Running Point Capital Advisors, LLC New Holdings in Q1 2025

Running Point Capital Advisors, LLC

  • $305 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
1.24K
New
$222.15 - $428.22 $275K - $531K
1.24K $321K
IVW
Ishares S&P 500 Growth ETF

ETFs
3.28K
New
$92.45 - $106.69 $303K - $349K
3.28K $304K
MA
Mastercard Inc

Financial Services
476
New
$504.67 - $576.31 $240K - $274K
476 $260K
CSCO
Cisco Systems, Inc.

Technology
3.99K
New
$58.74 - $64.87 $234K - $259K
3.99K $245K
VZ
Verizon Communications Inc

Communication Services
5.4K
New
$37.81 - $46.49 $204K - $251K
5.4K $244K
ORCL
Oracle Corp

Technology
1.72K
New
$139.81 - $186.47 $240K - $321K
1.72K $240K
MMM
3 M CO

Industrials
1.48K
New
$129.7 - $155.12 $192K - $229K
1.48K $217K
MRK
Merck & Co., Inc.

Healthcare
2.41K
New
$83.01 - $101.02 $200K - $243K
2.41K $215K
GILD
Gilead Sciences, Inc.

Healthcare
1.89K
New
$89.14 - $117.41 $169K - $222K
1.89K $212K
DUK
Duke Energy Corp

Utilities
1.66K
New
$105.87 - $121.97 $175K - $202K
1.66K $202K
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.48K
New
$43.53 - $45.42 $64.3K - $67K
1.48K $66K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
179
New
$161.27 - $192.3 $28.9K - $34.4K
179 $28K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
144
New
$117.4 - $131.02 $16.9K - $18.9K
144 $17K
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
IJS
Ishares S&P Smallcap 600 Value

ETFs
90
New
$96.3 - $112.23 $8.67K - $10.1K
90 $8K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
69
New
$121.0 - $142.28 $8.35K - $9.82K
69 $8K
BOTZ
Global X Fds

ETFs
295
New
$28.46 - $34.53 $8.4K - $10.2K
295 $8K
VBK
Vanguard Small Cap Growth ETF

ETFs
12
New
$247.97 - $296.33 $2.98K - $3.56K
12 $3K
VBR
Vanguard Small Cap Value ETF

ETFs
16
New
$183.02 - $207.75 $2.93K - $3.32K
16 $2K
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
Global X Fds
21.3K
New
N/A
21.3K $0
Vanguard Instl Index Fd
59.1K
New
N/A
59.1K $0
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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