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Fort Point Capital Partners

Latest statistics and disclosures from Fort Point Capital Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, XOM, AGG, VOO, BIL, and represent 28.36% of Fort Point Capital Partners's stock portfolio.
Added to shares of these 10 stocks: XOM (+$15M), VGLT (+$14M), PSX (+$9.5M), SPDW (+$7.3M), VEA (+$6.7M), IVV, SHY, EAGG, EMXC, DHS.
Started 40 new stock positions in ESGG, IDEV, VKI, STRL, PPLT, MIY, SHOP, LEO, VMO, GRND.
Reduced shares in these 10 stocks: BIL (-$26M), AGG (-$14M), QQQ (-$13M), IEFA (-$9.0M), SCHF (-$5.4M), VTEB, MBB, VCSH, MUB, VOO.
Sold out of its positions in MO, MUJ, BXP, CLX, KTF, KSM, EOG, CEV, TDTT, VCV. TIP, IGSB, AOK, K, KHC, CMU, NRK, NEA, NVG, PFE, MHI, RUM, XNTK, VUSB.
Fort Point Capital Partners was a net seller of stock by $-4.0M.
Fort Point Capital Partners has $704M in assets under management (AUM), dropping by 7.22%.
Central Index Key (CIK): 0001589282

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Portfolio Holdings for Fort Point Capital Partners

Fort Point Capital Partners holds 292 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	11.2	$79M		166k	475.31	View chart
Exxon Mobil Corporation (XOM)	6.5	$46M	+49%	460k	99.98	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.7	$26M	-34%	264k	99.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.5	$25M	-5%	56k	436.80	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	3.4	$24M	-51%	264k	91.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.3	$23M	-27%	331k	70.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$22M	+21%	45k	477.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.9	$21M	+48%	431k	47.90	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.8	$20M	-17%	384k	51.05	View chart
Phillips 66 Put Option (PSX)	2.7	$19M	+99%	143k	133.14	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.5	$18M	-2%	237k	75.35	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	2.3	$16M	+777%	260k	61.53	View chart
Apple (AAPL)	2.2	$16M		81k	192.53	View chart
Ishares Tr National Mun Etf (MUB)	1.9	$13M	-11%	121k	108.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.6	$11M	-32%	304k	36.96	View chart
Microsoft Corporation (MSFT)	1.6	$11M		30k	376.04	View chart
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B)	1.5	$11M		31k	356.66	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.3	$9.4M	+346%	276k	34.01	View chart
Amazon (AMZN)	1.2	$8.5M		56k	151.94	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.1	$7.7M	-6%	116k	66.49	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$7.5M		257k	29.23	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$7.1M	-5%	27k	262.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$6.3M	-2%	154k	41.10	View chart
Freshpet (FRPT)	0.8	$5.8M		67k	86.76	View chart
Kla Corp Com New (KLAC)	0.8	$5.8M		9.9k	581.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$5.8M		29k	200.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$5.7M		41k	139.69	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.8	$5.4M		10.00	542625.00	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.7	$4.9M	-4%	139k	35.41	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$4.8M	-38%	51k	94.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$4.4M		31k	140.93	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$4.1M	-15%	87k	47.24	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$3.8M	+277%	47k	82.04	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$3.5M	+16%	70k	50.58	View chart
Workday Cl A Put Option (WDAY)	0.5	$3.3M		12k	276.06	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$3.2M	+2%	42k	77.73	View chart
