Fort Point Capital Partners LLC Purchases in Q2 2025

Fort Point Capital Partners LLC

  • $1.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
18.3K
New
$18.94 - $21.67 $347K - $397K
18.3K $387K
STOK
Stoke Therapeutics, Inc.

Healthcare
5
+ 0.01%
$5.9 - $11.84 $29.5 - $59.2
75.4K $856K
STRL
Sterling Construction CO Inc

Industrials
1.53K
New
$104.96 - $231.51 $160K - $353K
1.53K $351K
GLD
Spdr Gold Trust

ETFs
359
+ 2.86%
$273.71 - $316.29 $98.3K - $114K
12.9K $3.94M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.36K
+ 2.49%
$24.38 - $30.18 $57.4K - $71.1K
97.1K $2.93M
MA
Mastercard Inc

Financial Services
436
+ 9.0%
$479.92 - $590.74 $209K - $258K
5.28K $2.97M
VPN
Global X Fds Data Ctr Reits &

ETFs
19.6K
+ 110.98%
N/A
37.2K $592K
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.1K
New
$23.55 - $27.67 $261K - $307K
11.1K $307K
FLR
Fluor Corp

Industrials
5.3K
New
$30.86 - $51.42 $164K - $273K
5.3K $271K
GS
Goldman Sachs Group Inc

Financial Services
113
+ 9.62%
$462.22 - $707.75 $52.2K - $80K
1.29K $911K
LRGF
Ishares Tr

ETFs
4.17K
New
$51.37 - $64.13 $214K - $267K
4.17K $267K
VUG
Vanguard Growth ETF

ETFs
485
+ 79.64%
$329.49 - $438.4 $160K - $213K
1.09K $479K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.36K
+ 9.32%
$45.2 - $46.6 $242K - $250K
62.8K $2.91M
JIG
J P Morgan Exchange Traded Fd

ETFs
3.47K
New
$56.78 - $71.51 $197K - $248K
3.47K $247K
NTRA
Natera, Inc.

Healthcare
1.41K
New
$132.23 - $171.87 $186K - $242K
1.41K $237K
AMAT
Applied Materials Inc

Technology
1.26K
New
$126.95 - $183.52 $160K - $232K
1.26K $231K
EEM
Ishares Msci Emerging Markets

ETFs
367
+ 0.79%
$38.52 - $48.28 $14.1K - $17.7K
46.6K $2.25M
BA
Boeing CO

Industrials
1.08K
New
$136.59 - $217.51 $148K - $236K
1.08K $227K
EMR
Emerson Electric CO

Industrials
1.71K
New
$94.15 - $133.33 $161K - $228K
1.71K $227K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.17K
New
$49.73 - $51.44 $207K - $214K
4.17K $214K
CEG
Constellation Energy Corp

Utilities
657
New
$170.96 - $322.76 $112K - $212K
657 $212K
ED
Consolidated Edison Inc

Utilities
2.12K
New
$98.05 - $113.3 $207K - $240K
2.12K $212K
CRWD
Crowd Strike Holdings, Inc.

Technology
202
+ 32.11%
$321.63 - $509.31 $65K - $103K
831 $423K
KIE
Spdr S&P Insurance ETF

ETFs
3.39K
New
$53.63 - $61.12 $182K - $207K
3.39K $202K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.43K
New
$79.56 - $82.92 $193K - $201K
2.43K $201K
KCE
Spdr S&P Capital Markets ETF

ETFs
183
+ 1.99%
$108.52 - $144.93 $19.9K - $26.5K
9.36K $1.36M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
8.25K
+ 15.46%
$21.55 - $22.2 $178K - $183K
61.6K $1.36M
IRBO
Ishares Robotics & Artificial

ETFs
5.52K
New
N/A
5.52K $177K
IBM
International Business Machines Corp

Technology
137
+ 5.33%
$221.03 - $294.78 $30.3K - $40.4K
2.71K $797K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 0.26%
$908.13 - $1056.85 $8.17K - $9.51K
3.41K $3.37M
ZETA
Zeta Global Holdings Corp.

Technology
10K
New
$11.02 - $16.81 $110K - $168K
10K $154K
IVW
Ishares S&P 500 Growth ETF

ETFs
816
+ 22.49%
$82.96 - $110.1 $67.7K - $89.8K
4.44K $489K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
82
+ 0.7%
$94.74 - $118.43 $7.77K - $9.71K
11.7K $1.39M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
669
+ 13.84%
$60.61 - $87.72 $40.5K - $58.7K
5.5K $466K
PM
Philip Morris International Inc.

Consumer Defensive
446
+ 15.35%
$149.23 - $184.95 $66.6K - $82.5K
3.35K $610K
VTC
Vanguard Scottsdale Fds Total

ETFs
1.65K
+ 7.78%
$74.71 - $77.33 $123K - $128K
22.9K $1.77M
ZS
Zscaler, Inc.

Technology
16
+ 1.38%
$174.67 - $315.32 $2.79K - $5.05K
1.18K $369K
XLY
Select Sector Spdr Consumer Di

ETFs
7
+ 0.11%
$176.34 - $218.59 $1.23K - $1.53K
6.43K $1.4M
ONON
On Holding Ag

Consumer Cyclical
300
+ 2.15%
$37.65 - $60.68 $11.3K - $18.2K
14.2K $741K
DGRO
Ishares Core Dividend Growth E

ETFs
1.37K
+ 7.67%
$55.22 - $63.94 $75.7K - $87.6K
19.2K $1.23M
BAC
Bank Of America Corp

Financial Services
1.52K
+ 18.37%
$34.39 - $47.46 $52.2K - $72K
9.78K $462K
VTV
Vanguard Value ETF

ETFs
590
+ 18.22%
$153.67 - $176.74 $90.7K - $104K
3.83K $676K
IEMG
Ishares Inc

ETFs
2.17K
+ 2.86%
N/A
78.2K $4.19M
XPRO
Expro Group Holdings N.V.

Energy
13.6K
New
$6.91 - $10.01 $93.9K - $136K
13.6K $116K
JCTR
Jp Morgan Exch Traded Fd Tr Ca
166
+ 1.33%
$66.97 - $83.55 $11.1K - $13.9K
12.6K $1.06M
FITE
Spdr S&P Kensho Future Securit

ETFs
100
+ 1.31%
$56.51 - $75.96 $5.65K - $7.6K
7.76K $589K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.93K
+ 21.21%
$51.14 - $57.0 $98.9K - $110K
11.1K $628K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
200
+ 0.93%
$71.28 - $83.74 $14.3K - $16.7K
21.6K $1.81M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
1
+ 0.01%
$70.34 - $87.93 $70.3 - $87.9
11.5K $1.01M
Activity Summary
Buys All Purchases 165 New Holdings 29 Increased Positions 136 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 3 Puts 8
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