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The Analysis of Shore Point Advisors, LLC's Holdings & P&L

Currently, Shore Point Advisors, LLC holds 76 types of securities in its portfolio with a total value $253.2M. In the most recent quarter, they have increased their positions in AVSC (+403.2K shares, valued at $18.8M), DFIS (+233.5K shares, valued at $7.9M), PULS (+147.2K shares, valued at $7.3M); decreased their positions in EES (-169.4K shares, valued at $9.8M), FNDC (-175.0K shares, valued at $6.7M), FNDA (-241.1K shares, valued at $4.9M); initiated new positions in AVSC (+403.2K shares, valued at $18.8M), JCPB (+30.7K shares, valued at $1.4M), DCRE (+6.4K shares, valued at $333.2K).

1M P&L

+9.9M+3.06%

3M P&L

+10.7M+3.29%

HY P&L

+38.3M+12.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A238.9M

94.9%

2Consumer Electronics2.9M

1.1%

3Oil & Gas Integrated2.5M

1.0%

Top Industries by Stock Count

1N/A52 stocks

70.3%

2Telecom Services2 stocks

2.7%

3Information Technology Services2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JMOM J P MORGAN EXCHANGE TRADED F657.1K shares3.14%2026-03-312026-04-08

VTV VANGUARD INDEX FDS237.4K shares4.95%2026-03-312026-04-08

DFIS DIMENSIONAL ETF TRUST578.0K shares67.78%2026-03-312026-04-08

AVSC AMERICAN CENTY ETF TR403.2K sharesnew addition2026-03-312026-04-08

IMTM ISHARES TR453.3K shares-0.31%2026-03-312026-04-08

PULS PGIM ETF TR210.9K shares231.00%2026-03-312026-04-08

DUSB DIMENSIONAL ETF TRUST148.3K shares6.29%2026-03-312026-04-08

FNDA SCHWAB STRATEGIC TR358.6K shares-40.21%2026-03-312026-04-08

Sponsored

USMV ISHARES TR75.9K shares0.32%2026-03-312026-04-08

DFAE DIMENSIONAL ETF TRUST205.0K shares-3.48%2026-03-312026-04-08

FNDC SCHWAB STRATEGIC TR171.7K shares-50.48%2026-03-312026-04-08

DUHP DIMENSIONAL ETF TRUST200.4K shares4.21%2026-03-312026-04-08

IGSB ISHARES TR122.9K shares8.93%2026-03-312026-04-08

EES WISDOMTREE TR94.3K shares-64.25%2026-03-312026-04-08

SCZ ISHARES TR63.0K shares-48.29%2026-03-312026-04-08

DGS WISDOMTREE TR104.2K shares3.70%2026-03-312026-04-08

Sponsored

DFSD DIMENSIONAL ETF TRUST89.3K shares0.81%2026-03-312026-04-08

EFAV ISHARES TR41.3K shares-2.75%2026-03-312026-04-08

FBND FIDELITY MERRIMACK STR TR85.5K shares10.17%2026-03-312026-04-08

DFEM DIMENSIONAL ETF TRUST96.7K shares7.42%2026-03-312026-04-08

BIL SPDR SER TR34.1K shares1.08%2026-03-312026-04-08

HELO J P MORGAN EXCHANGE TRADED F48.7K shares0.17%2026-03-312026-04-08

DFAW DIMENSIONAL ETF TRUST40.8K shares154.61%2026-03-312026-04-08

AAPL APPLE INC11.4K shares171.57%2026-03-312026-04-08

Sponsored

AVEM AMERICAN CENTY ETF TR80.7K shares-3.25%2026-03-312026-04-08

VIGI VANGUARD WHITEHALL FDS22.2K shares1.03%2026-03-312026-04-08

VWOB VANGUARD WHITEHALL FDS33.0K shares-21.96%2026-03-312026-04-08

QUAL ISHARES TR9.7K shares5.82%2026-03-312026-04-08

JPST J P MORGAN EXCHANGE TRADED F35.7K shares-1.69%2026-03-312026-04-08

EMB ISHARES TR18.0K shares1.27%2026-03-312026-04-08

DFAU DIMENSIONAL ETF TRUST34.5K shares-40.22%2026-03-312026-04-08

XOM EXXON MOBIL CORP8.8K shares0.00%2026-03-312026-04-08

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F30.7K sharesnew addition2026-03-312026-04-08

