Shore Point Advisors, LLC Top Holdings and 13F Report (2025) About Shore Point Advisors, LLCInvestment ActivityShore Point Advisors, LLC has $188.93 million in total holdings as of March 31, 2025.Shore Point Advisors, LLC owns shares of 66 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.90% of the portfolio was purchased this quarter.About 4.35% of the portfolio was sold this quarter.This quarter, Shore Point Advisors, LLC has purchased 64 new stocks and bought additional shares in 22 stocks.Shore Point Advisors, LLC sold shares of 27 stocks and completely divested from 3 stocks this quarter.Largest Holdings JPMorgan US Momentum Factor ETF $28,085,560Vanguard Value ETF $20,509,596iShares MSCI EAFE Small-Cap ETF $15,458,504iShares MSCI Intl Momentum Factor ETF $14,062,997WisdomTree U.S. SmallCap Fund $13,089,623 Largest New Holdings this Quarter 25434V591 - DIMENSIONAL ETF TRUST $5,877,226 Holding25434V773 - Dimensional International Small Cap ETF $1,027,154 Holding25434V674 - Dimensional Global Sustainability Fixed Income ETF $412,366 Holding69344A107 - PGIM Ultra Short Bond ETF $299,026 Holding125523100 - The Cigna Group $214,179 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 115,853 shares (about $5.88M)Dimensional International Small Cap ETF 39,750 shares (about $1.03M)Schwab Fundamental U.S. Small Company Index ETF 29,735 shares (about $814.48K)Exxon Mobil 6,292 shares (about $748.33K)Schwab Fundamental International Small Cap Company Index ETF 12,848 shares (about $465.14K) Largest Sales this Quarter iShares MSCI EAFE Small-Cap ETF 19,656 shares (about $1.25M)Apple 3,515 shares (about $780.88K)WisdomTree U.S. SmallCap Fund 12,864 shares (about $628.28K)iShares MSCI USA Momentum Factor ETF 2,624 shares (about $530.41K)Dimensional U.S. Core Equity 2 ETF 5,528 shares (about $182.38K) 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$28,085,560$42,496 ▼-0.2%498,32014.9%ETFVTVVanguard Value ETF$20,509,596$69,614 ▼-0.3%118,73110.9%ETFSCZiShares MSCI EAFE Small-Cap ETF$15,458,504$1,248,746 ▼-7.5%243,3268.2%ETFIMTMiShares MSCI Intl Momentum Factor ETF$14,062,997$71,495 ▼-0.5%352,0917.4%ETFEESWisdomTree U.S. SmallCap Fund$13,089,623$628,278 ▼-4.6%268,0106.9%FinanceFNDASchwab Fundamental U.S. Small Company Index ETF$10,887,724$814,479 ▲8.1%397,4895.8%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$6,800,963$465,137 ▲7.3%187,8563.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$6,243,331$100,404 ▼-1.6%66,6593.3%ETFDUHPDimensional US High Profitability ETF$6,228,819$234,998 ▲3.9%187,9533.3%ETFDIMENSIONAL ETF TRUST$5,877,226$5,877,226 ▲New Holding115,8533.1%ULTRASHORT FIXEDDFAEDimensional Emerging Core Equity Market ETF$5,753,484$176,104 ▼-3.0%222,2283.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$5,457,490$20,739 ▲0.4%104,2102.9%ManufacturingDGSWisdomTree Emerging Markets SmallCap Dividend Fund$3,674,211$32,224 ▼-0.9%76,0521.9%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$3,005,071$93,816 ▼-3.0%38,5661.6%ETFFBNDFidelity Total Bond ETF$2,872,814$121,158 ▲4.4%62,9301.5%ETFJ P MORGAN EXCHANGE TRADED F$2,608,925$32,944 ▼-1.2%43,7151.4%HEDGED EQUITY LABILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,542,358$24,217 ▲1.0%27,7151.3%ETFDFAUDimensional US Core Equity Market ETF$2,151,084$118,704 ▲5.8%55,9591.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,999,457$239,074 ▲13.6%42,0761.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,916,310$334,062 ▲21.1%72,4221.