Shore Point Advisors, LLC Purchases in Q3 2025

Shore Point Advisors, LLC

  • $214 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FNDA
Schwab Fundamental U S Small C

ETFs
38.7K
+ 9.3%
$28.75 - $31.93 $1.11M - $1.24M
455K $14.2M
VTV
Vanguard Value ETF

ETFs
2.52K
+ 2.07%
$175.51 - $186.57 $442K - $469K
124K $23.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
23.5K
+ 52.87%
$47.86 - $48.43 $1.13M - $1.14M
68K $3.28M
DFIS
Dimensional ETF Tr Dimensional

ETFs
26.7K
+ 66.22%
$29.65 - $31.77 $793K - $850K
67.1K $2.12M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.5K
+ 71.25%
$50.47 - $50.74 $883K - $888K
42K $2.13M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.13K
+ 12.11%
$92.18 - $95.14 $750K - $774K
75.3K $7.16M
FNDC
Schwab Fundamental Intl Small

ETFs
7.34K
+ 3.75%
$41.81 - $45.21 $307K - $332K
203K $9.04M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
186
+ 0.05%
$44.58 - $48.01 $8.29K - $8.93K
356K $17M
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.92K
+ 2.58%
$35.76 - $37.93 $140K - $149K
156K $5.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
6.62K
+ 8.61%
$29.55 - $32.52 $196K - $215K
83.6K $2.68M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.17K
+ 14.68%
$91.44 - $91.77 $381K - $383K
32.6K $2.99M
AAPL
Apple Inc.

Technology
280
+ 7.11%
$202.38 - $256.87 $56.7K - $71.9K
4.22K $1.07M
IBM
International Business Machines Corp

Technology
940
New
$234.77 - $292.47 $221K - $275K
940 $265K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.74K
New
$63.41 - $69.69 $237K - $261K
3.74K $256K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.81K
+ 76.81%
$50.81 - $51.07 $245K - $246K
11.1K $565K
DFAU
Dimensional ETF Tr

ETFs
771
+ 1.33%
$42.42 - $45.96 $32.7K - $35.4K
58.8K $2.69M
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.28K
+ 1.65%
$54.85 - $58.99 $70.3K - $75.6K
78.8K $4.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.35K
+ 3.1%
$52.39 - $53.11 $175K - $178K
111K $5.91M
QUAL
Ishares Msci Usa Quality Facto

ETFs
388
+ 4.52%
$182.33 - $194.5 $70.7K - $75.5K
8.98K $1.75M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.99K
+ 4.74%
$45.26 - $46.63 $135K - $139K
66K $3.05M
EEMV
Ishares Msci Emerging Markets

ETFs
1.76K
+ 11.76%
$61.94 - $64.63 $109K - $114K
16.7K $1.07M
BITW
Bitwise 10 Crypto Index Fund
689
+ 14.06%
$65.34 - $84.19 $45K - $58K
5.59K $440K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
542
+ 2.64%
$36.04 - $38.78 $19.5K - $21K
21.1K $814K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
46
+ 1.44%
$236.25 - $257.69 $10.9K - $11.9K
3.25K $832K
NJR
New Jersey Resources Corp

Utilities
9
+ 0.06%
$45.05 - $48.15 $405 - $433
16.1K $774K
EMB
Ishares Tr

ETFs
104
+ 0.61%
$91.52 - $95.59 $9.52K - $9.94K
17.1K $1.62M
PULS
Pgim ETF Tr

ETFs
850
+ 9.21%
$49.58 - $49.83 $42.1K - $42.4K
10.1K $502K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
513
+ 6.93%
$78.11 - $79.07 $40.1K - $40.6K
7.92K $624K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
96
+ 0.69%
$41.91 - $44.87 $4.02K - $4.31K
14.1K $630K
EWX
Spdr S&P Emerging Markets Smal

ETFs
35
+ 0.57%
$61.93 - $68.12 $2.17K - $2.38K
6.17K $414K
MSFT
Microsoft Corp

Technology
19
+ 2.19%
$491.09 - $535.64 $9.33K - $10.2K
885 $458K
SUB
Ishares Short Term National Mu

ETFs
157
+ 1.72%
$106.17 - $107.3 $16.7K - $16.8K
9.29K $992K
DFSV
Dimensional ETF Tr Dimensional

ETFs
80
+ 1.1%
$29.2 - $32.74 $2.34K - $2.62K
7.36K $234K
VZ
Verizon Communications Inc

Communication Services
64
+ 0.8%
$40.84 - $45.06 $2.61K - $2.88K
8.03K $352K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
72
+ 0.24%
N/A
29.8K $1.86M
Dimensional ETF Trust
11.3K
+ 9.3%
N/A
133K $0
J P Morgan Exchange Traded F
4.88K
+ 11.02%
N/A
49.2K $0
Bitwise Bitcoin ETF Tr
588
+ 8.82%
N/A
7.26K $0
DFSB
Dimensional ETF Tr Dimensional
338
+ 4.77%
N/A
7.42K $0
Dimensional ETF Trust
1.89K
+ 18.82%
N/A
11.9K $0
Bitwise Ethereum ETF
7.06K
New
N/A
7.06K $0
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
114
+ 0.52%
$86.07 - $90.74 $9.81K - $10.3K
21.9K $1.96M
Activity Summary
Buys All Purchases 43 New Holdings 3 Increased Positions 40 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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