SUB ISHARES TR11.9K shares10.43%2026-03-312026-04-08

EEMV ISHARES INC16.7K shares-0.75%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC8.8K shares-4.95%2026-03-312026-04-08

CVX CHEVRON CORP NEW5.0K shares-17.09%2026-03-312026-04-08

LVHI LEGG MASON ETF INVT24.2K shares-2.02%2026-03-312026-04-08

ADP AUTOMATIC DATA PROCESSING IN4.3K shares8.26%2026-03-312026-04-08

NJR NEW JERSEY RES CORP16.0K shares-0.87%2026-03-312026-04-08

Sponsored

DFAI DIMENSIONAL ETF TRUST21.4K shares-28.69%2026-03-312026-04-08

DFAC DIMENSIONAL ETF TRUST21.1K shares0.06%2026-03-312026-04-08

MTUM ISHARES TR3.2K shares-3.04%2026-03-312026-04-08

DFUV DIMENSIONAL ETF TRUST14.4K shares-0.04%2026-03-312026-04-08

CB CHUBB LIMITED1.9K shares0.05%2026-03-312026-04-08

JMST J P MORGAN EXCHANGE TRADED F9.6K shares-1.65%2026-03-312026-04-08

NVDA NVIDIA CORPORATION2.7K shares144.32%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON1.8K shares0.17%2026-03-312026-04-08

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI900 shares-1.96%2026-03-312026-04-08

EWX SPDR INDEX SHS FDS6.4K shares0.99%2026-03-312026-04-08

DFAS DIMENSIONAL ETF TRUST5.8K shares49.94%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC8.2K shares0.80%2026-03-312026-04-08

DFSB DIMENSIONAL ETF TRUST7.9K shares3.72%2026-03-312026-04-08

DFSU DIMENSIONAL ETF TRUST9.7K shares-1.05%2026-03-312026-04-08

QDF FLEXSHARES TR5.0K shares0.00%2026-03-312026-04-08

T AT&T INC13.0K shares0.00%2026-03-312026-04-08

Sponsored

PLTR PALANTIR TECHNOLOGIES INC2.6K shares28.50%2026-03-312026-04-08

MAR MARRIOTT INTL INC NEW1.1K shares0.00%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS5.7K shares-0.33%2026-03-312026-04-08

