Shorehaven Wealth Partners 13F annual report
By Robert King
Shorehaven Wealth Partners is an investment fund managing more than $149 billion ran by Sheryl Iannuzzelli. There are currently 32 companies in Mrs. Iannuzzelli’s portfolio. The largest investments include Ishares Tr and Wisdomtree Tr, together worth $117 billion.
Limited to 30 biggest holdings
$149 billion Assets Under Management (AUM)
As of 12th July 2023, Shorehaven Wealth Partners’s top holding is 1,447,918 shares of Ishares Tr currently worth over $92.9 billion and making up 62.2% of the portfolio value.In addition, the fund holds 553,750 shares of Wisdomtree Tr worth $23.8 billion. The third-largest holding is Apple Inc worth $4.97 billion and the next is Spdr Ser Tr worth $6.5 billion, with 187,294 shares owned.
Currently, Shorehaven Wealth Partners's portfolio is worth at least $149 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Shorehaven Wealth Partners
The Shorehaven Wealth Partners office and employees reside in Red Bank, New Jersey. According to the last 13-F report filed with the SEC, Sheryl Iannuzzelli serves as the Chief Compliance Officer at Shorehaven Wealth Partners.
