The Analysis of Shore Point Advisors, LLC's Holdings

Currently, Shore Point Advisors, LLC holds 72 types of securities in its portfolio with a total value $226.1M. In the most recent quarter, they have increased their positions in FNDA (+38.7K shares, valued at $1.2M), DFSD (+23.5K shares, valued at $1.1M), JPST (+17.5K shares, valued at $887.4K); decreased their positions in SCZ (-15.7K shares, valued at $1.2M), EES (-13.4K shares, valued at $748.3K), DFAE (-3.3K shares, valued at $105.3K); initiated new positions in IBM (+940 shares, valued at $265.4K), DFAS (+3.7K shares, valued at $256.3K), ETHW (+7.1K shares, valued at $210.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JMOM J P MORGAN EXCHANGE TRADED F496.8K shares-0.26%2025-09-302025-10-24

VTV VANGUARD INDEX FDS123.9K shares2.07%2025-09-302025-10-24

SCZ ISHARES TR232.2K shares-6.35%2025-09-302025-10-24

IMTM ISHARES TR356.0K shares0.05%2025-09-302025-10-24

EES WISDOMTREE TR264.5K shares-4.82%2025-09-302025-10-24

FNDA SCHWAB STRATEGIC TR455.1K shares9.30%2025-09-302025-10-24

FNDC SCHWAB STRATEGIC TR203.0K shares3.75%2025-09-302025-10-24

USMV ISHARES TR75.3K shares12.11%2025-09-302025-10-24

Sponsored

DFAE DIMENSIONAL ETF TRUST220.4K shares-1.49%2025-09-302025-10-24

DUSB DIMENSIONAL ETF TRUST132.6K shares9.30%2025-09-302025-10-24

IGSB ISHARES TR111.5K shares3.10%2025-09-302025-10-24

DUHP DIMENSIONAL ETF TRUST156.1K shares2.58%2025-09-302025-10-24

DGS WISDOMTREE TR78.8K shares1.65%2025-09-302025-10-24

EFAV ISHARES TR42.4K shares11.16%2025-09-302025-10-24

DFSD DIMENSIONAL ETF TRUST68.0K shares52.87%2025-09-302025-10-24

HELO J P MORGAN EXCHANGE TRADED F49.2K shares11.02%2025-09-302025-10-24

Sponsored

FBND FIDELITY MERRIMACK STR TR66.0K shares4.74%2025-09-302025-10-24

BIL SPDR SER TR32.6K shares14.68%2025-09-302025-10-24

DFAU DIMENSIONAL ETF TRUST58.8K shares1.33%2025-09-302025-10-24

DFEM DIMENSIONAL ETF TRUST83.6K shares8.61%2025-09-302025-10-24

AVEM AMERICAN CENTY ETF TR30.6K shares-0.74%2025-09-302025-10-24

JPST J P MORGAN EXCHANGE TRADED F42.0K shares71.25%2025-09-302025-10-24

DFIS DIMENSIONAL ETF TRUST67.1K shares66.22%2025-09-302025-10-24

VWOB VANGUARD WHITEHALL FDS29.8K shares0.24%2025-09-302025-10-24

Sponsored

VIGI VANGUARD WHITEHALL FDS21.9K shares0.52%2025-09-302025-10-24

QUAL ISHARES TR9.0K shares4.52%2025-09-302025-10-24

EMB ISHARES TR17.1K shares0.61%2025-09-302025-10-24

ADP AUTOMATIC DATA PROCESSING IN4.1K shares-0.87%2025-09-302025-10-24

DFAI DIMENSIONAL ETF TRUST31.1K shares-6.62%2025-09-302025-10-24

AAPL APPLE INC4.2K shares7.11%2025-09-302025-10-24

EEMV ISHARES INC16.7K shares11.76%2025-09-302025-10-24

