0001172661-24-001976.txt : 20240502 0001172661-24-001976.hdr.sgml : 20240502 20240502095853 ACCESSION NUMBER: 0001172661-24-001976 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240502 DATE AS OF CHANGE: 20240502 EFFECTIVENESS DATE: 20240502 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: 24905892 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 03-31-2024 03-31-2024 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 05-02-2024 0 78 181708042 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 700276 4639 SH SOLE 0 0 4639 ALPHABET INC CAP STK CL C 02079K107 408567 2683 SH SOLE 0 0 2683 AMAZON COM INC COM 023135106 550520 3052 SH SOLE 0 0 3052 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 754581 13019 SH SOLE 0 0 13019 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 10144656 157868 SH SOLE 0 0 157868 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 196900 10000 SH SOLE 0 0 10000 APPLE INC COM 037833100 4530979 26422 SH SOLE 0 0 26422 AT&T INC COM 00206R102 266150 15122 SH SOLE 0 0 15122 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1206450 2868 SH SOLE 0 0 2868 BLACKROCK ETF TRUST US EQT FACTOR 09290C103 6818528 153570 SH SOLE 0 0 153570 BLACKROCK ETF TRUST II FLEXIBLE INCOME 092528603 3930647 74926 SH SOLE 0 0 74926 BLACKROCK INC COM 09247X101 249624 299 SH SOLE 0 0 299 BNY MELLON ETF TRUST HIGH YIELD BETA 09661T800 1616397 33915 SH SOLE 0 0 33915 CHEVRON CORP NEW COM 166764100 359215 2277 SH SOLE 0 0 2277 CONSOLIDATED EDISON INC COM 209115104 272661 3002 SH SOLE 0 0 3002 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 1447807 30049 SH SOLE 0 0 30049 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 349714 6809 SH SOLE 0 0 6809 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 484212 11105 SH SOLE 0 0 11105 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 223599 2927 SH SOLE 0 0 2927 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 3437977 140153 SH SOLE 0 0 140153 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 2079747 49365 SH SOLE 0 0 49365 ISHARES INC MSCI EMRG CHN 46434G764 5301449 92087 SH SOLE 0 0 92087 ISHARES INC CORE MSCI EMKT 46434G103 425077 8237 SH SOLE 0 0 8237 ISHARES TR S&P 500 GRWT ETF 464287309 19705944 233372 SH SOLE 0 0 233372 ISHARES TR GLOB HLTHCRE ETF 464287325 344748 3701 SH SOLE 0 0 3701 ISHARES TR 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