Jake Rue

@Shore Point Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$185.964M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EWXSpdr Index Shs Fds Recent Activity Decreased -36.41%	0.19%	$343,115 5,854 shares@ $58.62 avg price	Decreased -36.41%
VZVerizon Communications Inc Recent Activity Decreased -9.77%	0.18%	$329,468 8,238 shares@ $40.0 avg price	Decreased -9.77%
JNJJohnson & Johnson Recent Activity Decreased -0.62%	0.15%	$274,037 1,894 shares@ $144.69 avg price	Decreased -0.62%
JMSTJ P Morgan Exchange Traded F Recent Activity Decreased -3.28%	0.13%	$231,450 4,564 shares@ $50.72 avg price	Decreased -3.28%