Running Point Capital Advisors, LLC Purchases in Q1 2025

Running Point Capital Advisors, LLC

  • $305 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FCAL
First Tr Iii Calif Mun High In

ETFs
1.84K
+ 5.04%
$48.53 - $49.76 $89.5K - $91.8K
38.5K $1.87M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
1.82K
+ 12.93%
$20.37 - $21.34 $37.1K - $38.8K
15.9K $335K
HD
Home Depot, Inc.

Consumer Cyclical
200
+ 14.33%
$347.25 - $424.87 $69.5K - $85K
1.6K $584K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
450
+ 11.62%
$76.94 - $78.28 $34.6K - $35.2K
4.32K $338K
MCD
Mcdonalds Corp

Consumer Cyclical
62
+ 7.27%
$279.74 - $321.29 $17.3K - $19.9K
915 $285K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.3K
+ 7.57%
$25.44 - $25.58 $33K - $33.2K
18.4K $470K
SPTL
Spdr Portfolio Long Term Treas

ETFs
801
+ 9.28%
$25.54 - $27.64 $20.5K - $22.1K
9.43K $257K
SUB
Ishares Short Term National Mu

ETFs
255
+ 2.12%
$105.3 - $106.24 $26.9K - $27.1K
12.3K $1.3M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
179
New
$161.27 - $192.3 $28.9K - $34.4K
179 $28K
TLT
Ishares Barclays 20+ Year Trea

ETFs
125
+ 3.26%
$85.29 - $92.57 $10.7K - $11.6K
3.96K $360K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
144
New
$117.4 - $131.02 $16.9K - $18.9K
144 $17K
ITM
Vaneck Intermediate Muni ETF

ETFs
718
+ 2.54%
$45.21 - $46.67 $32.5K - $33.5K
29K $1.32M
VTV
Vanguard Value ETF

ETFs
88
+ 38.26%
$167.73 - $179.21 $14.8K - $15.8K
318 $54K
AMAT
Applied Materials Inc

Technology
325
+ 18.14%
$145.06 - $195.51 $47.1K - $63.5K
2.12K $307K
IJK
Ishares S&P Midcap 400 Growth

ETFs
201
New
$81.62 - $96.63 $16.4K - $19.4K
201 $16K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
621
New
N/A
621 $14K
SLF
Sun Life Financial Inc

Financial Services
364
+ 6.53%
$54.05 - $59.19 $19.7K - $21.5K
5.94K $339K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
69
New
$121.0 - $142.28 $8.35K - $9.82K
69 $8K
IJS
Ishares S&P Smallcap 600 Value

ETFs
90
New
$96.3 - $112.23 $8.67K - $10.1K
90 $8K
BOTZ
Global X Fds

ETFs
295
New
$28.46 - $34.53 $8.4K - $10.2K
295 $8K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
263
+ 5.5%
$18.46 - $19.19 $4.85K - $5.05K
5.05K $96K
PPA
Invesco Exchange Traded Fd Tr

ETFs
34
+ 10.33%
$113.59 - $123.29 $3.86K - $4.19K
363 $42K
VUG
Vanguard Growth ETF

ETFs
36
+ 16.74%
$369.1 - $427.61 $13.3K - $15.4K
251 $93K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
112
+ 2.82%
$24.6 - $24.99 $2.76K - $2.8K
4.08K $101K
VBK
Vanguard Small Cap Growth ETF

ETFs
12
New
$247.97 - $296.33 $2.98K - $3.56K
12 $3K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
45
+ 12.16%
$49.42 - $50.43 $2.22K - $2.27K
415 $20K
VBR
Vanguard Small Cap Value ETF

ETFs
16
New
$183.02 - $207.75 $2.93K - $3.32K
16 $2K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5
+ 0.65%
$77.7 - $78.94 $389 - $395
775 $61K
IEO
Ishares Tr

ETFs
16
New
$86.02 - $99.13 $1.38K - $1.59K
16 $1K
PXE
Invesco Exchange Traded Fd Tr

ETFs
50
New
$26.71 - $32.52 $1.34K - $1.63K
50 $1K
Vanguard Instl Index Fd
59.1K
New
N/A
59.1K $0
RDIV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.71%
$47.27 - $50.52 $47.3 - $50.5
142 $6K
Oaktree Specialty Lending CO
3.08K
+ 18.12%
N/A
20.1K $0
Global X Fds
21.3K
New
N/A
21.3K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
15.6K
+ 130.59%
N/A
27.5K $0
Sound Point Meridian Cap Inc
6.91K
+ 31.12%
N/A
29.1K $0
Pgim ETF Tr
4.9K
+ 46.22%
N/A
15.5K $0
MS
Morgan Stanley

Financial Services
101
+ 5.57%
$111.68 - $141.08 $11.3K - $14.2K
1.91K $223K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
126
+ 0.14%
$25.12 - $26.05 $3.17K - $3.28K
87.8K $2.22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
104
+ 0.43%
$507.05 - $563.67 $52.7K - $58.6K
24.1K $12.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
680
+ 0.98%
$192.82 - $222.1 $131K - $151K
70.1K $13.5M
Activity Summary
Buys All Purchases 92 New Holdings 25 Increased Positions 67 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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