13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001907092
Total reported value
$292.4M
$292.4M
63 檔
32.4%
In Q3 2024, Shore Point Advisors, LLC's U.S. equity holdings reached a combined market value of $292.4M, distributed across 63 disclosed stock positions.
During Q3 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 | 15.36% | +1.41% | -0.72% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.95% | +0.17% | +0.64% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 9.18% | -0.15% | -0.92% | |
| 4 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 7.89% | +0.02% | +0.24% | |
| 5 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 7.33% | +0.11% | +0.29% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 5.68% | +0.11% | +1.85% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.57% | -0.01% | +0.71% | |
| 8 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 3.42% | -0.05% | +1.18% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.34% | -0.46% | -0.76% | |
| 10 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 3.22% | -0.19% | +4.48% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.83% | -0.11% | +1.10% | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.60% | -0.36% | -1.07% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.55% | -0.18% | +6.24% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.39% | +0.03% | +0.23% | |
| 15 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.27% | -0.19% | -5.45% | |
| 16 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 1.10% | — | +2.10% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.06% | -0.24% | -5.64% | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.06% | +0.13% | +6.55% | |
| 19 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.05% | — | +2.04% | |
| 20 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.04% | -0.05% | -66.65% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.99% | -0.06% | +0.32% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.92% | -0.73% | -0.03% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | -0.03% | -1.44% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.87% | -0.06% | -7.13% | |
| 25 | DFSD | Dimensional Short Duration | ETF-Other | 0.87% | -0.27% | +1.11% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 0.69% | -0.03% | +2.52% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.66% | -0.11% | +15.22% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 0.62% | -0.03% | — | |
| 29 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.51% | +0.10% | +1.85% | |
| 30 | SUB | Ishares Short-term National | ETF-Other | 0.51% | -0.05% | -0.06% | |
| 31 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.48% | -0.06% | -0.32% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | — | — | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.12% | -4.73% | |
| 34 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 0.42% | — | +2.57% | |
| 35 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.41% | -0.02% | +0.06% | |
| 36 | LVHI | Franklin International Low V | ETF-Other | 0.40% | -0.06% | +0.40% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.34% | -0.22% | — | |
| 38 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.31% | -0.01% | +0.99% | |
| 39 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.29% | -0.01% | -0.17% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.28% | -0.03% | +0.06% | |
| 41 | QDF | Flexshares Quality Dividend | ETF-Other | 0.24% | -0.01% | — | |
| 42 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.24% | -0.02% | — | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.23% | — | +5.42% | |
| 44 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.23% | -0.01% | — | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.22% | -0.04% | +9.58% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | -0.02% | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.17% | -1.41% | |
| 48 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.18% | -0.04% | — | |
| 49 | BR | Broadridge Financial Solutio | Stock-Tech | 0.17% | -0.03% | — | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.17% | -0.02% | — |
According to official SEC Form 13F filings, Shore Point Advisors, LLC reported a total U.S. public equity portfolio value of $292.4M across 63 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JMOM, VTV, SCZ) accounted for 32.4% of total reported equity market value during Q3 2024.
During Q3 2024, Shore Point Advisors, LLC's top holdings by market value included JMOM (15.4%)、VTV (10.9%)、SCZ (9.2%). The largest single position, JMOM, represented 15.4% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.