Netflix (NFLX)	0.5	$3.2M		6.6k	486.88	View chart
Home Depot (HD)	0.4	$3.1M		9.0k	346.54	View chart
Intel Corporation (INTC)	0.4	$3.0M		60k	50.25	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$2.9M	+11%	64k	46.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$2.9M		12k	237.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$2.8M	-19%	12k	232.64	View chart
Cadence Design Systems (CDNS)	0.4	$2.7M	-10%	9.9k	272.37	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$2.7M	-4%	66k	40.21	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.4	$2.6M		50k	52.43	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.4	$2.5M	-83%	6.2k	409.52	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$2.4M		12k	191.17	View chart
Primo Water (PRMW)	0.3	$2.3M		155k	15.05	View chart
Chevron Corporation (CVX)	0.3	$2.3M		16k	149.16	View chart
Tesla Motors (TSLA)	0.3	$2.3M	+3%	9.3k	248.48	View chart
Visa Com Cl A (V)	0.3	$2.3M		8.7k	260.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.2M	+24%	10k	213.33	View chart
Costco Wholesale Corporation (COST)	0.3	$2.2M	+2%	3.3k	660.14	View chart
Caterpillar (CAT)	0.3	$2.1M	+5%	7.2k	295.68	View chart
Ferrari Nv Ord (RACE)	0.3	$2.1M		6.2k	338.43	View chart
NVIDIA Corporation (NVDA)	0.3	$2.1M		4.2k	495.23	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$2.0M	+20%	11k	192.48	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.0M		4.7k	426.51	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.0M		12k	170.10	View chart
Illinois Tool Works (ITW)	0.3	$2.0M		7.5k	261.94	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$1.9M		21k	93.81	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$1.9M	+367%	39k	47.74	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$1.7M		62k	27.99	View chart
TJX Companies (TJX)	0.2	$1.7M		18k	93.81	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$1.7M	-3%	68k	24.79	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.6M	-2%	21k	78.03	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.6M		13k	122.75	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.2	$1.6M		16k	102.72	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$1.6M	-38%	31k	50.23	View chart
Applovin Corp Com Cl A (APP)	0.2	$1.5M		39k	39.85	View chart
Adobe Systems Incorporated (ADBE)	0.2	$1.5M	+3%	2.6k	596.60	View chart
Spdr Ser Tr Comp Software (XSW)	0.2	$1.5M		10k	150.33	View chart
S&p Global (SPGI)	0.2	$1.5M		3.4k	440.52	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$1.5M	+342%	61k	24.48	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.2	$1.5M	-4%	17k	85.49	View chart
Eli Lilly & Co. (LLY)	0.2	$1.5M		2.5k	582.92	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$1.4M	NEW	25k	55.41	View chart
Amgen (AMGN)	0.2	$1.4M	-13%	4.8k	288.02	View chart
Icahn Enterprises Depositary Unit (IEP)	0.2	$1.4M		80k	17.19	View chart
American Express Company (AXP)	0.2	$1.3M	-2%	7.0k	187.34	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.2	$1.3M	NEW	16k	82.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.3M	NEW	12k	108.25	View chart
Nike CL B (NKE)	0.2	$1.3M	-2%	12k	108.57	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$1.3M	+8%	7.0k	178.81	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.2	$1.2M	-5%	16k	77.49	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$1.2M		17k	70.28	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.2	$1.2M		13k	90.40	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$1.1M	+19%	16k	72.66	View chart
Broadcom (AVGO)	0.2	$1.1M	+2%	1.0k	1116.25	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.2	$1.1M	NEW	51k	22.07	View chart
