 464287101 444558 2147 SH SOLE 0 0 2147 ISHARES TR S&P 500 GRWT ETF 464287309 15058575 213657 SH SOLE 0 0 213657 ISHARES TR S&P 500 VAL ETF 464287408 303259 1881 SH SOLE 0 0 1881 ISHARES TR S&P SML 600 GWT 464287887 321919 2801 SH SOLE 0 0 2801 ISHARES TR SHRT NAT MUN ETF 464288158 313785 3016 SH SOLE 0 0 3016 ISHARES TR U S EQUITY FACTR 46434V282 17997601 403896 SH SOLE 0 0 403896 ISHARES TR U.S. ENERGY ETF 464287796 227467 5310 SH SOLE 0 0 5310 ISHARES TR U.S. TECH ETF 464287721 3740203 34355 SH SOLE 0 0 34355 ISHARES TR US HLTHCARE ETF 464287762 921755 3289 SH SOLE 0 0 3289 ISHARES TR US INFRASTRUC 46435U713 914489 23400 SH SOLE 0 0 23400 JPMORGAN CHASE & CO COM 46625H100 224078 1541 SH SOLE 0 0 1541 META PLATFORMS INC CL A 30303M102 207389 723 SH SOLE 0 0 723 MICROSOFT CORP COM 594918104 905719 2660 SH SOLE 0 0 2660 NEXTERA ENERGY INC COM 65339F101 201733 2719 SH SOLE 0 0 2719 PHILIP MORRIS INTL INC COM 718172109 233945 2396 SH SOLE 0 0 2396 PIMCO ETF TR INV GRD CRP BD 72201R817 266813 2813 SH SOLE 0 0 2813 RESMED INC COM 761152107 304286 1393 SH SOLE 0 0 1393 REWALK ROBOTICS LTD SHS M8216Q200 11400 19000 SH SOLE 0 0 19000 ROBLOX CORP CL A 771049103 293465 7282 SH SOLE 0 0 7282 SPDR SER TR BLOOMBERG HIGH Y 78468R622 1873363 20356 SH SOLE 0 0 20356 SPDR SER TR NUVEEN BLMBRG SH 78468R739 467065 9927 SH SOLE 0 0 9927 SPDR SER TR NUVEEN BLOOMBERG 78464A284 1264481 50559 SH SOLE 0 0 50559 SPDR SER TR PORTFOLIO CRPORT 78464A144 3360444 116379 SH SOLE 0 0 116379 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2643631 52641 SH SOLE 0 0 52641 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 311740 2939 SH SOLE 0 0 2939 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 2672961 25761 SH SOLE 0 0 25761 VERIZON COMMUNICATIONS INC COM 92343V104 390279 10494 SH SOLE 0 0 10494 VISA INC COM CL A 92826C839 211551 891 SH SOLE 0 0 891 WISDOMTREE TR EM EX ST-OWNED 97717X578 4529093 162043 SH SOLE 0 0 162043 WISDOMTREE TR GLB US QTLY DIV 97717W844 7637739 213226 SH SOLE 0 0 213226 WISDOMTREE TR US HIGH DIVIDEND 97717W208 1535241 19294 SH SOLE 0 0 19294 WISDOMTREE TR US LARGECAP DIVD 97717W307 10124285 159187 SH SOLE 0 0 159187 WORLD GOLD TR SPDR GLD MINIS 98149E303 285142 7486 SH SOLE 0 0 7486