Shore Point Advisors, LLC Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$208.2B
Holdings
70
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (70 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JMOMJ P MORGAN EXCHANGE TRADED F | 498,087 | $32.0B | 15.38% | |
| 2 | VTVVANGUARD INDEX FDS | 121,396 | $21.5B | 10.30% | |
| 3 | SCZISHARES TR | 247,980 | $18.0B | 8.66% | |
| 4 | IMTMISHARES TR | 355,848 | $16.3B | 7.81% | |
| 5 | EESWISDOMTREE TR | 277,857 | $14.2B | 6.80% | |
| 6 | FNDASCHWAB STRATEGIC TR | 416,415 | $11.9B | 5.73% | |
| 7 | FNDCSCHWAB STRATEGIC TR | 195,655 | $8.2B | 3.95% | |
| 8 | DFAEDIMENSIONAL ETF TRUST | 223,717 | $6.5B | 3.11% | |
| 9 | USMVISHARES TR | 67,157 | $6.3B | 3.03% | |
| 10 | DUSBDIMENSIONAL ETF TRUST | 121,313 | $6.2B | 2.96% | |
| 11 | IGSBISHARES TR | 108,132 | $5.7B | 2.74% | |
| 12 | DUHPDIMENSIONAL ETF TRUST | 152,211 | $5.4B | 2.60% | |
| 13 | DGSWISDOMTREE TR | 77,517 | $4.3B | 2.06% | |
| 14 | EFAVISHARES TR | 38,103 | $3.2B | 1.54% | |
| 15 | FBNDFIDELITY MERRIMACK STR TR | 63,001 | $2.9B | 1.38% | |
| 16 | HELOJ P MORGAN EXCHANGE TRADED F | 44,273 | $2.8B | 1.33% | |
| 17 | BILSPDR SER TR | 28,415 | $2.6B | 1.25% | |
| 18 | DFAUDIMENSIONAL ETF TRUST | 57,996 | $2.5B | 1.18% | |
| 19 | DFEMDIMENSIONAL ETF TRUST | 76,943 | $2.3B | 1.10% | |
| 20 | DFSDDIMENSIONAL ETF TRUST | 44,471 | $2.1B | 1.03% | |
| 21 | AVEMAMERICAN CENTY ETF TR | 30,806 | $2.1B | 1.01% | |
| 22 | VIGIVANGUARD WHITEHALL FDS | 21,767 | $2.0B | 0.94% | |
| 23 | VWOBVANGUARD WHITEHALL FDS | 29,706 | $1.9B | 0.93% | |
| 24 | QUALISHARES TR | 8,593 | $1.6B | 0.75% | |
| 25 | EMBISHARES TR | 16,958 | $1.6B | 0.75% | |
| 26 | ADPAUTOMATIC DATA PROCESSING IN | 4,130 | $1.3B | 0.61% | |
| 27 | JPSTJ P MORGAN EXCHANGE TRADED F | 24,551 | $1.2B | 0.60% | |
| 28 | DFISDIMENSIONAL ETF TRUST | 40,381 | $1.2B | 0.58% | |
| 29 | DFAIDIMENSIONAL ETF TRUST | 33,257 | $1.1B | 0.55% | |
| 30 | SUBISHARES TR | 9,134 | $971.3M | 0.47% | |
| 31 | XOMEXXON MOBIL CORP | 8,988 | $968.9M | 0.47% | |
| 32 | EEMVISHARES INC | 14,972 | $940.3M | 0.45% | |
| 33 | CVXCHEVRON CORP NEW | 5,970 | $854.8M | 0.41% | |
| 34 | LVHILEGG MASON ETF INVT | 24,861 | $809.2M | 0.39% | |
| 35 | AAPLAPPLE INC | 3,937 | $807.9M | 0.39% | |
| 36 | MTUMISHARES TR | 3,201 | $769.5M | 0.37% | |
| 37 | DFACDIMENSIONAL ETF TRUST | 20,564 | $737.0M | 0.35% | |
| 38 | MRKMERCK & CO INC | 9,297 | $736.0M | 0.35% | |
| 39 | NJRNEW JERSEY RES CORP | 16,086 | $721.0M | 0.35% | |
| 40 | DFAWDIMENSIONAL ETF TRUST | 10,023 | $672.3M | 0.32% | |
| 41 | DFUVDIMENSIONAL ETF TRUST | 14,014 | $592.5M | 0.28% | |
| 42 | BSVVANGUARD BD INDEX FDS | 7,402 | $582.6M | 0.28% | |
| 43 | CBCHUBB LIMITED | 1,910 | $553.4M | 0.27% | |
| 44 | VRSKVERISK ANALYTICS INC | 1,646 | $512.8M | 0.25% | |
| 45 | PULSPGIM ETF TR | 9,225 | $459.1M | 0.22% | |
| 46 | MSFTMICROSOFT CORP | 866 | $430.8M | 0.21% | |
| 47 | DFSUDIMENSIONAL ETF TRUST | 10,404 | $408.4M | 0.20% | |
| 48 | QDFFLEXSHARES TR | 5,539 | $405.4M | 0.19% | |
| 49 | TPLTEXAS PACIFIC LAND CORPORATI | 375 | $396.1M | 0.19% | |
| 50 | BITBBITWISE BITCOIN ETF TR | 6,667 | $390.6M | 0.19% | |
| 51 | EWXSPDR INDEX SHS FDS | 6,132 | $380.4M | 0.18% | |
| 52 | TAT&T INC | 12,969 | $375.3M | 0.18% | |
| 53 | DFSBDIMENSIONAL ETF TRUST | 7,083 | $371.4M | 0.18% | |
| 54 | SYKSTYRKER CORPORATION | 938 | $371.1M | 0.18% | |
| 55 | BRBROADRIDGE FINL SOLUTIONS IN | 1,504 | $365.5M | 0.18% | |
| 56 | BACVERIZON COMMUNICATIONS INC | 7,966 | $344.7M | 0.17% | |
| 57 | BITWBITWISE 10 CRYPTO INDEX FUND | 4,902 | $322.5M | 0.15% | |
| 58 | JMSTJ P MORGAN EXCHANGE TRADED F | 6,266 | $319.1M | 0.15% | |
| 59 | VEAVANGUARD TAX-MANAGED FDS | 5,589 | $318.7M | 0.15% | |
| 60 | MARMARRIOTT INTL INC NEW | 1,142 | $312.0M | 0.15% | |
| 61 | JNJJOHNSON & JOHNSON | 1,902 | $290.6M | 0.14% | |
| 62 | ESEVERSOURCE ENERGY | 4,542 | $289.0M | 0.14% | |
| 63 | PLTRPALANTIR TECHNOLOGIES INC | 2,000 | $272.6M | 0.13% | |
| 64 | LOWLOWES COS INC | 1,161 | $257.7M | 0.12% | |
| 65 | HIGHARTFORD FINL SVCS GROUP INC | 1,852 | $235.0M | 0.11% | |
| 66 | DFICDIMENSIONAL ETF TRUST | 7,354 | $228.7M | 0.11% | |
| 67 | NFLXNETFLIX INC | 168 | $225.0M | 0.11% | |
| 68 | CITHE CIGNA GROUP | 651 | $215.2M | 0.10% | |
| 69 | DFSVDIMENSIONAL ETF TRUST | 7,281 | $214.3M | 0.10% | |
| 70 | DMLDENISON MINES CORP | 10,000 | $18.2M | 0.01% |