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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-745
- 11.97%
$45.98 - $56.15 $34.3K - $41.8K
5.48K $307K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-80
- 0.87%
$50.36 - $50.68 $4.03K - $4.05K
9.09K $460K
ADBE
Adobe Inc.

Technology
-29
- 1.21%
$340.0 - $420.68 $9.86K - $12.2K
2.37K $917K
ADP
Automatic Data Processing Inc

Industrials
-11
- 0.99%
$276.76 - $326.81 $3.04K - $3.59K
1.1K $339K
Lam Research Corp
-98
- 0.66%
N/A
14.7K $0
Blackrock ETF Trust Ii
-30.1K
- 59.03%
N/A
20.9K $0
Vanguard Mun Bd Fds
-986
- 18.8%
N/A
4.26K $0
Victory Portfolios Ii
-86.7K
- 53.57%
N/A
75.1K $0
Blackrock Inc
-179
- 34.29%
N/A
343 $0
Ge Vernova Inc
-167
- 14.37%
N/A
995 $0
AOM
Ishares Tr Core Moderate Alloc

ETFs
-468
- 4.49%
$41.55 - $46.04 $19.4K - $21.5K
9.95K $458K
LMT
Lockheed Martin Corp

Industrials
-32
- 3.16%
$430.82 - $486.45 $13.8K - $15.6K
982 $454K
PANW
Palo Alto Networks Inc

Technology
-230
- 15.13%
$152.44 - $204.64 $35.1K - $47.1K
1.29K $263K
SONY
Sony Group Corp

Technology
-81
- 0.52%
$21.24 - $26.88 $1.72K - $2.18K
15.5K $402K
WDAY
Workday, Inc.

Technology
-151
- 2.04%
$210.47 - $274.71 $31.8K - $41.5K
7.24K $1.74M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-5.06K
- 38.74%
$25.35 - $64.65 $128K - $327K
8K $398K
BX
Blackstone Inc.

Financial Services
-90
- 2.73%
$120.07 - $151.11 $10.8K - $13.6K
3.21K $480K
VCR
Vanguard Consumer Discretionar

ETFs
-12
- 1.72%
$290.42 - $364.35 $3.49K - $4.37K
684 $247K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-334
- 4.83%
$73.02 - $90.22 $24.4K - $30.1K
6.58K $586K
MAR
Marriott International Inc

Consumer Cyclical
-258
- 9.81%
$211.12 - $274.14 $54.5K - $70.7K
2.37K $648K
DE
Deere & CO

Industrials
-69
- 4.61%
$412.99 - $531.48 $28.5K - $36.7K
1.43K $726K
MCO
Moodys Corp

Financial Services
-9
- 1.07%
$396.7 - $501.59 $3.57K - $4.51K
833 $417K
EA
Electronic Arts Inc.

Communication Services
-32
- 1.63%
$132.53 - $159.7 $4.24K - $5.11K
1.93K $308K
GE
General Electric CO

Industrials
-620
- 18.97%
$166.81 - $257.39 $103K - $160K
2.65K $681K
JPUS
Jpmorgan Diversified Return Us

ETFs
-179
- 1.11%
$102.8 - $118.19 $18.4K - $21.2K
16K $1.89M
CG
Carlyle Group Inc.

Financial Services
-200
- 3.83%
$34.78 - $51.4 $6.96K - $10.3K
5.03K $258K
IWD
Ishares Russell 1000 Val ETF

ETFs
-35
- 0.55%
$166.82 - $194.23 $5.84K - $6.8K
6.38K $1.24M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-29
- 1.06%
$108.06 - $135.3 $3.13K - $3.92K
2.7K $365K
PAVE
Global X Fds Us Infrastructure

ETFs
-1.77K
- 8.84%
$33.78 - $43.68 $59.6K - $77.1K
18.2K $793K
WFC
Wells Fargo & Company

Financial Services
-197
- 2.83%
$60.98 - $80.12 $12K - $15.8K
6.76K $541K
SHOP
Shopify Inc.

Technology
-10
- 0.36%
$76.89 - $115.35 $769 - $1.15K
2.76K $318K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-149
- 1.01%
$30.87 - $39.17 $4.6K - $5.84K
14.6K $571K
VGT
Vanguard Information Technolog

ETFs
-2
- 0.42%
$470.37 - $663.28 $941 - $1.33K
472 $313K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-133
- 1.04%
$47.24 - $58.55 $6.28K - $7.79K
12.6K $738K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-28
- 2.51%
$320.42 - $424.58 $8.97K - $11.9K
1.09K $461K
IAU
Ishares Gold Trust

ETFs
-45
- 0.24%
$56.1 - $64.74 $2.52K - $2.91K
18.9K $1.18M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-4
- 0.12%
$376.48 - $440.65 $1.51K - $1.76K
3.2K $1.41M
CSCO
Cisco Systems, Inc.

Technology
-191
- 1.83%
$53.19 - $69.38 $10.2K - $13.3K
10.2K $710K
ROK
Rockwell Automation, Inc

Industrials
-28
- 2.54%
$218.97 - $332.17 $6.13K - $9.3K
1.07K $356K
VEU
Vanguard Ftse All World Ex Us

ETFs
-91
- 0.76%
$54.19 - $67.22 $4.93K - $6.12K
11.8K $795K
MS
Morgan Stanley

Financial Services
-1.14K
- 11.49%
$99.83 - $140.86 $114K - $161K
8.79K $1.24M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-135
- 4.49%
$201.28 - $266.34 $27.2K - $36K
2.87K $765K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-228
- 1.38%
$89.44 - $108.59 $20.4K - $24.8K
16.3K $1.77M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
-30
- 0.44%
$104.4 - $138.37 $3.13K - $4.15K
6.86K $949K
UPRO
Proshares Trust Proshares Ultr

ETFs
-120
- 1.35%
$50.65 - $91.44 $6.08K - $11K
8.75K $800K
TTD
Trade Desk, Inc.

Technology
-3.33K
- 13.21%
$45.27 - $79.4 $151K - $265K
21.9K $1.58M
CDNS
Cadence Design Systems Inc

Technology
-44
- 1.13%
$231.64 - $323.08 $10.2K - $14.2K
3.87K $1.19M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-108
- 0.54%
$97.68 - $121.38 $10.5K - $13.1K
19.8K $2.4M
XSW
Spdr S&P Software & Services E

ETFs
-115
- 1.34%
$141.65 - $189.82 $16.3K - $21.8K
8.48K $1.61M
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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