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.

Portfolio value $181 Million
ETFs: $169 Million
Technology: $2.41 Million
Healthcare: $2.19 Million
Financial Services: $1.85 Million
Industrials: $1.59 Million
Energy: $1.52 Million
Utilities: $1.07 Million
Communication Services: $686,000
Other: $597,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $181 Million
  • Prior Value $171 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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