MSFT MICROSOFT CORP906 shares-0.98%2026-03-312026-04-08

DCRE DOUBLELINE ETF TRUST6.4K sharesnew addition2026-03-312026-04-08

DFCA DIMENSIONAL ETF TRUST6.5K shares18.44%2026-03-312026-04-08

ES EVERSOURCE ENERGY4.5K shares0.00%2026-03-312026-04-08

BITWISE 10 CRYPTO INDEX FUND BITWISE 10 CRYPTO INDEX FUND7.0K shares27.56%2026-03-312026-04-08

Sponsored

VRSK VERISK ANALYTICS INC1.6K shares0.00%2026-03-312026-04-08

SYK STYRKER CORPORATION878 shares0.00%2026-03-312026-04-08

LOW LOWES COS INC1.2K shares0.00%2026-03-312026-04-08

DFSV DIMENSIONAL ETF TRUST7.4K shares0.32%2026-03-312026-04-08

DFIC DIMENSIONAL ETF TRUST7.2K shares-0.76%2026-03-312026-04-08

HIG HARTFORD FINL SVCS GROUP INC1.9K shares0.00%2026-03-312026-04-08

BR BROADRIDGE FINL SOLUTIONS IN1.5K shares0.00%2026-03-312026-04-08

BITB BITWISE BITCOIN ETF TR6.6K shares0.00%2026-03-312026-04-08

Sponsored

IBM INTERNATIONAL BUSINESS MACHS958 shares1.91%2026-03-312026-04-08

EELV INVESCO EXCH TRADED FD TR II7.4K shares-0.14%2026-03-312026-04-08

DISV DIMENSIONAL ETF TRUST5.1K sharesnew addition2026-03-312026-04-08

DNN DENISON MINES CORP10.0K shares0.00%2026-03-312026-04-08

JMOM

J P MORGAN EXCHANGE TRADED F

3.14%

Shares657.1K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

4.95%

Shares237.4K

Event2026-03-31

Filed2026-04-08

DFIS

DIMENSIONAL ETF TRUST

67.78%

Shares578.0K

Event2026-03-31

Filed2026-04-08

AVSC

AMERICAN CENTY ETF TR

New

Shares403.2K

Event2026-03-31

Filed2026-04-08

IMTM

ISHARES TR

-0.31%

Shares453.3K

Event2026-03-31

Filed2026-04-08

PULS

PGIM ETF TR

231.00%

Shares210.9K

Event2026-03-31

Filed2026-04-08

DUSB

DIMENSIONAL ETF TRUST

6.29%

Shares148.3K

Event2026-03-31

Filed2026-04-08

FNDA

SCHWAB STRATEGIC TR

-40.21%

Shares358.6K

Event2026-03-31

Filed2026-04-08

USMV

ISHARES TR

0.32%

Shares75.9K

Event2026-03-31

Filed2026-04-08

DFAE

DIMENSIONAL ETF TRUST

-3.48%

Shares205.0K

Event2026-03-31

Filed2026-04-08

FNDC

SCHWAB STRATEGIC TR

-50.48%

Shares171.7K

Event2026-03-31

Filed2026-04-08

DUHP

DIMENSIONAL ETF TRUST

4.21%

Shares200.4K

Event2026-03-31

Filed2026-04-08

IGSB

ISHARES TR

8.93%

Shares122.9K

Event2026-03-31

Filed2026-04-08

EES

WISDOMTREE TR

-64.25%

Shares94.3K

Event2026-03-31

Filed2026-04-08

SCZ

ISHARES TR

-48.29%

Shares63.0K

Event2026-03-31

Filed2026-04-08

DGS

WISDOMTREE TR

3.70%

Shares104.2K

Event2026-03-31

Filed2026-04-08

DFSD

DIMENSIONAL ETF TRUST

0.81%

Shares89.3K

Event2026-03-31

Filed2026-04-08

EFAV

ISHARES TR

-2.75%

Shares41.3K

Event2026-03-31

Filed2026-04-08

FBND

FIDELITY MERRIMACK STR TR

10.17%

Shares85.5K

Event2026-03-31

Filed2026-04-08

DFEM

DIMENSIONAL ETF TRUST

7.42%

Shares96.7K

Event2026-03-31

Filed2026-04-08

BIL

SPDR SER TR

1.08%

Shares34.1K

Event2026-03-31

Filed2026-04-08

HELO

J P MORGAN EXCHANGE TRADED F

0.17%

Shares48.7K

Event2026-03-31

Filed2026-04-08

DFAW

DIMENSIONAL ETF TRUST

154.61%

Shares40.8K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

171.57%

Shares11.4K

Event2026-03-31

Filed2026-04-08

AVEM

AMERICAN CENTY ETF TR

-3.25%

Shares80.7K

Event2026-03-31

Filed2026-04-08

VIGI

VANGUARD WHITEHALL FDS

1.03%

Shares22.2K

Event2026-03-31

Filed2026-04-08

VWOB

VANGUARD WHITEHALL FDS

-21.96%

Shares33.0K

Event2026-03-31

Filed2026-04-08

QUAL

ISHARES TR

5.82%

Shares9.7K

Event2026-03-31

Filed2026-04-08

JPST

J P MORGAN EXCHANGE TRADED F

-1.69%

Shares35.7K

Event2026-03-31

Filed2026-04-08

EMB

ISHARES TR

1.27%

Shares18.0K

Event2026-03-31

Filed2026-04-08

DFAU

DIMENSIONAL ETF TRUST

