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CIK: 0001907092
Total reported value
$292.4M
$292.4M
59 檔
30.2%
At the close of Q1 2024, Shore Point Advisors, LLC disclosed equity holdings valued at approximately $292.4M, spread across 59 reported holdings.
During Q1 2024, Shore Point Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 15.08% | +1.41% | +1.66% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.68% | +0.17% | +2.47% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 9.24% | -0.15% | -0.82% | |
| 4 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 7.99% | +0.02% | -1.34% | |
| 5 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 7.38% | +0.11% | +7.64% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 5.37% | +0.11% | +8.40% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.37% | -0.01% | -1.06% | |
| 8 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 3.39% | -0.05% | -0.05% | |
| 9 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 3.32% | -0.05% | +2.59% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.30% | -0.46% | -4.17% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.84% | -0.11% | +5.99% | |
| 12 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 2.67% | -0.19% | +25.30% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.30% | -0.18% | +4.74% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.55% | -0.36% | -1.04% | |
| 15 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.30% | -0.19% | -2.47% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.30% | +0.03% | +13.06% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.17% | -0.24% | -2.37% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.14% | -0.03% | +0.07% | |
| 19 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 1.13% | — | -0.72% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.98% | — | +4.30% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.97% | -0.06% | -20.35% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.95% | -0.06% | -2.70% | |
| 23 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.81% | +0.13% | +34.15% | |
| 24 | DFSD | Dimensional Short Duration | ETF-Other | 0.78% | -0.27% | +9.86% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.68% | -0.73% | +9.70% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 0.65% | -0.03% | +3.80% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.61% | -0.11% | -9.42% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 0.59% | -0.03% | -6.82% | |
| 29 | SUB | Ishares Short-term National | ETF-Other | 0.53% | -0.05% | +2.01% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.12% | — | |
| 31 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.49% | +0.10% | -4.66% | |
| 32 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.46% | -0.06% | -0.46% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | — | — | |
| 34 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 0.43% | — | +2.21% | |
| 35 | LVHI | Franklin International Low V | ETF-Other | 0.40% | -0.06% | -10.57% | |
| 36 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.31% | -0.01% | +14.90% | |
| 37 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.29% | -0.01% | +4.46% | |
| 38 | CB | Chubb Limited | Stock-Financials | 0.27% | -0.03% | +0.17% | |
| 39 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.26% | -0.05% | +54.81% | |
| 40 | QDF | Flexshares Quality Dividend | ETF-Other | 0.23% | -0.01% | +0.29% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.22% | — | +8.58% | |
| 42 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.22% | -0.02% | — | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | — | +0.04% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.20% | -0.04% | +2.94% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | -0.01% | +0.24% | |
| 46 | BR | Broadridge Financial Solutio | Stock-Tech | 0.18% | -0.03% | -19.87% | |
| 47 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.17% | -0.02% | +3.90% | |
| 48 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.16% | -0.01% | — | |
| 49 | NMFC | New Mountain Finance CORP | Stock-Other | 0.16% | — | — | |
| 50 | ES | Eversource Energy | Stock-Utilities | 0.15% | -0.01% | — |
According to official SEC Form 13F filings, Shore Point Advisors, LLC reported a total U.S. public equity portfolio value of $292.4M across 59 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including JMOM, VTV, SCZ) accounted for 30.2% of total reported equity market value during Q1 2024.
During Q1 2024, Shore Point Advisors, LLC's top holdings by market value included JMOM (15.1%)、VTV (10.7%)、SCZ (9.2%). The largest single position, JMOM, represented 15.1% of total portfolio value.
In Q1 2024, Shore Point Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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