Shorehaven Wealth Partners, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
188 EAST BERGEN PLACE RED BANK, NJ 07701
As of the latest 13F report, the guru’s equity portfolio contained 75 stocks valued at a total of $140.00Mil. The top holdings were ITOT(11.23%), DLN(10.13%), and IVW(9.63%).
According to GuruFocus data, these were Shorehaven Wealth Partners, LLC’s top five trades of the quarter.
iShares Core High Dividend ETF
The guru sold out of their 35,586-share investment in ARCA:HDV. Previously, the stock had a 2.52% weight in the equity portfolio. Shares traded for an average price of $101.44 during the quarter.
On 01/25/2023, iShares Core High Dividend ETF traded for a price of $104.84 per share and a market cap of $12.60Bil. The stock has returned 7.92% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core High Dividend ETF has a price-earnings ratio of 13.94 and a price-book ratio of 3.18.
iShares 20 Year Treasury Bond ETF
Shorehaven Wealth Partners, LLC reduced their investment in NAS:TLT by 30,516 shares. The trade had a 2.43% impact on the equity portfolio. During the quarter, the stock traded for an average price of $100.32.
On 01/25/2023, iShares 20+ Year Treasury Bond ETF traded for a price of $107.22 per share and a market cap of $31.37Bil. The stock has returned -22.96% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares 0-5 Year High Yield Corporate Bond ETF
The guru established a new position worth 72,396 shares in ARCA:SHYG, giving the stock a 2.11% weight in the equity portfolio. Shares traded for an average price of $40.53 during the quarter.
On 01/25/2023, iShares 0-5 Year High Yield Corporate Bond ETF traded for a price of $41.9 per share and a market cap of $6.37Bil. The stock has returned -1.53% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares 0-5 Year High Yield Corporate Bond ETF has a price-book ratio of 6.09.
FIRST TR EXCHANGE4
Shorehaven Wealth Partners, LLC reduced their investment in NAS:HYLS by 61,472 shares. The trade had a 1.83% impact on the equity portfolio. During the quarter, the stock traded for an average price of $38.99.
On 01/25/2023, FIRST TR EXCHANGE4 traded for a price of $40.13 per share and a market cap of $1.57Bil. The stock has returned -9.19% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR Bloomberg High Yield Bond ETF
The guru established a new position worth 24,211 shares in ARCA:JNK, giving the stock a 1.55% weight in the equity portfolio. Shares traded for an average price of $89.37 during the quarter.
On 01/25/2023, SPDR Bloomberg High Yield Bond ETF traded for a price of $93.39 per share and a market cap of $9.94Bil. The stock has returned -7.10% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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