Titelia

Holdings of ShoreHaven Wealth Partners, LLC

92 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 52.7 % of the equity sleeve

Sector breakdown

  • Funds 13.6 %
  • Technology 3.5 %
  • Communication 1.4 %
  • Industrials 1.1 %
  • Financials 1.0 %
  • Consumer discretionary 0.3 %
  • Utilities 0.2 %
  • Consumer staples 0.2 %
  • Unattributed 78.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US92249.9M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Trust 305,34734.5M $
2Avantis US Large Cap Value ETF 349,84828.2M $
3BlackRock ETF Trust 253,47914.7M $
4Avantis Emerging Markets Equity ETF 132,59310.7M $
5iShares Trust 104,3159M $
6BlackRock ETF Trust 219,7008M $
7iShares Trust 37,9717.3M $
8Apple Inc 25,8176.6M $
9iShares Trust 39,2116.3M $
10SPDR Series Trust 29,2016.3M $
11iShares Trust 80,8556M $
12iShares MSCI USA Momentum Factor ETF 23,4825.6M $
13iShares MSCI International Value Factor ETF 129,8075.2M $
14iShares U.S. Equity Factor ETF 76,8585.1M $
15Global X Funds 69,4124.9M $
16BlackRock ETF Trust 109,0134.5M $
17iShares Core S&P Total U.S. Stock Market ETF 25,9143.7M $
18BlackRock ETF Trust II 69,4373.6M $
19Ishares S&p 100 Etf 11,2133.6M $
20iShares MSCI EAFE Growth ETF 29,8573.3M $
21Ishares Gold Trust 34,9803.1M $
22BNY Mellon ETF Trust 58,9582.8M $
23Vertiv Holdings Co 10,8582.7M $
24Grayscale Bitcoin Mini Trust E 88,5272.7M $
25Janus Detroit Street Trust 52,1052.6M $
26iShares Trust 110,4782.5M $
27Invesco National AMT-Free Municipal Bond ETF 103,3232.4M $
28iShares Trust 46,0892.3M $
29iShares Aaa - A Rated Corporate Bond ETF 44,6192.1M $
30iShares MBS ETF 22,2102.1M $
31ISHARES TRUST 30,4372.1M $
32iShares Trust 17,5471.8M $
33Franklin Templeton ETF Trust 71,0501.8M $
34WisdomTree Trust - WisdomTree International High Dividend Fund 31,8581.7M $
35iShares Trust 17,8661.7M $
36First Trust Exchange-Traded Fund III 34,0871.6M $
37iShares Core Dividend Growth ETF 22,1801.6M $
38Invesco Exchange-Traded Fund T 28,5001.6M $
39Berkshire Hathaway Inc 3,1401.5M $
40Alphabet Inc 4,5341.3M $
41Fidelity Wise Origin Bitcoin Fund 21,9341.3M $
42Ishares Inc 15,9871.3M $
43iShares MSCI USA Min Vol Factor ETF 13,5131.3M $
44State Street SPDR Portfolio Emerging Markets ETF 25,7921.2M $
45iShares Investment Grade Systematic Bond ETF 26,7081.2M $
46iShares iBoxx USD Investment Grade Corporate Bond ETF 10,6571.2M $
47iShares Trust 14,1461.1M $
48iShares U.S. Large Cap Premium 36,1141.1M $
49First Trust Exchange-Traded Fund IV 23,1861M $
50NVIDIA Corp 5,8741M $
51Microsoft Corp 2,444904.7K $
52iShares Trust 2,455875.4K $
53WisdomTree US High Dividend Fund 7,938867K $
54VanEck J. P. Morgan EM Local Currency Bond ETF 33,771848K $
55SPDR Series Trust 3,203813.5K $
56Verizon Communications Inc 16,195813K $
57State Street SPDR Portfolio Corporate Bond ETF 27,528799.1K $
58iShares Euro High Yield Corpor 13,694718.5K $
59Alphabet Inc 2,406690.2K $
60Chevron Corp 3,231668.5K $
61Ishares High Yield Corporate B 22,065650.8K $
62iShares Core High Dividend ETF 4,784649.3K $
63iShares MSCI Emerging Markets ETF 10,829615K $
64Amazon.com Inc 2,766576.1K $
65Vanguard Tax-Exempt Bond Index ETF 11,430570.2K $
66SPDR Gold MiniShares Trust 5,433503.6K $
67JPMorgan Chase & Co 1,572462.4K $
68Wisdomtree Trust 4,771426.2K $
69iShares Trust 1,895400.2K $
70Philip Morris International Inc. 2,396396.2K $
71iShares Trust 1,837392.4K $
72ROBLOX Corp 6,695378.7K $
73Consolidated Edison Inc 3,211363.5K $
74SPDR Series Trust 7,995362.5K $
75Annaly Capital Management Inc 17,000359.6K $
76iShares Broad USD Investment Grade Corporate Bond ETF 6,869351.9K $
77State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 13,606337.4K $
78State Street Blackstone Senior Loan ETF 7,332294.3K $
79Blackrock Inc 299287.5K $
80iShares Trust 3,214286K $
81iShares Core MSCI Emerging Markets ETF 3,999278.9K $
82iShares Core S&P 500 ETF 405264.2K $
83Morgan Stanley 1,541253.6K $
84Vanguard Total Stock Market ETF 774248.2K $
85PIMCO Corporate & Income Strategy Fund 20,000238K $
86Marriott International Inc/MD 702229.6K $
87iShares Core MSCI EAFE ETF 2,530229.1K $
88Corning Inc 1,581215K $
89NextEra Energy Inc 2,310214.5K $
90AT&T Inc 7,217209.2K $
91Vanguard High Dividend Yield E 1,368202.6K $
92CIBUS INC 13,04325.8K $