Shore Point Advisors, LLC Top Holdings and 13F Report (2024) → [FREE Ticket] 27 Crypto Experts Reveal Their #1 Picks (From Crypto 101 Media) (Ad) About Shore Point Advisors, LLCInvestment ActivityShore Point Advisors, LLC has $175.22 million in total holdings as of March 31, 2024.Shore Point Advisors, LLC owns shares of 59 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.57% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, Shore Point Advisors, LLC has purchased 56 new stocks and bought additional shares in 28 stocks.Shore Point Advisors, LLC sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings JPMorgan US Momentum Factor ETF $26,415,730Vanguard Value ETF $18,704,871iShares MSCI EAFE Small-Cap ETF $16,195,190WisdomTree U.S. SmallCap Fund $14,005,942iShares MSCI Intl Momentum Factor ETF $12,924,855 Largest New Holdings this Quarter AbbVie $230,139 HoldingTexas Pacific Land $216,941 HoldingiShares Core S&P 500 ETF $210,824 HoldingMicrosoft $208,385 Holding Largest Purchases this Quarter Schwab Fundamental International Small Cap Company Index ETF 26,604 shares (about $943.58K)iShares MSCI Intl Momentum Factor ETF 23,395 shares (about $917.73K)Schwab Fundamental U.S. Small Company Index ETF 12,775 shares (about $728.50K)Vanguard Value ETF 2,768 shares (about $450.79K)JPMorgan US Momentum Factor ETF 8,191 shares (about $431.50K) Largest Sales this Quarter Vanguard International Dividend Appreciation ETF 5,306 shares (about $432.60K)iShares MSCI USA Min Vol Factor ETF 3,003 shares (about $250.99K)WisdomTree U.S. SmallCap Fund 3,787 shares (about $189.80K)iShares MSCI EAFE Small-Cap ETF 2,118 shares (about $134.13K)JPMorgan Ultra-Short Income ETF 2,194 shares (about $110.69K) 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$26,415,730$431,495 ▲1.7%501,44515.1%ETFVTVVanguard Value ETF$18,704,871$450,790 ▲2.5%114,85410.7%ETFSCZiShares MSCI EAFE Small-Cap ETF$16,195,190$134,133 ▼-0.8%255,7279.2%ETFEESWisdomTree U.S. SmallCap Fund$14,005,942$189,805 ▼-1.3%279,4488.0%FinanceIMTMiShares MSCI Intl Momentum Factor ETF$12,924,855$917,732 ▲7.6%329,4837.4%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$9,400,974$728,499 ▲8.4%164,8565.4%ETFDFAEDimensional Emerging Core Equity Market ETF$7,660,968$82,046 ▼-1.1%309,9094.4%ETFVWOBVanguard Emerging Markets Government Bond ETF$5,942,304$3,192 ▼-0.1%93,0673.4%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$5,816,015$146,884 ▲2.6%114,3533.3%FinanceUSMViShares MSCI USA Min Vol Factor ETF$5,773,913$250,992 ▼-4.2%69,0823.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,970,683$280,810 ▲6.0%96,9322.8%ManufacturingFNDCSchwab Fundamental International Small Cap Company Index ETF$4,672,858$943,580 ▲25.3%131,7502.7%ETFFBNDFidelity Total Bond ETF$4,022,631$182,190 ▲4.7%88,7812.3%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$2,719,913$28,565 ▼-1.0%38,3731.6%ETFJ P MORGAN EXCHANGE TRADED F$2,278,813$57,762 ▼-2.5%40,7141.3%HEDGED EQUITY LAAVEMAvantis Emerging Markets Equity ETF$2,277,253$262,985 ▲13.1%39,2871.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,047,323$49,756 ▼-2.4%22,3021.2%ETFMRKMerck & Co., Inc.$2,002,737$1,451 ▲0.1%15,1781.1%MedicalXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$1,971,706$14,389 ▼-0.7%39,1911.1%ETFDFAUDimensional US Core Equity Market ETF$1,714,117$70,706 ▲4.3%46,9101.0%ETFVIGIVanguard International Dividend Appreciation ETF$1,693,710$432,600 ▼-20.3%20,7741.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,662,940$46,180 ▼-2.7%18,5450.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,411,363$359,309 ▲34.2%55,3690.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,364,196$122,401 ▲9.9%29,0000.8%ETFAAPLApple$1,198,988$105,975 ▲9.7%6,9920.7%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$1,143,109$41,855 ▲3.8%37,8260.7%ETFJPSTJPMorgan Ultra-Short Income ETF$1,064,143$110,687 ▼-9.4%21,0930.6%ETFADPAutomatic Data Processing$1,039,917$76,171 ▼-6.8%4,1640.6%Business ServicesSUBiShares Short-Term National Muni Bond ETF$925,130$18,224 ▲2.0%8,8330.5%ETFCVXChevron$918,0460.0%5,8200.5%Oils/EnergyMTUMiShares MSCI USA Momentum Factor ETF$858,821$41,967 ▼-4.7%4,5840.5%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$806,113$3,735 ▼-0.5%14,2440.5%ETFBRK.BBerkshire Hathaway$773,7560.0%1,8400.4%FinanceXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$749,244$16,230 ▲2.2%15,0960.4%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$706,171$83,506 ▼-10.6%23,7120.4%ETFDFUVDimensional US Marketwide Value ETF$539,746$69,984 ▲14.9%13,1960.3%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$508,386$21,708 ▲4.5%9,1100.3%ETFCBChubb$467,876$778 ▲0.2%1,8050.3%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$457,756$162,074 ▲54.8%9,0210.3%ETFQDFFlexShares Quality Dividend Index Fund$403,598$1,186 ▲0.3%6,1230.2%ETFBSVVanguard Short-Term Bond ETF$389,012$30,750 ▲8.6%5,0730.2%ETFVRSKVerisk Analytics$387,9810.0%1,6450.2%Business ServicesPGProcter & Gamble$381,257$162 ▲0.0%2,3490.2%Consumer StaplesVZVerizon Communications$353,176$10,072 ▲2.9%8,4160.2%Computer and TechnologyJNJJohnson & Johnson$327,204$791 ▲0.2%2,0680.2%MedicalBRBroadridge Financial Solutions$308,109$76,413 ▼-19.9%1,5040.2%Business ServicesNJRNew Jersey Resources$295,253$11,072 ▲3.9%6,8800.2%UtilitiesMARMarriott International$288,1380.0%1,1420.2%Consumer DiscretionaryNMFCNew Mountain Finance$277,4090.0%21,8950.2%FinanceESEversource Energy$271,5140.0%4,5420.2%UtilitiesVEAVanguard FTSE Developed Markets ETF$259,991$2,509 ▲1.0%5,1820.1%ETFXOMExxon Mobil$251,0020.0%2,1590.1%Oils/EnergyCIThe Cigna Group$247,6950.0%6820.1%MedicalABBVAbbVie$230,139$230,139 ▲New Holding1,2630.1%MedicalTPLTexas Pacific Land$216,941$216,941 ▲New Holding3750.1%Oils/EnergyIVViShares Core S&P 500 ETF$210,824$210,824 ▲New Holding4010.1%ETFMSFTMicrosoft$208,385$208,385 ▲New Holding4950.1%Computer and TechnologyCIMChimera Investment$83,5930.0%18,1330.0%FinanceDNNDenison Mines$19,5000.0%10,0000.0%Basic MaterialsBABoeing$0$225,601 ▼-100.0%00.0%AerospaceShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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