Shore Point Advisors, LLC Incresed Positions 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
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
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.63K
+ 6.24%
$44.65 - $47.21 $162K - $172K
61.9K $2.89M
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
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
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
Track This Portfolio

Track Shore Point Advisors, LLC Portfolio

Follow Shore Point Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shore Point Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Point Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email