Fort Point Capital Partners LLC Incresed Positions in Q4 2024

Fort Point Capital Partners LLC

  • $874 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
158K
+ 2268.21%
$76.72 - $82.83 $12.1M - $13.1M
165K $12.7M
VO
Vanguard Mid Cap ETF

ETFs
25K
+ 144.19%
$261.5 - $284.63 $6.54M - $7.12M
42.4K $11.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
57.5K
+ 23.68%
$91.29 - $91.8 $5.25M - $5.27M
300K $27.4M
MUB
Ishares National Muni Bond ETF

ETFs
50.9K
+ 24.4%
$105.78 - $108.7 $5.38M - $5.53M
259K $27.6M
VGLT
Vanguard Long Term Treasury Et

ETFs
97.8K
+ 89.94%
$55.1 - $61.74 $5.39M - $6.04M
207K $11.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
94.9K
+ 23.97%
$49.79 - $51.14 $4.73M - $4.85M
491K $24.6M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
116K
+ 1353.06%
$27.54 - $83.04 $3.2M - $9.65M
125K $3.46M
AAPL
Apple Inc.

Technology
5.36K
+ 6.82%
$221.69 - $259.02 $1.19M - $1.39M
84K $21M
SCHA
Schwab Strategic Tr Us Small C

ETFs
211K
+ 181.31%
$25.33 - $51.16 $5.34M - $10.8M
327K $8.47M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
24.7K
+ 194.78%
$100.16 - $100.7 $2.47M - $2.48M
37.3K $3.75M
IVV
Ishares Core S&P 500 ETF

ETFs
2.98K
+ 6.38%
$570.51 - $610.59 $1.7M - $1.82M
49.8K $29.3M
AMZN
Amazon Com Inc

Consumer Cyclical
319
+ 0.56%
$180.88 - $232.93 $57.7K - $74.3K
57.8K $12.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
33.8K
+ 10.54%
$96.64 - $101.23 $3.26M - $3.42M
354K $34.3M
GOOGL
Alphabet Inc.

Communication Services
1.31K
+ 2.97%
$161.86 - $196.66 $211K - $257K
45.2K $8.56M
GOOG
Alphabet Inc.

Communication Services
433
+ 0.91%
$163.08 - $198.16 $70.6K - $85.8K
48.3K $9.19M
NVDA
Nvidia Corp

Technology
2.84K
+ 5.05%
$117.0 - $148.88 $332K - $422K
59K $7.92M
VB
Vanguard Small Cap ETF

ETFs
3.75K
+ 41.08%
$233.76 - $261.58 $876K - $981K
12.9K $3.09M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
39.3K
+ 62.86%
$26.63 - $30.23 $1.05M - $1.19M
102K $2.71M
V
Visa Inc.

Financial Services
411
+ 4.48%
$273.87 - $320.91 $113K - $132K
9.58K $3.03M
JPM
Jpmorgan Chase & CO

Financial Services
444
+ 3.83%
$205.18 - $250.29 $91.1K - $111K
12K $2.89M
HTBK
Heritage Commerce Corp

Financial Services
44K
+ 255.63%
$9.37 - $10.97 $413K - $483K
61.3K $574K
GBIL
Goldman Sachs Access Treasury

ETFs
4K
+ 112.04%
$99.85 - $100.22 $399K - $401K
7.57K $756K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
20.2K
+ 51.68%
$21.43 - $22.55 $433K - $456K
59.3K $1.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
311
+ 4.67%
$481.22 - $538.17 $150K - $167K
6.97K $3.56M
MSTR
Microstrategy Inc

Technology
410
+ 25.79%
$162.69 - $473.83 $66.7K - $194K
2K $579K
TTD
Trade Desk, Inc.

Technology
80
+ 0.25%
$108.7 - $139.51 $8.7K - $11.2K
32.6K $3.83M
MA
Mastercard Inc

Financial Services
167
+ 3.44%
$491.3 - $536.15 $82K - $89.5K
5.02K $2.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
815
+ 4.26%
$442.29 - $483.08 $360K - $394K
20K $9.05M
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 4.24%
$4100.99 - $5300.34 $41K - $53K
246 $1.22M
WMT
Walmart Inc.

Consumer Defensive
557
+ 3.08%
$79.1 - $95.7 $44.1K - $53.3K
18.7K $1.69M
MS
Morgan Stanley

Financial Services
4
+ 0.04%
$104.42 - $134.99 $418 - $540
9.91K $1.25M
META
Meta Platforms, Inc.

Communication Services
150
+ 2.2%
$554.08 - $632.68 $83.1K - $94.9K
6.97K $4.11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.92K
+ 18.21%
$113.92 - $127.38 $218K - $244K
12.5K $1.43M
GLD
Spdr Gold Trust

ETFs
839
+ 6.28%
$236.59 - $257.5 $198K - $216K
14.2K $3.44M
KCE
Spdr S&P Capital Markets ETF

ETFs
566
+ 6.82%
$124.2 - $148.51 $70.3K - $84.1K
8.86K $1.22M
OWL
Blue Owl Capital Inc.

Financial Services
8
+ 0.02%
$19.51 - $24.81 $156 - $198
45K $1.05M
DFS
Discover Financial Services

Financial Services
22
+ 0.43%
$136.3 - $182.67 $3K - $4.02K
5.13K $888K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.34K
+ 0.89%
$33.92 - $36.6 $79.3K - $85.6K
266K $9.21M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
487
+ 11.69%
$225.16 - $265.16 $110K - $129K
4.65K $1.16M
GE
General Electric CO

Industrials
1.18K
+ 61.36%
$159.95 - $194.23 $189K - $230K
3.11K $518K
IWF
Ishares Russell 1000 Gr ETF

ETFs
325
+ 41.3%
$370.24 - $418.94 $120K - $136K
1.11K $446K
ORCL
Oracle Corp

Technology
1.01K
+ 19.78%
$165.41 - $192.43 $167K - $195K
6.12K $1.02M
AMP
Ameriprise Financial Inc

Financial Services
98
+ 6.23%
$473.15 - $574.01 $46.4K - $56.3K
1.67K $889K
PG
Procter & Gamble CO

Consumer Defensive
988
+ 30.46%
$161.05 - $179.7 $159K - $178K
4.23K $709K
ABT
Abbott Laboratories

Healthcare
1.33K
+ 21.11%
$111.93 - $119.39 $149K - $159K
7.64K $863K
PM
Philip Morris International Inc.

Consumer Defensive
1.2K
+ 66.5%
$118.38 - $133.06 $142K - $160K
3K $361K
IYW
Ishares Dj Us Tech ETF

ETFs
85
+ 0.57%
$148.14 - $166.23 $12.6K - $14.1K
15K $2.39M
TXN
Texas Instruments Inc

Technology
659
+ 33.05%
N/A
2.65K $516K
IWM
Ishares Russell 2000 ETF

ETFs
503
+ 1.79%
$216.13 - $242.4 $109K - $122K
28.7K $6.33M
Activity Summary
Buys All Purchases 169 New Holdings 32 Increased Positions 137 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 1 Puts 4
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