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
PAVE
Global X Fds Us Infrastructure

ETFs
-781
- 3.76%
$37.31 - $43.82 $29.1K - $34.2K
20K $753K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-4.52K
- 4.99%
$25.98 - $28.59 $117K - $129K
86.1K $2.37M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-130
- 1.1%
$105.24 - $117.4 $13.7K - $15.3K
11.7K $1.24M
EQIX
Equinix Inc

Real Estate
-9
- 1.61%
$803.0 - $959.97 $7.23K - $8.64K
549 $447K
UNP
Union Pacific Corp

Industrials
-375
- 24.15%
$225.21 - $254.42 $84.5K - $95.4K
1.18K $278K
NKE
Nike, Inc.

Consumer Cyclical
-271
- 5.87%
$63.29 - $81.72 $17.2K - $22.1K
4.35K $275K
DJP
Barclays Bank PLC

ETFs
-2.27K
- 7.88%
N/A
26.5K $855K
VEEV
Veeva Systems Inc

Healthcare
-1.67K
- 11.36%
$210.58 - $246.8 $352K - $412K
13K $3.02M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.49K
- 18.21%
$25.12 - $26.05 $62.6K - $64.9K
11.2K $282K
ROK
Rockwell Automation, Inc

Industrials
-113
- 9.3%
$255.29 - $303.75 $28.8K - $34.3K
1.1K $284K
JNJ
Johnson & Johnson

Healthcare
-882
- 22.14%
$142.06 - $167.7 $125K - $148K
3.1K $514K
VGT
Vanguard Information Technolog

ETFs
-23
- 4.63%
$542.38 - $646.34 $12.5K - $14.9K
474 $257K
DIS
Walt Disney CO

Communication Services
-101
- 3.83%
$96.87 - $114.0 $9.78K - $11.5K
2.53K $250K
IWN
Ishares Russell2000 Val ETF

ETFs
-100
- 4.98%
$149.27 - $169.4 $14.9K - $16.9K
1.91K $287K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-798
- 8.0%
$50.39 - $50.66 $40.2K - $40.4K
9.17K $464K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-932
- 8.21%
$42.93 - $44.71 $40K - $41.7K
10.4K $457K
VCR
Vanguard Consumer Discretionar

ETFs
-2
- 0.29%
$318.51 - $391.75 $637 - $784
696 $226K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-409
- 7.5%
$105.1 - $109.61 $43K - $44.8K
5.04K $548K
SPGI
S&P Global Inc.

Financial Services
-135
- 4.0%
$478.26 - $543.77 $64.6K - $73.4K
3.24K $1.65M
WFC
Wells Fargo & Company

Financial Services
-634
- 8.35%
$66.78 - $81.42 $42.3K - $51.6K
6.96K $499K
EEM
Ishares Msci Emerging Markets

ETFs
-2.85K
- 5.8%
$40.81 - $45.34 $116K - $129K
46.3K $2.02M
EA
Electronic Arts Inc.

Communication Services
-198
- 9.15%
$116.53 - $146.29 $23.1K - $29K
1.97K $283K
BAC
Bank Of America Corp

Financial Services
-226
- 2.66%
$39.61 - $47.74 $8.95K - $10.8K
8.26K $344K
BHC
Bausch Health Companies Inc.

Healthcare
-666
- 5.84%
$6.16 - $7.94 $4.1K - $5.29K
10.7K $69K
MCO
Moodys Corp

Financial Services
-34
- 3.88%
$437.8 - $527.48 $14.9K - $17.9K
842 $392K
ADP
Automatic Data Processing Inc

Industrials
-123
- 9.95%
$286.85 - $318.64 $35.3K - $39.2K
1.11K $340K
CMF
Ishares California Muni Bond E

ETFs
-115
- 1.87%
$55.93 - $57.47 $6.43K - $6.61K
6.02K $338K
XLI
Industrial Sector Spdr

ETFs
-45
- 2.7%
$128.78 - $141.67 $5.8K - $6.38K
1.62K $212K
LHX
L3 Harris Technologies, Inc.

Industrials
-14
- 0.69%
$194.65 - $222.86 $2.73K - $3.12K
2.01K $420K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-146
- 17.8%
$402.49 - $513.76 $58.8K - $75K
674 $326K
Celestica Inc
-1.5K
- 33.33%
N/A
3K $0
Linde PLC
-143
- 10.58%
N/A
1.21K $0
Blackrock Inc
-21
- 3.87%
N/A
522 $0
Lam Research Corp
-751
- 4.82%
N/A
14.8K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
-143K
- 18.01%
N/A
653K $0
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-492
- 6.65%
$75.32 - $84.77 $37.1K - $41.7K
6.91K $564K
BMY
Bristol Myers Squibb CO

Healthcare
-563
- 6.94%
$53.9 - $63.11 $30.3K - $35.5K
7.55K $460K
TJX
Tjx Companies Inc

Consumer Cyclical
-7
- 0.17%
$112.81 - $126.16 $790 - $883
4.23K $515K
FID
First Tr Exchange Trded Fd Vi

ETFs
-527
- 3.73%
$15.83 - $17.53 $8.34K - $9.24K
13.6K $234K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-342
- 0.68%
$24.6 - $24.99 $8.41K - $8.55K
49.9K $1.25M
XLF
Financial Sector Spdr

ETFs
-63
- 0.88%
$47.32 - $52.19 $2.98K - $3.29K
7.13K $355K
SYK
Stryker Corp

Healthcare
-3
- 0.33%
$355.18 - $399.9 $1.07K - $1.2K
900 $335K
XLV
Select Sector Spdr Fund Health

ETFs
-200
- 4.31%
$137.61 - $149.68 $27.5K - $29.9K
4.44K $648K
MA
Mastercard Inc

Financial Services
-172
- 3.43%
$504.67 - $576.31 $86.8K - $99.1K
4.85K $2.66M
AMGN
Amgen Inc

Healthcare
-609
- 14.99%
$258.59 - $327.36 $157K - $199K
3.45K $1.08M
KO
Coca Cola CO

Consumer Defensive
-456
- 7.71%
$60.81 - $72.32 $27.7K - $33K
5.46K $391K
IYH
Ishares Tr

ETFs
-278
- 1.79%
$58.32 - $62.76 $16.2K - $17.4K
15.2K $928K
LLY
Eli Lilly & CO

Healthcare
-44
- 3.94%
$725.72 - $929.72 $31.9K - $40.9K
1.07K $887K
JPM
Jpmorgan Chase & CO

Financial Services
-98
- 0.81%
$225.19 - $279.95 $22.1K - $27.4K
11.9K $2.93M
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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