0001172661-24-004339.txt : 20241024 0001172661-24-004339.hdr.sgml : 20241024 20241024122347 ACCESSION NUMBER: 0001172661-24-004339 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241024 DATE AS OF CHANGE: 20241024 EFFECTIVENESS DATE: 20241024 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: 241391475 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 09-30-2024 09-30-2024 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 10-24-2024 0 84 207374548 INFORMATION TABLE 2 infotable.xml AGRIFORCE GROWING SYSTEMS LT COM NEW C00948122 3795 75000 SH SOLE 0 0 75000 ALPHABET INC CAP STK CL A 02079K305 784256 4728 SH SOLE 0 0 4728 ALPHABET INC CAP STK CL C 02079K107 440808 2636 SH SOLE 0 0 2636 AMAZON COM INC COM 023135106 620293 3329 SH SOLE 0 0 3329 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 9101931 138264 SH SOLE 0 0 138264 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 1669589 25845 SH SOLE 0 0 25845 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 200700 10000 SH SOLE 0 0 10000 APPLE INC COM 037833100 5995097 25730 SH SOLE 0 0 25730 AT&T INC COM 00206R102 325039 14774 SH SOLE 0 0 14774 B2GOLD CORP COM 11777Q209 46200 15000 SH SOLE 0 0 15000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1157990 2515 SH SOLE 0 0 2515 BLACKROCK ETF TRUST US EQT FACTOR 09290C103 12117851 244953 SH SOLE 0 0 244953 BLACKROCK ETF TRUST II FLEXIBLE INCOME 092528603 4638696 86656 SH SOLE 0 0 86656 BLACKROCK ETF TRUST II HIGH YLD MUNI IN 092528108 553899 23895 SH SOLE 0 0 23895 BNY MELLON ETF TRUST HIGH YIELD ETF 09661T800 2642568 54095 SH SOLE 0 0 54095 CHEVRON CORP NEW COM 166764100 306215 2079 SH SOLE 0 0 2079 CONSOLIDATED EDISON INC COM 209115104 318022 3054 SH SOLE 0 0 3054 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 1448273 29317 SH SOLE 0 0 29317 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 2248751 49003 SH SOLE 0 0 49003 FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 33739N108 502510 9671 SH SOLE 0 0 9671 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 303450 6707 SH SOLE 0 0 6707 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 3701840 148014 SH SOLE 0 0 148014 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 2361861 49692 SH SOLE 0 0 49692 ISHARES INC CORE MSCI EMKT 46434G103 436484 7602 SH SOLE 0 0 7602 ISHARES INC MSCI EMRG CHN 46434G764 7896477 129217 SH SOLE 0 0 129217 ISHARES TR INVESTMENT GRADE 46435G219 753999 16225 SH SOLE 0 0 16225 ISHARES TR RUS 1000 ETF 464287622 663063 2109 SH SOLE 0 0 2109 ISHARES TR S&P 500 VAL ETF 464287408 368190 1867 SH SOLE 0 0 1867 ISHARES TR CUR HD EURZN ETF 46434V639 649880 17679 SH SOLE 0 0 17679 ISHARES TR 20 YR TR BD ETF 464287432 9119370 92959 SH SOLE 0 0 92959 ISHARES TR JPMORGAN USD EMG 464288281 783347 8370 SH SOLE 0 0 8370 ISHARES TR EAFE VALUE ETF 464288877 7348071 127725 SH SOLE 0 0 127725 ISHARES TR MBS ETF 464288588 2671970 27888 SH SOLE 0 0 27888 ISHARES TR 10-20 YR TRS ETF 464288653 1768413 16175 SH SOLE 0 0 16175 ISHARES TR CORE S&P500 ETF 464287200 311433 539 SH SOLE 0 0 539 ISHARES TR IBOXX INV CP ETF 464287242 2495872 22091 SH SOLE 0 0 22091 ISHARES TR US HLTHCARE ETF 464287762 327145 5033 SH SOLE 0 0 5033 ISHARES TR USD INV GRDE ETF 464288620 579800 11027 SH SOLE 0 0 11027 ISHARES TR US INFRASTRUC 46435U713 1493569 31798 SH SOLE 0 0 31798 ISHARES TR IBOXX HI YD ETF 464288513 1036432 12907 SH SOLE 0 0 12907 ISHARES TR INTL DIV GRWTH 46435G524 1912848 25644 SH SOLE 0 0 25644 ISHARES TR MSCI USA QLT FCT 46432F339 10560125 58896 SH SOLE 0 0 58896 ISHARES TR U.S. TECH ETF 464287721 3559301 23475 SH SOLE 0 0 23475 ISHARES TR MSCI INTL VLU FT 46435G409 3704450 125447 SH SOLE 0 0 125447 ISHARES TR U S EQUITY FACTR 46434V282 24103160 410126 SH SOLE 0 0 410126 ISHARES TR U.S. ENERGY ETF 464287796 685539 14793 SH SOLE 0 0 14793 ISHARES TR EUROPE ETF 464287861 1989338 34140 SH SOLE 0 0 34140 ISHARES TR CORE S&P TTL STK 464287150 2621459 20868 SH SOLE 0 0 20868 ISHARES TR CORE MSCI EAFE 46432F842 374842 4802 SH SOLE 0 0 4802 ISHARES TR RUS TOP 200 ETF 464289446 5420563 38597 SH SOLE 0 0 38597 ISHARES TR MSCI EMG MKT ETF 464287234 611268 13329 SH SOLE 0 0 13329 ISHARES TR MSCI USA MIN VOL 46429B697 308957 3383 SH SOLE 0 0 3383 ISHARES TR CONV BD ETF 46435G102 272933 3262 SH SOLE 0 0 3262 ISHARES TR S&P 100 ETF 464287101 911094 3292 SH SOLE 0 0 3292 ISHARES TR GLOBAL ENERG ETF 464287341 466698 11529 SH SOLE 0 0 11529 ISHARES TR A RATE CP BD ETF 46429B291 1924879 39163 SH SOLE 0 0 39163 ISHARES TR 7-10 YR TRSY BD 464287440 1170519 11929 SH SOLE 0 0 11929 ISHARES TR EAFE GRWTH ETF 464288885 3729350 34643 SH SOLE 0 0 34643 ISHARES TR CORE TOTAL USD 46434V613 844532 17923 SH SOLE 0 0 17923 ISHARES TR S&P SML 600 GWT 464287887 331847 2379 SH SOLE 0 0 2379 ISHARES TR SHRT NAT MUN ETF 464288158 405221 3816 SH SOLE 0 0 3816 ISHARES TR S&P 500 GRWT ETF 464287309 23259057 242914 SH SOLE 0 0 242914 ISHARES TR CORE DIV GRWTH 46434V621 2278177 36340 SH SOLE 0 0 36340 ISHARES TR RUS 1000 VAL ETF 464287598 355211 1871 SH SOLE 0 0 1871 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 1703561 33481 SH SOLE 0 0 33481 JPMORGAN CHASE & CO. 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