Fort Point Capital Partners LLC Purchases in Q3 2024

Fort Point Capital Partners LLC

  • $803 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
2.75K
New
$81.14 - $92.39 $223K - $254K
2.75K $244K
CALM
Cal Maine Foods Inc

Consumer Defensive
3.18K
New
$61.82 - $74.9 $197K - $238K
3.18K $238K
ITW
Illinois Tool Works Inc

Industrials
210
+ 2.88%
$233.14 - $263.97 $49K - $55.4K
7.49K $1.96M
URI
United Rentals, Inc.

Industrials
288
New
$627.41 - $814.1 $181K - $234K
288 $233K
VUG
Vanguard Growth ETF

ETFs
609
New
$341.08 - $391.94 $208K - $239K
609 $233K
UNH
Unitedhealth Group Inc

Healthcare
183
+ 11.44%
$488.01 - $604.18 $89.3K - $111K
1.78K $1.04M
SHOP
Shopify Inc.

Technology
2.83K
New
$52.26 - $80.75 $148K - $229K
2.83K $227K
XLI
Industrial Sector Spdr

ETFs
1.66K
New
$120.56 - $135.44 $200K - $225K
1.66K $225K
JPM
Jpmorgan Chase & CO

Financial Services
625
+ 5.7%
$194.9 - $224.8 $122K - $141K
11.6K $2.44M
SYY
Sysco Corp

Consumer Defensive
2.85K
New
$69.16 - $78.98 $197K - $225K
2.85K $222K
EEM
Ishares Msci Emerging Markets

ETFs
1.37K
+ 2.92%
$40.42 - $46.7 $55.5K - $64.2K
48.4K $2.22M
BKNG
Booking Holdings Inc.

Consumer Cyclical
39
+ 19.8%
$3305.62 - $4268.05 $129K - $166K
236 $994K
EXPD
Expeditors International Of Washington Inc

Industrials
1.61K
New
$116.1 - $131.42 $187K - $212K
1.61K $211K
MCD
Mcdonalds Corp

Consumer Cyclical
694
New
$245.82 - $304.51 $171K - $211K
694 $211K
ISRG
Intuitive Surgical Inc

Healthcare
429
New
$416.14 - $494.01 $179K - $212K
429 $210K
UWM
Proshares Ultra Russell 2000

ETFs
4.86K
New
$36.33 - $45.34 $177K - $220K
4.86K $208K
EWA
Ishares Msci Australia ETF

ETFs
7.65K
New
$23.21 - $27.11 $178K - $207K
7.65K $207K
IRM
Iron Mountain Inc

Real Estate
1.73K
New
$89.69 - $119.32 $155K - $206K
1.73K $205K
PANW
Palo Alto Networks Inc

Technology
601
New
$294.18 - $368.01 $177K - $221K
601 $205K
SRE
Sempra Energy

Utilities
2.45K
New
$74.97 - $84.04 $184K - $206K
2.45K $204K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.43K
New
$52.1 - $59.66 $179K - $205K
3.43K $203K
VB
Vanguard Small Cap ETF

ETFs
76
+ 0.84%
$214.77 - $237.72 $16.3K - $18.1K
9.13K $2.17M
DGRO
Ishares Core Dividend Growth E

ETFs
1.75K
+ 10.95%
$57.47 - $62.76 $100K - $110K
17.7K $1.11M
JPUS
Jpmorgan Diversified Return Us

ETFs
217
+ 1.42%
$108.5 - $119.68 $23.5K - $26K
15.5K $1.85M
ONON
On Holding Ag

Consumer Cyclical
1.3K
+ 12.48%
$36.63 - $51.57 $47.6K - $67K
11.7K $587K
IBM
International Business Machines Corp

Technology
66
+ 1.91%
$175.1 - $223.38 $11.6K - $14.7K
3.52K $778K
KCE
Spdr S&P Capital Markets ETF

ETFs
488
+ 6.25%
$110.03 - $126.01 $53.7K - $61.5K
8.3K $1.04M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
947
+ 5.18%
$75.88 - $83.21 $71.9K - $78.8K
19.2K $1.6M
IAU
Ishares Gold Trust

ETFs
1.32K
+ 7.45%
$44.06 - $50.5 $57.9K - $66.4K
19K $942K
ORCL
Oracle Corp

Technology
75
+ 1.49%
$125.9 - $170.35 $9.44K - $12.8K
5.11K $870K
SAP
Sap Se

Technology
573
+ 57.3%
$197.21 - $231.0 $113K - $132K
1.57K $360K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
33
+ 0.16%
$83.76 - $91.82 $2.76K - $3.03K
20.9K $1.91M
VTC
Vanguard Scottsdale Fds Total

ETFs
1.2K
+ 7.89%
$75.09 - $79.73 $90.3K - $95.9K
16.5K $1.31M
LLY
Eli Lilly & CO

Healthcare
183
+ 18.5%
$772.14 - $960.02 $141K - $176K
1.17K $1.04M
JCTR
Jp Morgan Exch Traded Fd Tr Ca
1.28K
+ 12.59%
$69.46 - $77.48 $88.6K - $98.8K
11.4K $883K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
165
+ 0.83%
$101.72 - $112.94 $16.8K - $18.6K
20.1K $2.26M
LMT
Lockheed Martin Corp

Industrials
31
+ 3.19%
$460.3 - $584.56 $14.3K - $18.1K
1K $586K
AMD
Advanced Micro Devices Inc

Technology
762
+ 27.16%
$128.67 - $183.96 $98K - $140K
3.57K $585K
IYW
Ishares Dj Us Tech ETF

ETFs
716
+ 5.04%
$133.16 - $158.73 $95.3K - $114K
14.9K $2.26M
ALL
Allstate Corp

Financial Services
21
+ 0.54%
$158.43 - $192.86 $3.33K - $4.05K
3.94K $747K
JNJ
Johnson & Johnson

Healthcare
307
+ 7.0%
$145.48 - $167.38 $44.7K - $51.4K
4.7K $760K
PG
Procter & Gamble CO

Consumer Defensive
556
+ 20.68%
$160.76 - $177.82 $89.4K - $98.9K
3.24K $561K
FRT
Federal Realty Investment Trust

Real Estate
75
+ 0.98%
$100.42 - $117.38 $7.53K - $8.8K
7.76K $891K
BX
Blackstone Inc.

Financial Services
77
+ 2.18%
$120.77 - $159.66 $9.3K - $12.3K
3.61K $551K
IYF
Ishares Tr

ETFs
791
+ 22.76%
$93.83 - $105.05 $74.2K - $83.1K
4.27K $443K
SYK
Stryker Corp

Healthcare
275
+ 44.07%
$315.94 - $371.96 $86.9K - $102K
899 $324K
NOC
Northrop Grumman Corp

Industrials
19
+ 1.84%
$423.73 - $533.14 $8.05K - $10.1K
1.05K $556K
ABT
Abbott Laboratories

Healthcare
386
+ 6.52%
$100.07 - $118.13 $38.6K - $45.6K
6.3K $718K
AON
Aon PLC

Financial Services
88
+ 6.32%
$293.16 - $351.06 $25.8K - $30.9K
1.48K $512K
Activity Summary
Buys All Purchases 178 New Holdings 29 Increased Positions 149 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 2 Puts 2
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