Shore Point Advisors, LLC Portfolio Holdings
Shore Point Advisors, LLC
- $197 Million
- Q2 2025
Shore Point Advisors, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $197 Million distributed in 70 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 $32M, Vanguard Value ETF with a value of $21.5M, Ishares Tr Msci Eafe Small Cap with a value of $18M, Ishares Msci Intl Momentum Fac with a value of $16.3M, and Wisdomtree U.S. Smallcap Fund with a value of $14.2M.
Examining the 13F form we can see an increase of $18.5M in the current position value, from $179M to 197M.
Below you can find more details about Shore Point Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$197 Million
ETFs: $186 Million
Energy: $2.24 Million
Technology: $1.87 Million
Industrials: $1.79 Million
Healthcare: $1.61 Million
Utilities: $1.01 Million
Communication Services: $943,000
Financial Services: $787,000
Other: $569,000