Shore Point Advisors, LLC Portfolio Holdings by Sector
Shore Point Advisors, LLC
- $179 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
JMOM VTV SCZ IMTM EES FNDA FNDC USMV 37 stocks |
$167,173
93.61% of portfolio
|
  17  
|
  20  
|
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2,102
1.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK JNJ 2 stocks |
$1,568
0.88% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$1,261
0.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$851
0.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Gas | Utilities
NJR 1 stocks |
$788
0.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T 2 stocks |
$742
0.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$576
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
TPL 1 stocks |
$496
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
VRSK 1 stocks |
$489
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
BR 1 stocks |
$364
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK 1 stocks |
$355
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$324
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
ES 1 stocks |
$282
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$272
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$270
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
HIG 1 stocks |
$229
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
NMFC 1 stocks |
$225
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CI 1 stocks |
$214
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Uranium | Energy
DNN 1 stocks |
$13
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|