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CIK: 0001907092
Total reported value
$292.4M
$292.4M
66 檔
31.2%
During the Q1 2025 filing period, Shore Point Advisors, LLC (CIK: 0001907092) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $292.4M across 66 reported positions.
During Q1 2025, 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 | 14.87% | +1.41% | -0.15% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.86% | +0.17% | -0.34% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 8.18% | -0.15% | -7.47% | |
| 4 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 7.44% | +0.11% | -0.51% | |
| 5 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 6.93% | +0.02% | -4.58% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 5.76% | +0.11% | +8.09% | |
| 7 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 3.60% | -0.19% | +7.34% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.30% | -0.46% | -1.58% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.30% | +0.07% | +3.92% | |
| 10 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 3.11% | -0.27% | — | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.05% | -0.01% | -2.97% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.89% | -0.11% | +0.38% | |
| 13 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.94% | -0.05% | -0.87% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.59% | -0.36% | -3.03% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.52% | -0.18% | +4.40% | |
| 16 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.38% | -0.19% | -1.25% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.35% | -0.24% | +0.96% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.14% | — | +5.84% | |
| 19 | DFSD | Dimensional Short Duration | ETF-Other | 1.06% | -0.27% | +13.58% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.01% | +0.13% | +21.11% | |
| 21 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.97% | -0.05% | -8.05% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.97% | +0.03% | -1.38% | |
| 23 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.94% | -0.06% | +0.31% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.82% | -0.06% | -0.20% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 0.67% | -0.03% | -0.82% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -0.03% | -4.13% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.65% | -0.11% | -2.58% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.17% | +210.01% | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.55% | -0.03% | -13.87% | |
| 30 | DFIS | Dimensional International Sm | ETF-Other | 0.54% | -0.24% | — | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.12% | — | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.52% | -0.05% | -3.09% | |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.46% | -0.06% | -0.28% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.45% | -0.73% | -47.82% | |
| 35 | LVHI | Franklin International Low V | ETF-Other | 0.42% | -0.06% | -0.10% | |
| 36 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.42% | -0.02% | +0.06% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.31% | -0.03% | +0.05% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.30% | -0.01% | +2.35% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.29% | — | +15.14% | |
| 40 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.26% | -0.04% | — | |
| 41 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.26% | -0.02% | — | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.26% | +0.10% | -52.30% | |
| 43 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.24% | +0.06% | +19.31% | |
| 44 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.23% | -0.22% | -29.35% | |
| 45 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.22% | -0.02% | — | |
| 46 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.22% | -0.01% | -0.59% | |
| 47 | QDF | Flexshares Quality Dividend | ETF-Other | 0.20% | -0.01% | -9.99% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.20% | -0.04% | +0.81% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.19% | -0.06% | — | |
| 50 | BR | Broadridge Financial Solutio | Stock-Tech | 0.19% | -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 66 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JMOM, VTV, SCZ) accounted for 31.2% of total reported equity market value during Q1 2025.
During Q1 2025, Shore Point Advisors, LLC's top holdings by market value included JMOM (14.9%)、VTV (10.9%)、SCZ (8.2%). The largest single position, JMOM, represented 14.9% of total portfolio value.
In Q1 2025, 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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