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Shore Point Advisors

Latest statistics and disclosures from Shore Point Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are JMOM, VTV, SCZ, EES, IMTM, and represent 50.72% of Shore Point Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFSU, DUHP, T, FNDC, DFAW, HIG, BITB, FNDA, FBND.
Started 7 new stock positions in DUHP, BITB, DFSU, DFAW, T, DFAC, HIG.
Reduced shares in these 10 stocks: VWOB, PG, BOXX, JMOM, SCZ, HELO, EMB, BIL, USMV, JMST.
Sold out of its positions in BOXX, PG.
Shore Point Advisors was a net seller of stock by $-1.6M.
Shore Point Advisors has $187M in assets under management (AUM), dropping by 6.05%.
Central Index Key (CIK): 0001907092

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Portfolio Holdings for Shore Point Advisors

Shore Point Advisors holds 63 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Us Momentum (JMOM)	15.4	$29M		502k	57.13	View chart
Vanguard Index Fds Value Etf (VTV)	10.9	$20M		117k	174.57	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	9.2	$17M		253k	67.70	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	7.9	$15M		279k	52.75	View chart
Ishares Tr Msci Intl Moment (IMTM)	7.3	$14M		339k	40.38	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	5.7	$11M		178k	59.57	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.6	$8.5M		311k	27.41	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	3.4	$6.4M		119k	53.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.3	$6.2M		68k	91.31	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	3.2	$6.0M	+4%	158k	38.15	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.8	$5.3M		101k	52.66	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.6	$3.0M		39k	76.70	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.5	$2.9M	+6%	62k	46.74	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$2.6M		40k	64.60	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.3	$2.4M	-5%	39k	61.14	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	1.1	$2.1M	+2%	41k	50.44	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.1	$2.0M	-5%	22k	91.81	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.1	$2.0M	+6%	70k	28.15	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.0	$2.0M	+2%	49k	39.69	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.0	$1.9M	-66%	29k	66.37	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.0	$1.9M		21k	88.28	View chart
Apple (AAPL)	0.9	$1.7M		7.3k	233.03	View chart
Merck & Co (MRK)	0.9	$1.7M		15k	113.56	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.9	$1.6M	-7%	17k	93.58	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$1.6M		34k	47.74	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$1.3M	+2%	40k	31.78	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.7	$1.2M	+15%	25k	50.74	View chart
Automatic Data Processing (ADP)	0.6	$1.2M		4.2k	276.73	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$959k		4.7k	202.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$951k		9.0k	106.19	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.5	$902k		14k	62.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$847k		1.8k	460.26	View chart
Chevron Corporation (CVX)	0.4	$817k	-4%	5.5k	147.27	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	0.4	$785k	+2%	16k	49.94	View chart
New Jersey Resources Corporation (NJR)	0.4	$758k		16k	47.20	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.4	$748k		24k	31.08	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$644k	NEW	19k	34.29	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.3	$574k		9.2k	62.38	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$549k		13k	41.69	View chart
Chubb (CB)	0.3	$522k		1.8k	288.42	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.2	$441k		6.2k	71.72	View chart
Verisk Analytics (VRSK)	0.2	$441k		1.6k	267.99	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$432k	+5%	5.5k	78.69	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$428k	NEW	12k	37.18	View chart
Verizon Communications (VZ)	0.2	$410k	+9%	9.1k	44.91	View chart
Microsoft Corporation (MSFT)	0.2	$372k		865.00	430.56	View chart
Exxon Mobil Corporation (XOM)	0.2	$351k		3.0k	117.23	View chart
Texas Pacific Land Corp (TPL)	0.2	$332k		375.00	884.74	View chart
Broadridge Financial Solutions (BR)	0.2	$323k		1.5k	215.03	View chart
Lowe's Companies (LOW)	0.2	$315k		1.2k	270.95	View chart
Eversource Energy (ES)	0.2	$309k		4.5k	68.06	View chart
Johnson & Johnson (JNJ)	0.2	$309k		1.9k	162.07	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$288k	NEW	8.5k	34.07	View chart
Marriott Intl Cl A (MAR)	0.2	$284k		1.1k	248.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$280k		5.3k	52.81	View chart
At&t (T)	0.1	$276k	NEW	13k	22.00	View chart
New Mountain Finance Corp (NMFC)	0.1	$262k		22k	11.98	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$248k	NEW	3.9k	63.47	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$240k	-15%	4.7k	50.95	View chart
Cigna Corp (CI)	0.1	$226k	-4%	651.00	346.44	View chart
Hartford Financial Services (HIG)	0.1	$218k	NEW	1.9k	117.61	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$205k	NEW	5.9k	34.59	View chart
Denison Mines Corp (DNN)	0.0	$18k		10k	1.83	View chart

Past Filings by Shore Point Advisors

SEC 13F filings are viewable for Shore Point Advisors going back to 2021

Shore Point Advisors 2024 Q3 filed Oct. 10, 2024
Shore Point Advisors 2024 Q2 filed July 16, 2024
Shore Point Advisors 2024 Q1 filed April 30, 2024
Shore Point Advisors 2023 Q4 filed Feb. 7, 2024
Shore Point Advisors 2023 Q3 filed Oct. 16, 2023
Shore Point Advisors 2023 Q2 filed July 14, 2023
Shore Point Advisors 2023 Q1 filed April 17, 2023
Shore Point Advisors 2022 Q4 filed Jan. 19, 2023
Shore Point Advisors 2022 Q3 filed Nov. 1, 2022
Shore Point Advisors 2022 Q2 filed July 21, 2022
Shore Point Advisors 2022 Q1 filed April 26, 2022
Shore Point Advisors 2021 Q4 filed Feb. 10, 2022

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