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Company Main View
Name:
Shore Point Advisors LLC
City:
Brielle
State:
NJ
Zip:
08730
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$175,220,000
Total Value Change :
$13,735,000
Securities Held Change :
3
All Securities Held :
59
New Positions
:
3
Closed Positions
:
1
Increased Positions
:
29
Unchanged Positions
:
10
Decreased Positions
:
17
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
New Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
ABBV
Abbvie Inc.
52
New
$164.56
$230,000
1,263
0.13%
230,000
1,263
0
Drug Manufacturers - ...
IVV
iShares Core S&P 500 Etf
54
New
$532.75
$211,000
401
0.12%
211,000
401
0
Closed - End Fund - E...
MSFT
Microsoft Corp
55
New
$425.34
$208,000
495
0.12%
208,000
495
0
Application Software
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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