Shore Point Advisors, LLC Portfolio Holdings
Shore Point Advisors, LLC
- $179 Million
- Q4 2024
Shore Point Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $179 Million distributed in 64 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 $29.1M, Vanguard Value ETF with a value of $20.2M, Ishares Tr Msci Eafe Small Cap with a value of $16M, Wisdomtree U.S. Smallcap Fund with a value of $15.2M, and Ishares Msci Intl Momentum Fac with a value of $13.2M.
Examining the 13F form we can see an decrease of $1.32M in the current position value, from $181M to 179M.
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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