Running Point Capital Advisors, LLC Incresed Positions 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
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
VTI
Vanguard Total Stock Market Et

ETFs
89
+ 1.12%
$303.93 - $329.86 $27K - $29.4K
8.06K $2.65M
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
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
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
MUB
Ishares National Muni Bond ETF

ETFs
1.88K
+ 12.03%
$103.24 - $106.68 $194K - $200K
17.5K $1.86M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.5K
+ 8.47%
$45.22 - $48.34 $67.9K - $72.6K
19.2K $918K
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
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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.48K
+ 3.11%
$52.39 - $53.11 $77.3K - $78.3K
48.9K $2.6M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
5.64K
+ 111.79%
$19.01 - $19.39 $107K - $109K
10.7K $206K
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.32K
+ 21.05%
$30.02 - $30.29 $99.6K - $100K
19.1K $577K
CMF
Ishares California Muni Bond E

ETFs
1.41K
+ 5.28%
$55.16 - $57.13 $78K - $80.8K
28.2K $1.61M
SLRC
Slr Investment Corp.

Financial Services
7.73K
+ 60.37%
$15.27 - $16.8 $118K - $130K
20.5K $313K
COST
Costco Wholesale Corp

Consumer Defensive
114
+ 26.95%
$915.95 - $994.57 $104K - $113K
537 $497K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.74K
+ 17.17%
$47.11 - $48.77 $82.1K - $85K
11.9K $576K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
61
+ 0.48%
$70.77 - $73.59 $4.32K - $4.49K
12.8K $937K
MS
Morgan Stanley

Financial Services
68
+ 3.55%
$139.09 - $161.16 $9.46K - $11K
1.98K $315K
VGLT
Vanguard Long Term Treasury Et

ETFs
1.79K
+ 7.61%
$54.21 - $57.41 $97K - $103K
25.3K $1.44M
SUB
Ishares Short Term National Mu

ETFs
512
+ 4.16%
$106.17 - $107.3 $54.4K - $54.9K
12.8K $1.37M
MA
Mastercard Inc

Financial Services
88
+ 18.49%
$550.18 - $598.96 $48.4K - $52.7K
564 $320K
VCIT
Vanguard Intermediate Term Cor

ETFs
489
+ 6.53%
$81.75 - $84.54 $40K - $41.3K
7.98K $671K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.07%
$214.92 - $244.84 $215 - $245
1.35K $327K
PPA
Invesco Exchange Traded Fd Tr

ETFs
235
+ 64.74%
$139.82 - $155.45 $32.9K - $36.5K
598 $92K
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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