Shorehaven-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NLY",
  "GOOGL",
  "T",
  "BLK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  null,
  "HEFA",
  null,
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "DLN",
  "EFG",
  "IWD",
  null,
  "EEM",
  null,
  null,
  "IEMG",
  "IVV",
  "AAPL",
  null,
  "NVDA",
  "VZ",
  null,
  null,
  null,
  null,
  null,
  "IEF",
  "VYM",
  null,
  null,
  null,
  "AMZN",
  null,
  "IVE",
  null,
  null,
  "VTEB",
  "V",
  null,
  null,
  null,
  "RBLX",
  "MTUM",
  "DGRO",
  null,
  null,
  "BRK-B",
  null,
  null,
  "CVX",
  "ED",
  "IJT",
  "EFA",
  "USMV",
  "IWB",
  "GOOG",
  "PM",
  null,
  "ITOT",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 87
Total Value: 208773884
Accession Number: 0001172661-25-001586
Form Type: 13F-HR
CIK: shorehaven-wealth-partners
Manager Name: Shorehaven-Wealth-Partners

Data Enrichment

44% identified

38 identified49 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

87 positions • $208.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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AT&T INC.

T|00206R102

Shares:8.9K

Value:$251.5K

% of Portfolio:0.1% ($251.5K/$208.8M)

92189F486

Shares:9.6K

Value:$244.8K

% of Portfolio:0.1% ($244.8K/$208.8M)

33740F805

Shares:5.5K

Value:$240.8K

% of Portfolio:0.1% ($240.8K/$208.8M)

921946406

VYM|921946406

Shares:1.8K

Value:$235.6K

% of Portfolio:0.1% ($235.6K/$208.8M)

78464A284

Shares:9.2K

Value:$231.3K

% of Portfolio:0.1% ($231.3K/$208.8M)

46434G103

IEMG|46434G103

Shares:4.2K

Value:$226.3K

% of Portfolio:0.1% ($226.3K/$208.8M)

VISA INC.

V|92826C839

Shares:591

Value:$207.3K

% of Portfolio:0.1% ($207.3K/$208.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AT&T INC.(Tcusip00206R102)	8.9K	QoQ +0.47% (+42) YoY -41.19% (-6.2K)	All Managers (Combined)	$251.5K	0.1% ($251.5K/$208.8M)	QoQ +24.79% (+$50.0K) YoY -5.49% (-$14.6K)
(cusip92189F486)✕	9.6K	QoQ -65.99% (-18.6K) YoY NEW(+9.6K)	All Managers (Combined)	$244.8K	0.1% ($244.8K/$208.8M)	QoQ -65.85% (-$472.2K) YoY NEW(+$244.8K)
(cusip33740F805)✕	5.5K	QoQ -20.50% (-1.4K) YoY -50.54% (-5.6K)	All Managers (Combined)	$240.8K	0.1% ($240.8K/$208.8M)	QoQ -18.90% (-$56.1K) YoY -50.27% (-$243.4K)
(VYMcusip921946406)	1.8K	QoQ -11.26% (-232) YoY -28.12% (-715)	All Managers (Combined)	$235.6K	0.1% ($235.6K/$208.8M)	QoQ -10.31% (-$27.1K) YoY -23.39% (-$71.9K)
(cusip78464A284)✕	9.2K	QoQ -41.29% (-6.5K) YoY NEW(+9.2K)	All Managers (Combined)	$231.3K	0.1% ($231.3K/$208.8M)	QoQ -42.12% (-$168.4K) YoY NEW(+$231.3K)
(IEMGcusip46434G103)	4.2K	QoQ -5.58% (-248) YoY -49.10% (-4.0K)	All Managers (Combined)	$226.3K	0.1% ($226.3K/$208.8M)	QoQ -2.42% (-$5.6K) YoY -46.76% (-$198.8K)
VISA INC.(Vcusip92826C839)	591	QoQ NEW(+591) YoY NEW(+591)	All Managers (Combined)	$207.3K	0.1% ($207.3K/$208.8M)	QoQ NEW(+$207.3K) YoY NEW(+$207.3K)