Shore Point Advisors, LLC Incresed Positions in Q2 2025

Shore Point Advisors, LLC

  • $197 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.65K
+ 1.91%
$57.14 - $72.68 $266K - $338K
248K $18M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
3.76K
+ 1.07%
$36.01 - $45.69 $135K - $172K
356K $16.3M
FNDC
Schwab Fundamental Intl Small

ETFs
7.8K
+ 4.15%
$32.97 - $42.05 $257K - $328K
196K $8.23M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
9.85K
+ 3.67%
$42.54 - $50.99 $419K - $502K
278K $14.2M
FNDA
Schwab Fundamental U S Small C

ETFs
18.9K
+ 4.76%
$23.85 - $28.69 $451K - $543K
416K $11.9M
VTV
Vanguard Value ETF

ETFs
2.67K
+ 2.24%
$153.67 - $176.74 $410K - $471K
121K $21.5M
DFAE
Dimensional ETF Tr

ETFs
1.49K
+ 0.67%
$22.87 - $28.95 $34.1K - $43.1K
224K $6.48M
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.47K
+ 1.93%
$43.34 - $55.24 $63.5K - $80.9K
77.5K $4.28M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.52K
+ 6.24%
$23.4 - $29.68 $106K - $134K
76.9K $2.28M
DFAU
Dimensional ETF Tr

ETFs
2.04K
+ 3.64%
$34.04 - $42.36 $69.3K - $86.3K
58K $2.46M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
808
+ 33.77%
$180.84 - $240.32 $146K - $194K
3.2K $769K
AVEM
American Centy ETF Tr Avantis

ETFs
374
+ 1.23%
$53.08 - $68.54 $19.9K - $25.6K
30.8K $2.11M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.92K
+ 3.76%
$51.68 - $52.76 $203K - $207K
108K $5.71M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
316
+ 1.47%
$75.29 - $91.16 $23.8K - $28.8K
21.8K $1.96M
DFIS
Dimensional ETF Tr Dimensional

ETFs
631
+ 1.59%
$23.2 - $29.84 $14.6K - $18.8K
40.4K $1.2M
PULS
Pgim ETF Tr

ETFs
3.21K
+ 53.42%
$49.39 - $49.76 $159K - $160K
9.23K $459K
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.4K
+ 5.69%
$47.09 - $48.01 $113K - $115K
44.5K $2.14M
DFAI
Dimensional ETF Tr

ETFs
49
+ 0.15%
$28.02 - $34.71 $1.37K - $1.7K
33.3K $1.15M
MSFT
Microsoft Corp

Technology
1
+ 0.12%
$354.56 - $497.45 $355 - $497
866 $430K
BITW
Bitwise 10 Crypto Index Fund
507
+ 11.54%
$43.38 - $65.86 $22K - $33.4K
4.9K $322K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.67K
+ 36.31%
$50.52 - $50.92 $84.3K - $85K
6.27K $319K
EEMV
Ishares Msci Emerging Markets

ETFs
207
+ 1.4%
$54.12 - $62.8 $11.2K - $13K
15K $940K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.04K
+ 3.62%
N/A
29.7K $1.85M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
700
+ 2.53%
$91.43 - $91.74 $64K - $64.2K
28.4K $2.61M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
498
+ 0.75%
$85.42 - $94.39 $42.5K - $47K
67.2K $6.3M
EWX
Spdr S&P Emerging Markets Smal

ETFs
191
+ 3.21%
$49.89 - $62.13 $9.53K - $11.9K
6.13K $380K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
497
+ 7.2%
$77.74 - $78.78 $38.6K - $39.2K
7.4K $582K
VEA
Vanguard Ftse Developed Market

ETFs
55
+ 0.99%
$45.65 - $57.01 $2.51K - $3.14K
5.59K $318K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
289
+ 2.11%
$36.25 - $42.28 $10.5K - $12.2K
14K $592K
LVHI
Franklin International Low Vol

ETFs
310
+ 1.26%
$28.91 - $33.28 $8.96K - $10.3K
24.9K $809K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
71
+ 0.11%
$44.68 - $45.96 $3.17K - $3.26K
63K $2.88M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
162
+ 0.66%
$50.36 - $50.68 $8.16K - $8.21K
24.6K $1.24M
Dimensional ETF Trust
5.46K
+ 4.71%
N/A
121K $0
Dimensional ETF Trust
2.65K
+ 35.98%
N/A
10K $0
Bitwise Bitcoin ETF Tr
665
+ 11.08%
N/A
6.67K $0
J P Morgan Exchange Traded F
558
+ 1.28%
N/A
44.3K $0
CB
Chubb LTD

Financial Services
1
+ 0.05%
$274.32 - $302.46 $274 - $302
1.91K $553K
JNJ
Johnson & Johnson

Healthcare
4
+ 0.21%
$146.36 - $159.82 $585 - $639
1.9K $290K
AAPL
Apple Inc.

Technology
102
+ 2.66%
$172.42 - $223.89 $17.6K - $22.8K
3.94K $807K
NJR
New Jersey Resources Corp

Utilities
9
+ 0.06%
$44.23 - $49.97 $398 - $450
16.1K $720K
Activity Summary
Buys All Purchases 46 New Holdings 5 Increased Positions 41 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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