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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, VOO, IEFA, AGG, VEA, and represent 27.38% of Fort Point Capital Partners's stock portfolio.
Added to shares of these 10 stocks: VEA (+$6.4M), VTEB, TTD, VNQ, AVGO, VTEC, QQQ, MSFT, GRND, NVDA.
Started 29 new stock positions in GRND, IRM, EXPD, EWA, AVEM, VUG, UWM, URI, XLI, SYY.
Reduced shares in these 10 stocks: , IEFA, BIL, PRMW, , NEA, NVG, , , .
Sold out of its positions in AFB, LEO, DMF, BYM, BLK, BFK, MUE, MQT, MUC, MIY.
Fort Point Capital Partners was a net seller of stock by $-15M.
Fort Point Capital Partners has $811M in assets under management (AUM), dropping by 2.64%.
Central Index Key (CIK): 0001589282

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Portfolio Holdings for Fort Point Capital Partners

Fort Point Capital Partners holds 283 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	11.3	$92M		160k	573.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.4	$36M	-2%	68k	527.67	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.1	$33M	-13%	426k	78.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.0	$32M		320k	101.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.6	$29M	+28%	550k	52.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$27M		47k	576.82	View chart
Ishares Tr National Mun Etf (MUB)	2.8	$23M	+2%	209k	108.63	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.7	$22M	-13%	243k	91.81	View chart
Freshpet (FRPT)	2.7	$22M		161k	136.77	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.5	$20M	+20%	396k	51.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.4	$19M	+2%	231k	83.63	View chart
Exxon Mobil Corporation (XOM)	2.3	$19M		158k	117.22	View chart
Apple (AAPL)	2.3	$18M	+4%	79k	233.00	View chart
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B)	1.8	$14M		31k	460.26	View chart
Microsoft Corporation (MSFT)	1.7	$14M	+9%	32k	430.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.6	$13M	+4%	318k	41.12	View chart
Amazon (AMZN)	1.3	$11M	+3%	57k	186.33	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.2	$9.5M		129k	73.42	View chart
Phillips 66 (PSX)	1.2	$9.4M		72k	131.45	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.1	$9.1M		241k	37.56	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$9.0M	+2%	264k	34.29	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$8.5M	+11%	51k	167.19	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.0	$8.3M		201k	41.28	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$7.9M		25k	314.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$7.8M	+8%	162k	47.85	View chart
Kla Corp Com New (KLAC)	1.0	$7.7M		10k	774.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$7.3M	+7%	44k	165.85	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.9	$6.9M		10.00	691180.00	View chart
NVIDIA Corporation (NVDA)	0.8	$6.8M	+15%	56k	121.44	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.8	$6.7M	+8%	109k	61.54	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$6.2M		28k	220.89	View chart
Pepsi (PEP)	0.8	$6.2M	+3%	36k	170.05	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$6.0M	+3%	116k	51.50	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.7	$5.8M	-2%	199k	29.07	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$5.3M	+9%	56k	95.81	View chart
Netflix (NFLX)	0.6	$4.7M		6.6k	709.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$4.6M	+4%	17k	263.83	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$4.1M		71k	57.41	View chart
Meta Platforms Cl A (META)	0.5	$3.9M		6.8k	572.43	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$3.6M	-3%	41k	88.14	View chart
The Trade Desk Com Cl A (TTD)	0.4	$3.6M	+928%	33k	109.65	View chart
Applovin Corp Com Cl A (APP)	0.4	$3.6M	-22%	27k	130.55	View chart
Home Depot (HD)	0.4	$3.4M		8.5k	405.20	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$3.2M	+2%	13k	243.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$3.2M	+55%	6.7k	488.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$3.2M		11k	283.16	View chart
Broadcom (AVGO)	0.4	$3.1M	+1040%	18k	172.50	View chart
Costco Wholesale Corporation (COST)	0.4	$3.0M	+5%	3.4k	886.39	View chart
Veeva Sys Cl A Com (VEEV)	0.4	$3.0M		14k	209.87	View chart
