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
EMR
Emerson Electric CO

Industrials
1.66K
New
$108.13 - $134.33 $179K - $223K
1.66K $205K
GABC
German American Bancorp, Inc.

Financial Services
5K
New
$37.49 - $46.57 $187K - $233K
5K $202K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.92K
+ 18.21%
$113.92 - $127.38 $218K - $244K
12.5K $1.43M
XLP
Consumer Staples Sector Spdr

ETFs
2.64K
New
N/A
2.64K $201K
BR
Broadridge Financial Solutions, Inc.

Technology
885
New
$209.64 - $236.44 $186K - $209K
885 $200K
GLD
Spdr Gold Trust

ETFs
839
+ 6.28%
$236.59 - $257.5 $198K - $216K
14.2K $3.44M
KCE
Spdr S&P Capital Markets ETF

ETFs
566
+ 6.82%
$124.2 - $148.51 $70.3K - $84.1K
8.86K $1.22M
OWL
Blue Owl Capital Inc.

Financial Services
8
+ 0.02%
$19.51 - $24.81 $156 - $198
45K $1.05M
DFS
Discover Financial Services

Financial Services
22
+ 0.43%
$136.3 - $182.67 $3K - $4.02K
5.13K $888K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.34K
+ 0.89%
$33.92 - $36.6 $79.3K - $85.6K
266K $9.21M
GE
General Electric CO

Industrials
1.18K
+ 61.36%
$159.95 - $194.23 $189K - $230K
3.11K $518K
IWF
Ishares Russell 1000 Gr ETF

ETFs
325
+ 41.3%
$370.24 - $418.94 $120K - $136K
1.11K $446K
ORCL
Oracle Corp

Technology
1.01K
+ 19.78%
$165.41 - $192.43 $167K - $195K
6.12K $1.02M
AMP
Ameriprise Financial Inc

Financial Services
98
+ 6.23%
$473.15 - $574.01 $46.4K - $56.3K
1.67K $889K
PG
Procter & Gamble CO

Consumer Defensive
988
+ 30.46%
$161.05 - $179.7 $159K - $178K
4.23K $709K
ABT
Abbott Laboratories

Healthcare
1.33K
+ 21.11%
$111.93 - $119.39 $149K - $159K
7.64K $863K
PM
Philip Morris International Inc.

Consumer Defensive
1.2K
+ 66.5%
$118.38 - $133.06 $142K - $160K
3K $361K
IYW
Ishares Dj Us Tech ETF

ETFs
85
+ 0.57%
$148.14 - $166.23 $12.6K - $14.1K
15K $2.39M
TXN
Texas Instruments Inc

Technology
659
+ 33.05%
N/A
2.65K $516K
IWM
Ishares Russell 2000 ETF

ETFs
503
+ 1.79%
$216.13 - $242.4 $109K - $122K
28.7K $6.33M
GS
Goldman Sachs Group Inc

Financial Services
45
+ 4.7%
$486.1 - $608.57 $21.9K - $27.4K
1K $574K
VEEV
Veeva Systems Inc

Healthcare
448
+ 3.14%
$201.81 - $250.45 $90.4K - $112K
14.7K $3.09M
ABBV
Abb Vie Inc.

Healthcare
1.21K
+ 20.56%
$164.99 - $203.87 $200K - $247K
7.1K $1.26M
ADP
Automatic Data Processing Inc

Industrials
286
+ 30.11%
$280.08 - $307.97 $80.1K - $88.1K
1.24K $361K
XLK
Technology Sector Spdr

ETFs
97
+ 0.87%
$220.26 - $241.44 $21.4K - $23.4K
11.2K $2.61M
XLF
Financial Sector Spdr

ETFs
1.66K
+ 29.89%
$44.89 - $51.34 $74.3K - $85K
7.2K $347K
BHC
Bausch Health Companies Inc.

Healthcare
11.4K
New
$7.34 - $9.78 $83.7K - $112K
11.4K $91K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
1.35K
+ 19.11%
$56.7 - $62.15 $76.7K - $84.1K
8.43K $491K
NOC
Northrop Grumman Corp

Industrials
315
+ 29.89%
$466.52 - $543.88 $147K - $171K
1.37K $642K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.52K
+ 7.9%
$80.93 - $85.66 $123K - $130K
20.8K $1.68M
IEMG
Ishares Inc

ETFs
1.42K
+ 2.0%
N/A
72.2K $3.87M
IGV
Ishares Expanded Tech Software

ETFs
758
New
$87.5 - $110.17 $66.3K - $83.5K
758 $75K
JCTR
Jp Morgan Exch Traded Fd Tr Ca
600
+ 5.26%
$76.7 - $82.97 $46K - $49.8K
12K $955K
FDX
Fedex Corp

Industrials
214
+ 25.51%
$260.5 - $305.15 $55.7K - $65.3K
1.05K $296K
SNA
Snap On Inc

Industrials
24
+ 2.02%
$285.44 - $371.35 $6.85K - $8.91K
1.21K $410K
HON
Honeywell International Inc

Industrials
4
+ 0.13%
$202.84 - $236.0 $811 - $944
3.17K $716K
MO
Altria Group, Inc.

Consumer Defensive
1K
+ 18.69%
$49.06 - $57.74 $49.1K - $57.7K
6.35K $332K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.61K
+ 18.55%
$87.1 - $98.49 $140K - $159K
10.3K $900K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.65K
+ 6.74%
$45.17 - $47.23 $120K - $125K
42K $1.9M
EQIX
Equinix Inc

Real Estate
12
+ 2.2%
$865.69 - $985.0 $10.4K - $11.8K
558 $526K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
80
+ 2.48%
$417.69 - $450.94 $33.4K - $36.1K
3.31K $1.41M
VNQ
Vanguard Specialized Funds Van

ETFs
3.23K
+ 10.87%
$87.85 - $98.6 $283K - $318K
32.9K $2.93M
JEPI
J P Morgan Exchange Traded Fd

ETFs
882
+ 14.79%
$57.53 - $60.83 $50.7K - $53.7K
6.84K $393K
IYF
Ishares Tr

ETFs
90
+ 2.11%
$102.7 - $119.05 $9.24K - $10.7K
4.36K $481K
BND
Vanguard Bd Index Fd Inc Total

ETFs
707
+ 17.51%
$71.75 - $75.11 $50.7K - $53.1K
4.74K $341K
OEF
Ishares S&P 100 ETF

ETFs
119
+ 5.31%
N/A
2.36K $627K
SAP
Sap Se

Technology
20
+ 1.27%
$218.13 - $255.54 $4.36K - $5.11K
1.59K $392K
PANW
Palo Alto Networks Inc

Technology
673
+ 111.98%
$181.96 - $405.9 $122K - $273K
1.27K $231K
VTC
Vanguard Scottsdale Fds Total

ETFs
1.09K
+ 6.64%
$75.59 - $79.31 $82.5K - $86.6K
17.5K $1.33M
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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