Shore Point Advisors, LLC Top Holdings and 13F Report (2025) About Shore Point Advisors, LLCInvestment ActivityShore Point Advisors, LLC has $185.96 million in total holdings as of December 31, 2024.Shore Point Advisors, LLC owns shares of 64 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 8.76% of the portfolio was purchased this quarter.About 3.13% of the portfolio was sold this quarter.This quarter, Shore Point Advisors, LLC has purchased 63 new stocks and bought additional shares in 33 stocks.Shore Point Advisors, LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings JPMorgan US Momentum Factor ETF $29,081,749Vanguard Value ETF $20,169,927iShares MSCI EAFE Small-Cap ETF $15,976,199WisdomTree U.S. SmallCap Fund $15,150,363iShares MSCI Intl Momentum Factor ETF $13,235,246 Largest New Holdings this Quarter Stryker $343,487 HoldingBITWISE 10 CRYPTO INDEX FUND $248,182 Holding Largest Purchases this Quarter Dimensional US High Profitability ETF 172,399 shares (about $5.83M)Schwab Fundamental U.S. Small Company Index ETF 189,527 shares (about $5.63M)Schwab Fundamental International Small Cap Company Index ETF 17,547 shares (about $599.06K)iShares MSCI EAFE Small-Cap ETF 9,606 shares (about $583.57K)iShares MSCI Intl Momentum Factor ETF 14,756 shares (about $551.88K) Largest Sales this Quarter Dimensional Emerging Core Equity Market ETF 82,133 shares (about $2.08M)WisdomTree Emerging Markets SmallCap Dividend Fund 42,290 shares (about $2.07M)Avantis Emerging Markets Equity ETF 9,289 shares (about $546.15K)Dimensional Emerging Markets Core Equity 2 ETF 10,422 shares (about $272.95K)SPDR S&P Emerging Markets SmallCap ETF 3,353 shares (about $196.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShore Point Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJMOMJPMorgan US Momentum Factor ETF$29,081,749$181,166 ▼-0.6%499,07415.6%ETFVTVVanguard Value ETF$20,169,927$340,133 ▲1.7%119,13410.8%ETFSCZiShares MSCI EAFE Small-Cap ETF$15,976,199$583,566 ▲3.8%262,9828.6%ETFEESWisdomTree U.S. SmallCap Fund$15,150,363$85,927 ▲0.6%280,8748.1%FinanceIMTMiShares MSCI Intl Momentum Factor ETF$13,235,246$551,878 ▲4.4%353,8817.1%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$10,922,764$5,629,194 ▲106.3%367,7545.9%ETFDUHPDimensional US High Profitability ETF$6,111,400$5,825,432 ▲2,037.1%180,8623.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$6,013,900$60,023 ▼-1.0%67,7313.2%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$5,974,812$599,058 ▲11.1%175,0083.2%ETFDFAEDimensional Emerging Core Equity Market ETF$5,810,498$2,083,717 ▼-26.4%229,0303.1%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$5,367,217$171,180 ▲3.3%103,8142.9%ManufacturingDGSWisdomTree Emerging Markets SmallCap Dividend Fund$3,753,118$2,068,840 ▼-35.5%76,7192.0%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$2,812,188$65,267 ▲2.4%39,7701.5%ETFJ P MORGAN EXCHANGE TRADED F$2,746,381$338,001 ▲14.0%44,2671.5%HEDGED EQUITY LAFBNDFidelity Total Bond ETF$2,704,626$72,780 ▼-2.6%60,2761.5%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,509,894$538,442 ▲27.3%27,4511.3%ETFDFAUDimensional US Core Equity Market ETF$2,140,774$146,495 ▲7.3%52,8711.2%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$2,042,506$2,158 ▼-0.1%40,7031.1%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,968,920$117,022 ▲6.3%31,1771.1%ETFAAPLApple$1,840,635$250 ▲0.0%7,3501.0%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$1,814,249$546,150 ▼-23.1%30,8571.