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
IBM
International Business Machines Corp

Technology
66
+ 1.91%
$175.1 - $223.38 $11.6K - $14.7K
3.52K $778K
KCE
Spdr S&P Capital Markets ETF

ETFs
488
+ 6.25%
$110.03 - $126.01 $53.7K - $61.5K
8.3K $1.04M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
947
+ 5.18%
$75.88 - $83.21 $71.9K - $78.8K
19.2K $1.6M
IAU
Ishares Gold Trust

ETFs
1.32K
+ 7.45%
$44.06 - $50.5 $57.9K - $66.4K
19K $942K
ORCL
Oracle Corp

Technology
75
+ 1.49%
$125.9 - $170.35 $9.44K - $12.8K
5.11K $870K
SAP
Sap Se

Technology
573
+ 57.3%
$197.21 - $231.0 $113K - $132K
1.57K $360K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
33
+ 0.16%
$83.76 - $91.82 $2.76K - $3.03K
20.9K $1.91M
VTC
Vanguard Scottsdale Fds Total

ETFs
1.2K
+ 7.89%
$75.09 - $79.73 $90.3K - $95.9K
16.5K $1.31M
LLY
Eli Lilly & CO

Healthcare
183
+ 18.5%
$772.14 - $960.02 $141K - $176K
1.17K $1.04M
JCTR
Jp Morgan Exch Traded Fd Tr Ca
1.28K
+ 12.59%
$69.46 - $77.48 $88.6K - $98.8K
11.4K $883K
LMT
Lockheed Martin Corp

Industrials
31
+ 3.19%
$460.3 - $584.56 $14.3K - $18.1K
1K $586K
AMD
Advanced Micro Devices Inc

Technology
762
+ 27.16%
$128.67 - $183.96 $98K - $140K
3.57K $585K
IYW
Ishares Dj Us Tech ETF

ETFs
716
+ 5.04%
$133.16 - $158.73 $95.3K - $114K
14.9K $2.26M
ALL
Allstate Corp

Financial Services
21
+ 0.54%
$158.43 - $192.86 $3.33K - $4.05K
3.94K $747K
JNJ
Johnson & Johnson

Healthcare
307
+ 7.0%
$145.48 - $167.38 $44.7K - $51.4K
4.7K $760K
PG
Procter & Gamble CO

Consumer Defensive
556
+ 20.68%
$160.76 - $177.82 $89.4K - $98.9K
3.24K $561K
FRT
Federal Realty Investment Trust

Real Estate
75
+ 0.98%
$100.42 - $117.38 $7.53K - $8.8K
7.76K $891K
BX
Blackstone Inc.

Financial Services
77
+ 2.18%
$120.77 - $159.66 $9.3K - $12.3K
3.61K $551K
IYF
Ishares Tr

ETFs
791
+ 22.76%
$93.83 - $105.05 $74.2K - $83.1K
4.27K $443K
SYK
Stryker Corp

Healthcare
275
+ 44.07%
$315.94 - $371.96 $86.9K - $102K
899 $324K
NOC
Northrop Grumman Corp

Industrials
19
+ 1.84%
$423.73 - $533.14 $8.05K - $10.1K
1.05K $556K
ABT
Abbott Laboratories

Healthcare
386
+ 6.52%
$100.07 - $118.13 $38.6K - $45.6K
6.3K $718K
AON
Aon PLC

Financial Services
88
+ 6.32%
$293.16 - $351.06 $25.8K - $30.9K
1.48K $512K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
532
+ 14.64%
$201.42 - $273.98 $107K - $146K
4.17K $1M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
130
+ 1.64%
$144.27 - $157.55 $18.8K - $20.5K
8.04K $1.27M
PFE
Pfizer Inc

Healthcare
3.12K
+ 34.47%
$27.7 - $31.39 $86.5K - $98K
12.2K $352K
RTX
Raytheon Technologies Corp

Industrials
109
+ 2.67%
$99.55 - $123.34 $10.9K - $13.4K
4.19K $508K
GS
Goldman Sachs Group Inc

Financial Services
119
+ 14.18%
$459.02 - $510.25 $54.6K - $60.7K
958 $474K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
293
+ 0.73%
$46.18 - $48.92 $13.5K - $14.3K
40.2K $1.95M
GILD
Gilead Sciences, Inc.

Healthcare
146
+ 2.81%
$66.59 - $83.99 $9.72K - $12.3K
5.33K $447K
AMP
Ameriprise Financial Inc

Financial Services
56
+ 3.69%
$391.53 - $469.81 $21.9K - $26.3K
1.57K $739K
AMT
American Tower Corp

Real Estate
73
+ 3.76%
$192.27 - $242.73 $14K - $17.7K
2.01K $467K
NKE
Nike, Inc.

Consumer Cyclical
156
+ 2.7%
$71.09 - $89.44 $11.1K - $14K
5.94K $524K
DVY
Ishares Tr

ETFs
16
+ 0.26%
$119.99 - $135.74 $1.92K - $2.17K
6.14K $828K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
150
+ 1.24%
$98.24 - $109.56 $14.7K - $16.4K
12.2K $1.34M
MAR
Marriott International Inc

Consumer Cyclical
274
+ 12.14%
$211.35 - $255.11 $57.9K - $69.9K
2.53K $629K
MS
Morgan Stanley

Financial Services
45
+ 0.46%
$92.07 - $106.96 $4.14K - $4.81K
9.91K $1.03M
XLK
Technology Sector Spdr

ETFs
350
+ 3.25%
$197.34 - $237.68 $69.1K - $83.2K
11.1K $2.51M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
170
+ 6.28%
$201.82 - $234.36 $34.3K - $39.8K
2.88K $662K
HTBK
Heritage Commerce Corp

Financial Services
5.74K
+ 49.98%
$8.22 - $10.71 $47.2K - $61.5K
17.2K $170K
IYH
Ishares Tr

ETFs
203
+ 1.3%
$60.29 - $66.38 $12.2K - $13.5K
15.8K $1.03M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
158
+ 29.81%
$460.0 - $505.78 $72.7K - $79.9K
688 $319K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9
+ 1.52%
$1015.62 - $1159.62 $9.14K - $10.4K
601 $692K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
60
+ 0.92%
$102.5 - $119.64 $6.15K - $7.18K
6.59K $788K
VEU
Vanguard Ftse All World Ex Us

ETFs
112
+ 0.83%
$56.47 - $63.69 $6.32K - $7.13K
13.6K $856K
JEPI
J P Morgan Exchange Traded Fd

ETFs
852
+ 16.67%
$54.98 - $59.51 $46.8K - $50.7K
5.96K $354K
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.33K
+ 18.29%
$38.51 - $41.48 $51.1K - $55K
8.58K $354K
KO
Coca Cola CO

Consumer Defensive
327
+ 6.72%
$62.69 - $73.01 $20.5K - $23.9K
5.19K $372K
MCO
Moodys Corp

Financial Services
32
+ 3.73%
$421.49 - $494.67 $13.5K - $15.8K
890 $422K
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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