Goldman Sachs Bdc SHS (GSBD)	0.2	$1.1M		74k	14.65	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$1.1M	NEW	12k	92.45	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.1M	NEW	6.3k	168.54	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.1M	+75%	11k	98.88	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$1.0M		21k	47.86	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.1	$1.0M		7.6k	132.12	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.0M		2.7k	376.81	View chart
Lowe's Companies (LOW)	0.1	$1.0M		4.5k	222.57	View chart
Merck & Co (MRK)	0.1	$997k		9.1k	109.02	View chart
Sherwin-Williams Company (SHW)	0.1	$982k		3.1k	311.90	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$957k		7.7k	124.96	View chart
Apollo Global Mgmt (APO)	0.1	$932k		10k	93.19	View chart
Morgan Stanley Com New (MS)	0.1	$920k	+4%	9.9k	93.25	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$916k		23k	39.89	View chart
First Tr Exchange-traded S&p Intl Divid (FID)	0.1	$905k	-38%	56k	16.12	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$904k	+18%	6.6k	136.38	View chart
Wal-Mart Stores (WMT)	0.1	$904k		5.7k	157.65	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$903k	-4%	3.2k	286.24	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$890k		24k	37.22	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$880k	+129%	77k	11.45	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.1	$865k	+63%	73k	11.82	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$852k	+73%	15k	56.14	View chart
UnitedHealth (UNH)	0.1	$849k		1.6k	526.49	View chart
Abbvie (ABBV)	0.1	$806k	-17%	5.2k	154.97	View chart
Boeing Company (BA)	0.1	$803k		3.1k	260.66	View chart
Blackrock Muni Intermediate Drtn Fnd (MUI)	0.1	$799k	+337%	69k	11.64	View chart
Victory Portfolios Ii Vcshs Us Lrg Cap (CDL)	0.1	$795k		14k	58.46	View chart
salesforce (CRM)	0.1	$794k	-8%	3.0k	263.14	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$792k		7.7k	103.05	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.1	$787k		12k	67.97	View chart
Johnson & Johnson (JNJ)	0.1	$786k		5.0k	156.74	View chart
Deere & Company (DE)	0.1	$785k	-11%	2.0k	399.94	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.1	$763k	+51%	65k	11.78	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$758k	NEW	15k	51.63	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$737k	+161%	11k	64.57	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	0.1	$733k	NEW	4.9k	149.53	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$731k	-2%	21k	34.46	View chart
Booking Holdings (BKNG)	0.1	$717k		202.00	3547.22	View chart
Nuveen PA Investnt Quality Municipal (NQP)	0.1	$704k	+64%	61k	11.58	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$703k	+69%	9.3k	75.32	View chart
Meta Platforms Cl A (META)	0.1	$701k	+4%	2.0k	353.96	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$692k		18k	39.03	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$689k	+2%	5.9k	117.22	View chart
Nuveen Ny Divid Advntg Mun F (NAN)	0.1	$686k	+94%	62k	11.04	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$671k		45k	14.90	View chart
Honeywell International (HON)	0.1	$655k		3.1k	209.71	View chart
Pepsi (PEP)	0.1	$646k	+5%	3.8k	169.84	View chart
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP)	0.1	$642k		6.7k	95.84	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$628k	+57%	57k	11.13	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$620k	-17%	5.6k	110.66	View chart
BlackRock MuniYield New York Insured Fnd (MYN)	0.1	$619k	-8%	60k	10.33	View chart
BP Sponsored Adr (BP)	0.1	$604k		17k	35.40	View chart
Blackrock Muniyield Fund (MYD)	0.1	$602k	+386%	56k	10.78	View chart
International Business Machines (IBM)	0.1	$597k		3.6k	163.55	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$589k		13k	46.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$584k	+59%	2.1k	277.13	View chart
