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 (434 days), 121 trades recorded
- Returns: week n/a · month n/a · 90 days +12.1% · 6 months +12.3% · 1 year +19.9% · all +19.9%
- Max drawdown -1.6% · Sharpe 1.14 · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287309 · 16.1% · long · since 2025-06-30
- 025072349 · 10.7% · long · since 2025-06-30
- 09290C103 · 6.5% · long · since 2025-06-30
- 09290C764 · 3.7% · long · since 2026-03-31
- 09290C780 · 3.5% · long · since 2025-06-30
- 025072604 · 3.1% · long · since 2025-06-30
- 97717W844 · 2.6% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- 464289446 · 2.3% · long · since 2025-06-30
- 78464A128 · 2.2% · long · since 2025-06-30
- 09290C806 · 2.1% · long · since 2025-06-30
- 09290C665 · 2.0% · long · since 2026-06-30
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