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CIK: 0001907092
Total reported value
$292.4M
$292.4M
64 檔
32.0%
At the close of Q4 2024, Shore Point Advisors, LLC disclosed equity holdings valued at approximately $292.4M, spread across 64 reported holdings.
During Q4 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 | 15.64% | +1.41% | -0.62% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.85% | +0.17% | +1.72% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 8.59% | -0.15% | +3.79% | |
| 4 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 8.15% | +0.02% | +0.57% | |
| 5 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 7.12% | +0.11% | +4.35% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 5.87% | +0.11% | +106.34% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.29% | +0.07% | +2037.09% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.23% | -0.46% | -0.99% | |
| 9 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 3.21% | -0.19% | +11.14% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.12% | -0.01% | -26.40% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.89% | -0.11% | +3.29% | |
| 12 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.02% | -0.05% | -35.54% | |
| 13 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.51% | -0.36% | +2.38% | |
| 14 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.48% | -0.19% | +14.03% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.45% | -0.18% | -2.62% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.35% | -0.24% | +27.31% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.15% | — | +7.35% | |
| 18 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 1.10% | — | -0.11% | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.06% | -0.05% | +6.32% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.99% | -0.73% | +0.01% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.98% | +0.03% | -23.14% | |
| 22 | DFSD | Dimensional Short Duration | ETF-Other | 0.93% | -0.27% | +9.35% | |
| 23 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.92% | -0.06% | +1.77% | |
| 24 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.84% | +0.13% | -14.84% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.82% | -0.06% | -1.26% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.78% | -0.03% | — | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.68% | -0.11% | +2.37% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 0.66% | -0.03% | — | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.61% | -0.03% | -4.59% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.56% | +0.10% | +6.05% | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.55% | -0.05% | +8.11% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.12% | +7.66% | |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.46% | -0.06% | +2.96% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | — | — | |
| 35 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 0.43% | — | +1.57% | |
| 36 | LVHI | Franklin International Low V | ETF-Other | 0.40% | -0.06% | +2.10% | |
| 37 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.40% | -0.02% | +0.06% | |
| 38 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.35% | -0.22% | +0.29% | |
| 39 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.30% | -0.01% | +1.80% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.28% | -0.03% | +5.47% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.25% | — | +9.29% | |
| 42 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.24% | -0.02% | — | |
| 43 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.23% | -0.01% | +0.01% | |
| 44 | QDF | Flexshares Quality Dividend | ETF-Other | 0.23% | -0.01% | — | |
| 45 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.22% | -0.04% | — | |
| 46 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.21% | +0.06% | +58.33% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | -0.02% | — | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.18% | -0.02% | — | |
| 49 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.18% | -0.01% | -36.42% | |
| 50 | BR | Broadridge Financial Solutio | Stock-Tech | 0.18% | -0.03% | — |
According to official SEC Form 13F filings, Shore Point Advisors, LLC reported a total U.S. public equity portfolio value of $292.4M across 64 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including JMOM, VTV, SCZ) accounted for 32.0% of total reported equity market value during Q4 2024.
During Q4 2024, Shore Point Advisors, LLC's top holdings by market value included JMOM (15.6%)、VTV (10.8%)、SCZ (8.6%). The largest single position, JMOM, represented 15.6% of total portfolio value.
In Q4 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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