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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
IGSBIshares Tr
Recent Activity
Increased 3.3%
2.89%
$5.367M
103,814 shares@ $51.71 avg price
DGSWisdomtree Tr
Recent Activity
Decreased -35.53%
2.02%
$3.753M
76,719 shares@ $48.93 avg price
EFAVIshares Tr
Recent Activity
Increased 2.38%
1.52%
$2.812M
39,770 shares@ $70.72 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
Increased 14.04%
1.48%
$2.746M
44,267 shares@ $62.05 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Decreased -2.62%
1.46%
$2.705M
60,276 shares@ $44.88 avg price
BILSpdr Ser Tr
Recent Activity
Increased 27.32%
1.35%
$2.51M
27,451 shares@ $91.44 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 7.35%
1.16%
$2.141M
52,871 shares@ $40.5 avg price
XHLFBondbloxx Etf Trust
Recent Activity
Decreased -0.1%
1.1%
$2.043M
40,703 shares@ $50.19 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Increased 6.32%
1.06%
$1.969M
31,177 shares@ $63.16 avg price
AAPLApple Inc
Recent Activity
Increased 0.02%
0.99%
$1.841M
7,350 shares@ $250.43 avg price