Running Point Capital Advisors, LLC Purchases in Q4 2024

Running Point Capital Advisors, LLC

  • $290 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
274K
+ 105.99%
$91.29 - $91.8 $25.1M - $25.2M
533K $48.8M
VTI
Vanguard Total Stock Market Et

ETFs
8.28K
+ 1468.09%
$280.04 - $302.45 $2.32M - $2.5M
8.84K $2.56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.07K
+ 9.42%
$521.84 - $558.82 $1.08M - $1.16M
24K $12.9M
PULS
Pgim ETF Tr

ETFs
20.7K
New
$49.51 - $49.79 $1.03M - $1.03M
20.7K $1.03M
AVUV
American Centy ETF Tr Avantis

ETFs
8.85K
+ 19.58%
$94.37 - $106.41 $835K - $941K
54K $5.21M
VGT
Vanguard Information Technolog

ETFs
1.18K
+ 130.93%
$571.78 - $647.97 $675K - $765K
2.08K $1.3M
JPIB
Jpmorgan International Bond Op

ETFs
17.9K
+ 19.49%
$47.26 - $48.47 $847K - $868K
110K $5.19M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11.2K
+ 11.88%
$55.86 - $60.21 $626K - $675K
106K $6.05M
IDEV
Ishares Core Msci Intl Develop

ETFs
20.7K
+ 20.3%
$64.18 - $70.42 $1.33M - $1.46M
123K $7.92M
AVGO
Broadcom Inc.

Technology
2.8K
New
$159.67 - $250.0 $448K - $701K
2.8K $649K
IEMG
Ishares Inc

ETFs
11.5K
+ 4.24%
N/A
282K $15.1M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
34.7K
+ 16.02%
$22.51 - $23.61 $782K - $820K
251K $5.68M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.69K
+ 18.24%
$50.37 - $50.6 $438K - $440K
56.3K $2.84M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.09K
+ 21.15%
$51.54 - $52.55 $417K - $425K
46.3K $2.4M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.09K
+ 6966.67%
$160.89 - $176.18 $336K - $368K
2.12K $342K
ITM
Vaneck Intermediate Muni ETF

ETFs
7.63K
+ 37.02%
$45.56 - $46.97 $348K - $358K
28.2K $1.3M
NFLX
Netflix Inc

Communication Services
356
New
$687.65 - $936.56 $245K - $333K
356 $317K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.06K
+ 22.47%
$96.64 - $101.23 $393K - $411K
22.2K $2.15M
AMZN
Amazon Com Inc

Consumer Cyclical
835
+ 26.96%
$180.88 - $232.93 $151K - $194K
3.93K $862K
COST
Costco Wholesale Corp

Consumer Defensive
293
New
$873.59 - $994.69 $256K - $291K
293 $268K
FCAL
First Tr Iii Calif Mun High In

ETFs
5.26K
+ 16.78%
$49.2 - $50.51 $259K - $266K
36.6K $1.81M
MS
Morgan Stanley

Financial Services
1.81K
New
$104.42 - $134.99 $189K - $245K
1.81K $227K
SPTL
Spdr Portfolio Long Term Treas

ETFs
8.63K
New
$26.05 - $29.17 $225K - $252K
8.63K $226K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
4.97K
+ 89.0%
$46.69 - $49.2 $232K - $245K
10.6K $493K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.85K
+ 64.74%
$113.92 - $127.38 $210K - $235K
4.7K $540K
SLRC
Slr Investment Corp.

Financial Services
12.8K
New
$14.9 - $16.86 $191K - $216K
12.8K $206K
KIE
Spdr S&P Insurance ETF

ETFs
3.62K
New
$55.65 - $62.03 $202K - $225K
3.62K $204K
MORN
Morningstar, Inc.

Financial Services
600
New
$312.56 - $358.78 $188K - $215K
600 $202K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.74K
+ 81.22%
$50.62 - $50.97 $189K - $191K
8.35K $423K
WMT
Walmart Inc.

Consumer Defensive
1.44K
+ 45.61%
$79.1 - $95.7 $114K - $138K
4.61K $416K
V
Visa Inc.

Financial Services
268
+ 18.52%
$273.87 - $320.91 $73.4K - $86K
1.72K $542K
NVDA
Nvidia Corp

Technology
620
+ 24.54%
$117.0 - $148.88 $72.5K - $92.3K
3.15K $422K
SUB
Ishares Short Term National Mu

ETFs
1.16K
+ 10.6%
$104.94 - $106.2 $121K - $123K
12K $1.27M
MSFT
Microsoft Corp

Technology
428
+ 5.46%
$406.35 - $454.46 $174K - $195K
8.27K $3.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
259
+ 23.87%
$442.29 - $483.08 $115K - $125K
1.34K $609K
GLD
Spdr Gold Trust

ETFs
414
+ 17.53%
$236.59 - $257.5 $97.9K - $107K
2.78K $672K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.87K
+ 103.14%
$51.33 - $53.74 $96.1K - $101K
3.69K $190K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.46K
+ 12.65%
$106.56 - $113.11 $155K - $165K
13K $1.39M
VXF
Vanguard Extended Market ETF

ETFs
413
New
$179.17 - $207.15 $74K - $85.6K
413 $78K
GOOG
Alphabet Inc.

Communication Services
263
+ 25.12%
$163.08 - $198.16 $42.9K - $52.1K
1.31K $249K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
11.2K
+ 19.46%
$10.7 - $11.74 $120K - $132K
69K $745K
META
Meta Platforms, Inc.

Communication Services
88
+ 11.88%
$554.08 - $632.68 $48.8K - $55.7K
829 $488K
GOOGL
Alphabet Inc.

Communication Services
180
+ 14.65%
$161.86 - $196.66 $29.1K - $35.4K
1.41K $266K
BND
Vanguard Bd Index Fd Inc Total

ETFs
794
+ 50.7%
$71.75 - $75.11 $57K - $59.6K
2.36K $169K
VHT
Vanguard Health Care ETF

ETFs
198
New
$250.81 - $283.3 $49.7K - $56.1K
198 $50K
IVV
Ishares Core S&P 500 ETF

ETFs
68
+ 17.57%
$570.51 - $610.59 $38.8K - $41.5K
455 $267K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
2.41K
+ 101.22%
$18.41 - $18.97 $44.3K - $45.6K
4.78K $88K
MCD
Mcdonalds Corp

Consumer Cyclical
155
+ 22.21%
$288.47 - $316.54 $44.7K - $49.1K
853 $247K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
555
+ 4269.23%
$60.13 - $67.31 $33.4K - $37.4K
568 $34K
Activity Summary
Buys All Purchases 72 New Holdings 16 Increased Positions 56 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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