Fort Point Capital Partners LLC Sells in Q1 2025

Fort Point Capital Partners LLC

  • $851 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.92K
- 2.6%
$551.42 - $612.93 $2.16M - $2.4M
147K $82M
KLAC
Kla Corp

Technology
-8.09K
- 81.16%
$636.62 - $777.63 $5.15M - $6.29M
1.88K $1.28M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-15.1K
- 15.01%
$169.43 - $182.84 $2.56M - $2.76M
85.5K $14.8M
AAPL
Apple Inc.

Technology
-1.69K
- 2.02%
$209.68 - $247.1 $355K - $419K
82.3K $18.3M
TTD
Trade Desk, Inc.

Technology
-7.38K
- 22.62%
$53.59 - $126.58 $395K - $934K
25.2K $1.38M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.01K
- 1.43%
$507.05 - $563.67 $514K - $571K
69.8K $35.9M
MSFT
Microsoft Corp

Technology
-1.96K
- 6.09%
$375.39 - $447.2 $734K - $875K
30.2K $11.3M
GOOGL
Alphabet Inc.

Communication Services
-3.49K
- 7.73%
$154.33 - $206.19 $539K - $720K
41.7K $6.45M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.36K
- 2.72%
$554.06 - $615.85 $751K - $834K
48.4K $27.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-50.5K
- 15.41%
$23.16 - $27.04 $1.17M - $1.36M
277K $6.49M
NVDA
Nvidia Corp

Technology
-2.1K
- 3.56%
$106.98 - $149.43 $225K - $314K
56.9K $6.16M
VGLT
Vanguard Long Term Treasury Et

ETFs
-37.6K
- 18.22%
$53.99 - $58.43 $2.03M - $2.2M
169K $9.73M
APP
App Lovin Corp

Technology
-165
- 0.61%
$238.08 - $510.13 $39.3K - $84.2K
27.1K $7.17M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-52.8K
- 42.3%
$25.58 - $29.24 $1.35M - $1.54M
72K $1.89M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-62.3K
- 40.43%
$25.54 - $27.64 $1.59M - $1.72M
91.7K $2.5M
AVGO
Broadcom Inc.

Technology
-158
- 0.92%
$167.43 - $244.7 $26.5K - $38.7K
17K $2.85M
VO
Vanguard Mid Cap ETF

ETFs
-2.65K
- 6.25%
$251.87 - $277.95 $666K - $735K
39.7K $10.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-981
- 3.89%
$302.31 - $337.54 $297K - $331K
24.2K $7.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-785
- 11.27%
$468.34 - $539.52 $368K - $424K
6.18K $2.9M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-5.55K
- 14.87%
$100.34 - $100.68 $557K - $559K
31.8K $3.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.88K
- 1.08%
$32.42 - $36.13 $93.5K - $104K
263K $8.69M
ADBE
Adobe Inc.

Technology
-695
- 22.46%
$377.84 - $464.11 $263K - $323K
2.4K $920K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.19K
- 40.62%
$85.29 - $92.57 $357K - $388K
6.12K $557K
CAT
Caterpillar Inc

Industrials
-242
- 3.69%
$326.75 - $407.63 $79.1K - $98.6K
6.31K $2.08M
PEP
Pepsico Inc

Consumer Defensive
-1.45K
- 4.17%
$142.64 - $156.42 $206K - $226K
33.2K $4.98M
HD
Home Depot, Inc.

Consumer Cyclical
-251
- 2.95%
$347.25 - $424.87 $87.2K - $107K
8.25K $3.02M
CRM
Salesforce, Inc.

Technology
-456
- 21.52%
$268.36 - $359.95 $122K - $164K
1.66K $446K
TXN
Texas Instruments Inc

Technology
-1.26K
- 47.64%
N/A
1.39K $270K
CDNS
Cadence Design Systems Inc

Technology
-34
- 0.86%
$233.96 - $324.52 $7.95K - $11K
3.91K $994K
META
Meta Platforms, Inc.

Communication Services
-162
- 2.32%
$576.36 - $736.67 $93.4K - $119K
6.81K $3.93M
VTI
Vanguard Total Stock Market Et

ETFs
-60
- 0.53%
$271.18 - $303.12 $16.3K - $18.2K
11.2K $3.08M
ORCL
Oracle Corp

Technology
-130
- 2.12%
$139.81 - $186.47 $18.2K - $24.2K
5.99K $837K
AXP
American Express CO

Financial Services
-16
- 0.27%
$255.39 - $325.87 $4.09K - $5.21K
5.93K $1.59M
PG
Procter & Gamble CO

Consumer Defensive
-1.04K
- 24.5%
$158.56 - $176.26 $164K - $183K
3.2K $544K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-3.85K
- 36.2%
$48.65 - $53.06 $187K - $204K
6.79K $352K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.49K
- 23.52%
$62.43 - $84.12 $92.8K - $125K
4.83K $315K
DE
Deere & CO

Industrials
-466
- 23.74%
$408.57 - $509.27 $190K - $237K
1.5K $702K
IBM
International Business Machines Corp

Technology
-917
- 26.31%
$217.4 - $264.74 $199K - $243K
2.57K $638K
INTC
Intel Corp

Technology
-10.8K
- 24.37%
$19.1 - $27.39 $206K - $295K
33.5K $760K
BX
Blackstone Inc.

Financial Services
-61
- 1.82%
$136.53 - $186.74 $8.33K - $11.4K
3.3K $461K
FRT
Federal Realty Investment Trust

Real Estate
-68
- 0.87%
$94.7 - $111.82 $6.44K - $7.6K
7.78K $761K
LOW
Lowes Companies Inc

Consumer Cyclical
-238
- 5.45%
$222.66 - $268.42 $53K - $63.9K
4.13K $962K
GILD
Gilead Sciences, Inc.

Healthcare
-1.85K
- 35.49%
$89.14 - $117.41 $165K - $217K
3.36K $376K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-5.96K
- 10.05%
$21.23 - $22.14 $127K - $132K
53.4K $1.18M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.64K
- 4.98%
$85.55 - $94.34 $140K - $155K
31.3K $2.83M
AMP
Ameriprise Financial Inc

Financial Services
-37
- 2.21%
$472.29 - $575.13 $17.5K - $21.3K
1.63K $791K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-6.99K
- 6.87%
$25.81 - $28.52 $180K - $199K
94.8K $2.61M
SHW
Sherwin Williams CO

Basic Materials
-338
- 12.08%
$330.16 - $365.55 $112K - $124K
2.46K $859K
HON
Honeywell International Inc

Industrials
-199
- 6.27%
$202.75 - $226.52 $40.3K - $45.1K
2.97K $629K
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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