Shore Point Advisors, LLC Top Holdings and 13F Report (2025) About Shore Point Advisors, LLCInvestment ActivityShore Point Advisors, LLC has $208.23 million in total holdings as of June 30, 2025.Shore Point Advisors, LLC owns shares of 70 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 3.44% of the portfolio was purchased this quarter.About 1.01% of the portfolio was sold this quarter.This quarter, Shore Point Advisors, LLC has purchased 66 new stocks and bought additional shares in 41 stocks.Shore Point Advisors, LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings JPMorgan U.S. Momentum Factor ETF $32,022,020Vanguard Value ETF $21,455,644iShares MSCI EAFE Small-Cap ETF $18,023,232iShares MSCI Intl Momentum Factor ETF $16,258,716WisdomTree U.S. SmallCap Fund $14,159,615 Largest New Holdings this Quarter 46432F339 - iShares MSCI USA Quality Factor ETF $1,571,067 Holding69608A108 - PALANTIR TECHNOLOGIES INC $272,640 Holding25434V799 - Dimensional International Core Equity 2 ETF $228,664 Holding64110L106 - Netflix $224,973 Holding25434V815 - Dimensional US Small Cap Value ETF $214,289 Holding Largest Purchases this Quarter iShares MSCI USA Quality Factor ETF 8,593 shares (about $1.57M)Schwab Fundamental U.S. Small Company ETF 18,926 shares (about $542.23K)WisdomTree U.S. SmallCap Fund 9,847 shares (about $501.80K)Vanguard Value ETF 2,665 shares (about $471.01K)iShares MSCI EAFE Small-Cap ETF 4,654 shares (about $338.25K) Largest Sales this Quarter Dimensional US High Profitability ETF 35,742 shares (about $1.27M)Merck & Co., Inc. 4,675 shares (about $370.07K)Dimensional Global Sustainability Fixed Income ETF 924 shares (about $48.45K)Dimensional US Sustainability Core 1 ETF 1,030 shares (about $40.43K)iShares MSCI EAFE Min Vol Factor ETF 463 shares (about $38.92K) 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 U.S. Momentum Factor ETF$32,022,020$14,980 ▼0.0%498,08715.4%ETFVTVVanguard Value ETF$21,455,644$471,015 ▲2.2%121,39610.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$18,023,232$338,254 ▲1.9%247,9808.7%ETFIMTMiShares MSCI Intl Momentum Factor ETF$16,258,716$171,658 ▲1.1%355,8487.8%ETFEESWisdomTree U.S. SmallCap Fund$14,159,615$501,804 ▲3.7%277,8576.8%FinanceFNDASchwab Fundamental U.S. Small Company ETF$11,930,311$542,231 ▲4.8%416,4155.7%ETFFNDCSchwab Fundamental International Small Equity ETF$8,227,331$327,949 ▲4.2%195,6554.0%ETFDFAEDimensional Emerging Core Equity Market ETF$6,476,609$43,107 ▲0.7%223,7173.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$6,304,072$46,748 ▲0.7%67,1573.0%ETFDIMENSIONAL ETF TRUST$6,156,675$277,097 ▲4.7%121,3133.0%ULTRASHORT FIXEDIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$5,705,077$206,926 ▲3.8%108,1322.7%ManufacturingDUHPDimensional US High Profitability ETF$5,412,642$1,270,990 ▼-19.0%152,2112.6%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$4,282,080$80,927 ▲1.9%77,5172.1%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$3,202,990$38,920 ▼-1.2%38,1031.5%ETFFBNDFidelity Total Bond ETF$2,882,312$3,248 ▲0.1%63,0011.4%ETFJ P MORGAN EXCHANGE TRADED F$2,770,614$34,920 ▲1.3%44,2731.3%HEDGED EQUITY LABILSPDR Bloomberg 1-3 Month T-Bill ETF$2,606,512$64,211 ▲2.5%28,4151.3%ETFDFAUDimensional US Core Equity Market ETF$2,456,715$86,287 ▲3.6%57,9961.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$2,283,671$134,183 ▲6.2%76,9431.