Shore Point Advisors, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $170 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr U S Momentum with a value of $26.4M, Vanguard Value ETF with a value of $18.7M, Ishares Tr Msci Eafe Small Cap with a value of $16.2M, Wisdomtree U.S. Smallcap Fund with a value of $14M, and Ishares Msci Intl Momentum Fac with a value of $12.9M.

Examining the 13F form we can see an increase of $13.6M in the current position value, from $157M to 170M.

Below you can find more details about Shore Point Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Million
ETFs: $160 Million
Healthcare: $2.81 Million
Technology: $1.71 Million
Financial Services: $1.52 Million
Industrials: $1.43 Million
Energy: $1.4 Million
Utilities: $566,000
Consumer Defensive: $381,000
Other: $724,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 59
  • Current Value $170 Million
  • Prior Value $157 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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