Shore Point Advisors, LLC Purchases in Q3 2024

Shore Point Advisors, LLC

  • $181 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
748
+ 0.64%
$159.75 - $174.57 $119K - $131K
117K $20.4M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
664
+ 0.24%
$46.45 - $53.68 $30.8K - $35.6K
279K $14.7M
FNDA
Schwab Fundamental U S Small C

ETFs
3.23K
+ 1.85%
$54.26 - $60.01 $175K - $194K
178K $10.6M
FNDC
Schwab Fundamental Intl Small

ETFs
6.76K
+ 4.48%
$33.85 - $38.5 $229K - $260K
157K $6.01M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18.8K
New
$31.05 - $34.29 $583K - $644K
18.8K $643K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
982
+ 0.29%
$35.7 - $41.13 $35.1K - $40.4K
339K $13.7M
DFAE
Dimensional ETF Tr

ETFs
2.2K
+ 0.71%
$24.46 - $27.82 $53.7K - $61.1K
311K $8.53M
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.39K
+ 1.18%
$48.46 - $54.37 $67.5K - $75.7K
119K $6.39M
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.46K
New
$30.74 - $34.07 $260K - $288K
8.46K $288K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.63K
+ 6.24%
$44.65 - $47.21 $162K - $172K
61.9K $2.89M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.85K
New
$98.71 - $117.61 $183K - $218K
1.85K $217K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.31K
+ 6.55%
$25.21 - $28.46 $109K - $123K
70.2K $1.98M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.09K
+ 1.1%
$51.02 - $52.74 $55.6K - $57.4K
101K $5.29M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.23K
+ 15.22%
$50.25 - $50.74 $162K - $164K
24.5K $1.24M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
67
+ 0.32%
$80.13 - $88.89 $5.37K - $5.96K
21K $1.86M
AVEM
American Centy ETF Tr Avantis

ETFs
94
+ 0.23%
$57.2 - $65.59 $5.38K - $6.17K
40.1K $2.59M
DFAU
Dimensional ETF Tr

ETFs
983
+ 2.04%
$35.8 - $39.69 $35.2K - $39K
49.3K $1.95M
DFAI
Dimensional ETF Tr

ETFs
995
+ 2.52%
$28.69 - $32.06 $28.5K - $31.9K
40.4K $1.28M
NJR
New Jersey Resources Corp

Utilities
9
+ 0.06%
$42.03 - $48.02 $378 - $432
16.1K $757K
VZ
Verizon Communications Inc

Communication Services
798
+ 9.58%
$38.89 - $45.0 $31K - $35.9K
9.13K $410K
CB
Chubb LTD

Financial Services
1
+ 0.06%
$252.51 - $292.2 $253 - $292
1.81K $521K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
86
+ 1.85%
$175.46 - $203.3 $15.1K - $17.5K
4.73K $959K
EWX
Spdr S&P Emerging Markets Smal

ETFs
90
+ 0.99%
$54.3 - $62.38 $4.89K - $5.61K
9.21K $574K
DFSD
Dimensional ETF Tr Short Durat

ETFs
371
+ 1.11%
$47.0 - $47.84 $17.4K - $17.7K
33.9K $1.62M
LVHI
Franklin International Low Vol

ETFs
95
+ 0.4%
$28.72 - $31.28 $2.73K - $2.97K
24.1K $748K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
282
+ 5.42%
$76.38 - $78.87 $21.5K - $22.2K
5.49K $431K
JNJ
Johnson & Johnson

Healthcare
4
+ 0.21%
$145.48 - $167.38 $582 - $670
1.91K $308K
VEA
Vanguard Ftse Developed Market

ETFs
37
+ 0.7%
$47.6 - $53.31 $1.76K - $1.97K
5.3K $279K
Dimensional ETF Trust
3.9K
New
N/A
3.9K $0
Bitwise Bitcoin ETF Tr
5.94K
New
N/A
5.94K $0
DFSU
Dimensional ETF Tr Dimen Us Su
11.5K
New
N/A
11.5K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
837
+ 2.1%
N/A
40.7K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
394
+ 2.57%
N/A
15.7K $0
Activity Summary
Buys All Purchases 34 New Holdings 7 Increased Positions 27 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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