Fort Point Capital Partners LLC Purchases in Q1 2025

Fort Point Capital Partners LLC

  • $851 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FRPT
Freshpet, Inc.

Consumer Defensive
158K
+ 150.22%
$83.17 - $162.59 $13.1M - $25.7M
263K $21.9M
TSLA
Tesla, Inc.

Consumer Cyclical
24.2K
+ 313.12%
$222.15 - $428.22 $5.37M - $10.4M
31.9K $8.27M
EQAL
Invesco ETF

ETFs
100K
New
$46.28 - $50.51 $4.64M - $5.07M
100K $4.74M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
97K
+ 19.76%
$49.25 - $50.66 $4.78M - $4.91M
588K $29.2M
EDV
Vanguard Extended Duration Tre

ETFs
61.9K
+ 282.22%
$65.05 - $73.43 $4.03M - $4.55M
83.9K $5.96M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24.1K
+ 6.8%
$95.85 - $99.25 $2.31M - $2.39M
378K $37.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
27.8K
+ 9.28%
$91.45 - $91.75 $2.55M - $2.55M
328K $30.1M
IEFA
Ishares Tr

ETFs
14.6K
+ 5.53%
$69.57 - $78.65 $1.02M - $1.15M
279K $21.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
143
+ 0.72%
$442.66 - $534.52 $63.3K - $76.4K
20.1K $10.7M
MSTR
Microstrategy Inc

Technology
5.38K
+ 268.85%
$239.27 - $396.5 $1.29M - $2.13M
7.38K $2.13M
IWR
Ishares Russell Mid Cap ETF

ETFs
16.1K
+ 41.85%
$82.81 - $92.93 $1.33M - $1.49M
54.4K $4.63M
XLE
Energy Sector Spdr

ETFs
9.57K
+ 44.82%
$85.7 - $93.96 $820K - $899K
30.9K $2.89M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
15.5K
+ 36.96%
$44.68 - $46.49 $693K - $721K
57.5K $2.66M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.56K
+ 4.94%
$37.07 - $40.63 $354K - $388K
203K $8M
VTWO
Vanguard Russell 2000 ETF

ETFs
6.27K
New
$80.08 - $92.93 $502K - $582K
6.27K $505K
VFH
Vanguard Financial ETF

ETFs
3.69K
New
$114.07 - $127.34 $420K - $469K
3.69K $440K
MBB
Ishares Tr

ETFs
3.03K
+ 5.22%
$90.37 - $94.08 $274K - $285K
61K $5.72M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
13.1K
New
$25.2 - $68.74 $329K - $897K
13.1K $385K
UBER
Uber Technologies, Inc

Technology
4.97K
New
$63.17 - $81.49 $314K - $405K
4.97K $361K
ORCC
Owl Rock Capital Corp

Financial Services
25.9K
New
N/A
25.9K $346K
PFE
Pfizer Inc

Healthcare
12.6K
New
$25.01 - $27.13 $315K - $342K
12.6K $319K
IDEV
Ishares Core Msci Intl Develop

ETFs
4.6K
New
$63.77 - $71.36 $293K - $328K
4.6K $316K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
6.7K
+ 4.06%
$74.34 - $81.0 $498K - $543K
172K $13M
VTC
Vanguard Scottsdale Fds Total

ETFs
3.69K
+ 21.03%
$74.74 - $77.39 $276K - $286K
21.2K $1.63M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.62K
New
$51.45 - $58.51 $289K - $329K
5.62K $290K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.01K
+ 32.17%
$102.49 - $119.96 $411K - $481K
16.5K $1.72M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
4.63K
New
$58.38 - $64.16 $270K - $297K
4.63K $274K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.36K
+ 0.81%
$42.5 - $46.71 $57.8K - $63.5K
168K $7.62M
AZO
Autozone Inc

Consumer Cyclical
68
New
$3193.96 - $3828.11 $217K - $260K
68 $259K
ZS
Zscaler, Inc.

Technology
1.16K
New
$181.66 - $216.87 $211K - $252K
1.16K $230K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.2K
New
$21.75 - $24.28 $222K - $248K
10.2K $225K
CRWD
Crowd Strike Holdings, Inc.

Technology
629
New
$308.86 - $455.36 $194K - $286K
629 $221K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.67K
New
$80.53 - $147.57 $134K - $246K
1.67K $220K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.3K
New
$157.11 - $206.52 $204K - $268K
1.3K $218K
BSX
Boston Scientific Corp

Healthcare
2.09K
New
$89.38 - $106.18 $187K - $222K
2.09K $210K
PAYX
Paychex Inc

Industrials
1.31K
New
$136.06 - $154.52 $179K - $203K
1.31K $202K
IEMG
Ishares Inc

ETFs
3.76K
+ 5.21%
N/A
76K $4.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.02K
+ 42.09%
$57.21 - $65.8 $230K - $265K
13.6K $791K
COST
Costco Wholesale Corp

Consumer Defensive
98
+ 2.97%
$890.62 - $1076.86 $87.3K - $106K
3.4K $3.21M
OWL
Blue Owl Capital Inc.

Financial Services
15K
+ 33.33%
$18.49 - $26.68 $277K - $400K
60K $1.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
+ 0.67%
$1187.71 - $1432.58 $4.75K - $5.73K
603 $863K
GE
General Electric CO

Industrials
158
+ 5.08%
$168.59 - $212.13 $26.6K - $33.5K
3.27K $654K
RTX
Raytheon Technologies Corp

Industrials
545
+ 14.65%
$114.1 - $135.66 $62.2K - $73.9K
4.27K $564K
HOOD
Robinhood Markets, Inc.

Technology
1.84K
+ 15.12%
$35.63 - $65.28 $65.6K - $120K
14K $583K
VB
Vanguard Small Cap ETF

ETFs
1.66K
+ 12.86%
$217.89 - $252.64 $361K - $418K
14.5K $3.22M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.27K
+ 33.21%
$56.17 - $59.71 $128K - $136K
9.12K $520K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.57K
+ 33.07%
$71.17 - $73.66 $112K - $116K
6.31K $463K
UNH
Unitedhealth Group Inc

Healthcare
151
+ 8.53%
$461.52 - $548.18 $69.7K - $82.8K
1.92K $1.01M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
18
+ 0.09%
$87.68 - $94.52 $1.58K - $1.7K
21K $1.96M
Activity Summary
Buys All Purchases 139 New Holdings 27 Increased Positions 112 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 6
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