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
RTX
Raytheon Technologies Corp

Industrials
228
+ 5.35%
$113.75 - $148.48 $25.9K - $33.9K
4.49K $656K
LHX
L3 Harris Technologies, Inc.

Industrials
26
+ 1.29%
$200.21 - $256.99 $5.21K - $6.68K
2.04K $510K
DIS
Walt Disney CO

Communication Services
194
+ 7.66%
$81.72 - $124.01 $15.9K - $24.1K
2.73K $338K
SPGI
S&P Global Inc.

Financial Services
46
+ 1.42%
$438.31 - $527.29 $20.2K - $24.3K
3.29K $1.73M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
143
+ 0.68%
$50.39 - $60.05 $7.21K - $8.59K
21.2K $1.27M
SAP
Sap Se

Technology
61
+ 3.61%
$237.53 - $309.8 $14.5K - $18.9K
1.75K $532K
HON
Honeywell International Inc

Industrials
43
+ 1.45%
$182.86 - $232.88 $7.86K - $10K
3.02K $702K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
6
+ 0.07%
$50.29 - $64.29 $302 - $386
8.44K $542K
CMF
Ishares California Muni Bond E

ETFs
1.11K
+ 18.4%
$54.52 - $56.7 $60.4K - $62.8K
7.13K $397K
PFM
Invesco Exchange Traded Fd Tr

ETFs
58
+ 0.25%
$41.05 - $48.17 $2.38K - $2.79K
22.9K $1.11M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1
+ 0.01%
$140.84 - $163.09 $141 - $163
8.17K $1.33M
IYF
Ishares Tr

ETFs
90
+ 1.93%
$99.23 - $120.99 $8.93K - $10.9K
4.75K $574K
MBB
Ishares Tr

ETFs
448
+ 0.73%
$91.41 - $94.22 $41K - $42.2K
61.5K $5.77M
VIG
Vanguard Dividend Appreciation

ETFs
258
+ 17.2%
N/A
1.76K $320K
FDX
Fedex Corp

Industrials
235
+ 22.09%
$198.07 - $245.17 $46.5K - $57.6K
1.3K $295K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
180
+ 3.89%
$52.66 - $64.01 $9.48K - $11.5K
4.81K $307K
ABT
Abbott Laboratories

Healthcare
47
+ 0.65%
$123.95 - $138.08 $5.83K - $6.49K
7.25K $985K
XLI
Industrial Sector Spdr

ETFs
11
+ 0.68%
$116.42 - $147.52 $1.28K - $1.62K
1.63K $240K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
2
+ 0.03%
$44.58 - $54.92 $89.2 - $110
6.66K $365K
T
At&T Inc.

Communication Services
589
+ 3.64%
$26.33 - $28.94 $15.5K - $17K
16.8K $484K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
171
+ 1.32%
$45.11 - $52.34 $7.71K - $8.95K
13.1K $688K
BSX
Boston Scientific Corp

Healthcare
97
+ 4.65%
$89.7 - $107.41 $8.7K - $10.4K
2.18K $234K
CBOE
Cboe Global Markets, Inc.

Financial Services
1
+ 0.03%
$205.81 - $234.23 $206 - $234
3.12K $726K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
94
+ 1.97%
$66.87 - $79.47 $6.29K - $7.47K
4.86K $385K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
293
+ 0.72%
$46.41 - $47.7 $13.6K - $14K
41.2K $1.96M
AZO
Autozone Inc

Consumer Cyclical
6
+ 8.82%
$3478.38 - $3880.15 $20.9K - $23.3K
74 $274K
NLOK
Norton Life Lock Inc.

Technology
544
+ 0.51%
N/A
108K $2.32M
JNJ
Johnson & Johnson

Healthcare
341
+ 10.99%
$146.36 - $159.82 $49.9K - $54.5K
3.44K $525K
Vanguard Instl Index Fd
17.3K
New
N/A
17.3K $0
WM
Waste Management Inc

Industrials
28
+ 1.06%
$216.47 - $242.1 $6.06K - $6.78K
2.67K $610K
Vanguard Calif Tax Free Fds
1.03K
+ 5.9%
N/A
18.5K $0
Venu Hldg Corp
17.5K
+ 28.96%
N/A
77.9K $0
Arista Networks Inc
2.22K
New
N/A
2.22K $0
Celestica Inc
380
+ 12.67%
N/A
3.38K $0
Bgc Group Inc
273K
New
N/A
273K $0
Goldman Sachs ETF Tr
1.08K
+ 11.66%
N/A
10.4K $0
JGRO
J P Morgan Exchange Traded Fd
1.82K
+ 7.65%
N/A
25.6K $0
J P Morgan Exchange Traded F
600
+ 4.62%
N/A
13.6K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
589K
+ 90.21%
N/A
1.24M $0
Ishares Bitcoin Trust ETF
2.48K
+ 3.43%
N/A
74.9K $0
Invesco Exchange Traded Fd T
5.34K
New
N/A
5.34K $0
Linde PLC
13
+ 1.08%
N/A
1.22K $0
GUSA
Goldman Sachs ETF Tr Ii Market
1.25K
+ 12.01%
N/A
11.7K $0
Goldman Sachs ETF Tr
1.5K
+ 23.4%
N/A
7.91K $0
Goldman Sachs ETF Tr
3.79K
+ 36.74%
N/A
14.1K $0
J P Morgan Exchange Traded F
471
+ 3.16%
N/A
15.4K $0
Goldman Sachs ETF Tr
1.59K
+ 23.28%
N/A
8.42K $0
JPHY
Jp Morgan High Yield Research

ETFs
5.39K
New
N/A
5.39K $0
MO
Altria Group, Inc.

Consumer Defensive
98
+ 1.44%
$55.56 - $60.91 $5.44K - $5.97K
6.91K $404K
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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