Shore Point Advisors, LLC Portfolio Holdings

Shore Point Advisors, LLC

  • $179 Million
  • Q1 2025

Shore Point Advisors, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $179 Million distributed in 66 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 $28.1M, Vanguard Value ETF with a value of $20.5M, Ishares Tr Msci Eafe Small Cap with a value of $15.5M, Ishares Msci Intl Momentum Fac with a value of $14.1M, and Wisdomtree U.S. Smallcap Fund with a value of $13.1M.

Examining the 13F form we can see an decrease of $380K in the current position value, from $179M to 179M.

Below you can find more details about Shore Point Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Million
ETFs: $167 Million
Energy: $2.61 Million
Healthcare: $2.14 Million
Industrials: $1.75 Million
Technology: $1.54 Million
Utilities: $1.07 Million
Financial Services: $1.03 Million
Communication Services: $742,000
Other: $542,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $179 Million
  • Prior Value $179 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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