Running Point Capital Advisors, LLC Purchases in Q3 2024

Running Point Capital Advisors, LLC

  • $256 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
34.4K
+ 15.33%
$91.42 - $91.82 $3.15M - $3.16M
259K $23.8M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
28.9K
+ 77.19%
$98.97 - $99.59 $2.86M - $2.88M
66.4K $6.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
719
+ 3.39%
$475.2 - $527.7 $342K - $379K
21.9K $11.6M
FDLO
Fidelity Covington Tr Low Vola

ETFs
3.55K
+ 2.46%
$56.38 - $61.35 $200K - $218K
148K $9.07M
AAPL
Apple Inc.

Technology
1.57K
+ 11.15%
$207.23 - $234.82 $325K - $369K
15.6K $3.64M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.9K
+ 2.72%
$178.94 - $207.0 $341K - $394K
71.8K $14.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.1K
+ 4.54%
$51.29 - $56.57 $210K - $232K
94.4K $5.34M
AVUV
American Centy ETF Tr Avantis

ETFs
538
+ 1.21%
$88.24 - $99.7 $47.5K - $53.6K
45.2K $4.33M
WMT
Walmart Inc.

Consumer Defensive
3.16K
New
$66.91 - $81.4 $212K - $258K
3.16K $255K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.61K
New
$50.52 - $50.95 $233K - $235K
4.61K $234K
MCD
Mcdonalds Corp

Consumer Cyclical
698
New
$245.82 - $304.51 $172K - $213K
698 $212K
VZ
Verizon Communications Inc

Communication Services
4.56K
New
$38.89 - $45.0 $177K - $205K
4.56K $204K
BNDX
Vanguard Total International B

ETFs
2.25K
+ 6.09%
$48.42 - $50.35 $109K - $113K
39.2K $1.97M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
748
+ 4.31%
$96.25 - $101.98 $72K - $76.3K
18.1K $1.83M
MUB
Ishares National Muni Bond ETF

ETFs
1.06K
+ 6.76%
$106.13 - $108.7 $113K - $116K
16.8K $1.83M
VGLT
Vanguard Long Term Treasury Et

ETFs
815
+ 3.48%
$56.52 - $63.23 $46.1K - $51.5K
24.2K $1.49M
LQD
Ishares Iboxx $ Investment Gra

ETFs
488
+ 4.42%
$106.11 - $113.72 $51.8K - $55.5K
11.5K $1.3M
HD
Home Depot, Inc.

Consumer Cyclical
91
+ 7.2%
$333.64 - $405.2 $30.4K - $36.9K
1.36K $549K
GLD
Spdr Gold Trust

ETFs
192
+ 8.85%
$215.56 - $246.98 $41.4K - $47.4K
2.36K $574K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
779
+ 2.08%
$51.02 - $52.74 $39.7K - $41.1K
38.3K $2.01M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.06%
$163.84 - $199.33 $328 - $399
3.39K $669K
VTI
Vanguard Total Stock Market Et

ETFs
294
+ 108.89%
$255.18 - $283.2 $75K - $83.3K
564 $159K
OMFL
Invesco Exchange Traded Self I

ETFs
939
+ 1.32%
$47.65 - $52.99 $44.7K - $49.8K
72.1K $3.82M
VCIT
Vanguard Intermediate Term Cor

ETFs
731
+ 12.86%
$79.29 - $84.02 $58K - $61.4K
6.42K $537K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.66K
+ 9.29%
$23.57 - $24.19 $62.7K - $64.4K
31.3K $756K
AMZN
Amazon Com Inc

Consumer Cyclical
494
+ 18.98%
$161.02 - $200.0 $79.5K - $98.8K
3.1K $577K
SUB
Ishares Short Term National Mu

ETFs
438
+ 4.19%
$104.3 - $106.3 $45.7K - $46.6K
10.9K $1.16M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
921
+ 19.75%
$46.5 - $49.42 $42.8K - $45.5K
5.58K $274K
IWM
Ishares Russell 2000 ETF

ETFs
139
+ 11.46%
$200.87 - $224.6 $27.9K - $31.2K
1.35K $298K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
734
+ 1.57%
$50.25 - $50.74 $36.9K - $37.2K
47.6K $2.42M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
551
+ 16.59%
$76.38 - $78.87 $42.1K - $43.5K
3.87K $304K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
1.63K
+ 13.23%
$20.51 - $21.98 $33.5K - $35.8K
14K $303K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.91K
+ 12.9%
$25.19 - $25.5 $48.2K - $48.8K
16.7K $426K
FCAL
First Tr Iii Calif Mun High In

ETFs
255
+ 0.82%
$49.34 - $50.4 $12.6K - $12.9K
31.3K $1.57M
GOOG
Alphabet Inc.

Communication Services
240
+ 29.74%
$149.54 - $192.66 $35.9K - $46.2K
1.05K $175K
SPSB
Spdr Portfolio Short Term Corp

ETFs
368
+ 1.82%
$29.58 - $30.31 $10.9K - $11.2K
20.6K $623K
JEPI
J P Morgan Exchange Traded Fd

ETFs
362
+ 131.16%
$54.98 - $59.51 $19.9K - $21.5K
638 $37K
XOM
Exxon Mobil Corp

Energy
42
+ 0.65%
$109.72 - $119.0 $4.61K - $5K
6.53K $764K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
181
New
$69.77 - $85.51 $12.6K - $15.5K
181 $15K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
214
New
$44.07 - $50.57 $9.43K - $10.8K
214 $10K
VTV
Vanguard Value ETF

ETFs
39
+ 17.03%
$159.75 - $174.57 $6.23K - $6.81K
268 $46K
VNLA
Janus Henderson Short Duration

ETFs
123
New
$48.34 - $49.08 $5.95K - $6.04K
123 $6K
VOE
Vanguard Mid Cap Value Index F

ETFs
30
New
$149.02 - $167.67 $4.47K - $5.03K
30 $5K
BYND
Beyond Meat, Inc.

Consumer Defensive
65
+ 0.19%
$5.24 - $7.49 $341 - $487
34.4K $233K
VPU
Vanguard Utilities ETF

ETFs
12
New
$146.64 - $174.54 $1.76K - $2.09K
12 $2K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
16
New
$66.31 - $74.08 $1.06K - $1.19K
16 $1K
Series Portfolios Tr
7.47K
New
N/A
7.47K $0
Fidelity Wise Origin Bitcoin
5.13K
New
N/A
5.13K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
48
+ 0.3%
N/A
15.9K $0
Activity Summary
Buys All Purchases 50 New Holdings 13 Increased Positions 37 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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