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
SONY
Sony Group Corp

Technology
12.3K
+ 390.09%
$17.53 - $96.8 $215K - $1.19M
15.4K $326K
MCD
Mcdonalds Corp

Consumer Cyclical
110
+ 15.85%
$288.47 - $316.54 $31.7K - $34.8K
804 $233K
TJX
Tjx Companies Inc

Consumer Cyclical
68
+ 1.63%
$112.15 - $127.2 $7.63K - $8.65K
4.24K $512K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
13
+ 0.06%
$55.86 - $60.21 $726 - $783
20.9K $1.2M
DVY
Ishares Tr

ETFs
289
+ 4.71%
$129.55 - $143.41 $37.4K - $41.4K
6.43K $843K
T
At&T Inc.

Communication Services
41
+ 0.23%
$21.22 - $23.88 $870 - $979
17.5K $398K
SRE
Sempra Energy

Utilities
32
+ 1.31%
$80.81 - $94.77 $2.59K - $3.03K
2.48K $217K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
132
+ 19.19%
$396.64 - $516.74 $52.4K - $68.2K
820 $330K
FLR
Fluor Corp

Industrials
28
+ 0.57%
$46.92 - $58.93 $1.31K - $1.65K
4.97K $245K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
21
+ 0.44%
$78.43 - $87.17 $1.65K - $1.83K
4.75K $381K
SPGI
S&P Global Inc.

Financial Services
125
+ 3.84%
$480.36 - $529.17 $60K - $66.1K
3.38K $1.68M
VTV
Vanguard Value ETF

ETFs
104
+ 3.32%
$168.32 - $181.87 $17.5K - $18.9K
3.24K $548K
SYK
Stryker Corp

Healthcare
4
+ 0.44%
$345.14 - $392.15 $1.38K - $1.57K
903 $325K
Linde PLC
16
+ 1.2%
N/A
1.35K $0
GRND
Grindr Inc Com
25K
+ 31.45%
N/A
104K $0
Ge Vernova Inc
1.03K
New
N/A
1.03K $0
Vanguard Calif Tax Free Fds
143
+ 0.83%
N/A
17.4K $0
J P Morgan Exchange Traded F
1.08K
+ 9.76%
N/A
12.1K $0
JGRO
J P Morgan Exchange Traded Fd
791
+ 3.61%
N/A
22.7K $0
2023 ETF Series Trust Ii
62.2K
New
N/A
62.2K $0
Blue Owl Cap Corp Iii
19.8K
New
N/A
19.8K $0
J P Morgan Exchange Traded F
1.24K
+ 11.85%
N/A
11.7K $0
Primo Brands Corporation
198K
New
N/A
198K $0
Venu Hldg Corp
20.8K
New
N/A
20.8K $0
Blackrock Inc
543
New
N/A
543 $0
Arista Networks Inc
2.2K
New
N/A
2.2K $0
Lam Research Corp
15.6K
New
N/A
15.6K $0
Ishares Bitcoin Trust ETF
43.4K
+ 458.44%
N/A
52.9K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
796K
New
N/A
796K $0
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
24
+ 0.98%
$238.25 - $261.28 $5.72K - $6.27K
2.47K $598K
KO
Coca Cola CO

Consumer Defensive
726
+ 13.99%
$61.74 - $71.71 $44.8K - $52.1K
5.92K $368K
NRG
Nrg Energy, Inc.

Utilities
3
+ 0.05%
$85.3 - $101.61 $256 - $305
6.19K $558K
AMD
Advanced Micro Devices Inc

Technology
1.23K
+ 34.59%
$118.88 - $172.8 $147K - $213K
4.8K $580K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.06%
$131.76 - $143.99 $132 - $144
1.66K $219K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.03%
$69.58 - $74.87 $69.6 - $74.9
3.52K $246K
EXPD
Expeditors International Of Washington Inc

Industrials
230
+ 14.29%
$110.5 - $128.26 $25.4K - $29.5K
1.84K $203K
BP
Bp PLC

Energy
710
+ 4.16%
$28.16 - $33.14 $20K - $23.5K
17.8K $525K
FRT
Federal Realty Investment Trust

Real Estate
89
+ 1.15%
$109.55 - $117.53 $9.75K - $10.5K
7.85K $878K
MBB
Ishares Tr

ETFs
2.36K
+ 4.24%
$91.26 - $95.82 $215K - $226K
58K $5.32M
PFM
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.07%
$45.72 - $48.2 $777 - $819
22.9K $1.05M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
35
+ 0.44%
$154.42 - $163.91 $5.4K - $5.74K
8.07K $1.25M
MRK
Merck & Co., Inc.

Healthcare
1.12K
+ 12.14%
$96.31 - $114.76 $107K - $128K
10.3K $1.03M
DGRO
Ishares Core Dividend Growth E

ETFs
94
+ 0.53%
$60.73 - $64.94 $5.71K - $6.1K
17.8K $1.09M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
62
+ 0.49%
$51.09 - $55.27 $3.17K - $3.43K
12.8K $656K
KMB
Kimberly Clark Corp

Consumer Defensive
133
+ 3.8%
$130.37 - $146.09 $17.3K - $19.4K
3.63K $475K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
145
+ 3.14%
$70.63 - $78.23 $10.2K - $11.3K
4.77K $338K
CBOE
Cboe Global Markets, Inc.

Financial Services
9
+ 0.29%
$191.61 - $217.84 $1.72K - $1.96K
3.15K $615K
AVEM
American Centy ETF Tr Avantis

ETFs
137
+ 2.19%
$58.59 - $66.14 $8.03K - $9.06K
6.4K $376K
URI
United Rentals, Inc.

Industrials
1
+ 0.35%
$704.44 - $880.32 $704 - $880
289 $203K
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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