Shore Point Advisors, LLC Portfolio Holdings
Shore Point Advisors, LLC
- $171 Million
- Q2 2024
Shore Point Advisors, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $171 Million distributed in 58 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 $27.1M, Vanguard Value ETF with a value of $18.7M, Ishares Tr Msci Eafe Small Cap with a value of $15.8M, Wisdomtree U.S. Smallcap Fund with a value of $13.1M, and Ishares Msci Intl Momentum Fac with a value of $13.1M.
Examining the 13F form we can see an increase of $491K in the current position value, from $170M to 171M.
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 Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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