The Analysis of Shore Point Advisors, LLC's Holdings
Currently, Shore Point Advisors, LLC holds 75 types of securities in its portfolio with a total value $236.3M. In the most recent quarter, they have increased their positions in VTV (+102.3K shares, valued at $10.9M), DFIS (+277.4K shares, valued at $9.1M), JMOM (+140.3K shares, valued at $7.5M); decreased their positions in SCZ (-110.5K shares, valued at $8.6M), JPST (-5.7K shares, valued at $290.3K), DFAE (-8.0K shares, valued at $261.6K); initiated new positions in DFCA (+5.5K shares, valued at $276.2K), ZION (+4.0K shares, valued at $234.2K), NVDA (+1.1K shares, valued at $208.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JMOM J P MORGAN EXCHANGE TRADED F637.1K shares28.25%2025-12-312026-01-23
VTV VANGUARD INDEX FDS226.3K shares82.60%2025-12-312026-01-23 IMTM ISHARES TR454.7K shares27.72%2025-12-312026-01-23 FNDA SCHWAB STRATEGIC TR599.7K shares31.76%2025-12-312026-01-23 EES WISDOMTREE TR263.7K shares-0.28%2025-12-312026-01-23 DFIS DIMENSIONAL ETF TRUST344.5K shares413.22%2025-12-312026-01-23 FNDC SCHWAB STRATEGIC TR346.7K shares70.81%2025-12-312026-01-23 SCZ ISHARES TR121.7K shares-47.58%2025-12-312026-01-23 USMV ISHARES TR75.7K shares0.53%2025-12-312026-01-23 DUSB DIMENSIONAL ETF TRUST139.5K shares5.21%2025-12-312026-01-23 DFAE DIMENSIONAL ETF TRUST212.3K shares-3.64%2025-12-312026-01-23 DUHP DIMENSIONAL ETF TRUST192.3K shares23.16%2025-12-312026-01-23 IGSB ISHARES TR112.9K shares1.23%2025-12-312026-01-23 DGS WISDOMTREE TR100.4K shares27.47%2025-12-312026-01-23 DFSD DIMENSIONAL ETF TRUST88.6K shares30.28%2025-12-312026-01-23 EFAV ISHARES TR42.5K shares0.22%2025-12-312026-01-23 FBND FIDELITY MERRIMACK STR TR77.6K shares17.59%2025-12-312026-01-23 HELO J P MORGAN EXCHANGE TRADED F48.7K shares-1.01%2025-12-312026-01-23 PULS PGIM ETF TR63.7K shares532.36%2025-12-312026-01-23 BIL SPDR SER TR33.8K shares3.66%2025-12-312026-01-23 DFEM DIMENSIONAL ETF TRUST90.1K shares7.78%2025-12-312026-01-23 DFAU DIMENSIONAL ETF TRUST57.7K shares-1.89%2025-12-312026-01-23 AVEM AMERICAN CENTY ETF TR83.4K shares172.85%2025-12-312026-01-23 VIGI VANGUARD WHITEHALL FDS22.0K shares0.60%2025-12-312026-01-23 VWOB VANGUARD WHITEHALL FDS42.3K shares42.09%2025-12-312026-01-23 JPST J P MORGAN EXCHANGE TRADED F36.3K shares-13.65%2025-12-312026-01-23 QUAL ISHARES TR9.2K shares2.39%2025-12-312026-01-23 EMB ISHARES TR17.8K shares4.16%2025-12-312026-01-23 DFAW DIMENSIONAL ETF TRUST16.0K shares34.49%2025-12-312026-01-23 SUB ISHARES TR10.8K shares16.44%2025-12-312026-01-23 DFAI DIMENSIONAL ETF TRUST30.0K shares-3.47%2025-12-312026-01-23 AAPL APPLE INC4.2K shares-0.50%2025-12-312026-01-23 EEMV ISHARES INC16.9K shares0.72%2025-12-312026-01-23 XOM EXXON MOBIL CORP8.8K shares0.28%2025-12-312026-01-23 ADP AUTOMATIC DATA PROCESSING IN4.0K shares-1.86%2025-12-312026-01-23 LVHI LEGG MASON ETF INVT24.7K shares1.07%2025-12-312026-01-23 CVX CHEVRON CORP NEW6.0K shares0.00%2025-12-312026-01-23 DFAC DIMENSIONAL ETF TRUST21.1K shares-0.10%2025-12-312026-01-23 MTUM ISHARES TR3.3K shares0.43%2025-12-312026-01-23 NJR NEW JERSEY RES CORP16.1K shares0.06%2025-12-312026-01-23 DFUV DIMENSIONAL ETF TRUST14.4K shares1.86%2025-12-312026-01-23 BSV VANGUARD BD INDEX FDS8.2K shares4.21%2025-12-312026-01-23 CB CHUBB LIMITED1.9K shares0.05%2025-12-312026-01-23 JMST J P MORGAN EXCHANGE TRADED F9.8K shares-11.48%2025-12-312026-01-23 MSFT MICROSOFT CORP915 shares3.39%2025-12-312026-01-23 DFSU DIMENSIONAL ETF TRUST9.8K shares0.01%2025-12-312026-01-23 EWX SPDR INDEX SHS FDS6.4K shares3.16%2025-12-312026-01-23 QDF FLEXSHARES TR5.0K shares-10.02%2025-12-312026-01-23 DFSB DIMENSIONAL ETF TRUST7.6K shares2.22%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON1.8K shares0.61%2025-12-312026-01-23 VRSK VERISK ANALYTICS INC1.6K shares0.00%2025-12-312026-01-23 VEA VANGUARD TAX-MANAGED FDS5.7K shares1.99%2025-12-312026-01-23 PLTR PALANTIR TECHNOLOGIES INC2.0K shares0.00%2025-12-312026-01-23 MAR MARRIOTT INTL INC NEW1.1K shares0.00%2025-12-312026-01-23 BR BROADRIDGE FINL SOLUTIONS IN1.5K shares0.00%2025-12-312026-01-23 VZ VERIZON COMMUNICATIONS INC8.1K shares0.90%2025-12-312026-01-23 T AT&T INC13.0K shares0.00%2025-12-312026-01-23 BITB BITWISE BITCOIN ETF TR6.6K shares-9.33%2025-12-312026-01-23 SYK STYRKER CORPORATION878 shares-6.40%2025-12-312026-01-23 ES EVERSOURCE ENERGY4.5K shares0.00%2025-12-312026-01-23 LOW LOWES COS INC1.2K shares0.00%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS940 shares0.00%2025-12-312026-01-23 DFCA DIMENSIONAL ETF TRUST5.5K sharesnew addition2025-12-312026-01-23 DFAS DIMENSIONAL ETF TRUST3.9K shares3.50%2025-12-312026-01-23 TPL TEXAS PACIFIC LAND CORPORATI918 shares200.00%2025-12-312026-01-23 HIG HARTFORD FINL SVCS GROUP INC1.9K shares0.00%2025-12-312026-01-23 DFIC DIMENSIONAL ETF TRUST7.2K shares-0.88%2025-12-312026-01-23 DFSV DIMENSIONAL ETF TRUST7.4K shares0.42%2025-12-312026-01-23 ZION ZIONS BANCORPORATION N A4.0K sharesnew addition2025-12-312026-01-23 NVDA NVIDIA CORPORATION1.1K sharesnew addition2025-12-312026-01-23 EELV INVESCO EXCH TRADED FD TR II7.4K sharesnew addition2025-12-312026-01-23 DNN DENISON MINES CORP10.0K shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available