Shore Point Advisors, LLC Portfolio Holdings
Shore Point Advisors, LLC
- $181 Million
- Q3 2024
Shore Point Advisors, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $181 Million distributed in 63 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr U S Momentum with a value of $28.7M, Vanguard Value ETF with a value of $20.4M, Ishares Tr Msci Eafe Small Cap with a value of $17.2M, Wisdomtree U.S. Smallcap Fund with a value of $14.7M, and Ishares Msci Intl Momentum Fac with a value of $13.7M.
Examining the 13F form we can see an increase of $9.84M in the current position value, from $171M to 181M.
Below you can find more details about Shore Point Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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