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
NOC
Northrop Grumman Corp

Industrials
69
+ 5.04%
$433.45 - $513.82 $29.9K - $35.5K
1.44K $736K
JPUS
Jpmorgan Diversified Return Us

ETFs
572
+ 3.67%
$111.89 - $119.08 $64K - $68.1K
16.2K $1.86M
WMT
Walmart Inc.

Consumer Defensive
1.47K
+ 7.9%
$84.5 - $105.05 $125K - $155K
20.1K $1.77M
VZ
Verizon Communications Inc

Communication Services
914
+ 12.77%
$37.81 - $46.49 $34.6K - $42.5K
8.07K $366K
MO
Altria Group, Inc.

Consumer Defensive
457
+ 7.2%
$50.81 - $60.02 $23.2K - $27.4K
6.81K $408K
BXP
Boston Properties Inc

Real Estate
1.72K
+ 27.03%
$63.97 - $74.91 $110K - $128K
8.06K $541K
SONY
Sony Group Corp

Technology
113
+ 0.73%
$19.88 - $25.64 $2.25K - $2.9K
15.5K $394K
GS
Goldman Sachs Group Inc

Financial Services
172
+ 17.15%
$524.81 - $672.19 $90.3K - $116K
1.18K $641K
ALL
Allstate Corp

Financial Services
38
+ 0.97%
$180.99 - $210.18 $6.88K - $7.99K
3.97K $821K
SAP
Sap Se

Technology
97
+ 6.09%
$241.4 - $293.69 $23.4K - $28.5K
1.69K $453K
ELV
Elevance Health, Inc.

Healthcare
31
+ 4.37%
$365.9 - $436.25 $11.3K - $13.5K
740 $321K
MMM
3 M CO

Industrials
62
+ 2.49%
$129.7 - $155.12 $8.04K - $9.62K
2.55K $374K
YUM
Yum Brands Inc

Consumer Cyclical
33
+ 1.61%
$123.25 - $162.53 $4.07K - $5.36K
2.08K $326K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
183
+ 0.45%
$45.92 - $47.58 $8.4K - $8.71K
40.9K $1.94M
KMB
Kimberly Clark Corp

Consumer Defensive
50
+ 1.38%
$124.46 - $147.4 $6.22K - $7.37K
3.68K $523K
IYF
Ishares Tr

ETFs
305
+ 7.0%
$107.69 - $119.37 $32.8K - $36.4K
4.66K $525K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
100
+ 1.34%
$128.74 - $138.67 $12.9K - $13.9K
7.58K $1.03M
VEU
Vanguard Ftse All World Ex Us

ETFs
46
+ 0.39%
$56.51 - $62.98 $2.6K - $2.9K
11.9K $723K
CSCO
Cisco Systems, Inc.

Technology
178
+ 1.74%
$58.74 - $64.87 $10.5K - $11.5K
10.4K $643K
NRG
Nrg Energy, Inc.

Utilities
19
+ 0.31%
$84.82 - $113.33 $1.61K - $2.15K
6.21K $592K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
100
+ 1.24%
$152.57 - $163.66 $15.3K - $16.4K
8.17K $1.28M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
657
+ 3.17%
$78.0 - $84.37 $51.2K - $55.4K
21.4K $1.71M
PANW
Palo Alto Networks Inc

Technology
246
+ 19.31%
$167.82 - $208.28 $41.3K - $51.2K
1.52K $259K
DVY
Ishares Tr

ETFs
36
+ 0.56%
$128.58 - $138.1 $4.63K - $4.97K
6.46K $867K
QCOM
Qualcomm Inc

Technology
161
+ 7.54%
$151.94 - $175.86 $24.5K - $28.3K
2.3K $352K
IWD
Ishares Russell 1000 Val ETF

ETFs
20
+ 0.31%
$182.82 - $196.21 $3.66K - $3.92K
6.42K $1.21M
GUNR
Flexshares Tr Morningstar Glob

ETFs
9
+ 0.11%
$36.6 - $39.56 $329 - $356
8.55K $331K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
168
+ 3.52%
$69.87 - $75.62 $11.7K - $12.7K
4.94K $357K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.03%
$68.32 - $75.06 $68.3 - $75.1
3.52K $262K
BR
Broadridge Financial Solutions, Inc.

Technology
8
+ 0.9%
$221.46 - $244.83 $1.77K - $1.96K
893 $216K
NLOK
Norton Life Lock Inc.

Technology
709
+ 0.66%
N/A
107K $2.31M
SNA
Snap On Inc

Industrials
52
+ 4.3%
$324.09 - $358.62 $16.9K - $18.6K
1.26K $425K
DGRO
Ishares Core Dividend Growth E

ETFs
78
+ 0.44%
$60.46 - $64.42 $4.72K - $5.02K
17.9K $1.1M
VTV
Vanguard Value ETF

ETFs
1
+ 0.03%
$167.73 - $179.21 $168 - $179
3.24K $559K
XLC
Select Sector Spdr Tr Communic

ETFs
129
+ 0.9%
$94.84 - $105.31 $12.2K - $13.6K
14.4K $1.39M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
133
+ 1.04%
$49.78 - $53.19 $6.62K - $7.07K
13K $662K
GRND
Grindr Inc Com
134K
+ 128.25%
N/A
238K $0
Vanguard Calif Tax Free Fds
87
+ 0.5%
N/A
17.4K $0
GUSA
Goldman Sachs ETF Tr Ii Market
10.4K
New
N/A
10.4K $0
Goldman Sachs ETF Tr
10.3K
New
N/A
10.3K $0
Goldman Sachs ETF Tr
6.83K
New
N/A
6.83K $0
Goldman Sachs ETF Tr
9.27K
New
N/A
9.27K $0
J P Morgan Exchange Traded F
1.3K
+ 11.11%
N/A
13K $0
Blackrock ETF Trust Ii
51K
New
N/A
51K $0
Ge Vernova Inc
132
+ 12.82%
N/A
1.16K $0
Vanguard Mun Bd Fds
5.24K
New
N/A
5.24K $0
Goldman Sachs ETF Tr
6.41K
New
N/A
6.41K $0
Exchange Traded Concepts Tru
10.3K
New
N/A
10.3K $0
Venu Hldg Corp
39.6K
+ 190.0%
N/A
60.4K $0
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
Track This Portfolio

Track Fort Point Capital Partners LLC Portfolio

Follow Fort Point Capital Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fort Point Capital Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fort Point Capital Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email