Shore Point Advisors, LLC - Portfolio overview

Shore Point Advisors, LLC has 79 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. JMOM - J P MORGAN EXCHANGE TRADED F, 13.60%
2. VTV - VANGUARD INDEX FDS, 9.95%
3. DFIS - DIMENSIONAL ETF TRUST, 7.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.