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,736,694$148,424 ▲9.3%37,0450.9%ETFVIGIVanguard International Dividend Appreciation ETF$1,710,589$29,676 ▲1.8%21,3850.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,566,099$272,955 ▼-14.8%59,7970.8%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,526,060$19,411 ▼-1.3%17,1390.8%ETFMRKMerck & Co., Inc.$1,449,8210.0%14,5740.8%MedicalJPSTJPMorgan Ultra-Short Income ETF$1,261,009$29,165 ▲2.4%25,0340.7%ETFADPAutomatic Data Processing$1,218,9270.0%4,1640.7%Business ServicesDFAIDimensional International Core Equity Market ETF$1,125,880$54,108 ▼-4.6%38,5570.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,038,204$59,184 ▲6.0%5,0170.6%ETFSUBiShares Short-Term National Muni Bond ETF$1,021,424$76,583 ▲8.1%9,6830.5%ETFCVXChevron$864,694$61,557 ▲7.7%5,9700.5%Oils/EnergyEEMViShares MSCI Emerging Markets Min Vol Factor ETF$858,696$24,705 ▲3.0%14,8070.5%ETFBRK.BBerkshire Hathaway$834,0350.0%1,8400.4%FinanceXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$791,029$12,237 ▲1.6%15,9670.4%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$750,042$15,443 ▲2.1%24,5750.4%ETFNJRNew Jersey Resources$749,599$420 ▲0.1%16,0680.4%UtilitiesDFACDimensional U.S. Core Equity 2 ETF$651,454$1,868 ▲0.3%18,8330.4%ETFDFUVDimensional US Marketwide Value ETF$548,754$9,698 ▲1.8%13,4100.3%ETFCBChubb$527,418$27,366 ▲5.5%1,9080.3%FinanceBSVVanguard Short-Term Bond ETF$463,396$39,408 ▲9.3%5,9970.2%ETFVRSKVerisk Analytics$453,4150.0%1,6460.2%Business ServicesDFSUDimensional US Sustainability Core 1 ETF$435,962$38 ▲0.0%11,5020.2%ETFQDFFlexShares Quality Dividend Index Fund$434,2200.0%6,1540.2%ETFTPLTexas Pacific Land$414,7350.0%3750.2%Oils/EnergyDIMENSIONAL ETF TRUST$385,916$142,173 ▲58.3%6,1780.2%WORLD EQUITY ETFMSFTMicrosoft$364,8990.0%8650.2%Computer and TechnologySYKStryker$343,487$343,487 ▲New Holding9540.2%MedicalEWXSPDR S&P Emerging Markets SmallCap ETF$343,115$196,526 ▼-36.4%5,8540.2%ETFBRBroadridge Financial Solutions$340,0390.0%1,5040.2%Business ServicesVZVerizon Communications$329,468$35,714 ▼-9.8%8,2380.2%Computer and TechnologyXOMExxon Mobil$322,3160.0%2,9960.2%Oils/EnergyMARMarriott International$318,5490.0%1,1420.2%Consumer DiscretionaryBITWISE BITCOIN ETF TR$314,710$12,712 ▲4.2%6,1890.2%SHS BEN INTTAT&T$295,304$9,336 ▲3.3%12,9690.2%Computer and TechnologyLOWLowe's Companies$286,6440.0%1,1610.2%Retail/WholesaleJNJJohnson & Johnson$274,037$1,736 ▼-0.6%1,8940.1%MedicalESEversource Energy$260,8840.0%4,5420.1%UtilitiesVEAVanguard FTSE Developed Markets ETF$258,227$4,783 ▲1.9%5,3990.1%ETFBITWISE 10 CRYPTO INDEX FUND$248,182$248,182 ▲New Holding4,1120.1%EX TRD EQ FDNMFCNew Mountain Finance$246,5370.0%21,8950.1%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$231,450$7,860 ▼-3.3%4,5640.1%ETFHIGThe Hartford Financial Services Group$202,6080.0%1,8520.1%FinanceDNNDenison Mines$18,0000.0%10,0000.0%Basic MaterialsCIThe Cigna Group$0$225,532 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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