Fort Point Capital Partners LLC Incresed Positions in Q3 2024

Fort Point Capital Partners LLC

  • $803 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
121K
+ 28.37%
$47.6 - $53.31 $5.78M - $6.47M
549K $29M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
66.2K
+ 20.08%
$49.93 - $51.15 $3.31M - $3.39M
396K $20.2M
TTD
Trade Desk, Inc.

Technology
29.4K
+ 928.28%
$83.08 - $110.79 $2.44M - $3.26M
32.5K $3.57M
AAPL
Apple Inc.

Technology
3.18K
+ 4.21%
$207.23 - $234.82 $659K - $747K
78.7K $18.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.96K
+ 1.25%
$96.25 - $101.98 $382K - $404K
320K $32.4M
IVV
Ishares Core S&P 500 ETF

ETFs
340
+ 0.73%
$520.18 - $576.82 $177K - $196K
46.8K $27M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.56K
+ 2.91%
$75.32 - $84.37 $418K - $469K
196K $16.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.1K
+ 4.99%
$36.98 - $41.55 $558K - $627K
318K $13.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.7K
+ 8.48%
$41.9 - $48.26 $532K - $612K
162K $7.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.39K
+ 55.94%
$434.77 - $502.96 $1.04M - $1.2M
6.65K $3.25M
VGLT
Vanguard Long Term Treasury Et

ETFs
8.69K
+ 8.69%
$56.52 - $63.23 $491K - $550K
109K $6.69M
MUB
Ishares National Muni Bond ETF

ETFs
4.21K
+ 2.06%
$106.13 - $108.7 $447K - $457K
209K $22.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.12K
+ 1.58%
$36.02 - $41.68 $112K - $130K
201K $8.3M
NVDA
Nvidia Corp

Technology
7.5K
+ 15.42%
$98.91 - $134.91 $742K - $1.01M
56.1K $6.82M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.48K
+ 2.52%
$31.05 - $34.29 $201K - $222K
264K $9.05M
MSFT
Microsoft Corp

Technology
2.68K
+ 9.24%
$395.15 - $467.56 $1.06M - $1.25M
31.7K $13.6M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
227
+ 0.18%
$66.31 - $74.08 $15.1K - $16.8K
129K $9.5M
MBB
Ishares Tr

ETFs
4.63K
+ 9.07%
$90.85 - $96.66 $420K - $447K
55.6K $5.33M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.37K
+ 0.57%
$33.74 - $37.96 $46.2K - $51.9K
241K $9.07M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.59K
+ 3.18%
$46.9 - $51.96 $168K - $186K
116K $5.99M
HD
Home Depot, Inc.

Consumer Cyclical
166
+ 1.99%
$333.64 - $405.2 $55.4K - $67.3K
8.51K $3.45M
VO
Vanguard Mid Cap ETF

ETFs
821
+ 4.97%
$237.84 - $263.83 $195K - $217K
17.3K $4.58M
AVGO
Broadcom Inc.

Technology
16.2K
+ 1040.06%
$136.27 - $1745.86 $2.2M - $28.2M
17.7K $3.06M
META
Meta Platforms, Inc.

Communication Services
127
+ 1.9%
$453.41 - $572.44 $57.6K - $72.7K
6.82K $3.91M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.52K
+ 55.54%
$100.3 - $100.74 $454K - $456K
12.7K $1.28M
CAT
Caterpillar Inc

Industrials
109
+ 1.57%
$316.8 - $391.12 $34.5K - $42.6K
7.04K $2.75M
GLD
Spdr Gold Trust

ETFs
322
+ 2.47%
$215.56 - $246.98 $69.4K - $79.5K
13.4K $3.25M
IGRO
Ishares Tr International Divid

ETFs
4.95K
+ 51.42%
$66.7 - $75.25 $330K - $373K
14.6K $1.09M
V
Visa Inc.

Financial Services
1.21K
+ 15.21%
$253.74 - $291.56 $307K - $353K
9.17K $2.52M
XOM
Exxon Mobil Corp

Energy
845
+ 0.54%
$109.72 - $119.0 $92.7K - $101K
158K $18.5M
RACE
Ferrari N.V.

Consumer Cyclical
20
+ 0.32%
$405.92 - $496.79 $8.12K - $9.94K
6.18K $2.91M
MA
Mastercard Inc

Financial Services
248
+ 5.39%
$429.6 - $500.99 $107K - $124K
4.85K $2.4M
PEP
Pepsico Inc

Consumer Defensive
1.07K
+ 3.04%
$161.9 - $179.3 $174K - $192K
36.4K $6.19M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
567
+ 21.29%
$386.81 - $423.12 $219K - $240K
3.23K $1.37M
AXP
American Express CO

Financial Services
81
+ 1.16%
$225.92 - $271.17 $18.3K - $22K
7.07K $1.92M
COST
Costco Wholesale Corp

Consumer Defensive
192
+ 5.99%
$801.83 - $917.05 $154K - $176K
3.4K $3.01M
WMT
Walmart Inc.

Consumer Defensive
611
+ 3.5%
$66.91 - $81.4 $40.9K - $49.7K
18.1K $1.46M
ABBV
Abb Vie Inc.

Healthcare
659
+ 12.6%
$163.84 - $199.33 $108K - $131K
5.89K $1.16M
LOW
Lowes Companies Inc

Consumer Cyclical
137
+ 3.2%
$213.3 - $270.78 $29.2K - $37.1K
4.42K $1.2M
BXP
Boston Properties Inc

Real Estate
2.12K
+ 50.96%
$60.3 - $82.49 $128K - $175K
6.27K $504K
ITW
Illinois Tool Works Inc

Industrials
210
+ 2.88%
$233.14 - $263.97 $49K - $55.4K
7.49K $1.96M
UNH
Unitedhealth Group Inc

Healthcare
183
+ 11.44%
$488.01 - $604.18 $89.3K - $111K
1.78K $1.04M
JPM
Jpmorgan Chase & CO

Financial Services
625
+ 5.7%
$194.9 - $224.8 $122K - $141K
11.6K $2.44M
EEM
Ishares Msci Emerging Markets

ETFs
1.37K
+ 2.92%
$40.42 - $46.7 $55.5K - $64.2K
48.4K $2.22M
BKNG
Booking Holdings Inc.

Consumer Cyclical
39
+ 19.8%
$3305.62 - $4268.05 $129K - $166K
236 $994K
VB
Vanguard Small Cap ETF

ETFs
76
+ 0.84%
$214.77 - $237.72 $16.3K - $18.1K
9.13K $2.17M
DGRO
Ishares Core Dividend Growth E

ETFs
1.75K
+ 10.95%
$57.47 - $62.76 $100K - $110K
17.7K $1.11M
JPUS
Jpmorgan Diversified Return Us

ETFs
217
+ 1.42%
$108.5 - $119.68 $23.5K - $26K
15.5K $1.85M
ONON
On Holding Ag

Consumer Cyclical
1.3K
+ 12.48%
$36.63 - $51.57 $47.6K - $67K
11.7K $587K
Activity Summary
Buys All Purchases 178 New Holdings 29 Increased Positions 149 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 2 Puts 2
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