Shore Point Advisors

Shore Point Advisors as of March 31, 2025

Portfolio Holdings for Shore Point Advisors

Shore Point Advisors holds 66 positions in its portfolio as reported in the March 2025 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) 14.9 $28M 498k 56.36
Vanguard Index Fds Value Etf (VTV) 10.9 $21M 119k 172.74
Ishares Tr Eafe Sml Cp Etf (SCZ) 8.2 $16M 243k 63.53
Ishares Tr Msci Intl Moment (IMTM) 7.4 $14M 352k 39.94
Wisdomtree Tr Us Smallcap Fund (EES) 6.9 $13M 268k 48.84
Schwab Strategic Tr Fundamental Us S (FNDA) 5.8 $11M 398k 27.39
Schwab Strategic Tr Fundamental Intl (FNDC) 3.6 $6.8M 188k 36.20
Ishares Tr Msci Usa Min Vol (USMV) 3.3 $6.2M 67k 93.66
Dimensional Etf Trust Us High Profitab (DUHP) 3.3 $6.2M 188k 33.14
Dimensional Etf Trust Ultrashort Fixed (DUSB) 3.1 $5.9M 116k 50.73
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.0 $5.8M 222k 25.89
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.9 $5.5M 104k 52.37
Wisdomtree Tr Emg Mkts Smcap (DGS) 1.9 $3.7M 76k 48.31
Ishares Tr Msci Eafe Min Vl (EFAV) 1.6 $3.0M 39k 77.92
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.5 $2.9M 63k 45.65
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.4 $2.6M 44k 59.68
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.3 $2.5M 28k 91.73
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.1 $2.2M 56k 38.44
Dimensional Etf Trust Short Duration F (DFSD) 1.1 $2.0M 42k 47.52
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.0 $1.9M 72k 26.46
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.0 $1.8M 29k 64.20
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $1.8M 30k 60.18
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.9 $1.8M 22k 82.94
Ishares Tr Jpmorgan Usd Emg (EMB) 0.8 $1.5M 17k 90.59
Automatic Data Processing (ADP) 0.7 $1.3M 4.1k 305.53
Merck & Co (MRK) 0.7 $1.3M 14k 89.76
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.7 $1.2M 24k 50.63
Exxon Mobil Corporation (XOM) 0.6 $1.1M 9.3k 118.93
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $1.0M 33k 31.23
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.5 $1.0M 40k 25.84
Chevron Corporation (CVX) 0.5 $999k 6.0k 167.29
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $991k 9.4k 105.60
Ishares Msci Emerg Mrkt (EEMV) 0.5 $861k 15k 58.34
Apple (AAPL) 0.5 $852k 3.8k 222.16
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.4 $795k 25k 32.37
New Jersey Resources Corporation (NJR) 0.4 $789k 16k 49.06
Chubb (CB) 0.3 $577k 1.9k 302.08
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $566k 14k 41.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $541k 6.9k 78.28
Texas Pacific Land Corp (TPL) 0.3 $497k 375.00 1324.99
Verisk Analytics (VRSK) 0.3 $490k 1.6k 297.66
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $484k 2.4k 202.14
Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $452k 7.4k 61.28
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $439k 13k 32.99
Dimensional Etf Trust Global Sustaina (DFSB) 0.2 $412k 8.0k 51.50
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $410k 11k 35.81
Flexshares Tr Qualt Divd Idx (QDF) 0.2 $379k 5.5k 68.37
Verizon Communications (VZ) 0.2 $377k 8.3k 45.36
At&t (T) 0.2 $367k 13k 28.28
Broadridge Financial Solutions (BR) 0.2 $365k 1.5k 242.46
Stryker Corporation (SYK) 0.2 $355k 954.00 372.25
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $337k 5.9k 56.63
Microsoft Corporation (MSFT) 0.2 $325k 865.00 375.79
Johnson & Johnson (JNJ) 0.2 $315k 1.9k 165.89
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $299k 6.0k 49.73
Eversource Energy (ES) 0.1 $282k 4.5k 62.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $281k 5.5k 50.84
Marriott Intl Cl A (MAR) 0.1 $272k 1.1k 238.20
Lowe's Companies (LOW) 0.1 $271k 1.2k 233.32
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $269k 6.0k 44.88
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $234k 4.6k 50.85
Hartford Financial Services (HIG) 0.1 $229k 1.9k 123.73
New Mountain Finance Corp (NMFC) 0.1 $226k 20k 11.03
Bitwise 10 Crypto Index Fund Ex Trd Eq Fd (BITW) 0.1 $219k 4.4k 49.92
Cigna Corp (CI) 0.1 $214k 651.00 329.00
Denison Mines Corp (DNN) 0.0 $13k 10k 1.30