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
XLC
Select Sector Spdr Tr Communic

ETFs
866
+ 6.01%
$86.13 - $108.53 $74.6K - $94K
15.3K $1.66M
VUG
Vanguard Growth ETF

ETFs
485
+ 79.64%
$329.49 - $438.4 $160K - $213K
1.09K $479K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.36K
+ 9.32%
$45.2 - $46.6 $242K - $250K
62.8K $2.91M
EEM
Ishares Msci Emerging Markets

ETFs
367
+ 0.79%
$38.52 - $48.28 $14.1K - $17.7K
46.6K $2.25M
CRWD
Crowd Strike Holdings, Inc.

Technology
202
+ 32.11%
$321.63 - $509.31 $65K - $103K
831 $423K
KCE
Spdr S&P Capital Markets ETF

ETFs
183
+ 1.99%
$108.52 - $144.93 $19.9K - $26.5K
9.36K $1.36M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
8.25K
+ 15.46%
$21.55 - $22.2 $178K - $183K
61.6K $1.36M
IBM
International Business Machines Corp

Technology
137
+ 5.33%
$221.03 - $294.78 $30.3K - $40.4K
2.71K $797K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 0.26%
$908.13 - $1056.85 $8.17K - $9.51K
3.41K $3.37M
IVW
Ishares S&P 500 Growth ETF

ETFs
816
+ 22.49%
$82.96 - $110.1 $67.7K - $89.8K
4.44K $489K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
669
+ 13.84%
$60.61 - $87.72 $40.5K - $58.7K
5.5K $466K
PM
Philip Morris International Inc.

Consumer Defensive
446
+ 15.35%
$149.23 - $184.95 $66.6K - $82.5K
3.35K $610K
ZS
Zscaler, Inc.

Technology
16
+ 1.38%
$174.67 - $315.32 $2.79K - $5.05K
1.18K $369K
VTC
Vanguard Scottsdale Fds Total

ETFs
1.65K
+ 7.78%
$74.71 - $77.33 $123K - $128K
22.9K $1.77M
ONON
On Holding Ag

Consumer Cyclical
300
+ 2.15%
$37.65 - $60.68 $11.3K - $18.2K
14.2K $741K
XLY
Select Sector Spdr Consumer Di

ETFs
7
+ 0.11%
$176.34 - $218.59 $1.23K - $1.53K
6.43K $1.4M
DGRO
Ishares Core Dividend Growth E

ETFs
1.37K
+ 7.67%
$55.22 - $63.94 $75.7K - $87.6K
19.2K $1.23M
BAC
Bank Of America Corp

Financial Services
1.52K
+ 18.37%
$34.39 - $47.46 $52.2K - $72K
9.78K $462K
VTV
Vanguard Value ETF

ETFs
590
+ 18.22%
$153.67 - $176.74 $90.7K - $104K
3.83K $676K
IEMG
Ishares Inc

ETFs
2.17K
+ 2.86%
N/A
78.2K $4.19M
JCTR
Jp Morgan Exch Traded Fd Tr Ca
166
+ 1.33%
$66.97 - $83.55 $11.1K - $13.9K
12.6K $1.06M
FITE
Spdr S&P Kensho Future Securit

ETFs
100
+ 1.31%
$56.51 - $75.96 $5.65K - $7.6K
7.76K $589K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.93K
+ 21.21%
$51.14 - $57.0 $98.9K - $110K
11.1K $628K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
200
+ 0.93%
$71.28 - $83.74 $14.3K - $16.7K
21.6K $1.81M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
1
+ 0.01%
$70.34 - $87.93 $70.3 - $87.9
11.5K $1.01M
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
AVEM
American Centy ETF Tr Avantis

ETFs
68
+ 1.06%
$53.08 - $68.54 $3.61K - $4.66K
6.47K $443K
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
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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