Fort Point Capital Partners LLC Incresed Positions in Q3 2025

Fort Point Capital Partners LLC

  • $794 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
140K
+ 26.23%
$48.5 - $50.19 $6.77M - $7.01M
672K $33.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
71.5K
+ 25.62%
$91.44 - $91.77 $6.53M - $6.56M
350K $32.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.27K
+ 4.56%
$567.77 - $614.76 $1.86M - $2.01M
75K $45.9M
MUB
Ishares National Muni Bond ETF

ETFs
44.6K
+ 22.4%
$103.24 - $106.68 $4.61M - $4.76M
244K $26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20.5K
+ 5.26%
$97.75 - $100.75 $2.01M - $2.07M
411K $41.2M
IEFA
Ishares Tr

ETFs
4.7K
+ 1.58%
$81.7 - $87.53 $384K - $412K
303K $26.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.2K
+ 5.81%
$42.67 - $46.91 $563K - $619K
241K $11.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
26K
+ 15.38%
$39.8 - $42.86 $1.03M - $1.11M
195K $8.34M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.51K
+ 1.35%
$181.56 - $190.33 $273K - $286K
113K $21.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.1K
+ 3.35%
$25.29 - $28.33 $280K - $313K
341K $9.53M
CBOE
Cboe Global Markets, Inc.

Financial Services
3.99K
+ 128.04%
$231.35 - $253.24 $923K - $1.01M
7.11K $1.74M
SPTL
Spdr Portfolio Long Term Treas

ETFs
34.5K
+ 28.62%
$25.67 - $27.21 $885K - $938K
155K $4.17M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.7K
+ 56.87%
$72.57 - $74.72 $919K - $946K
34.9K $2.6M
RNA
Avidity Biosciences, Inc.

Healthcare
183
+ 0.59%
$28.46 - $50.36 $5.21K - $9.22K
31.3K $1.36M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.14K
+ 9.77%
$45.72 - $47.27 $281K - $290K
69K $3.24M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.13K
+ 2.64%
$92.26 - $97.51 $105K - $110K
44K $4.25M
MBB
Ishares Tr

ETFs
2.35K
+ 3.82%
$92.46 - $95.73 $217K - $225K
63.8K $6.07M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.34K
+ 9.1%
$108.46 - $120.63 $146K - $162K
16.1K $1.91M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.03K
+ 5.54%
$28.15 - $30.13 $142K - $152K
95.8K $2.84M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.2K
+ 7.18%
$100.37 - $100.74 $221K - $222K
32.9K $3.31M
LHX
L3 Harris Technologies, Inc.

Industrials
122
+ 6.0%
$252.18 - $305.41 $30.8K - $37.3K
2.16K $658K
UNH
Unitedhealth Group Inc

Healthcare
180
+ 12.52%
$237.77 - $353.61 $42.8K - $63.6K
1.62K $558K
VZ
Verizon Communications Inc

Communication Services
2.36K
+ 31.56%
$40.84 - $45.06 $96.5K - $106K
9.85K $432K
TJX
Tjx Companies Inc

Consumer Cyclical
115
+ 2.92%
$121.35 - $144.54 $14K - $16.6K
4.05K $585K
MO
Altria Group, Inc.

Consumer Defensive
511
+ 7.4%
$57.75 - $67.68 $29.5K - $34.6K
7.42K $489K
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.26K
+ 17.33%
$40.15 - $43.86 $50.7K - $55.4K
8.55K $374K
T
At&T Inc.

Communication Services
2.83K
+ 16.88%
$26.94 - $29.62 $76.2K - $83.8K
19.6K $553K
FRT
Federal Realty Investment Trust

Real Estate
110
+ 1.44%
$90.61 - $102.67 $9.97K - $11.3K
7.76K $785K
NRG
Nrg Energy, Inc.

Utilities
214
+ 3.59%
$144.77 - $173.91 $31K - $37.2K
6.17K $999K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
410
+ 1.0%
$46.86 - $48.27 $19.2K - $19.8K
41.6K $2M
IEMG
Ishares Inc

ETFs
657
+ 0.84%
N/A
78.8K $4.23M
QCOM
Qualcomm Inc

Technology
114
+ 5.37%
$145.84 - $173.55 $16.6K - $19.8K
2.24K $372K
NKE
Nike, Inc.

Consumer Cyclical
559
+ 15.49%
$69.24 - $79.24 $38.7K - $44.3K
4.17K $290K
DFUS
Dimensional ETF Tr U S Equity

ETFs
199
+ 5.88%
$67.01 - $72.84 $13.3K - $14.5K
3.58K $259K
VCIT
Vanguard Intermediate Term Cor

ETFs
196
+ 8.07%
$81.75 - $84.54 $16K - $16.6K
2.63K $220K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
49
+ 1.18%
$50.73 - $52.47 $2.49K - $2.57K
4.22K $220K
Vanguard Instl Index Fd
116K
+ 667.33%
N/A
133K $0
GRND
Grindr Inc Com
125K
+ 123.74%
N/A
226K $0
ELV
Elevance Health, Inc.

Healthcare
44
+ 7.05%
$274.66 - $395.76 $12.1K - $17.4K
668 $215K
TTD
Trade Desk, Inc.

Technology
35
+ 0.16%
$43.93 - $89.76 $1.54K - $3.14K
21.9K $1.08M
Activity Summary
Buys All Purchases 49 New Holdings 8 Increased Positions 41 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 1 Puts 2
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