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Jake Rue

@Shore Point Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$185.964MTotal holdings64
Assets growth rate-0.42%Assets growth rate (2-Q avg)2.82%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shore Point Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 64 positions.

Assets under management

The assets under management (AUM) of Shore Point Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 185.964M in assets, with a quarterly growth rate of -0.42% and a 2-quarter average growth rate of 2.82%. The portfolio is managed by Jake Rue, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CIThe Cigna Group
Recent Activity
Exited
0%
$225,532
651 shares@ $346.44 avg price