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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
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -23.13%
0.98%
$1.814M
30,857 shares@ $58.8 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 9.35%
0.94%
$1.737M
37,045 shares@ $46.89 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Increased 1.77%
0.92%
$1.711M
21,385 shares@ $80.0 avg price
DFEMDimensional Etf Trust
Recent Activity
Decreased -14.84%
0.85%
$1.566M
59,797 shares@ $26.2 avg price
EMBIshares Tr
Recent Activity
Decreased -1.25%
0.83%
$1.526M
17,139 shares@ $89.05 avg price
MRKMerck & Co Inc
Recent Activity
0.78%
$1.45M
14,574 shares@ $99.48 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 2.37%
0.68%
$1.261M
25,034 shares@ $50.38 avg price
ADPAutomatic Data Processing In
Recent Activity
0.66%
$1.219M
4,164 shares@ $292.73 avg price
DFAIDimensional Etf Trust
Recent Activity
Decreased -4.58%
0.61%
$1.126M
38,557 shares@ $29.21 avg price
MTUMIshares Tr
Recent Activity
Increased 6.05%
0.56%
$1.038M
5,017 shares@ $206.94 avg price