Fort Point Capital Partners LLC Incresed Positions in Q2 2025

Fort Point Capital Partners LLC

  • $1.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
46.3K
+ 31.61%
$496.48 - $617.85 $23M - $28.6M
193K $119M
EQAL
Invesco ETF

ETFs
147K
+ 146.57%
$41.38 - $49.24 $6.08M - $7.24M
247K $12.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
25.9K
+ 30.28%
$152.93 - $181.74 $3.96M - $4.71M
111K $20.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.96K
+ 2.81%
$456.74 - $568.03 $895K - $1.11M
71.8K $40.8M
MSFT
Microsoft Corp

Technology
2.33K
+ 7.72%
$354.56 - $497.45 $826K - $1.16M
32.5K $16.2M
VGLT
Vanguard Long Term Treasury Et

ETFs
84K
+ 49.71%
$53.66 - $58.71 $4.51M - $4.93M
253K $14.2M
GOOG
Alphabet Inc.

Communication Services
17.7K
+ 36.01%
$146.58 - $180.01 $2.6M - $3.19M
67K $11.9M
GOOGL
Alphabet Inc.

Communication Services
17.9K
+ 42.81%
$144.7 - $178.6 $2.59M - $3.19M
59.6K $10.5M
IVV
Ishares Core S&P 500 ETF

ETFs
1.77K
+ 3.66%
$498.8 - $620.9 $884K - $1.1M
50.2K $31.2M
IEFA
Ishares Tr

ETFs
19.3K
+ 6.93%
$67.83 - $84.09 $1.31M - $1.62M
298K $24.9M
CRM
Salesforce, Inc.

Technology
11.2K
+ 673.36%
$236.26 - $291.15 $2.65M - $3.26M
12.9K $3.51M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
50.2K
+ 9.18%
$17.76 - $22.1 $892K - $1.11M
597K $13.2M
VEA
Vanguard Ftse Developed Market

ETFs
6.44K
+ 2.07%
$45.65 - $57.01 $294K - $367K
317K $18.1M
VTI
Vanguard Total Stock Market Et

ETFs
5.47K
+ 48.86%
$243.75 - $303.93 $1.33M - $1.66M
16.7K $5.06M
XLK
Technology Sector Spdr

ETFs
5.55K
+ 47.4%
$179.73 - $253.23 $997K - $1.4M
17.3K $4.37M
AVGO
Broadcom Inc.

Technology
237
+ 1.39%
$146.29 - $275.65 $34.7K - $65.3K
17.3K $4.76M
SCHA
Schwab Strategic Tr Us Small C

ETFs
53.5K
+ 19.3%
$20.42 - $25.3 $1.09M - $1.35M
330K $8.36M
FRPT
Freshpet, Inc.

Consumer Defensive
85.1K
+ 32.37%
$67.88 - $89.64 $5.77M - $7.63M
348K $23.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27.8K
+ 204.59%
$51.16 - $62.02 $1.42M - $1.72M
41.3K $2.56M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.22K
+ 35.95%
$416.06 - $551.64 $924K - $1.23M
8.4K $4.63M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.3K
+ 11.97%
$34.72 - $42.74 $844K - $1.04M
227K $9.72M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.8K
+ 1.01%
$72.96 - $90.39 $131K - $163K
180K $16.1M
META
Meta Platforms, Inc.

Communication Services
342
+ 5.02%
$484.66 - $738.09 $166K - $252K
7.15K $5.28M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12K
+ 3.17%
$96.84 - $99.46 $1.16M - $1.19M
390K $38.7M
VO
Vanguard Mid Cap ETF

ETFs
1.21K
+ 3.04%
$228.54 - $279.83 $276K - $338K
40.9K $11.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.9K
+ 252.62%
$72.02 - $73.82 $1.15M - $1.18M
22.3K $1.64M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
8.59K
+ 113.37%
$121.58 - $136.74 $1.04M - $1.17M
16.2K $2.19M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13K
+ 8.32%
$32.66 - $40.75 $424K - $529K
169K $6.84M
SCHX
Schwab Strategic Tr Us Large C

ETFs
44K
+ 431.46%
$19.6 - $24.44 $863K - $1.08M
54.2K $1.33M
AMP
Ameriprise Financial Inc

Financial Services
1.57K
+ 96.21%
$422.19 - $533.73 $664K - $839K
3.21K $1.71M
VTWO
Vanguard Russell 2000 ETF

ETFs
9.68K
+ 154.48%
$70.56 - $87.22 $683K - $844K
15.9K $1.39M
GILD
Gilead Sciences, Inc.

Healthcare
8K
+ 238.29%
$96.91 - $113.0 $776K - $904K
11.4K $1.26M
JPM
Jpmorgan Chase & CO

Financial Services
666
+ 5.58%
$210.28 - $289.91 $140K - $193K
12.6K $3.66M
SPTL
Spdr Portfolio Long Term Treas

ETFs
28.7K
+ 31.29%
$25.48 - $27.78 $731K - $797K
120K $3.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
18.7K
+ 25.96%
$22.92 - $28.05 $429K - $525K
90.7K $2.54M
WMT
Walmart Inc.

Consumer Defensive
4.65K
+ 23.09%
$81.79 - $99.98 $380K - $465K
24.8K $2.42M
IYW
Ishares Dj Us Tech ETF

ETFs
80
+ 0.52%
$122.57 - $173.27 $9.81K - $13.9K
15.4K $2.67M
ORCL
Oracle Corp

Technology
40
+ 0.67%
$122.82 - $218.63 $4.91K - $8.75K
6.03K $1.32M
VB
Vanguard Small Cap ETF

ETFs
891
+ 6.13%
$193.73 - $237.37 $173K - $211K
15.4K $3.65M
KLAC
Kla Corp

Technology
19
+ 1.01%
$576.53 - $902.94 $11K - $17.2K
1.9K $1.7M
VNQ
Vanguard Specialized Funds Van

ETFs
5.26K
+ 16.83%
$79.79 - $91.42 $420K - $481K
36.5K $3.25M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
401
+ 7.49%
$160.63 - $257.78 $64.4K - $103K
5.76K $1.48M
GBIL
Goldman Sachs Access Treasury

ETFs
3.98K
+ 52.52%
$99.83 - $100.19 $397K - $398K
11.5K $1.16M
STOK
Stoke Therapeutics, Inc.

Healthcare
5
+ 0.01%
$5.9 - $11.84 $29.5 - $59.2
75.4K $856K
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
GS
Goldman Sachs Group Inc

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