SUB ISHARES TR9.3K shares1.72%2025-09-302025-10-24

Sponsored

XOM EXXON MOBIL CORP8.8K shares-2.34%2025-09-302025-10-24

CVX CHEVRON CORP NEW6.0K shares0.00%2025-09-302025-10-24

DFAW DIMENSIONAL ETF TRUST11.9K shares18.82%2025-09-302025-10-24

LVHI LEGG MASON ETF INVT24.5K shares-1.58%2025-09-302025-10-24

MTUM ISHARES TR3.2K shares1.44%2025-09-302025-10-24

DFAC DIMENSIONAL ETF TRUST21.1K shares2.64%2025-09-302025-10-24

MRK MERCK & CO INC9.3K shares0.00%2025-09-302025-10-24

NJR NEW JERSEY RES CORP16.1K shares0.06%2025-09-302025-10-24

Sponsored

DFUV DIMENSIONAL ETF TRUST14.1K shares0.69%2025-09-302025-10-24

BSV VANGUARD BD INDEX FDS7.9K shares6.93%2025-09-302025-10-24

JMST J P MORGAN EXCHANGE TRADED F11.1K shares76.81%2025-09-302025-10-24

CB CHUBB LIMITED1.9K shares0.00%2025-09-302025-10-24

PULS PGIM ETF TR10.1K shares9.21%2025-09-302025-10-24

MSFT MICROSOFT CORP885 shares2.19%2025-09-302025-10-24

BITB BITWISE BITCOIN ETF TR7.3K shares8.82%2025-09-302025-10-24

BITWISE 10 CRYPTO INDEX FUND BITWISE 10 CRYPTO INDEX FUND5.6K shares14.06%2025-09-302025-10-24

Sponsored

QDF FLEXSHARES TR5.5K shares0.00%2025-09-302025-10-24

EWX SPDR INDEX SHS FDS6.2K shares0.57%2025-09-302025-10-24

DFSU DIMENSIONAL ETF TRUST9.8K shares-6.15%2025-09-302025-10-24

VRSK VERISK ANALYTICS INC1.6K shares0.00%2025-09-302025-10-24

DFSB DIMENSIONAL ETF TRUST7.4K shares4.77%2025-09-302025-10-24

T AT&T INC13.0K shares0.00%2025-09-302025-10-24

PLTR PALANTIR TECHNOLOGIES INC2.0K shares0.00%2025-09-302025-10-24

BR BROADRIDGE FINL SOLUTIONS IN1.5K shares0.00%2025-09-302025-10-24

Sponsored

VZ VERIZON COMMUNICATIONS INC8.0K shares0.80%2025-09-302025-10-24

SYK STYRKER CORPORATION938 shares0.00%2025-09-302025-10-24

VEA VANGUARD TAX-MANAGED FDS5.6K shares-0.09%2025-09-302025-10-24

JNJ JOHNSON & JOHNSON1.8K shares-5.78%2025-09-302025-10-24

ES EVERSOURCE ENERGY4.5K shares0.00%2025-09-302025-10-24

MAR MARRIOTT INTL INC NEW1.1K shares0.00%2025-09-302025-10-24

LOW LOWES COS INC1.2K shares0.00%2025-09-302025-10-24

TPL TEXAS PACIFIC LAND CORPORATI306 shares-18.40%2025-09-302025-10-24

Sponsored

IBM INTERNATIONAL BUSINESS MACHS940 sharesnew addition2025-09-302025-10-24

DFAS DIMENSIONAL ETF TRUST3.7K sharesnew addition2025-09-302025-10-24

HIG HARTFORD FINL SVCS GROUP INC1.9K shares0.00%2025-09-302025-10-24

DFIC DIMENSIONAL ETF TRUST7.3K shares-0.84%2025-09-302025-10-24

DFSV DIMENSIONAL ETF TRUST7.4K shares1.10%2025-09-302025-10-24

ETHW BITWISE ETHEREUM ETF7.1K sharesnew addition2025-09-302025-10-24

NFLX NETFLIX INC168 shares0.00%2025-09-302025-10-24

DNN DENISON MINES CORP10.0K shares0.00%2025-09-302025-10-24

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available