Long-term investor
Shorehaven Wealth Partners, LLC @shorehavenwealthpartners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844922).
Record
- Tracked since 2025-06-30 (478 days), 137 trades recorded
- Returns: week n/a · month n/a · 90 days -0.3% · 6 months +0.1% · 1 year +0.8% · all +0.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287309 · 16.9% · long · since 2025-09-30
- 025072349 · 10.9% · long · since 2025-09-30
- 09290C103 · 6.7% · long · since 2025-09-30
- 09290C764 · 3.7% · long · since 2026-03-31
- 09290C780 · 3.2% · long · since 2025-09-30
- 025072604 · 3.1% · long · since 2025-09-30
- AAPL · 2.6% · long · since 2025-09-30
- 97717W844 · 2.5% · long · since 2025-09-30
- 464289446 · 2.3% · long · since 2025-09-30
- 09290C806 · 2.2% · long · since 2025-09-30
- 09290C665 · 2.1% · long · since 2026-06-30
- 78464A128 · 2.1% · long · since 2025-09-30