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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 50.36% of Shore Point Advisors's stock portfolio.
Added to shares of these 10 stocks: FNDC, IMTM, FNDA, VTV, JMOM, DFEM, IGSB, AVEM, ABBV, TPL.
Started 4 new stock positions in IVV, ABBV, TPL, MSFT.
Reduced shares in these 10 stocks: VIGI, USMV, BA, EES, SCZ, JPST, LVHI, DFAE, BR, ADP.
Sold out of its position in BA.
Shore Point Advisors was a net buyer of stock by $4.4M.
Shore Point Advisors has $175M in assets under management (AUM), dropping by 8.50%.
Central Index Key (CIK): 0001907092

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Positions held by Shore Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Shore Point Advisors

Shore Point Advisors holds 59 positions in its portfolio as reported in the March 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)	15.1	$26M		501k	52.68	View chart
Vanguard Index Fds Value Etf (VTV)	10.7	$19M	+2%	115k	162.86	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	9.2	$16M		256k	63.33	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	8.0	$14M		279k	50.12	View chart
Ishares Tr Msci Intl Moment (IMTM)	7.4	$13M	+7%	330k	39.23	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	5.4	$9.4M	+8%	165k	57.03	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.4	$7.7M		310k	24.72	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	3.4	$5.9M		93k	63.85	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	3.3	$5.8M	+2%	114k	50.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.3	$5.8M	-4%	69k	83.58	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.8	$5.0M	+5%	97k	51.28	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	2.7	$4.7M	+25%	132k	35.47	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.3	$4.0M	+4%	89k	45.31	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.6	$2.7M		38k	70.88	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.3	$2.3M	-2%	41k	55.97	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$2.3M	+13%	39k	57.96	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.2	$2.0M	-2%	22k	91.80	View chart
Merck & Co (MRK)	1.1	$2.0M		15k	131.95	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	1.1	$2.0M		39k	50.31	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.0	$1.7M	+4%	47k	36.54	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.0	$1.7M	-20%	21k	81.53	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.9	$1.7M	-2%	19k	89.67	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.8	$1.4M	+34%	55k	25.49	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.8	$1.4M	+9%	29k	47.04	View chart
Apple (AAPL)	0.7	$1.2M	+9%	7.0k	171.48	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$1.1M	+3%	38k	30.22	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.6	$1.1M	-9%	21k	50.45	View chart
Automatic Data Processing (ADP)	0.6	$1.0M	-6%	4.2k	249.74	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$925k	+2%	8.8k	104.74	View chart
Chevron Corporation (CVX)	0.5	$918k		5.8k	157.74	View chart
Ishares Tr Msci Us Moment (MTUM)	0.5	$859k	-4%	4.6k	187.35	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.5	$806k		14k	56.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$774k		1.8k	420.52	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	0.4	$749k	+2%	15k	49.63	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.4	$706k	-10%	24k	29.78	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$540k	+14%	13k	40.90	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.3	$508k	+4%	9.1k	55.81	View chart
Chubb (CB)	0.3	$468k		1.8k	259.21	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$458k	+54%	9.0k	50.74	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.2	$404k		6.1k	65.92	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$389k	+8%	5.1k	76.68	View chart
Verisk Analytics (VRSK)	0.2	$388k		1.6k	235.85	View chart
Procter & Gamble Company (PG)	0.2	$381k		2.3k	162.31	View chart
Verizon Communications (VZ)	0.2	$353k	+2%	8.4k	41.96	View chart
Johnson & Johnson (JNJ)	0.2	$327k		2.1k	158.22	View chart
Broadridge Financial Solutions (BR)	0.2	$308k	-19%	1.5k	204.86	View chart
New Jersey Resources Corporation (NJR)	0.2	$295k	+3%	6.9k	42.91	View chart
Marriott Intl Cl A (MAR)	0.2	$288k		1.1k	252.31	View chart
New Mountain Finance Corp (NMFC)	0.2	$277k		22k	12.67	View chart
Eversource Energy (ES)	0.2	$272k		4.5k	59.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$260k		5.2k	50.17	View chart
Exxon Mobil Corporation (XOM)	0.1	$251k		2.2k	116.26	View chart
Cigna Corp (CI)	0.1	$248k		682.00	363.19	View chart
Abbvie (ABBV)	0.1	$230k	NEW	1.3k	182.22	View chart
Texas Pacific Land Corp (TPL)	0.1	$217k	NEW	375.00	578.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$211k	NEW	401.00	525.75	View chart
Microsoft Corporation (MSFT)	0.1	$208k	NEW	495.00	420.98	View chart
Chimera Invt Corp Com New (CIM)	0.0	$84k		18k	4.61	View chart
Denison Mines Corp (DNN)	0.0	$20k		10k	1.95	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 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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