Fort Point Capital Partners LLC Reduced Holdings in Q2 2025

Fort Point Capital Partners LLC

  • $1.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-87K
- 55.68%
$99.93 - $119.04 $8.69M - $10.4M
69.3K $7.47M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-119K
- 69.12%
$67.22 - $81.54 $7.97M - $9.67M
53K $4.32M
MUB
Ishares National Muni Bond ETF

ETFs
-75.7K
- 27.52%
$102.31 - $105.8 $7.74M - $8.01M
199K $20.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-24.1K
- 75.62%
$221.86 - $362.89 $5.35M - $8.76M
7.78K $2.47M
PSX
Phillips 66

Energy
-39.4K
- 55.05%
$92.87 - $125.73 $3.66M - $4.96M
32.2K $3.84M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-49K
- 14.95%
$91.43 - $91.74 $4.48M - $4.5M
279K $25.6M
EDV
Vanguard Extended Duration Tre

ETFs
-58K
- 69.18%
$62.83 - $72.45 $3.65M - $4.2M
25.8K $1.74M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-55.3K
- 9.41%
$48.13 - $49.85 $2.66M - $2.76M
532K $26.1M
PEP
Pepsico Inc

Consumer Defensive
-7.53K
- 22.66%
$128.02 - $151.37 $963K - $1.14M
25.7K $3.39M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-54.6K
- 63.42%
$24.18 - $27.61 $1.32M - $1.51M
31.5K $851K
IWR
Ishares Russell Mid Cap ETF

ETFs
-11.5K
- 21.12%
$74.88 - $91.97 $861K - $1.06M
42.9K $3.95M
UNH
Unitedhealth Group Inc

Healthcare
-483
- 25.14%
$274.35 - $599.47 $133K - $290K
1.44K $448K
MSTR
Microstrategy Inc

Technology
-2.96K
- 40.1%
$237.95 - $421.61 $704K - $1.25M
4.42K $1.79M
AMGN
Amgen Inc

Healthcare
-304
- 8.8%
$262.28 - $309.85 $79.7K - $94.2K
3.15K $879K
IYH
Ishares Tr

ETFs
-1.73K
- 11.35%
$53.97 - $60.17 $93.4K - $104K
13.5K $763K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.45K
- 28.8%
$105.23 - $109.61 $153K - $159K
3.59K $393K
UBER
Uber Technologies, Inc

Technology
-2.72K
- 54.79%
$64.62 - $93.3 $176K - $254K
2.25K $209K
MRK
Merck & Co., Inc.

Healthcare
-505
- 4.83%
$73.47 - $87.12 $37.1K - $44K
9.95K $787K
MMM
3 M CO

Industrials
-1.07K
- 41.79%
$126.09 - $154.15 $134K - $164K
1.49K $226K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.7K
- 44.4%
$53.65 - $67.02 $145K - $181K
3.38K $226K
BMY
Bristol Myers Squibb CO

Healthcare
-566
- 7.5%
$44.12 - $59.6 $25K - $33.7K
6.99K $323K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.11K
- 3.5%
$100.35 - $100.71 $112K - $112K
30.7K $3.09M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.71K
- 10.38%
$90.56 - $109.49 $155K - $187K
14.8K $1.61M
ITW
Illinois Tool Works Inc

Industrials
-396
- 5.22%
$218.41 - $252.43 $86.5K - $100K
7.19K $1.78M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-4.4K
- 8.82%
$24.66 - $25.17 $109K - $111K
45.5K $1.15M
IWM
Ishares Russell 2000 ETF

ETFs
-2.16K
- 9.65%
$174.82 - $215.79 $377K - $465K
20.2K $4.36M
V
Visa Inc.

Financial Services
-382
- 4.21%
$308.27 - $373.31 $118K - $143K
8.7K $3.09M
ELV
Elevance Health, Inc.

Healthcare
-116
- 15.68%
$372.27 - $452.69 $43.2K - $52.5K
624 $242K
AON
Aon PLC

Financial Services
-33
- 2.28%
$335.85 - $398.81 $11.1K - $13.2K
1.41K $504K
LOW
Lowes Companies Inc

Consumer Cyclical
-41
- 0.99%
$210.83 - $235.28 $8.64K - $9.65K
4.09K $906K
HD
Home Depot, Inc.

Consumer Cyclical
-125
- 1.51%
$335.24 - $380.78 $41.9K - $47.6K
8.13K $2.98M
VZ
Verizon Communications Inc

Communication Services
-590
- 7.31%
$41.67 - $45.62 $24.6K - $26.9K
7.48K $323K
YUM
Yum Brands Inc

Consumer Cyclical
-155
- 7.46%
$138.36 - $161.45 $21.4K - $25K
1.92K $284K
SNA
Snap On Inc

Industrials
-25
- 1.98%
$292.36 - $342.2 $7.31K - $8.56K
1.24K $384K
RNA
Avidity Biosciences, Inc.

Healthcare
-183
- 0.59%
$24.08 - $36.24 $4.41K - $6.63K
31.1K $883K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-1.26K
- 14.76%
$33.77 - $41.16 $42.6K - $51.9K
7.29K $292K
FRT
Federal Realty Investment Trust

Real Estate
-133
- 1.71%
$83.56 - $99.08 $11.1K - $13.2K
7.65K $726K
NOC
Northrop Grumman Corp

Industrials
-32
- 2.23%
$456.3 - $540.39 $14.6K - $17.3K
1.41K $702K
TJX
Tjx Companies Inc

Consumer Cyclical
-300
- 7.09%
$119.13 - $135.03 $35.7K - $40.5K
3.93K $485K
SHW
Sherwin Williams CO

Basic Materials
-32
- 1.3%
$313.51 - $363.51 $10K - $11.6K
2.43K $833K
OEF
Ishares S&P 100 ETF

ETFs
-89
- 3.77%
N/A
2.27K $603K
XLF
Financial Sector Spdr

ETFs
-811
- 11.37%
$43.92 - $52.37 $35.6K - $42.5K
6.32K $331K
INTC
Intel Corp

Technology
-546
- 1.63%
$18.13 - $22.69 $9.9K - $12.4K
32.9K $737K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-26
- 0.42%
$83.97 - $92.85 $2.18K - $2.41K
6.09K $537K
NKE
Nike, Inc.

Consumer Cyclical
-736
- 16.94%
$53.27 - $72.04 $39.2K - $53K
3.61K $256K
KO
Coca Cola CO

Consumer Defensive
-185
- 3.39%
$68.37 - $73.9 $12.6K - $13.7K
5.28K $373K
TXN
Texas Instruments Inc

Technology
-76
- 5.47%
N/A
1.31K $255K
QCOM
Qualcomm Inc

Technology
-173
- 7.53%
$124.66 - $159.48 $21.6K - $27.6K
2.12K $338K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-149
- 0.71%
$85.42 - $94.39 $12.7K - $14.1K
20.8K $1.95M
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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