0001172661-23-000272.txt : 20230124 0001172661-23-000272.hdr.sgml : 20230124 20230124143945 ACCESSION NUMBER: 0001172661-23-000272 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230124 DATE AS OF CHANGE: 20230124 EFFECTIVENESS DATE: 20230124 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: 23547778 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 12-31-2022 12-31-2022 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 01-24-2023 0 76 141868780 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 415099 4705 SH SOLE 0 0 4705 ALPHABET INC CAP STK CL C 02079K107 204079 2300 SH SOLE 0 0 2300 AMAZON COM INC COM 023135106 283920 3380 SH SOLE 0 0 3380 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 212897 10099 SH SOLE 0 0 10099 APPLE INC COM 037833100 3368907 25929 SH SOLE 0 0 25929 AT&T INC COM 00206R102 345268 18754 SH SOLE 0 0 18754 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 870789 2819 SH SOLE 0 0 2819 CHEVRON CORP NEW COM 166764100 388256 2163 SH SOLE 0 0 2163 CONSOLIDATED EDISON INC COM 209115104 291862 3062 SH SOLE 0 0 3062 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 836990 49821 SH SOLE 0 0 49821 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 2221069 57038 SH SOLE 0 0 57038 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST GLD 33733E856 1518316 79743 SH SOLE 0 0 79743 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 213748 4794 SH SOLE 0 0 4794 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 397358 9047 SH SOLE 0 0 9047 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 310775 13304 SH SOLE 0 0 13304 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 1021029 45602 SH SOLE 0 0 45602 ISHARES INC CORE MSCI EMKT 46434G103 1326740 28410 SH SOLE 0 0 28410 ISHARES INC MSCI EMERG MRKT 464286533 3557900 67067 SH SOLE 0 0 67067 ISHARES TR CONV BD ETF 46435G102 582904 8391 SH SOLE 0 0 8391 ISHARES TR 0-5YR HI YL CP 46434V407 2960290 72396 SH SOLE 0 0 72396 ISHARES TR CORE TOTAL USD 46434V613 518460 11539 SH SOLE 0 0 11539 ISHARES TR 10+ YR INVST GRD 464289511 2060110 41376 SH SOLE 0 0 41376 ISHARES TR CORE S&P TTL STK 464287150 15754409 185783 SH SOLE 0 0 185783 ISHARES TR 10-20 YR TRS ETF 464288653 1646283 15218 SH SOLE 0 0 15218 ISHARES TR CORE DIV GRWTH 46434V621 1435181 28704 SH SOLE 0 0 28704 ISHARES TR 20 YR TR BD ETF 464287432 3279769 32943 SH SOLE 0 0 32943 ISHARES TR CORE MSCI EAFE 46432F842 1186191 19244 SH SOLE 0 0 19244 ISHARES TR CORE S&P SCP ETF 464287804 1507394 15928 SH SOLE 0 0 15928 ISHARES TR FLTG RATE NT ETF 46429B655 2339036 46474 SH SOLE 0 0 46474 ISHARES TR S&P 100 ETF 464287101 1248402 7319 SH SOLE 0 0 7319 ISHARES TR US INFRASTRUC 46435U713 817115 22535 SH SOLE 0 0 22535 ISHARES TR S&P SML 600 GWT 464287887 939453 8693 SH SOLE 0 0 8693 ISHARES TR EAFE VALUE ETF 464288877 4157957 90627 SH SOLE 0 0 90627 ISHARES TR RUS 1000 VAL ETF 464287598 483595 3189 SH SOLE 0 0 3189 