-40.22%

Shares34.5K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-08

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares30.7K

Event2026-03-31

Filed2026-04-08

SUB

ISHARES TR

10.43%

Shares11.9K

Event2026-03-31

Filed2026-04-08

EEMV

ISHARES INC

-0.75%

Shares16.7K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

-4.95%

Shares8.8K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORP NEW

-17.09%

Shares5.0K

Event2026-03-31

Filed2026-04-08

LVHI

LEGG MASON ETF INVT

-2.02%

Shares24.2K

Event2026-03-31

Filed2026-04-08

ADP

AUTOMATIC DATA PROCESSING IN

8.26%

Shares4.3K

Event2026-03-31

Filed2026-04-08

NJR

NEW JERSEY RES CORP

-0.87%

Shares16.0K

Event2026-03-31

Filed2026-04-08

DFAI

DIMENSIONAL ETF TRUST

-28.69%

Shares21.4K

Event2026-03-31

Filed2026-04-08

DFAC

DIMENSIONAL ETF TRUST

0.06%

Shares21.1K

Event2026-03-31

Filed2026-04-08

MTUM

ISHARES TR

-3.04%

Shares3.2K

Event2026-03-31

Filed2026-04-08

DFUV

DIMENSIONAL ETF TRUST

-0.04%

Shares14.4K

Event2026-03-31

Filed2026-04-08

CHUBB LIMITED

0.05%

Shares1.9K

Event2026-03-31

Filed2026-04-08

JMST

J P MORGAN EXCHANGE TRADED F

-1.65%

Shares9.6K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

144.32%

Shares2.7K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

0.17%

Shares1.8K

Event2026-03-31

Filed2026-04-08

TPL

TEXAS PACIFIC LAND CORPORATI

-1.96%

Shares900

Event2026-03-31

Filed2026-04-08

EWX

SPDR INDEX SHS FDS

0.99%

Shares6.4K

Event2026-03-31

Filed2026-04-08

DFAS

DIMENSIONAL ETF TRUST

49.94%

Shares5.8K

Event2026-03-31

Filed2026-04-08

VERIZON COMMUNICATIONS INC

0.80%

Shares8.2K

Event2026-03-31

Filed2026-04-08

DFSB

DIMENSIONAL ETF TRUST

3.72%

Shares7.9K

Event2026-03-31

Filed2026-04-08

DFSU

DIMENSIONAL ETF TRUST

-1.05%

Shares9.7K

Event2026-03-31

Filed2026-04-08

QDF

FLEXSHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-08

AT&T INC

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-08

PLTR

PALANTIR TECHNOLOGIES INC

28.50%

Shares2.6K

Event2026-03-31

Filed2026-04-08

MAR

MARRIOTT INTL INC NEW

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

-0.33%

Shares5.7K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-0.98%

Shares906

Event2026-03-31

Filed2026-04-08

DCRE

DOUBLELINE ETF TRUST

New

Shares6.4K

Event2026-03-31

Filed2026-04-08

DFCA

DIMENSIONAL ETF TRUST

18.44%

Shares6.5K

Event2026-03-31

Filed2026-04-08

EVERSOURCE ENERGY

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-08

BITWISE 10 CRYPTO INDEX FUND

27.56%

Shares7.0K

Event2026-03-31

Filed2026-04-08

VRSK

VERISK ANALYTICS INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-08

SYK

STYRKER CORPORATION

0.00%

Shares878

Event2026-03-31

Filed2026-04-08

LOW

LOWES COS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-08

DFSV

DIMENSIONAL ETF TRUST

0.32%

Shares7.4K

Event2026-03-31

Filed2026-04-08

DFIC

DIMENSIONAL ETF TRUST

-0.76%

Shares7.2K

Event2026-03-31

Filed2026-04-08

HIG

HARTFORD FINL SVCS GROUP INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-08

BROADRIDGE FINL SOLUTIONS IN

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-08

BITB

BITWISE BITCOIN ETF TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

1.91%

Shares958

Event2026-03-31

Filed2026-04-08

EELV

INVESCO EXCH TRADED FD TR II

-0.14%

Shares7.4K

Event2026-03-31

Filed2026-04-08

DISV

DIMENSIONAL ETF TRUST

New

Shares5.1K

Event2026-03-31

Filed2026-04-08

DNN

DENISON MINES CORP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available