StockDriftsStockDriftsTop 50 ShoreHaven Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 12.4% | 305.3K | $34.5M | +16.14%(+42.44K) | $75.87(+83.09%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 10.13% | 349.8K | $28.2M | +10.00%(+31.80K) | $63.60(+39.46%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.3% | 253.5K | $14.7M | -21.79%(-70.62K) | $47.76(+40.67%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.84% | 132.6K | $10.7M | -21.65%(-36.63K) | $69.65(+36.43%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 3.63% | 314.0K | $10.1M | new | $31.61(+13.56%) | 2026-03-31 | |
| TLT | ISHARES TR | 3.25% | 104.3K | $9.0M | +4.79%(+4.77K) | $101.31(-16.18%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 2.98% | 251.5K | $8.3M | +32.44%(+61.61K) | $30.20(+61.08%) | 2026-03-31 | |
| THRO | BLACKROCK ETF TRUST | 2.86% | 219.7K | $8.0M | +5.10%(+10.67K) | $33.22(+28.97%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.62% | 38.0K | $7.3M | +0.19%(+72) | $148.69(+42.83%) | 2026-03-31 | |
| DNL | WISDOMTREE TR | 2.51% | 173.4K | $7.0M | +4.20%(+6.99K) | $38.10(+16.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.07% | +56.39% |
| Top 20 Holdings Unweighted | +14.25% | +49.13% |
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