Running Point Capital Advisors, LLC Purchases in Q3 2025

Running Point Capital Advisors, LLC

  • $358 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
83.3K
+ 61.51%
$99.12 - $99.52 $8.26M - $8.29M
219K $21.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.6K
+ 16.53%
$225.11 - $247.9 $2.61M - $2.87M
81.6K $20.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.54K
+ 27.11%
$567.77 - $614.76 $3.71M - $4.02M
30.7K $18.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
36.6K
+ 6.92%
$91.44 - $91.77 $3.35M - $3.36M
565K $51.9M
AVUV
American Centy ETF Tr Avantis

ETFs
25.8K
+ 49.82%
$90.37 - $102.12 $2.33M - $2.63M
77.4K $7.71M
IDEV
Ishares Core Msci Intl Develop

ETFs
11.3K
+ 8.38%
$74.68 - $80.26 $842K - $905K
146K $11.7M
IVV
Ishares Core S&P 500 ETF

ETFs
2.28K
+ 124.15%
$620.67 - $670.08 $1.41M - $1.53M
4.11K $2.75M
FDLO
Fidelity Covington Tr Low Vola

ETFs
10.4K
+ 6.33%
$62.44 - $65.87 $647K - $683K
174K $11.5M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11.4K
+ 10.36%
$59.61 - $63.09 $681K - $720K
122K $7.66M
AVGO
Broadcom Inc.

Technology
459
+ 9.66%
$264.74 - $369.57 $122K - $170K
5.21K $1.72M
IAUM
I Shares Gold Trust Micro

ETFs
3.06K
+ 4.08%
$32.6 - $38.5 $99.9K - $118K
78.1K $3.01M
BA
Boeing CO

Industrials
2.98K
New
$209.79 - $237.38 $624K - $706K
2.98K $642K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.56K
+ 4.62%
$49.43 - $54.52 $126K - $139K
57.9K $3.13M
AAPL
Apple Inc.

Technology
6
+ 0.03%
$202.38 - $256.87 $1.21K - $1.54K
18.8K $4.78M
RFV
Invesco Exchange Traded Fd Tr

ETFs
4.69K
+ 7442.86%
$119.35 - $132.13 $560K - $620K
4.75K $609K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
58.4K
+ 98.0%
$9.87 - $10.65 $576K - $622K
118K $1.25M
OMFL
Invesco Exchange Traded Self I

ETFs
3.22K
+ 5.66%
$57.41 - $60.45 $185K - $195K
60.1K $3.62M
FMB
First Tr Exchange Traded Fd Ii

ETFs
9.65K
New
$49.32 - $50.93 $476K - $491K
9.65K $489K
VTI
Vanguard Total Stock Market Et

ETFs
89
+ 1.12%
$303.93 - $329.86 $27K - $29.4K
8.06K $2.65M
AVLV
American Centy ETF Tr Avantis
5.93K
New
$68.33 - $72.69 $405K - $431K
5.93K $428K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.51K
New
$100.16 - $100.7 $351K - $353K
3.51K $353K
STX
Seagate Technology Holdings PLC

Technology
1.49K
New
$142.01 - $236.06 $211K - $351K
1.49K $351K
ITM
Vaneck Intermediate Muni ETF

ETFs
6.72K
+ 23.19%
$45.2 - $46.71 $304K - $314K
35.7K $1.66M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.76K
+ 67.08%
$53.36 - $59.69 $254K - $284K
11.8K $689K
TSLA
Tesla, Inc.

Consumer Cyclical
204
+ 16.45%
$293.94 - $444.72 $60K - $90.7K
1.44K $642K
IEMG
Ishares Inc

ETFs
5.7K
+ 1.94%
N/A
299K $16.1M
APH
Amphenol Corp

Technology
2.45K
New
$97.39 - $125.4 $239K - $307K
2.45K $303K
GOOG
Alphabet Inc.

Communication Services
96
+ 3.25%
$175.16 - $255.24 $16.8K - $24.5K
3.05K $743K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.66K
+ 44.41%
$68.24 - $73.73 $181K - $196K
8.64K $634K
JPM
Jpmorgan Chase & CO

Financial Services
794
New
$282.78 - $316.06 $225K - $251K
794 $250K
AXP
American Express CO

Financial Services
723
New
$294.27 - $342.31 $213K - $247K
723 $240K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.08K
+ 8.96%
$97.75 - $100.75 $203K - $209K
25.3K $2.53M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.8K
+ 13.2%
$107.66 - $112.36 $193K - $202K
15.4K $1.72M
CTAS
Cintas Corp

Industrials
1.08K
New
$199.29 - $226.27 $215K - $244K
1.08K $221K
MUB
Ishares National Muni Bond ETF

ETFs
1.88K
+ 12.03%
$103.24 - $106.68 $194K - $200K
17.5K $1.86M
ECL
Ecolab Inc.

Basic Materials
758
New
$259.39 - $285.47 $197K - $216K
758 $207K
SBUX
Starbucks Corp

Consumer Cyclical
2.38K
New
$81.9 - $96.86 $195K - $230K
2.38K $201K
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.5K
+ 8.47%
$45.22 - $48.34 $67.9K - $72.6K
19.2K $918K
SJNK
Spdr Bloomberg Short Term High

ETFs
7.82K
New
$25.28 - $25.63 $198K - $200K
7.82K $200K
AOA
Ishares Tr Core Aggressive All

ETFs
2.25K
New
$82.71 - $88.14 $186K - $198K
2.25K $198K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.52K
+ 6.58%
$50.47 - $50.74 $177K - $178K
56.9K $2.89M
WMT
Walmart Inc.

Consumer Defensive
1.08K
+ 24.26%
$94.4 - $104.27 $102K - $113K
5.55K $571K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.22K
+ 11.54%
$41.91 - $44.87 $92.9K - $99.5K
21.4K $957K
BNDX
Vanguard Total International B

ETFs
2.56K
+ 7.52%
$49.0 - $49.51 $125K - $127K
36.6K $1.81M
AMAT
Applied Materials Inc

Technology
18
+ 0.85%
$156.25 - $204.95 $2.81K - $3.69K
2.14K $437K
SEVN
Seven Hills Realty Trust

Real Estate
11.7K
New
$10.08 - $12.85 $118K - $150K
11.7K $121K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.89K
+ 8.98%
N/A
22.9K $1.43M
CSCO
Cisco Systems, Inc.

Technology
1.23K
+ 30.89%
$66.2 - $71.79 $81.5K - $88.4K
5.22K $356K
DIHP
Dimensional ETF Tr Dimensional

ETFs
3.64K
New
$28.69 - $30.59 $104K - $111K
3.64K $110K
Activity Summary
Buys All Purchases 103 New Holdings 25 Increased Positions 78 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 1 Puts 0
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