ISHARES TR US HLTHCARE ETF 464287762 961509 3389 SH SOLE 0 0 3389 ISHARES TR MSCI INTL VLU FT 46435G409 4314856 186226 SH SOLE 0 0 186226 ISHARES TR U.S. ENERGY ETF 464287796 1427523 30706 SH SOLE 0 0 30706 ISHARES TR INTL DIV GRWTH 46435G524 1702202 29537 SH SOLE 0 0 29537 ISHARES TR MSCI USA MMENTM 46432F396 1610073 11033 SH SOLE 0 0 11033 ISHARES TR EAFE GRWTH ETF 464288885 3121109 37263 SH SOLE 0 0 37263 ISHARES TR MBS ETF 464288588 1838097 19818 SH SOLE 0 0 19818 ISHARES TR U.S. TECH ETF 464287721 1896397 25458 SH SOLE 0 0 25458 ISHARES TR S&P 500 GRWT ETF 464287309 13514005 231009 SH SOLE 0 0 231009 ISHARES TR MSCI EMG MKT ETF 464287234 2059259 54334 SH SOLE 0 0 54334 ISHARES TR S&P 500 VAL ETF 464287408 380138 2620 SH SOLE 0 0 2620 ISHARES TR EUROPE ETF 464287861 1496246 33037 SH SOLE 0 0 33037 ISHARES TR RUS TOP 200 ETF 464289446 6712655 74610 SH SOLE 0 0 74610 ISHARES TR MSCI USA MIN VOL 46429B697 1547710 21466 SH SOLE 0 0 21466 ISHARES TR MSCI USA VALUE 46432F388 1137614 12482 SH SOLE 0 0 12482 ISHARES TR GLOB HLTHCRE ETF 464287325 841670 9916 SH SOLE 0 0 9916 ISHARES TR SHRT NAT MUN ETF 464288158 436683 4188 SH SOLE 0 0 4188 ISHARES TR IBOXX INV CP ETF 464287242 3919829 37179 SH SOLE 0 0 37179 ISHARES TR RUS 1000 ETF 464287622 591150 2808 SH SOLE 0 0 2808 ISHARES U S ETF TR BLOOMBERG ROLL 46431W598 597811 10967 SH SOLE 0 0 10967 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 1156519 41026 SH SOLE 0 0 41026 JPMORGAN CHASE & CO COM 46625H100 217452 1622 SH SOLE 0 0 1622 MICROSOFT CORP COM 594918104 659900 2752 SH SOLE 0 0 2752 NEXTERA ENERGY INC COM 65339F101 224457 2685 SH SOLE 0 0 2685 PHILIP MORRIS INTL INC COM 718172109 245395 2425 SH SOLE 0 0 2425 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 510548 10357 SH SOLE 0 0 10357 RESMED INC COM 761152107 386208 1856 SH SOLE 0 0 1856 REWALK ROBOTICS LTD SHS M8216Q200 14442 19000 SH SOLE 0 0 19000 ROBLOX CORP CL A 771049103 201554 7082 SH SOLE 0 0 7082 SPDR SER TR NUVEEN BLOOMBERG 78464A284 1068378 21817 SH SOLE 0 0 21817 SPDR SER TR BLOOMBERG HIGH Y 78468R622 2178990 24211 SH SOLE 0 0 24211 SPDR SER TR NUVEEN BLMBRG SH 78468R739 386991 8237 SH SOLE 0 0 8237 SPINNAKER ETF SERIES CANNABIS ETF 84858T400 35589 13741 SH SOLE 0 0 13741 VANECK ETF TRUST SHRT HGH YLD MUN 92189F387 232163 10425 SH SOLE 0 0 10425 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2036118 41142 SH SOLE 0 0 41142 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 348147 3385 SH SOLE 0 0 3385 VERIZON COMMUNICATIONS INC COM 92343V104 373907 9490 SH SOLE 0 0 9490 WISDOMTREE TR GLB US QTLY DIV 97717W844 5326839 165301 SH SOLE 0 0 165301 WISDOMTREE TR EM EX ST-OWNED 97717X578 622704 23340 SH SOLE 0 0 23340 WISDOMTREE TR US LARGECAP DIVD 97717W307 14220253 229544 SH SOLE 0 0 229544 WISDOMTREE TR US HIGH DIVIDEND 97717W208 1731465 20119 SH SOLE 0 0 20119 WORLD GOLD TR SPDR GLD MINIS 98149E303 882674 24390 SH SOLE 0 0 24390