Fort Point Capital Partners LLC New Holdings in Q2 2025

Fort Point Capital Partners LLC

  • $1.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
19.6K
New
$103.16 - $128.52 $2.03M - $2.52M
19.6K $2.52M
PHYS
Sprott Physical Gold Trust

Financial Services
50K
New
$22.82 - $26.29 $1.14M - $1.31M
50K $1.27M
COF
Capital One Financial Corp

Financial Services
5.77K
New
$150.57 - $212.76 $868K - $1.23M
5.77K $1.23M
UUUU
Energy Fuels Inc

Energy
142K
New
$3.44 - $5.9 $488K - $837K
142K $815K
KRE
Spdr S&P Regional Banking ETF

ETFs
12.7K
New
$48.81 - $59.48 $621K - $756K
12.7K $755K
INVA
Innoviva, Inc.

Healthcare
21.7K
New
$17.1 - $21.8 $372K - $474K
21.7K $436K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
18.3K
New
$18.94 - $21.67 $347K - $397K
18.3K $387K
STRL
Sterling Construction CO Inc

Industrials
1.53K
New
$104.96 - $231.51 $160K - $353K
1.53K $351K
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.1K
New
$23.55 - $27.67 $261K - $307K
11.1K $307K
FLR
Fluor Corp

Industrials
5.3K
New
$30.86 - $51.42 $164K - $273K
5.3K $271K
JIG
J P Morgan Exchange Traded Fd

ETFs
3.47K
New
$56.78 - $71.51 $197K - $248K
3.47K $247K
NTRA
Natera, Inc.

Healthcare
1.41K
New
$132.23 - $171.87 $186K - $242K
1.41K $237K
AMAT
Applied Materials Inc

Technology
1.26K
New
$126.95 - $183.52 $160K - $232K
1.26K $231K
BA
Boeing CO

Industrials
1.08K
New
$136.59 - $217.51 $148K - $236K
1.08K $227K
EMR
Emerson Electric CO

Industrials
1.71K
New
$94.15 - $133.33 $161K - $228K
1.71K $227K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.17K
New
$49.73 - $51.44 $207K - $214K
4.17K $214K
ED
Consolidated Edison Inc

Utilities
2.12K
New
$98.05 - $113.3 $207K - $240K
2.12K $212K
CEG
Constellation Energy Corp

Utilities
657
New
$170.96 - $322.76 $112K - $212K
657 $212K
KIE
Spdr S&P Insurance ETF

ETFs
3.39K
New
$53.63 - $61.12 $182K - $207K
3.39K $202K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.43K
New
$79.56 - $82.92 $193K - $201K
2.43K $201K
IRBO
Ishares Robotics & Artificial

ETFs
5.52K
New
N/A
5.52K $177K
ZETA
Zeta Global Holdings Corp.

Technology
10K
New
$11.02 - $16.81 $110K - $168K
10K $154K
XPRO
Expro Group Holdings N.V.

Energy
13.6K
New
$6.91 - $10.01 $93.9K - $136K
13.6K $116K
Invesco Exchange Traded Fd T
5.34K
New
N/A
5.34K $0
Bgc Group Inc
273K
New
N/A
273K $0
Vanguard Instl Index Fd
17.3K
New
N/A
17.3K $0
Arista Networks Inc
2.22K
New
N/A
2.22K $0
JPHY
Jp Morgan High Yield Research

ETFs
5.39K
New
N/A
5.39K $0
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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