Haven Private, LLC
Q4 2024 13F Holdings
- Locationorlando, FL
- Num holdings
136
- Value ($000)
$179,054
- Date Filed02/06/2025
- Form type13F-HR
- CIK0002053665
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MUST COLUMBIA ETF TR I | MULTI SEC MUNI | 19761L607 | $13.95M | 8 % | 686,919 | ||
AVLC AMERICAN CENTY ETF TR | AVANTIS US LARG | 025072158 | $11.67M | 7 % | 172,733 | ||
BIZD VANECK ETF TRUST | BDC INCOME ETF | 92189F411 | $8.86M | 5 % | 532,719 | ||
IFRA ISHARES TR | US INFRASTRUC | 46435U713 | $7.41M | 4 % | 160,021 | ||
GBTC GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | $5.43M | 3 % | 73,410 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $5.32M | 3 % | 90,556 | ||
GRAYSCALE ETHEREUM MINI TR E | SHS NEW | 38964R203 | $5.00M | 3 % | 158,921 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.76M | 3 % | 9,316 | ||
AMLP ALPS ETF TR | ALERIAN MLP | 00162Q452 | $4.30M | 2 % | 89,354 | ||
WMT WALMART INC | COM | 931142103 | $3.66M | 2 % | 40,475 |
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