Fort Point Capital Partners LLC Purchases in Q4 2024

Fort Point Capital Partners LLC

  • $874 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CLSK
Cleanspark, Inc.

Technology
2.36M
New
$8.61 - $17.63 $20.3M - $41.7M
2.36M $21.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
101K
New
$174.22 - $187.62 $17.5M - $18.9M
101K $17.6M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
158K
+ 2268.21%
$76.72 - $82.83 $12.1M - $13.1M
165K $12.7M
VO
Vanguard Mid Cap ETF

ETFs
25K
+ 144.19%
$261.5 - $284.63 $6.54M - $7.12M
42.4K $11.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
57.5K
+ 23.68%
$91.29 - $91.8 $5.25M - $5.27M
300K $27.4M
MUB
Ishares National Muni Bond ETF

ETFs
50.9K
+ 24.4%
$105.78 - $108.7 $5.38M - $5.53M
259K $27.6M
VGLT
Vanguard Long Term Treasury Et

ETFs
97.8K
+ 89.94%
$55.1 - $61.74 $5.39M - $6.04M
207K $11.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
94.9K
+ 23.97%
$49.79 - $51.14 $4.73M - $4.85M
491K $24.6M
PLTR
Palantir Technologies Inc.

Technology
46.9K
New
$36.46 - $82.38 $1.71M - $3.86M
46.9K $3.54M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
116K
+ 1353.06%
$27.54 - $83.04 $3.2M - $9.65M
125K $3.46M
SCHA
Schwab Strategic Tr Us Small C

ETFs
211K
+ 181.31%
$25.33 - $51.16 $5.34M - $10.8M
327K $8.47M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
24.7K
+ 194.78%
$100.16 - $100.7 $2.47M - $2.48M
37.3K $3.75M
FREL
Fidelity Covington Tr Msci Rea

ETFs
90.6K
New
$26.61 - $29.85 $2.41M - $2.71M
90.6K $2.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.1K
+ 4.58%
$521.84 - $558.82 $1.62M - $1.73M
70.8K $38.1M
IVV
Ishares Core S&P 500 ETF

ETFs
2.98K
+ 6.38%
$570.51 - $610.59 $1.7M - $1.82M
49.8K $29.3M
NLOK
Norton Life Lock Inc.

Technology
107K
New
N/A
107K $2.29M
AMZN
Amazon Com Inc

Consumer Cyclical
319
+ 0.56%
$180.88 - $232.93 $57.7K - $74.3K
57.8K $12.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
33.8K
+ 10.54%
$96.64 - $101.23 $3.26M - $3.42M
354K $34.3M
GOOGL
Alphabet Inc.

Communication Services
1.31K
+ 2.97%
$161.86 - $196.66 $211K - $257K
45.2K $8.56M
GOOG
Alphabet Inc.

Communication Services
433
+ 0.91%
$163.08 - $198.16 $70.6K - $85.8K
48.3K $9.19M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.4K
New
$183.23 - $199.79 $1.17M - $1.28M
6.4K $1.18M
NVDA
Nvidia Corp

Technology
2.84K
+ 5.05%
$117.0 - $148.88 $332K - $422K
59K $7.92M
DJP
Barclays Bank PLC

ETFs
28.8K
New
N/A
28.8K $928K
VB
Vanguard Small Cap ETF

ETFs
3.75K
+ 41.08%
$233.76 - $261.58 $876K - $981K
12.9K $3.09M
RNA
Avidity Biosciences, Inc.

Healthcare
31.3K
New
$29.08 - $52.5 $910K - $1.64M
31.3K $909K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
39.3K
+ 62.86%
$26.63 - $30.23 $1.05M - $1.19M
102K $2.71M
DHS
Wisdomtree Tr U.S

ETFs
6.1K
New
$92.66 - $100.58 $565K - $613K
6.1K $569K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
30K
New
$16.41 - $19.03 $492K - $571K
30K $551K
V
Visa Inc.

Financial Services
411
+ 4.48%
$273.87 - $320.91 $113K - $132K
9.58K $3.03M
AOM
Ishares Tr Core Moderate Alloc

ETFs
11.4K
New
$43.44 - $45.05 $493K - $511K
11.4K $493K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6.32K
New
$47.29 - $84.74 $299K - $536K
6.32K $471K
BMY
Bristol Myers Squibb CO

Healthcare
8.11K
New
$51.92 - $59.94 $421K - $486K
8.11K $458K
HOOD
Robinhood Markets, Inc.

Technology
12.2K
New
$22.33 - $43.2 $272K - $526K
12.2K $453K
JPM
Jpmorgan Chase & CO

Financial Services
444
+ 3.83%
$205.18 - $250.29 $91.1K - $111K
12K $2.89M
HTBK
Heritage Commerce Corp

Financial Services
44K
+ 255.63%
$9.37 - $10.97 $413K - $483K
61.3K $574K
GBIL
Goldman Sachs Access Treasury

ETFs
4K
+ 112.04%
$99.85 - $100.22 $399K - $401K
7.57K $756K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
20.2K
+ 51.68%
$21.43 - $22.55 $433K - $456K
59.3K $1.28M
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.09K
New
$61.52 - $66.5 $374K - $405K
6.09K $388K
QQQ
Invesco Qqq Trust, Series 1

ETFs
311
+ 4.67%
$481.22 - $538.17 $150K - $167K
6.97K $3.56M
MSTR
Microstrategy Inc

Technology
410
+ 25.79%
$162.69 - $473.83 $66.7K - $194K
2K $579K
TTD
Trade Desk, Inc.

Technology
80
+ 0.25%
$108.7 - $139.51 $8.7K - $11.2K
32.6K $3.83M
TGT
Target Corp

Consumer Defensive
1.84K
New
$121.59 - $160.69 $224K - $296K
1.84K $248K
MA
Mastercard Inc

Financial Services
167
+ 3.44%
$491.3 - $536.15 $82K - $89.5K
5.02K $2.64M
FDS
Factset Research Systems Inc

Financial Services
500
New
$449.69 - $495.72 $225K - $248K
500 $240K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
815
+ 4.26%
$442.29 - $483.08 $360K - $394K
20K $9.05M
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 4.24%
$4100.99 - $5300.34 $41K - $53K
246 $1.22M
WMT
Walmart Inc.

Consumer Defensive
557
+ 3.08%
$79.1 - $95.7 $44.1K - $53.3K
18.7K $1.69M
MS
Morgan Stanley

Financial Services
4
+ 0.04%
$104.42 - $134.99 $418 - $540
9.91K $1.25M
META
Meta Platforms, Inc.

Communication Services
150
+ 2.2%
$554.08 - $632.68 $83.1K - $94.9K
6.97K $4.11M
Activity Summary
Buys All Purchases 169 New Holdings 32 Increased Positions 137 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 1 Puts 4
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