0001844922-21-000001.txt : 20210210 0001844922-21-000001.hdr.sgml : 20210210 20210210142734 ACCESSION NUMBER: 0001844922-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210210 DATE AS OF CHANGE: 20210210 EFFECTIVENESS DATE: 20210210 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: 21613091 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 13F-HR LIVE false false false 0001844922 XXXXXXXX 12-31-2020 12-31-2020 ShoreHaven Wealth Partners, LLC

188 EAST BERGEN PLACE SUITE 202 RED BANK NJ 07701

13F HOLDINGS REPORT 028-20652 N Sheryl Iannuzzelli 732-447-9303 Sheryl Iannuzzelli Red Bank NJ 02-10-2021 2 281 178696 false 1 0000733020 028-00858 ARS Investment Partners, LLC 2 0000860644 028-02634 Aristotle Capital Management, LLC INFORMATION TABLE 2 Shorehaven13F2021Q1.xml AMAZON COM INC COM Stock 023135106 156 48 SH DFND Y 0 0 48 AMAZON COM INC COM Stock 023135106 433 133 SH SOLE N 0 0 133 PRUDENTIAL FINL INC COM Stock 744320102 173 2221 SH SOLE N 0 0 2220 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 156 2689 SH SOLE N 0 0 2688 SQUARE INC CL A Stock 852234103 43 200 SH SOLE N 0 0 200 ISHARES COMEX GOLD TRUST ETF 464285105 7 378 SH DFND Y 0 0 378 ISHARES COMEX GOLD TRUST ETF 464285105 4260 234996 SH SOLE N 0 0 234996 BGC PARTNERS INC CL A Stock 05541T101 23 5639 SH SOLE N 0 0 5639 VIKING THERAPEUTICS INC COM Stock 92686J106 8 1495 SH SOLE N 0 0 1495 JOHNSON & JOHNSON COM Stock 478160104 148 942 SH SOLE N 0 0 941 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 43 223 SH SOLE N 0 0 222 ASCENDIS PHARMA A/S SPONSORED ADR ADR 04351P101 92 549 SH DFND Y 0 0 549 GOLDMAN SACHS GROUP INC COM Stock 38141G104 5 19 SH SOLE N 0 0 19 YUM BRANDS INC COM Stock 988498101 44 402 SH SOLE N 0 0 401 EAST WEST BANCORP INC COM Stock 27579R104 1 23 SH DFND Y 0 0 23 ETFMG ALTERNATIVE HARVEST ETF ETF 26924G508 5 344 SH SOLE N 0 0 344 PROCTER AND GAMBLE CO COM Stock 742718109 2 15 SH DFND Y 0 0 15 PROCTER AND GAMBLE CO COM Stock 742718109 84 606 SH SOLE N 0 0 606 COCA COLA CO COM Stock 191216100 2 43 SH DFND Y 0 0 42 COCA COLA CO COM Stock 191216100 38 698 SH SOLE N 0 0 697 GENERAL MLS INC COM Stock 370334104 53 896 SH SOLE N 0 0 895 ENTERPRISE PRODS PARTNERS L P COM Stock 293792107 59 3010 SH SOLE N 0 0 3010 AMEREN CORP COM Stock 023608102 31 391 SH SOLE N 0 0 391 IDEX CORP COM Stock 45167R104 30 150 SH SOLE N 0 0 150 UNIVERSAL HEALTH RLTY INCM TR SH BEN INT REIT 91359E105 10 150 SH SOLE N 0 0 150 APHRIA INC COM Stock 03765K104 5 700 SH SOLE N 0 0 700 INTEL CORP COM Stock 458140100 50 1009 SH SOLE N 0 0 1008 MEDTRONIC PLC SHS Stock G5960L103 3 22 SH DFND Y 0 0 22 MEDTRONIC PLC SHS Stock G5960L103 32 275 SH SOLE N 0 0 275 FORTIVE CORP COM Stock 34959J108 5 75 SH SOLE N 0 0 75 NETFLIX INC COM Stock 64110L106 27 50 SH SOLE N 0 0 50 UNITED STATES 12 MONTH OIL FUND, LP ETF 91288V103 89 5185 SH SOLE N 0 0 5185 MADRIGAL PHARMACEUTICALS INC COM Stock 558868105 59 534 SH SOLE N 0 0 534 HESS CORP COM Stock 42809H107 4 77 SH SOLE N 0 0 77 ISHARES GROWTH ALLOCATION FUND ETF 464289867 3 57 SH SOLE N 0 0 56 MERCK & CO. 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