Oracle Corporation (ORCL)	0.1	$583k		5.5k	105.43	View chart
Abbott Laboratories (ABT)	0.1	$582k		5.3k	110.08	View chart
Linde SHS (LIN)	0.1	$581k	+2%	1.4k	410.71	View chart
Ameriprise Financial (AMP)	0.1	$579k	-5%	1.5k	379.83	View chart
Discover Financial Services (DFS)	0.1	$571k		5.1k	112.40	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$569k		6.8k	83.84	View chart
Marriott Intl Cl A (MAR)	0.1	$568k		2.5k	225.51	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$562k		7.4k	75.54	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.1	$559k		12k	46.20	View chart
Invesco Insured Municipal Income Trust (IIM)	0.1	$556k	NEW	47k	11.73	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$554k		13k	42.52	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$553k		11k	52.33	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$550k	NEW	5.5k	100.26	View chart
Allstate Corporation (ALL)	0.1	$550k	-3%	3.9k	139.98	View chart
O'reilly Automotive (ORLY)	0.1	$544k		573.00	950.08	View chart
Lam Research Corporation (LRCX)	0.1	$544k		694.00	783.26	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$543k	NEW	3.6k	149.49	View chart
Hilton Worldwide Holdings (HLT)	0.1	$541k		3.0k	182.09	View chart
Cisco Systems (CSCO)	0.1	$523k		10k	50.52	View chart
Spdr Ser Tr S&p Kensho Clean (CNRG)	0.1	$520k	-8%	7.2k	71.74	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$497k	+2%	9.1k	54.74	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$490k		3.7k	130.92	View chart
Northrop Grumman Corporation (NOC)	0.1	$486k		1.0k	468.19	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$482k		2.2k	223.44	View chart
Waste Management (WM)	0.1	$476k		2.7k	179.10	View chart
Invesco Van Kampen Trust for IGNYM Fund (VTN)	0.1	$474k	+157%	46k	10.41	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$473k		7.1k	67.06	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$473k		15k	32.06	View chart
Lockheed Martin Corporation (LMT)	0.1	$472k	+2%	1.0k	453.24	View chart
Wells Fargo & Company (WFC)	0.1	$462k	+3%	9.4k	49.22	View chart
Eaton Vance Cali Muni Bnd Fnd (EVM)	0.1	$454k	+38%	50k	9.15	View chart
Electronic Arts (EA)	0.1	$453k	+11%	3.3k	136.81	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$453k		7.6k	59.62	View chart
Bny Mellon Strategic Muns (LEO)	0.1	$445k	NEW	76k	5.86	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$445k	-10%	4.7k	94.69	View chart
American Tower Reit (AMT)	0.1	$444k		2.1k	215.88	View chart
Fisker Cl A Com Stk (FSRN)	0.1	$438k		250k	1.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$433k	NEW	5.9k	73.55	View chart
Gilead Sciences (GILD)	0.1	$433k	-3%	5.3k	81.01	View chart
L3harris Technologies (LHX)	0.1	$430k		2.0k	210.62	View chart
Bank of America Corporation (BAC)	0.1	$425k		13k	33.67	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$423k		2.4k	174.87	View chart
Spdr Ser Tr S&p Kensho Futre (FITE)	0.1	$422k		7.7k	55.14	View chart
Kimberly-Clark Corporation (KMB)	0.1	$419k	-5%	3.4k	121.51	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$419k		4.0k	105.23	View chart
Aon Shs Cl A (AON)	0.1	$414k		1.4k	291.02	View chart
Zscaler Incorporated (ZS)	0.1	$404k	-9%	1.8k	221.56	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.1	$398k	NEW	41k	9.61	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.1	$397k	NEW	39k	10.21	View chart
Stoke Therapeutics (STOK)	0.1	$397k		75k	5.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$395k		2.3k	170.40	View chart
Procter & Gamble Company (PG)	0.1	$394k	-3%	2.7k	146.54	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$394k	NEW	6.2k	63.66	View chart
Rockwell Automation (ROK)	0.1	$394k	-4%	1.3k	310.48	View chart
