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
T
At&T Inc.

Communication Services
441
+ 2.59%
$18.21 - $22.28 $8.03K - $9.83K
17.5K $384K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
49
+ 0.38%
$48.51 - $52.86 $2.38K - $2.59K
12.8K $675K
IWN
Ishares Russell2000 Val ETF

ETFs
148
+ 7.34%
$150.05 - $171.34 $22.2K - $25.4K
2.16K $360K
DFS
Discover Financial Services

Financial Services
35
+ 0.69%
$123.41 - $144.72 $4.32K - $5.07K
5.11K $716K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
331
+ 2.7%
$50.43 - $55.76 $16.7K - $18.5K
12.6K $701K
TXN
Texas Instruments Inc

Technology
260
+ 14.99%
$194.6 - $194.6 $50.6K - $50.6K
1.99K $388K
IEMG
Ishares Inc

ETFs
756
+ 1.08%
$53.64 - $53.64 $40.6K - $40.6K
70.8K $3.8M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
61
+ 0.53%
$73.78 - $81.92 $4.5K - $5K
11.6K $952K
MSTR
Microstrategy Inc

Technology
1.43K
+ 900.0%
$114.3 - $1800.09 $164K - $2.58M
1.59K $268K
CI
Cigna Corp

Healthcare
98
+ 10.99%
$319.12 - $367.1 $31.3K - $36K
990 $342K
TT
Trane Technologies PLC

Industrials
10
+ 1.52%
$314.21 - $388.71 $3.14K - $3.89K
666 $258K
TJX
Tjx Companies Inc

Consumer Cyclical
85
+ 2.08%
$107.93 - $120.23 $9.17K - $10.2K
4.17K $490K
CRM
Salesforce, Inc.

Technology
21
+ 0.98%
$238.42 - $276.53 $5.01K - $5.81K
2.16K $590K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
272
+ 6.25%
$69.61 - $79.56 $18.9K - $21.6K
4.63K $362K
ED
Consolidated Edison Inc

Utilities
48
+ 2.01%
$88.42 - $104.97 $4.24K - $5.04K
2.44K $253K
SNA
Snap On Inc

Industrials
16
+ 1.37%
$255.35 - $289.77 $4.09K - $4.64K
1.19K $343K
LHX
L3 Harris Technologies, Inc.

Industrials
39
+ 1.95%
$221.96 - $243.27 $8.66K - $9.49K
2.04K $484K
VZ
Verizon Communications Inc

Communication Services
183
+ 2.63%
$38.89 - $45.0 $7.12K - $8.24K
7.13K $320K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
16
+ 0.34%
$71.9 - $79.86 $1.15K - $1.28K
4.73K $375K
CAG
Conagra Brands Inc.

Consumer Defensive
98
+ 1.35%
$28.13 - $32.83 $2.76K - $3.22K
7.35K $238K
OEF
Ishares S&P 100 ETF

ETFs
103
+ 4.82%
$266.03 - $266.03 $27.4K - $27.4K
2.24K $595K
BAC
Bank Of America Corp

Financial Services
715
+ 8.87%
$36.65 - $44.13 $26.2K - $31.6K
8.78K $348K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
6
+ 0.08%
$50.77 - $57.17 $305 - $343
7.08K $404K
FLR
Fluor Corp

Industrials
93
+ 1.92%
$43.22 - $50.26 $4.02K - $4.67K
4.94K $235K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.06%
$64.57 - $71.76 $129 - $144
3.52K $252K
LYG
Lloyds Banking Group PLC

Financial Services
1.2K
+ 2.4%
$2.73 - $3.17 $3.28K - $3.81K
51.2K $159K
KMB
Kimberly Clark Corp

Consumer Defensive
51
+ 1.48%
$135.05 - $148.35 $6.89K - $7.57K
3.5K $497K
IXC
Ishares Tr Global Energy ETF

ETFs
365
+ 6.76%
$38.94 - $42.35 $14.2K - $15.5K
5.76K $233K
DIS
Walt Disney CO

Communication Services
169
+ 6.05%
$85.6 - $98.61 $14.5K - $16.7K
2.96K $284K
AMZN
Amazon Com Inc

Consumer Cyclical
2.07K
+ 3.74%
$161.02 - $200.0 $333K - $414K
57.4K $10.7M
JGRO
J P Morgan Exchange Traded Fd
2.21K
+ 11.21%
N/A
21.9K $0
HPP
Hudson Pacific Properties, Inc.

Real Estate
275
+ 0.65%
$4.4 - $6.01 $1.21K - $1.65K
42.3K $202K
HON
Honeywell International Inc

Industrials
104
+ 3.39%
$196.73 - $220.21 $20.5K - $22.9K
3.17K $654K
J P Morgan Exchange Traded F
2.69K
+ 34.53%
N/A
10.5K $0
J P Morgan Exchange Traded F
5.03K
+ 83.75%
N/A
11K $0
FDX
Fedex Corp

Industrials
11
+ 1.33%
$254.64 - $313.52 $2.8K - $3.45K
839 $229K
WFC
Wells Fargo & Company

Financial Services
16
+ 0.19%
$51.58 - $60.97 $825 - $976
8.55K $482K
QCOM
Qualcomm Inc

Technology
172
+ 8.73%
$156.12 - $209.64 $26.9K - $36.1K
2.14K $364K
MRK
Merck & Co., Inc.

Healthcare
476
+ 5.46%
$111.15 - $128.97 $52.9K - $61.4K
9.19K $1.04M
ADBE
Adobe Inc.

Technology
113
+ 4.03%
$508.13 - $586.55 $57.4K - $66.3K
2.92K $1.51M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
2.95K
+ 3.98%
$13.62 - $15.59 $40.1K - $45.9K
77K $1.06M
XLE
Energy Sector Spdr

ETFs
72
+ 0.34%
$84.35 - $93.39 $6.07K - $6.72K
21.3K $1.87M
CVX
Chevron Corp

Energy
262
+ 1.68%
$137.88 - $161.97 $36.1K - $42.4K
15.9K $2.34M
CDNS
Cadence Design Systems Inc

Technology
67
+ 1.72%
$246.84 - $321.11 $16.5K - $21.5K
3.96K $1.07M
GOOGL
Alphabet Inc.

Communication Services
3.16K
+ 7.75%
$148.65 - $191.18 $469K - $604K
43.9K $7.28M
GOOG
Alphabet Inc.

Communication Services
2.32K
+ 5.09%
$149.54 - $192.66 $347K - $447K
47.8K $8M
KLAC
Kla Corp

Technology
15
+ 0.15%
$696.17 - $892.35 $10.4K - $13.4K
9.95K $7.7M
PSX
Phillips 66

Energy
84
+ 0.12%
$125.0 - $147.17 $10.5K - $12.4K
71.7K $9.42M
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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