Shore Point Advisors, LLC Purchases in Q1 2025

Shore Point Advisors, LLC

  • $179 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIS
Dimensional ETF Tr Dimensional

ETFs
39.8K
New
$23.92 - $26.89 $951K - $1.07M
39.8K $1.03M
FNDC
Schwab Fundamental Intl Small

ETFs
12.8K
+ 7.34%
$33.34 - $37.44 $428K - $481K
188K $6.8M
XOM
Exxon Mobil Corp

Energy
6.29K
+ 210.01%
$105.44 - $118.93 $663K - $748K
9.29K $1.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.6K
+ 21.11%
$25.35 - $27.46 $320K - $347K
72.4K $1.92M
PULS
Pgim ETF Tr

ETFs
6.01K
New
$49.56 - $49.78 $298K - $299K
6.01K $299K
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.03K
+ 13.58%
$46.74 - $47.55 $235K - $239K
42.1K $2M
CI
Cigna Corp

Healthcare
651
New
$274.49 - $329.0 $179K - $214K
651 $214K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.65K
+ 4.4%
$44.41 - $45.98 $118K - $122K
62.9K $2.87M
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.09K
+ 3.92%
$32.57 - $35.82 $231K - $254K
188K $6.23M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
396
+ 0.38%
$51.52 - $52.37 $20.4K - $20.7K
104K $5.46M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
66
+ 0.31%
$78.97 - $85.82 $5.21K - $5.66K
21.5K $1.78M
CB
Chubb LTD

Financial Services
1
+ 0.05%
$257.71 - $301.99 $258 - $302
1.91K $576K
VZ
Verizon Communications Inc

Communication Services
67
+ 0.81%
$37.81 - $46.49 $2.53K - $3.11K
8.31K $376K
JNJ
Johnson & Johnson

Healthcare
4
+ 0.21%
$142.06 - $167.7 $568 - $671
1.9K $314K
NJR
New Jersey Resources Corp

Utilities
9
+ 0.06%
$45.25 - $49.37 $407 - $444
16.1K $788K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
264
+ 0.96%
$91.45 - $91.75 $24.1K - $24.2K
27.7K $2.54M
VEA
Vanguard Ftse Developed Market

ETFs
135
+ 2.5%
$47.4 - $52.99 $6.4K - $7.15K
5.53K $281K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
315
+ 2.35%
$39.96 - $43.3 $12.6K - $13.6K
13.7K $565K
DFAU
Dimensional ETF Tr

ETFs
3.09K
+ 5.84%
$37.84 - $42.29 $117K - $131K
56K $2.15M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
33
+ 0.72%
$50.72 - $50.92 $1.67K - $1.68K
4.6K $233K
Dimensional ETF Trust
116K
New
N/A
116K $0
Dimensional ETF Trust
1.19K
+ 19.31%
N/A
7.37K $0
DFSB
Dimensional ETF Tr Dimensional
8.01K
New
N/A
8.01K $0
EWX
Spdr S&P Emerging Markets Smal

ETFs
87
+ 1.49%
$55.48 - $59.47 $4.83K - $5.17K
5.94K $336K
BITW
Bitwise 10 Crypto Index Fund
283
+ 6.88%
$48.6 - $69.12 $13.8K - $19.6K
4.4K $219K
FNDA
Schwab Fundamental U S Small C

ETFs
29.7K
+ 8.09%
$26.87 - $30.99 $799K - $921K
397K $10.9M
Activity Summary
Buys All Purchases 27 New Holdings 5 Increased Positions 22 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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