Comcast Corp Cl A (CMCSA)	0.1	$391k		8.9k	43.85	View chart
Hudson Pacific Properties (HPP)	0.1	$391k		42k	9.31	View chart
BlackRock Municipal Income Trust II (BLE)	0.1	$384k	NEW	36k	10.68	View chart
Anthem (ELV)	0.1	$369k		783.00	471.56	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$368k		2.4k	155.33	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$367k	+8%	2.5k	147.14	View chart
Danaher Corporation (DHR)	0.1	$366k		1.6k	231.34	View chart
BlackRock (BLK)	0.1	$361k	+4%	445.00	811.80	View chart
Moody's Corporation (MCO)	0.1	$353k		903.00	390.56	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$352k		4.8k	73.38	View chart
Ishares Tr Glb Cns Disc Etf (RXI)	0.0	$352k		2.2k	159.06	View chart
Walt Disney Company (DIS)	0.0	$350k		3.9k	90.29	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.0	$350k	-5%	9.2k	38.05	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$349k		3.5k	99.74	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.0	$347k	NEW	3.7k	94.73	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$346k		14k	25.30	View chart
Union Pacific Corporation (UNP)	0.0	$345k		1.4k	245.63	View chart
Raytheon Technologies Corp (RTX)	0.0	$343k	-41%	4.1k	84.14	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.0	$341k	NEW	12k	29.02	View chart
Snap-on Incorporated (SNA)	0.0	$338k		1.2k	288.84	View chart
Blackrock Mun Income Tr Sh Ben Int (BFK)	0.0	$336k	NEW	33k	10.07	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$326k	+41%	6.4k	51.26	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$323k		7.1k	45.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$318k		4.2k	75.10	View chart
Gitlab Class A Com (GTLB)	0.0	$315k	-50%	5.0k	62.96	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$308k	NEW	4.3k	72.03	View chart
Texas Instruments Incorporated (TXN)	0.0	$303k	+19%	1.8k	170.46	View chart
Chipotle Mexican Grill (CMG)	0.0	$302k	+2%	132.00	2286.96	View chart
Bristol Myers Squibb (BMY)	0.0	$302k	-15%	5.9k	51.31	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$299k		3.5k	85.41	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$297k		7.3k	40.95	View chart
Coca-Cola Company (KO)	0.0	$297k	-2%	5.0k	58.93	View chart
Carlyle Group (CG)	0.0	$295k	-7%	7.3k	40.69	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$294k	+30%	2.8k	104.92	View chart
Qualcomm (QCOM)	0.0	$292k		2.0k	144.61	View chart
At&t (T)	0.0	$287k		17k	16.78	View chart
Goldman Sachs (GS)	0.0	$286k	-3%	741.00	385.77	View chart
Spdr Ser Tr S&p Retail Etf (XRT)	0.0	$285k	-6%	3.9k	72.32	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$285k	-15%	8.7k	32.83	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.0	$280k		6.1k	45.76	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.0	$280k	NEW	9.1k	30.74	View chart
Listed Fd Tr Horizon Kinetics (INFL)	0.0	$278k	-20%	8.8k	31.47	View chart
Mfs Mun Income Tr Sh Ben Int (MFM)	0.0	$277k	+115%	54k	5.17	View chart
Starbucks Corporation (SBUX)	0.0	$274k		2.9k	96.02	View chart
Yum! Brands (YUM)	0.0	$274k		2.1k	130.66	View chart
Cigna Corp (CI)	0.0	$267k		892.00	299.45	View chart
The Trade Desk Com Cl A (TTD)	0.0	$264k		3.7k	71.96	View chart
Sterling Construction Company (STRL)	0.0	$264k	NEW	3.0k	87.93	View chart
Equinix (EQIX)	0.0	$262k		325.00	805.39	View chart
Verizon Communications (VZ)	0.0	$261k	+2%	6.9k	37.70	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$256k	-10%	3.6k	72.03	View chart
Consolidated Edison (ED)	0.0	$255k		2.8k	90.97	View chart
BlackRock MuniHoldings New York Insured (MHN)	0.0	$251k	-34%	24k	10.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$251k	-88%	3.2k	77.36	View chart
Advanced Micro Devices (AMD)	0.0	$249k	NEW	1.7k	147.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$248k	NEW	817.00	303.17	View chart
