Running Point Capital Advisors, LLC Incresed Positions in Q1 2025

Running Point Capital Advisors, LLC

  • $305 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
74.1K
+ 120.77%
$99.16 - $99.52 $7.35M - $7.38M
135K $13.5M
NVDA
Nvidia Corp

Technology
14.2K
+ 452.62%
$106.98 - $149.43 $1.52M - $2.13M
17.4K $1.88M
META
Meta Platforms, Inc.

Communication Services
2.49K
+ 300.12%
$576.36 - $736.67 $1.43M - $1.83M
3.32K $1.91M
IDEV
Ishares Core Msci Intl Develop

ETFs
11.8K
+ 9.61%
$63.77 - $71.36 $753K - $842K
135K $9.27M
PULS
Pgim ETF Tr

ETFs
21.6K
+ 104.04%
$49.56 - $49.78 $1.07M - $1.07M
42.3K $2.1M
IVV
Ishares Core S&P 500 ETF

ETFs
1.38K
+ 303.08%
$554.06 - $615.85 $764K - $849K
1.83K $1.03M
AAPL
Apple Inc.

Technology
4.91K
+ 35.42%
$209.68 - $247.1 $1.03M - $1.21M
18.8K $4.17M
IEMG
Ishares Inc

ETFs
12.1K
+ 4.28%
N/A
294K $15.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.21K
+ 295.72%
$120.29 - $134.6 $507K - $567K
5.64K $687K
LLY
Eli Lilly & CO

Healthcare
476
+ 25.62%
$725.72 - $929.72 $345K - $443K
2.33K $1.93M
MSFT
Microsoft Corp

Technology
1.89K
+ 22.83%
$375.39 - $447.2 $708K - $844K
10.2K $3.81M
AMZN
Amazon Com Inc

Consumer Cyclical
2.03K
+ 51.58%
$190.26 - $242.06 $386K - $491K
5.96K $1.13M
GLD
Spdr Gold Trust

ETFs
464
+ 16.71%
$243.19 - $288.14 $113K - $134K
3.24K $933K
ABBV
Abb Vie Inc.

Healthcare
601
+ 17.73%
$169.2 - $216.66 $102K - $130K
3.99K $836K
GOOG
Alphabet Inc.

Communication Services
1.65K
+ 125.65%
$156.06 - $207.71 $257K - $342K
2.96K $461K
ARES
Ares Management Corp

Financial Services
8.98K
+ 24.66%
$140.19 - $198.28 $1.26M - $1.78M
45.4K $6.65M
FDLO
Fidelity Covington Tr Low Vola

ETFs
3.28K
+ 2.05%
$59.43 - $63.22 $195K - $208K
164K $9.92M
VEA
Vanguard Ftse Developed Market

ETFs
1.39K
+ 3.6%
$47.4 - $52.99 $65.9K - $73.7K
40K $2.03M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.67K
+ 4.42%
$55.41 - $60.74 $259K - $284K
110K $6.23M
V
Visa Inc.

Financial Services
309
+ 18.02%
$306.92 - $362.71 $94.8K - $112K
2.02K $709K
IFGL
Ishares International Develope

ETFs
4.94K
+ 3.91%
$18.76 - $20.18 $92.7K - $99.7K
131K $2.59M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.03K
+ 4.63%
$95.85 - $99.25 $98.2K - $102K
23.2K $2.29M
AVGO
Broadcom Inc.

Technology
1.95K
+ 69.5%
$167.43 - $244.7 $326K - $477K
4.75K $795K
XOM
Exxon Mobil Corp

Energy
749
+ 16.29%
$105.44 - $118.93 $79K - $89.1K
5.35K $635K
CVX
Chevron Corp

Energy
624
+ 42.83%
$146.71 - $167.97 $91.5K - $105K
2.08K $348K
COST
Costco Wholesale Corp

Consumer Defensive
130
+ 44.37%
$890.62 - $1076.86 $116K - $140K
423 $400K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.27K
+ 2.36%
$42.5 - $46.71 $54.1K - $59.5K
55.3K $2.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 1.64%
$442.66 - $534.52 $9.74K - $11.8K
1.37K $727K
ABT
Abbott Laboratories

Healthcare
383
+ 11.97%
$111.1 - $140.22 $42.6K - $53.7K
3.58K $475K
NFLX
Netflix Inc

Communication Services
105
+ 29.49%
$828.4 - $1058.6 $87K - $111K
461 $429K
IEFA
Ishares Tr

ETFs
1.24K
+ 40.28%
$69.57 - $78.65 $86.5K - $97.8K
4.33K $327K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.08K
+ 16.77%
$79.17 - $82.04 $85.2K - $88.3K
7.49K $612K
LQD
Ishares Iboxx $ Investment Gra

ETFs
616
+ 4.75%
$105.1 - $109.61 $64.7K - $67.5K
13.6K $1.48M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.12K
+ 2.41%
$51.52 - $52.37 $57.6K - $58.5K
47.5K $2.49M
PG
Procter & Gamble CO

Consumer Defensive
445
+ 21.65%
$158.56 - $176.26 $70.6K - $78.4K
2.5K $426K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
3.95K
+ 12.6%
$22.83 - $23.75 $90.1K - $93.7K
35.3K $812K
BNDX
Vanguard Total International B

ETFs
1.59K
+ 4.9%
$48.33 - $49.5 $76.8K - $78.7K
34K $1.66M
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
TLT
Ishares Barclays 20+ Year Trea

ETFs
125
+ 3.26%
$85.29 - $92.57 $10.7K - $11.6K
3.96K $360K
MUB
Ishares National Muni Bond ETF

ETFs
348
+ 2.28%
$104.71 - $107.69 $36.4K - $37.5K
15.6K $1.65M
ITM
Vaneck Intermediate Muni ETF

ETFs
718
+ 2.54%
$45.21 - $46.67 $32.5K - $33.5K
29K $1.32M
AMAT
Applied Materials Inc

Technology
325
+ 18.14%
$145.06 - $195.51 $47.1K - $63.5K
2.12K $307K
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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