Shore Point Advisors, LLC
RIA/Wealth
Shore Point Advisors, LLC is a RIA/Wealth based in Brielle, NJ led by Jason C Lamb, reporting $257.0M in AUM as of Q3 2025 with 95% ETF concentration and 67% concentrated in top 10 holdings.
CEOJason C Lamb
- Portfolio Value
- $225.7M
- Positions
- 71
- Top Holding
- JMOM at 14.95%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Shore Point Advisors, LLC's portfolio (66.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $33.7M | 14.95% | -$88.6K Sold | — 496.8K shares | |
ETF ETF | $23.1M | 10.24% | +$469.2K Bought | — 123.9K shares | |
ETF ETF | $17.8M | 7.90% | -$1.2M Sold | — 232.2K shares | |
ETF ETF | $17.0M | 7.55% | +$8.9K Bought | — 356.0K shares | |
ETF ETF | $14.8M | 6.55% | -$748.3K Sold | — 264.5K shares | |
ETF ETF | $14.2M | 6.28% | +$1.2M Bought | — 455.1K shares | |
ETF ETF | $9.0M | 4.00% | +$326.7K Bought | — 203.0K shares | |
ETF ETF | $7.2M | 3.17% | +$773.7K Bought | — 75.3K shares | |
ETF ETF | $6.9M | 3.08% | -$105.3K Sold | — 220.4K shares | |
ETF ETF | $6.7M | 2.98% | +$573.1K Bought | — 132.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Shore Point Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+76.81% | |
+71.25% | |
+66.22% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-18.4% | |
-6.62% | |
-6.35% | |
-6.15% |
Analytics
Portfolio insights and performance metrics for Shore Point Advisors, LLC
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