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

Summary

  • 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
Track This Portfolio

Track Shore Point Advisors, LLC Portfolio

Follow Shore Point Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shore Point Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Point Advisors, LLC with notifications on news.