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
VEU
Vanguard Ftse All World Ex Us

ETFs
46
+ 0.39%
$56.51 - $62.98 $2.6K - $2.9K
11.9K $723K
CSCO
Cisco Systems, Inc.

Technology
178
+ 1.74%
$58.74 - $64.87 $10.5K - $11.5K
10.4K $643K
NRG
Nrg Energy, Inc.

Utilities
19
+ 0.31%
$84.82 - $113.33 $1.61K - $2.15K
6.21K $592K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
657
+ 3.17%
$78.0 - $84.37 $51.2K - $55.4K
21.4K $1.71M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
100
+ 1.24%
$152.57 - $163.66 $15.3K - $16.4K
8.17K $1.28M
PANW
Palo Alto Networks Inc

Technology
246
+ 19.31%
$167.82 - $208.28 $41.3K - $51.2K
1.52K $259K
DVY
Ishares Tr

ETFs
36
+ 0.56%
$128.58 - $138.1 $4.63K - $4.97K
6.46K $867K
QCOM
Qualcomm Inc

Technology
161
+ 7.54%
$151.94 - $175.86 $24.5K - $28.3K
2.3K $352K
IWD
Ishares Russell 1000 Val ETF

ETFs
20
+ 0.31%
$182.82 - $196.21 $3.66K - $3.92K
6.42K $1.21M
GUNR
Flexshares Tr Morningstar Glob

ETFs
9
+ 0.11%
$36.6 - $39.56 $329 - $356
8.55K $331K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.03%
$68.32 - $75.06 $68.3 - $75.1
3.52K $262K
BR
Broadridge Financial Solutions, Inc.

Technology
8
+ 0.9%
$221.46 - $244.83 $1.77K - $1.96K
893 $216K
NLOK
Norton Life Lock Inc.

Technology
709
+ 0.66%
N/A
107K $2.31M
SNA
Snap On Inc

Industrials
52
+ 4.3%
$324.09 - $358.62 $16.9K - $18.6K
1.26K $425K
DGRO
Ishares Core Dividend Growth E

ETFs
78
+ 0.44%
$60.46 - $64.42 $4.72K - $5.02K
17.9K $1.1M
VTV
Vanguard Value ETF

ETFs
1
+ 0.03%
$167.73 - $179.21 $168 - $179
3.24K $559K
XLC
Select Sector Spdr Tr Communic

ETFs
129
+ 0.9%
$94.84 - $105.31 $12.2K - $13.6K
14.4K $1.39M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
133
+ 1.04%
$49.78 - $53.19 $6.62K - $7.07K
13K $662K
Vanguard Calif Tax Free Fds
87
+ 0.5%
N/A
17.4K $0
Venu Hldg Corp
39.6K
+ 190.0%
N/A
60.4K $0
GRND
Grindr Inc Com
134K
+ 128.25%
N/A
238K $0
J P Morgan Exchange Traded F
2.81K
+ 23.16%
N/A
14.9K $0
Ishares Bitcoin Trust ETF
19.6K
+ 37.0%
N/A
72.4K $0
JGRO
J P Morgan Exchange Traded Fd
1.11K
+ 4.89%
N/A
23.8K $0
J P Morgan Exchange Traded F
1.3K
+ 11.11%
N/A
13K $0
Ge Vernova Inc
132
+ 12.82%
N/A
1.16K $0
PFM
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.08%
$44.92 - $48.18 $809 - $867
22.9K $1.05M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
325
+ 4.95%
$115.13 - $136.09 $37.4K - $44.2K
6.89K $812K
DFS
Discover Financial Services

Financial Services
50
+ 0.98%
$152.99 - $203.25 $7.65K - $10.2K
5.18K $883K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
116
+ 0.55%
$55.41 - $60.74 $6.43K - $7.05K
21K $1.19M
FITE
Spdr S&P Kensho Future Securit

ETFs
330
+ 4.5%
$62.08 - $72.57 $20.5K - $23.9K
7.66K $480K
JCTR
Jp Morgan Exch Traded Fd Tr Ca
476
+ 3.97%
$74.28 - $83.44 $35.4K - $39.7K
12.5K $942K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
11
+ 0.23%
$75.47 - $84.24 $830 - $927
4.76K $366K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
6
+ 0.07%
$55.12 - $62.6 $331 - $376
8.44K $475K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
170
+ 5.99%
$221.78 - $273.45 $37.7K - $46.5K
3.01K $684K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
290
+ 2.33%
$52.53 - $58.51 $15.2K - $17K
12.8K $682K
SHOP
Shopify Inc.

Technology
42
+ 1.54%
$90.59 - $129.31 $3.8K - $5.43K
2.77K $264K
ONON
On Holding Ag

Consumer Cyclical
2.22K
+ 18.94%
$43.92 - $63.62 $97.5K - $141K
13.9K $612K
BKNG
Booking Holdings Inc.

Consumer Cyclical
12
+ 4.88%
$4295.4 - $5141.88 $51.5K - $61.7K
258 $1.19M
LMT
Lockheed Martin Corp

Industrials
6
+ 0.6%
$423.19 - $506.29 $2.54K - $3.04K
1.01K $452K
FDX
Fedex Corp

Industrials
11
+ 1.04%
$230.33 - $281.53 $2.53K - $3.1K
1.06K $259K
ITW
Illinois Tool Works Inc

Industrials
9
+ 0.12%
$244.9 - $274.48 $2.2K - $2.47K
7.58K $1.88M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
371
+ 6.34%
$47.79 - $59.89 $17.7K - $22.2K
6.22K $312K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
1
+ 0.01%
$78.45 - $87.45 $78.5 - $87.5
11.5K $911K
IWF
Ishares Russell 1000 Gr ETF

ETFs
4
+ 0.36%
$360.07 - $417.26 $1.44K - $1.67K
1.12K $402K
KCE
Spdr S&P Capital Markets ETF

ETFs
314
+ 3.54%
$122.39 - $146.44 $38.4K - $46K
9.18K $1.16M
MAR
Marriott International Inc

Consumer Cyclical
127
+ 5.07%
$237.01 - $304.45 $30.1K - $38.7K
2.63K $626K
PDP
Invesco Exchange Traded Fd Tr

ETFs
451
+ 2.81%
$96.95 - $116.13 $43.7K - $52.4K
16.5K $1.65M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
199
+ 1.01%
$108.02 - $120.45 $21.5K - $24K
19.9K $2.19M
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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