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
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
94
+ 1.97%
$66.87 - $79.47 $6.29K - $7.47K
4.86K $385K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
293
+ 0.72%
$46.41 - $47.7 $13.6K - $14K
41.2K $1.96M
AZO
Autozone Inc

Consumer Cyclical
6
+ 8.82%
$3478.38 - $3880.15 $20.9K - $23.3K
74 $274K
NLOK
Norton Life Lock Inc.

Technology
544
+ 0.51%
N/A
108K $2.32M
JNJ
Johnson & Johnson

Healthcare
341
+ 10.99%
$146.36 - $159.82 $49.9K - $54.5K
3.44K $525K
Celestica Inc
380
+ 12.67%
N/A
3.38K $0
GUSA
Goldman Sachs ETF Tr Ii Market
1.25K
+ 12.01%
N/A
11.7K $0
Vanguard Calif Tax Free Fds
1.03K
+ 5.9%
N/A
18.5K $0
Linde PLC
13
+ 1.08%
N/A
1.22K $0
JGRO
J P Morgan Exchange Traded Fd
1.82K
+ 7.65%
N/A
25.6K $0
Goldman Sachs ETF Tr
3.79K
+ 36.74%
N/A
14.1K $0
J P Morgan Exchange Traded F
600
+ 4.62%
N/A
13.6K $0
Ishares Bitcoin Trust ETF
2.48K
+ 3.43%
N/A
74.9K $0
Goldman Sachs ETF Tr
1.08K
+ 11.66%
N/A
10.4K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
589K
+ 90.21%
N/A
1.24M $0
Venu Hldg Corp
17.5K
+ 28.96%
N/A
77.9K $0
J P Morgan Exchange Traded F
471
+ 3.16%
N/A
15.4K $0
WM
Waste Management Inc

Industrials
28
+ 1.06%
$216.47 - $242.1 $6.06K - $6.78K
2.67K $610K
Goldman Sachs ETF Tr
1.5K
+ 23.4%
N/A
7.91K $0
MO
Altria Group, Inc.

Consumer Defensive
98
+ 1.44%
$55.56 - $60.91 $5.44K - $5.97K
6.91K $404K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8.93K
+ 1480.43%
$87.84 - $1441.89 $784K - $12.9M
9.53K $858K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.03%
$68.13 - $74.77 $68.1 - $74.8
3.52K $256K
DVY
Ishares Tr

ETFs
14
+ 0.22%
$118.37 - $134.86 $1.66K - $1.89K
6.48K $860K
ALL
Allstate Corp

Financial Services
75
+ 1.89%
$180.53 - $212.64 $13.5K - $15.9K
4.04K $813K
PG
Procter & Gamble CO

Consumer Defensive
153
+ 4.79%
$157.66 - $172.39 $24.1K - $26.4K
3.35K $533K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
34
+ 5.04%
$421.16 - $509.5 $14.3K - $17.3K
708 $315K
LLY
Eli Lilly & CO

Healthcare
40
+ 3.72%
$713.71 - $898.95 $28.5K - $36K
1.11K $868K
XLV
Select Sector Spdr Fund Health

ETFs
42
+ 0.95%
$128.77 - $144.3 $5.41K - $6.06K
4.48K $604K
KMB
Kimberly Clark Corp

Consumer Defensive
39
+ 1.06%
$126.84 - $145.22 $4.95K - $5.66K
3.72K $479K
BP
Bp PLC

Energy
45
+ 0.26%
$26.11 - $33.81 $1.17K - $1.52K
17.2K $513K
ABBV
Abb Vie Inc.

Healthcare
231
+ 3.61%
$170.16 - $206.27 $39.3K - $47.6K
6.63K $1.23M
XLE
Energy Sector Spdr

ETFs
444
+ 1.44%
$76.44 - $94.13 $33.9K - $41.8K
31.4K $2.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.41K
+ 6.99%
$483.48 - $539.8 $679K - $758K
21.5K $10.4M
CVX
Chevron Corp

Energy
206
+ 1.37%
$133.73 - $168.51 $27.5K - $34.7K
15.2K $2.18M
AAPL
Apple Inc.

Technology
3.77K
+ 4.58%
$172.42 - $223.89 $650K - $844K
86.1K $17.7M
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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