Western Asset Managed Municipals Fnd (MMU)	0.0	$246k	NEW	24k	10.17	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$245k		505.00	484.08	View chart
Village Super Mkt Cl A New (VLGEA)	0.0	$240k		9.2k	26.23	View chart
Vanguard World Extended Dur (EDV)	0.0	$235k	-36%	2.9k	81.03	View chart
Fluor Corporation (FLR)	0.0	$223k		5.7k	39.17	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$222k	NEW	545.00	406.89	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$220k		3.5k	62.66	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$219k		5.6k	39.11	View chart
Vanguard World Fds Consum Dis Etf (VCR)	0.0	$219k	-5%	719.00	304.55	View chart
Shopify Cl A (SHOP)	0.0	$218k	NEW	2.8k	77.90	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$215k	NEW	3.7k	58.45	View chart
Eaton Vance New York Municipal Bond Fund (ENX)	0.0	$213k	+68%	22k	9.65	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$213k	NEW	1.9k	113.96	View chart
Bny Mellon Mun Income (DMF)	0.0	$210k	-21%	32k	6.50	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.0	$210k	NEW	2.3k	91.16	View chart
FedEx Corporation (FDX)	0.0	$210k		828.00	252.97	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$209k	NEW	3.9k	53.84	View chart
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB)	0.0	$208k		19k	10.84	View chart
Aptiv SHS (APTV)	0.0	$207k	-5%	2.3k	89.72	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$203k		4.0k	50.75	View chart
Western Asset Intm Muni Fd I (SBI)	0.0	$190k	+51%	25k	7.70	View chart
BlackRock Insured Municipal Income Trust (BYM)	0.0	$187k	NEW	17k	11.21	View chart
Sweetgreen Com Cl A (SG)	0.0	$186k		17k	11.30	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	0.0	$186k	NEW	16k	11.36	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.0	$159k	NEW	17k	9.53	View chart
Federated Premier Municipal Income (FMN)	0.0	$149k	NEW	14k	10.99	View chart
Invesco Advantage Mun Income Sh Ben Int (VKI)	0.0	$141k	NEW	17k	8.45	View chart
Blackrock Muniyield Quality Fund II (MQT)	0.0	$138k	NEW	13k	10.35	View chart
Grindr (GRND)	0.0	$126k	NEW	14k	8.78	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$125k	+3%	52k	2.39	View chart
Heritage Commerce (HTBK)	0.0	$114k		12k	9.92	View chart
Pioneer Municipal High Income Advantage (MAV)	0.0	$110k	NEW	14k	8.02	View chart
Mfs Invt Grade Mun Tr Sh Ben Int (CXH)	0.0	$99k	-33%	13k	7.57	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$68k		11k	6.09	View chart
Rigel Pharmaceuticals Com New (RIGL)	0.0	$25k		17k	1.45	View chart
Alpha Partners Tech Mergr *w Exp 03/31/202 (PLMJW)	0.0	$2.3k	-18%	38k	0.06	View chart

Past Filings by Fort Point Capital Partners

SEC 13F filings are viewable for Fort Point Capital Partners going back to 2013

Fort Point Capital Partners 2023 Q4 filed Feb. 9, 2024
Fort Point Capital Partners 2023 Q3 filed Nov. 8, 2023
Fort Point Capital Partners 2023 Q2 filed Aug. 14, 2023
Fort Point Capital Partners 2023 Q1 filed May 11, 2023
Fort Point Capital Partners 2022 Q4 filed Feb. 14, 2023
Fort Point Capital Partners 2022 Q3 filed Nov. 9, 2022
Fort Point Capital Partners 2022 Q2 filed Aug. 15, 2022
Fort Point Capital Partners 2022 Q1 filed May 13, 2022
Fort Point Capital Partners 2021 Q4 filed Feb. 14, 2022
Fort Point Capital Partners 2021 Q3 filed Nov. 12, 2021
Fort Point Capital Partners 2021 Q2 filed July 30, 2021
Fort Point Capital Partners 2021 Q1 filed May 10, 2021
Fort Point Capital Partners 2020 Q4 filed Feb. 9, 2021
Fort Point Capital Partners 2020 Q3 filed Nov. 10, 2020
Fort Point Capital Partners 2020 Q2 filed Aug. 13, 2020
Fort Point Capital Partners 2020 Q1 filed May 14, 2020

View all past filings

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