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,135,062$114,984 ▲5.7%44,4711.0%ETFAVEMAvantis Emerging Markets Equity ETF$2,111,483$25,634 ▲1.2%30,8061.0%ETFVIGIVanguard International Dividend Appreciation ETF$1,961,727$28,479 ▲1.5%21,7670.9%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,941,288$67,833 ▲3.6%29,7060.9%ETFQUALiShares MSCI USA Quality Factor ETF$1,571,067$1,571,067 ▲New Holding8,5930.8%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,570,659$13,523 ▼-0.9%16,9580.8%ETFADPAutomatic Data Processing$1,273,6920.0%4,1300.6%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$1,244,280$8,210 ▲0.7%24,5510.6%ETFDFISDimensional International Small Cap ETF$1,204,985$18,829 ▲1.6%40,3810.6%ETFDFAIDimensional International Core Equity Market ETF$1,149,710$1,694 ▲0.1%33,2570.6%ETFSUBiShares Short-Term National Muni Bond ETF$971,323$26,585 ▼-2.7%9,1340.5%ETFXOMExxon Mobil$968,943$32,341 ▼-3.2%8,9880.5%EnergyEEMViShares MSCI Emerging Markets Min Vol Factor ETF$940,256$13,000 ▲1.4%14,9720.5%ETFCVXChevron$854,8440.0%5,9700.4%EnergyLVHIFranklin International Low Volatility High Dividend Index ETF$809,240$10,091 ▲1.3%24,8610.4%ETFAAPLApple$807,918$20,932 ▲2.7%3,9370.4%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$769,466$194,229 ▲33.8%3,2010.4%ETFDFACDimensional U.S. Core Equity 2 ETF$737,018$260,164 ▲54.6%20,5640.4%ETFMRKMerck & Co., Inc.$735,950$370,073 ▼-33.5%9,2970.4%MedicalNJRNewJersey Resources$720,988$403 ▲0.1%16,0860.3%UtilitiesDIMENSIONAL ETF TRUST$672,342$177,896 ▲36.0%10,0230.3%WORLD EQUITY ETFDFUVDimensional US Marketwide Value ETF$592,523$12,219 ▲2.1%14,0140.3%ETFBSVVanguard Short-Term Bond ETF$582,597$39,118 ▲7.2%7,4020.3%ETFCBChubb$553,431$290 ▲0.1%1,9100.3%FinanceVRSKVerisk Analytics$512,7940.0%1,6460.2%Business ServicesPULSPGIM Ultra Short Bond ETF$459,061$159,838 ▲53.4%9,2250.2%ETFMSFTMicrosoft$430,811$497 ▲0.1%8660.2%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$408,369$40,429 ▼-9.0%10,4040.2%ETFQDFFlexShares Quality Dividend Index Fund$405,4010.0%5,5390.2%ETFTPLTexas Pacific Land$396,1460.0%3750.2%EnergyBITWISE BITCOIN ETF TR$390,619$38,962 ▲11.1%6,6670.2%SHS BEN INTEWXSPDR S&P Emerging Markets SmallCap ETF$380,368$11,848 ▲3.2%6,1320.2%ETFTAT&T$375,3220.0%12,9690.2%Computer and TechnologyDFSBDimensional Global Sustainability Fixed Income ETF$371,368$48,446 ▼-11.5%7,0830.2%ETFSYKStryker$371,100$6,330 ▼-1.7%9380.2%MedicalBRBroadridge Financial Solutions$365,5170.0%1,5040.2%Computer and TechnologyVZVerizon Communications$344,726$14,670 ▼-4.1%7,9660.2%Computer and TechnologyBITWISE 10 CRYPTO INDEX FUND$322,478$33,353 ▲11.5%4,9020.2%EX TRD EQ FDJMSTJPMorgan Ultra-Short Municipal ETF$319,071$84,987 ▲36.3%6,2660.2%ETFVEAVanguard FTSE Developed Markets ETF$318,685$3,136 ▲1.0%5,5890.2%ETFMARMarriott International$312,0050.0%1,1420.1%Consumer DiscretionaryJNJJohnson & Johnson$290,638$611 ▲0.2%1,9020.1%MedicalESEversource Energy$289,0030.0%4,5420.1%UtilitiesPALANTIR TECHNOLOGIES INC$272,640$272,640 ▲New Holding2,0000.1%CL ALOWLowe's Companies$257,6890.0%1,1610.1%Retail/WholesaleHIGThe Hartford Insurance Group$234,9630.0%1,8520.1%FinanceDFICDimensional International Core Equity 2 ETF$228,664$228,664 ▲New Holding7,3540.1%ETFNFLXNetflix$224,973$224,973 ▲New Holding1680.1%Consumer DiscretionaryCICigna Group$215,2070.0%6510.1%MedicalDFSVDimensional US Small Cap Value ETF$214,289$214,289 ▲New Holding7,2810.1%ETFDNNDenison Mine$18,2000.0%10,0000.0%Basic MaterialsNMFCNew Mountain Finance$0$225,508 ▼-100.0%00.0%FinanceShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.