Shore Point Advisors

Shore Point Advisors as of Dec. 31, 2024

Portfolio Holdings for Shore Point Advisors

Shore Point Advisors holds 64 positions in its portfolio as reported in the December 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) 15.6 $29M 499k 58.27
Vanguard Index Fds Value Etf (VTV) 10.8 $20M 119k 169.30
Ishares Tr Eafe Sml Cp Etf (SCZ) 8.6 $16M 263k 60.75
Wisdomtree Tr Us Smallcap Fund (EES) 8.1 $15M 281k 53.94
Ishares Tr Msci Intl Moment (IMTM) 7.1 $13M 354k 37.40
Schwab Strategic Tr Fundamental Us S (FNDA) 5.9 $11M 368k 29.70
Dimensional Etf Trust Us High Profitab (DUHP) 3.3 $6.1M 181k 33.79
Ishares Tr Msci Usa Min Vol (USMV) 3.2 $6.0M 68k 88.79
Schwab Strategic Tr Fundamental Intl (FNDC) 3.2 $6.0M 175k 34.14
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.1 $5.8M 229k 25.37
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.9 $5.4M 104k 51.70
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.0 $3.8M 77k 48.92
Ishares Tr Msci Eafe Min Vl (EFAV) 1.5 $2.8M 40k 70.71
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.5 $2.7M 44k 62.04
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.5 $2.7M 60k 44.87
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.3 $2.5M 28k 91.43
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.2 $2.1M 53k 40.49
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 1.1 $2.0M 41k 50.18
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.1 $2.0M 31k 63.15
Apple (AAPL) 1.0 $1.8M 7.4k 250.43
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $1.8M 31k 58.80
Dimensional Etf Trust Short Duration F (DFSD) 0.9 $1.7M 37k 46.88
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.9 $1.7M 21k 79.99
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.8 $1.6M 60k 26.19
Ishares Tr Jpmorgan Usd Emg (EMB) 0.8 $1.5M 17k 89.04
Merck & Co (MRK) 0.8 $1.4M 15k 99.48
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.7 $1.3M 25k 50.37
Automatic Data Processing (ADP) 0.7 $1.2M 4.2k 292.73
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $1.1M 39k 29.20
Ishares Tr Msci Usa Mmentm (MTUM) 0.6 $1.0M 5.0k 206.94
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $1.0M 9.7k 105.49
Chevron Corporation (CVX) 0.5 $865k 6.0k 144.84
Ishares Msci Emerg Mrkt (EEMV) 0.5 $859k 15k 57.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $834k 1.8k 453.28
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 0.4 $791k 16k 49.54
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.4 $750k 25k 30.52
New Jersey Resources Corporation (NJR) 0.4 $750k 16k 46.65
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $652k 19k 34.59
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $549k 13k 40.92
Chubb (CB) 0.3 $527k 1.9k 276.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $463k 6.0k 77.27
Verisk Analytics (VRSK) 0.2 $453k 1.6k 275.46
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $436k 12k 37.90
Flexshares Tr Qualt Divd Idx (QDF) 0.2 $434k 6.2k 70.56
Texas Pacific Land Corp (TPL) 0.2 $415k 375.00 1105.96
Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $386k 6.2k 62.47
Microsoft Corporation (MSFT) 0.2 $365k 865.00 421.85
Stryker Corporation (SYK) 0.2 $344k 954.00 360.05
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $343k 5.9k 58.61
Broadridge Financial Solutions (BR) 0.2 $340k 1.5k 226.09
Verizon Communications (VZ) 0.2 $330k 8.2k 39.99
Exxon Mobil Corporation (XOM) 0.2 $322k 3.0k 107.58
Marriott Intl Cl A (MAR) 0.2 $319k 1.1k 278.94
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $315k 6.2k 50.85
At&t (T) 0.2 $295k 13k 22.77
Lowe's Companies (LOW) 0.2 $287k 1.2k 246.89
Johnson & Johnson (JNJ) 0.1 $274k 1.9k 144.69
Eversource Energy (ES) 0.1 $261k 4.5k 57.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $258k 5.4k 47.83
Bitwise 10 Crypto Index Fund Ex Trd Eq Fd (BITW) 0.1 $248k 4.1k 60.36
New Mountain Finance Corp (NMFC) 0.1 $247k 22k 11.26
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $232k 4.6k 50.71
Hartford Financial Services (HIG) 0.1 $203k 1.9k 109.40
Denison Mines Corp (DNN) 0.0 $18k 10k 1.80