Shore Point Advisors, LLC Purchases and Sells in Q1 2025

Shore Point Advisors, LLC

$179 Million
Q1 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDC	12.8K + 7.34%	$33.34 - $37.44 $428K - $481K	188K $6.8M
XOM	6.29K + 210.01%	$105.44 - $118.93 $663K - $748K	9.29K $1.1M
DFEM	12.6K + 21.11%	$25.35 - $27.46 $320K - $347K	72.4K $1.92M
DFSD	5.03K + 13.58%	$46.74 - $47.55 $235K - $239K	42.1K $2M
FBND	2.65K + 4.4%	$44.41 - $45.98 $118K - $122K	62.9K $2.87M
DUHP	7.09K + 3.92%	$32.57 - $35.82 $231K - $254K	188K $6.23M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIS	39.8K New	$23.92 - $26.89 $951K - $1.07M	39.8K $1.03M
PULS	6.01K New	$49.56 - $49.78 $298K - $299K	6.01K $299K
CI	651 New	$274.49 - $329.0 $179K - $214K	651 $214K
DFSB	8.01K New	N/A	8.01K $0
DIMENSIONAL ETF TRUST	116K New	N/A	116K $0

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EES	-12.9K - 4.58%	$48.37 - $55.84 $622K - $718K	268K $13.1M
JMOM	-754 - 0.15%	$55.12 - $62.6 $41.6K - $47.2K	498K $28.1M
AAPL	-3.52K - 47.82%	$209.68 - $247.1 $737K - $869K	3.84K $851K
MTUM	-2.62K - 52.3%	$196.12 - $229.48 $515K - $602K	2.39K $483K
SCZ	-19.7K - 7.47%	$59.28 - $66.1 $1.17M - $1.3M	243K $15.5M
DFAC	-5.53K - 29.35%	$32.42 - $36.13 $179K - $200K	13.3K $438K

Activity Summary All Purchases 27 New Holdings 5 Increased Positions 22 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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