Running Point Capital Advisors, LLC Sells in Q3 2025

Running Point Capital Advisors, LLC

  • $358 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
-37K
- 70.56%
$48.07 - $53.4 $1.78M - $1.97M
15.4K $823K
ARES
Ares Management Corp

Financial Services
-11.4K
- 25.19%
$159.89 - $192.76 $1.83M - $2.2M
34K $5.43M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-13.1K
- 21.74%
$182.33 - $194.5 $2.39M - $2.55M
47.2K $9.19M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-37.9K
- 43.15%
$24.11 - $24.94 $914K - $945K
49.9K $1.24M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.44K
- 8.18%
$92.18 - $95.14 $594K - $613K
72.3K $6.88M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
-22.3K
- 9.63%
$23.1 - $23.9 $514K - $532K
209K $4.97M
LLY
Eli Lilly & CO

Healthcare
-171
- 7.33%
$625.65 - $812.69 $107K - $139K
2.16K $1.65M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.69K
- 6.06%
$88.47 - $93.24 $238K - $251K
41.7K $3.81M
IYR
Ishares Tr

ETFs
-2.84K
- 5.24%
$94.16 - $98.46 $267K - $279K
51.3K $4.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-316
- 23.13%
$459.11 - $506.91 $145K - $160K
1.05K $527K
PG
Procter & Gamble CO

Consumer Defensive
-696
- 27.84%
$150.47 - $161.22 $105K - $112K
1.8K $277K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-7.92K
- 10.59%
$99.08 - $103.57 $784K - $820K
66.8K $6.88M
FCAL
First Tr Iii Calif Mun High In

ETFs
-2.17K
- 5.63%
$47.44 - $48.99 $103K - $106K
36.3K $1.77M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-3.43K
- 36.33%
$25.67 - $27.21 $88K - $93.2K
6.01K $161K
PULS
Pgim ETF Tr

ETFs
-1.73K
- 4.08%
$49.58 - $49.83 $85.5K - $86K
40.6K $2.02M
BYND
Beyond Meat, Inc.

Consumer Defensive
-20K
- 58.17%
$1.82 - $4.28 $36.4K - $85.6K
14.4K $27K
ABBV
Abb Vie Inc.

Healthcare
-651
- 16.31%
$184.85 - $231.54 $120K - $151K
3.34K $773K
CVX
Chevron Corp

Energy
-23
- 1.11%
$145.57 - $161.83 $3.35K - $3.72K
2.06K $319K
JPIB
Jpmorgan International Bond Op

ETFs
-2.96K
- 2.85%
$48.32 - $49.13 $143K - $145K
101K $4.94M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-355
- 5.16%
$18.82 - $19.8 $6.68K - $7.03K
6.52K $126K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-63
- 46.67%
$45.41 - $48.26 $2.86K - $3.04K
72 $3K
MMM
3 M CO

Industrials
-82
- 5.55%
$144.41 - $160.2 $11.8K - $13.1K
1.4K $216K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-1.68K
- 6.09%
N/A
25.9K $0
Vanguard Instl Index Fd
-25.3K
- 42.73%
N/A
33.9K $0
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1
- 0.56%
$195.29 - $223.85 $195 - $224
178 $39K
HD
Home Depot, Inc.

Consumer Cyclical
-119
- 7.46%
$357.4 - $423.42 $42.5K - $50.4K
1.48K $598K
SLF
Sun Life Financial Inc

Financial Services
-36
- 0.61%
$56.54 - $66.41 $2.04K - $2.39K
5.9K $354K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-171
- 1.1%
$39.8 - $42.86 $6.81K - $7.33K
15.4K $657K
NFLX
Netflix Inc

Communication Services
-8
- 1.74%
$1147.87 - $1297.18 $9.18K - $10.4K
453 $543K
AMZN
Amazon Com Inc

Consumer Cyclical
-34
- 0.57%
$211.65 - $238.24 $7.2K - $8.1K
5.93K $1.3M
VEA
Vanguard Ftse Developed Market

ETFs
-3.19K
- 7.99%
$56.02 - $60.3 $179K - $193K
36.8K $2.2M
IFGL
Ishares International Develope

ETFs
-9.82K
- 7.49%
$22.04 - $23.67 $216K - $232K
121K $2.79M
GLD
Spdr Gold Trust

ETFs
-6
- 0.19%
$300.96 - $355.47 $1.81K - $2.13K
3.23K $1.15M
ORCL
Oracle Corp

Technology
-9
- 0.52%
$218.96 - $328.33 $1.97K - $2.95K
1.71K $480K
GOOGL
Alphabet Inc.

Communication Services
-305
- 6.93%
$174.36 - $254.72 $53.2K - $77.7K
4.1K $996K
META
Meta Platforms, Inc.

Communication Services
-79
- 2.38%
$695.21 - $791.73 $54.9K - $62.5K
3.24K $2.38M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-944
- 0.64%
$36.04 - $38.78 $34K - $36.6K
147K $5.66M
NVDA
Nvidia Corp

Technology
-1.02K
- 5.87%
$153.3 - $186.58 $157K - $190K
16.4K $3.05M
IWV
Ishares Russell 3000 ETF

ETFs
-513
- 2.23%
$351.04 - $379.81 $180K - $195K
22.5K $8.52M
MSFT
Microsoft Corp

Technology
-229
- 2.26%
$491.09 - $535.64 $112K - $123K
9.92K $5.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.09K
- 7.6%
$546.99 - $602.2 $1.69M - $1.86M
37.6K $22.6M
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
Track This Portfolio

Track Running Point Capital Advisors, LLC Portfolio

Follow Running Point Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Running Point Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Running Point Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email