Fort Point Capital Partners LLC Incresed Positions in Q1 2025

Fort Point Capital Partners LLC

  • $851 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FRPT
Freshpet, Inc.

Consumer Defensive
158K
+ 150.22%
$83.17 - $162.59 $13.1M - $25.7M
263K $21.9M
TSLA
Tesla, Inc.

Consumer Cyclical
24.2K
+ 313.12%
$222.15 - $428.22 $5.37M - $10.4M
31.9K $8.27M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
97K
+ 19.76%
$49.25 - $50.66 $4.78M - $4.91M
588K $29.2M
EDV
Vanguard Extended Duration Tre

ETFs
61.9K
+ 282.22%
$65.05 - $73.43 $4.03M - $4.55M
83.9K $5.96M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24.1K
+ 6.8%
$95.85 - $99.25 $2.31M - $2.39M
378K $37.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
27.8K
+ 9.28%
$91.45 - $91.75 $2.55M - $2.55M
328K $30.1M
IEFA
Ishares Tr

ETFs
14.6K
+ 5.53%
$69.57 - $78.65 $1.02M - $1.15M
279K $21.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
143
+ 0.72%
$442.66 - $534.52 $63.3K - $76.4K
20.1K $10.7M
MSTR
Microstrategy Inc

Technology
5.38K
+ 268.85%
$239.27 - $396.5 $1.29M - $2.13M
7.38K $2.13M
MUB
Ishares National Muni Bond ETF

ETFs
15.5K
+ 5.96%
$104.71 - $107.69 $1.62M - $1.67M
275K $29M
XLE
Energy Sector Spdr

ETFs
9.57K
+ 44.82%
$85.7 - $93.96 $820K - $899K
30.9K $2.89M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
15.5K
+ 36.96%
$44.68 - $46.49 $693K - $721K
57.5K $2.66M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.56K
+ 4.94%
$37.07 - $40.63 $354K - $388K
203K $8M
MBB
Ishares Tr

ETFs
3.03K
+ 5.22%
$90.37 - $94.08 $274K - $285K
61K $5.72M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
6.7K
+ 4.06%
$74.34 - $81.0 $498K - $543K
172K $13M
VTC
Vanguard Scottsdale Fds Total

ETFs
3.69K
+ 21.03%
$74.74 - $77.39 $276K - $286K
21.2K $1.63M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.01K
+ 32.17%
$102.49 - $119.96 $411K - $481K
16.5K $1.72M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.36K
+ 0.81%
$42.5 - $46.71 $57.8K - $63.5K
168K $7.62M
IEMG
Ishares Inc

ETFs
3.76K
+ 5.21%
N/A
76K $4.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.02K
+ 42.09%
$57.21 - $65.8 $230K - $265K
13.6K $791K
COST
Costco Wholesale Corp

Consumer Defensive
98
+ 2.97%
$890.62 - $1076.86 $87.3K - $106K
3.4K $3.21M
OWL
Blue Owl Capital Inc.

Financial Services
15K
+ 33.33%
$18.49 - $26.68 $277K - $400K
60K $1.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
+ 0.67%
$1187.71 - $1432.58 $4.75K - $5.73K
603 $863K
GE
General Electric CO

Industrials
158
+ 5.08%
$168.59 - $212.13 $26.6K - $33.5K
3.27K $654K
RTX
Raytheon Technologies Corp

Industrials
545
+ 14.65%
$114.1 - $135.66 $62.2K - $73.9K
4.27K $564K
HOOD
Robinhood Markets, Inc.

Technology
1.84K
+ 15.12%
$35.63 - $65.28 $65.6K - $120K
14K $583K
VB
Vanguard Small Cap ETF

ETFs
1.66K
+ 12.86%
$217.89 - $252.64 $361K - $418K
14.5K $3.22M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.27K
+ 33.21%
$56.17 - $59.71 $128K - $136K
9.12K $520K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.57K
+ 33.07%
$71.17 - $73.66 $112K - $116K
6.31K $463K
UNH
Unitedhealth Group Inc

Healthcare
151
+ 8.53%
$461.52 - $548.18 $69.7K - $82.8K
1.92K $1.01M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
18
+ 0.09%
$87.68 - $94.52 $1.58K - $1.7K
21K $1.96M
NOC
Northrop Grumman Corp

Industrials
69
+ 5.04%
$433.45 - $513.82 $29.9K - $35.5K
1.44K $736K
JPUS
Jpmorgan Diversified Return Us

ETFs
572
+ 3.67%
$111.89 - $119.08 $64K - $68.1K
16.2K $1.86M
WMT
Walmart Inc.

Consumer Defensive
1.47K
+ 7.9%
$84.5 - $105.05 $125K - $155K
20.1K $1.77M
VZ
Verizon Communications Inc

Communication Services
914
+ 12.77%
$37.81 - $46.49 $34.6K - $42.5K
8.07K $366K
MO
Altria Group, Inc.

Consumer Defensive
457
+ 7.2%
$50.81 - $60.02 $23.2K - $27.4K
6.81K $408K
BXP
Boston Properties Inc

Real Estate
1.72K
+ 27.03%
$63.97 - $74.91 $110K - $128K
8.06K $541K
SONY
Sony Group Corp

Technology
113
+ 0.73%
$19.88 - $25.64 $2.25K - $2.9K
15.5K $394K
GS
Goldman Sachs Group Inc

Financial Services
172
+ 17.15%
$524.81 - $672.19 $90.3K - $116K
1.18K $641K
ALL
Allstate Corp

Financial Services
38
+ 0.97%
$180.99 - $210.18 $6.88K - $7.99K
3.97K $821K
SAP
Sap Se

Technology
97
+ 6.09%
$241.4 - $293.69 $23.4K - $28.5K
1.69K $453K
ELV
Elevance Health, Inc.

Healthcare
31
+ 4.37%
$365.9 - $436.25 $11.3K - $13.5K
740 $321K
RACE
Ferrari N.V.

Consumer Cyclical
97
+ 1.57%
$413.73 - $508.15 $40.1K - $49.3K
6.29K $2.69M
MMM
3 M CO

Industrials
62
+ 2.49%
$129.7 - $155.12 $8.04K - $9.62K
2.55K $374K
YUM
Yum Brands Inc

Consumer Cyclical
33
+ 1.61%
$123.25 - $162.53 $4.07K - $5.36K
2.08K $326K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
183
+ 0.45%
$45.92 - $47.58 $8.4K - $8.71K
40.9K $1.94M
KMB
Kimberly Clark Corp

Consumer Defensive
50
+ 1.38%
$124.46 - $147.4 $6.22K - $7.37K
3.68K $523K
IYF
Ishares Tr

ETFs
305
+ 7.0%
$107.69 - $119.37 $32.8K - $36.4K
4.66K $525K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
100
+ 1.34%
$128.74 - $138.67 $12.9K - $13.9K
7.58K $1.03M
Activity Summary
Buys All Purchases 139 New Holdings 27 Increased Positions 112 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 6
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