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,840,516$161,080 ▼-8.0%28,6681.0%ETFAVEMAvantis Emerging Markets Equity ETF$1,831,471$25,578 ▼-1.4%30,4321.0%ETFVIGIVanguard International Dividend Appreciation ETF$1,779,178$5,474 ▲0.3%21,4510.9%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,549,483$3,171 ▼-0.2%17,1040.8%ETFADPAutomatic Data Processing$1,261,838$10,388 ▼-0.8%4,1300.7%Business ServicesMRKMerck & Co., Inc.$1,254,126$54,035 ▼-4.1%13,9720.7%MedicalJPSTJPMorgan Ultra-Short Income ETF$1,234,839$32,657 ▼-2.6%24,3890.7%ETFXOMExxon Mobil$1,104,662$748,335 ▲210.0%9,2880.6%EnergyDFAIDimensional International Core Equity Market ETF$1,037,093$167,050 ▼-13.9%33,2080.5%ETFDFISDimensional International Small Cap ETF$1,027,154$1,027,154 ▲New Holding39,7500.5%ETFCVXChevron$998,7210.0%5,9700.5%EnergySUBiShares Short-Term National Muni Bond ETF$990,973$31,575 ▼-3.1%9,3840.5%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$861,430$2,450 ▼-0.3%14,7650.5%ETFAAPLApple$851,965$780,875 ▼-47.8%3,8350.5%Computer and TechnologyLVHIFranklin International Low Volatility High Dividend Index ETF$794,731$777 ▼-0.1%24,5510.4%ETFNJRNew Jersey Resources$788,766$442 ▲0.1%16,0770.4%UtilitiesCBChubb$576,669$302 ▲0.1%1,9090.3%FinanceDFUVDimensional US Marketwide Value ETF$565,613$12,981 ▲2.3%13,7250.3%ETFBSVVanguard Short-Term Bond ETF$540,555$71,082 ▲15.1%6,9050.3%ETFTPLTexas Pacific Land$496,8710.0%3750.3%EnergyVRSKVerisk Analytics$489,9450.0%1,6460.3%Business ServicesMTUMiShares MSCI USA Momentum Factor ETF$483,720$530,414 ▼-52.3%2,3930.3%ETFDIMENSIONAL ETF TRUST$451,729$73,113 ▲19.3%7,3710.2%WORLD EQUITY ETFDFACDimensional U.S. Core Equity 2 ETF$438,955$182,378 ▼-29.4%13,3050.2%ETFDFSBDimensional Global Sustainability Fixed Income ETF$412,366$412,366 ▲New Holding8,0070.2%ETFDFSUDimensional US Sustainability Core 1 ETF$409,472$2,435 ▼-0.6%11,4340.2%ETFQDFFlexShares Quality Dividend Index Fund$378,699$42,047 ▼-10.0%5,5390.2%ETFVZVerizon Communications$376,718$3,039 ▲0.8%8,3050.2%Computer and TechnologyTAT&T$366,7630.0%12,9690.2%Computer and TechnologyBRBroadridge Financial Solutions$364,6590.0%1,5040.2%Business ServicesSYKStryker$355,1260.0%9540.2%MedicalEWXSPDR S&P Emerging Markets SmallCap ETF$336,451$4,927 ▲1.5%5,9410.2%ETFMSFTMicrosoft$325,0620.0%8650.2%Computer and TechnologyJNJJohnson & Johnson$314,853$664 ▲0.2%1,8980.2%MedicalPULSPGIM Ultra Short Bond ETF$299,026$299,026 ▲New Holding6,0130.2%ETFESEversource Energy$282,1430.0%4,5420.1%UtilitiesVEAVanguard FTSE Developed Markets ETF$281,342$6,863 ▲2.5%5,5340.1%ETFMARMarriott International$272,0240.0%1,1420.1%Consumer DiscretionaryLOWLowe's Companies$270,8830.0%1,1610.1%Retail/WholesaleBITWISE BITCOIN ETF TR$269,369$8,393 ▼-3.0%6,0020.1%SHS BEN INTJMSTJPMorgan Ultra-Short Municipal ETF$233,772$1,678 ▲0.7%4,5970.1%ETFHIGThe Hartford Financial Services Group$229,1470.0%1,8520.1%FinanceNMFCNew Mountain Finance$225,508$15,993 ▼-6.6%20,4450.1%FinanceBITWISE 10 CRYPTO INDEX FUND$219,417$14,129 ▲6.9%4,3950.1%EX TRD EQ FDCIThe Cigna Group$214,179$214,179 ▲New Holding6510.1%MedicalDNNDenison Mines$13,0000.0%10,0000.0%Basic MaterialsXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$0$2,042,506 ▼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$834,035 ▼-100.0%00.0%FinanceXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$0$791,029 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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