Shore Point Advisors

Shore Point Advisors as of June 30, 2025

Portfolio Holdings for Shore Point Advisors

Shore Point Advisors holds 70 positions in its portfolio as reported in the June 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) 15.4 $32M 498k 64.29
Vanguard Index Fds Value Etf (VTV) 10.3 $22M 121k 176.74
Ishares Tr Eafe Sml Cp Etf (SCZ) 8.7 $18M 248k 72.68
Ishares Tr Msci Intl Moment (IMTM) 7.8 $16M 356k 45.69
Wisdomtree Tr Us Smallcap Fund (EES) 6.8 $14M 278k 50.96
Schwab Strategic Tr Fundamental Us S (FNDA) 5.7 $12M 416k 28.65
Schwab Strategic Tr Fundamental Intl (FNDC) 4.0 $8.2M 196k 42.05
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.1 $6.5M 224k 28.95
Ishares Tr Msci Usa Min Vol (USMV) 3.0 $6.3M 67k 93.87
Dimensional Etf Trust Ultrashort Fixed (DUSB) 3.0 $6.2M 121k 50.75
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.7 $5.7M 108k 52.76
Dimensional Etf Trust Us High Profitab (DUHP) 2.6 $5.4M 152k 35.56
Wisdomtree Tr Emg Mkts Smcap (DGS) 2.1 $4.3M 78k 55.24
Ishares Tr Msci Eafe Min Vl (EFAV) 1.5 $3.2M 38k 84.06
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.4 $2.9M 63k 45.75
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.3 $2.8M 44k 62.58
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.3 $2.6M 28k 91.73
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.2 $2.5M 58k 42.36
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.1 $2.3M 77k 29.68
Dimensional Etf Trust Short Duration F (DFSD) 1.0 $2.1M 45k 48.01
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $2.1M 31k 68.54
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.9 $2.0M 22k 90.12
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.9 $1.9M 30k 65.35
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $1.6M 8.6k 182.83
Ishares Tr Jpmorgan Usd Emg (EMB) 0.8 $1.6M 17k 92.62
Automatic Data Processing (ADP) 0.6 $1.3M 4.1k 308.40
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.6 $1.2M 25k 50.68
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.6 $1.2M 40k 29.84
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $1.1M 33k 34.57
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $971k 9.1k 106.34
Exxon Mobil Corporation (XOM) 0.5 $969k 9.0k 107.80
Ishares Msci Emerg Mrkt (EEMV) 0.5 $940k 15k 62.80
Chevron Corporation (CVX) 0.4 $855k 6.0k 143.19
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.4 $809k 25k 32.55
Apple (AAPL) 0.4 $808k 3.9k 205.21
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $770k 3.2k 240.38
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $737k 21k 35.84
Merck & Co (MRK) 0.4 $736k 9.3k 79.16
New Jersey Resources Corporation (NJR) 0.3 $721k 16k 44.82
Dimensional Etf Trust World Equity Etf (DFAW) 0.3 $672k 10k 67.08
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $593k 14k 42.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $583k 7.4k 78.71
Chubb (CB) 0.3 $553k 1.9k 289.75
Verisk Analytics (VRSK) 0.2 $513k 1.6k 311.54
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $459k 9.2k 49.76
Microsoft Corporation (MSFT) 0.2 $431k 866.00 497.47
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $408k 10k 39.25
Flexshares Tr Qualt Divd Idx (QDF) 0.2 $405k 5.5k 73.19
Texas Pacific Land Corp (TPL) 0.2 $396k 375.00 1056.39
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $391k 6.7k 58.59
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $380k 6.1k 62.03
At&t (T) 0.2 $375k 13k 28.94
Dimensional Etf Trust Global Sustaina (DFSB) 0.2 $371k 7.1k 52.43
Stryker Corporation (SYK) 0.2 $371k 938.00 395.63
Broadridge Financial Solutions (BR) 0.2 $366k 1.5k 243.03
Verizon Communications (VZ) 0.2 $345k 8.0k 43.27
Bitwise 10 Crypto Index Fund Ex Trd Eq Fd (BITW) 0.2 $323k 4.9k 65.78
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $319k 6.3k 50.92
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $319k 5.6k 57.02
Marriott Intl Cl A (MAR) 0.1 $312k 1.1k 273.21
Johnson & Johnson (JNJ) 0.1 $291k 1.9k 152.81
Eversource Energy (ES) 0.1 $289k 4.5k 63.63
Palantir Technologies Cl A (PLTR) 0.1 $273k 2.0k 136.32
Lowe's Companies (LOW) 0.1 $258k 1.2k 221.95
Hartford Financial Services (HIG) 0.1 $235k 1.9k 126.87
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $229k 7.4k 31.09
Netflix (NFLX) 0.1 $225k 168.00 1339.12
Cigna Corp (CI) 0.1 $215k 651.00 330.58
Dimensional Etf Trust Us Smallcap Val (DFSV) 0.1 $214k 7.3k 29.43
Denison Mines Corp (DNN) 0.0 $18k 10k 1.82