Ferrari Nv Ord (RACE)	0.4	$2.9M		6.2k	470.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$2.9M	NEW	30k	97.42	View chart
Caterpillar (CAT)	0.3	$2.8M		7.0k	391.14	View chart
Visa Com Cl A (V)	0.3	$2.5M	+15%	9.2k	274.95	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$2.5M	+3%	11k	225.76	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.4M	+5%	12k	210.86	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.4M	+5%	4.9k	493.80	View chart
Chevron Corporation (CVX)	0.3	$2.3M		16k	147.27	View chart
Tesla Motors (TSLA)	0.3	$2.3M	+4%	8.8k	261.63	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$2.3M		20k	112.94	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$2.3M	+5%	15k	151.62	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$2.2M	+2%	48k	45.86	View chart
Vanguard World Extended Dur (EDV)	0.3	$2.2M		27k	79.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.2M		9.1k	237.21	View chart
Cadence Design Systems (CDNS)	0.3	$2.1M		7.8k	271.03	View chart
Illinois Tool Works (ITW)	0.2	$2.0M	+2%	7.5k	262.07	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$2.0M		40k	48.59	View chart
American Express Company (AXP)	0.2	$1.9M		7.1k	271.20	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.9M		21k	91.31	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$1.9M		21k	87.80	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$1.9M	-16%	39k	47.21	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.2	$1.9M		16k	119.68	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$1.8M	-2%	63k	29.18	View chart
Workday Cl A (WDAY)	0.2	$1.8M		7.4k	244.41	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.2	$1.7M	NEW	17k	101.38	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.2	$1.7M		16k	103.26	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$1.7M	+11%	22k	76.88	View chart
S&p Global (SPGI)	0.2	$1.7M		3.3k	516.62	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$1.6M		53k	30.23	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$1.6M	+5%	19k	83.21	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$1.5M		25k	61.11	View chart
Adobe Systems Incorporated (ADBE)	0.2	$1.5M	+4%	2.9k	517.78	View chart
Wal-Mart Stores (WMT)	0.2	$1.5M	+3%	18k	80.75	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$1.4M	-7%	56k	25.16	View chart
Spdr Ser Tr Comp Software (XSW)	0.2	$1.4M	-6%	8.7k	160.68	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.4M	+21%	3.2k	423.10	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.2	$1.3M		12k	109.56	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.2	$1.3M	+7%	17k	79.30	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$1.3M		6.5k	200.38	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$1.3M	-3%	14k	90.40	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$1.3M	+55%	13k	100.72	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.2	$1.3M		8.0k	157.55	View chart
Amgen (AMGN)	0.2	$1.3M	-3%	3.9k	322.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.2M		11k	116.96	View chart
Lowe's Companies (LOW)	0.1	$1.2M	+3%	4.4k	270.87	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$1.2M		21k	56.57	View chart
Abbvie (ABBV)	0.1	$1.2M	+12%	5.9k	197.47	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.1M	+10%	18k	62.69	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$1.1M	+51%	15k	74.59	View chart
Icahn Enterprises Depositary Unit (IEP)	0.1	$1.1M		80k	13.52	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$1.1M		23k	46.55	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.1M		7.5k	142.04	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$1.1M	+3%	77k	13.76	View chart
Merck & Co (MRK)	0.1	$1.0M	+5%	9.2k	113.56	View chart
Sherwin-Williams Company (SHW)	0.1	$1.0M	-2%	2.7k	381.67	View chart
UnitedHealth (UNH)	0.1	$1.0M	+11%	1.8k	584.70	View chart
Eli Lilly & Co. (LLY)	0.1	$1.0M	+18%	1.2k	885.94	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.1	$1.0M	+6%	8.3k	124.87	View chart
Morgan Stanley Com New (MS)	0.1	$1.0M		9.9k	104.24	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$1.0M		16k	65.00	View chart
Intel Corporation (INTC)	0.1	$1.0M	-20%	44k	23.46	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.1	$1.0M	+14%	4.2k	240.25	View chart
Booking Holdings (BKNG)	0.1	$994k	+19%	236.00	4212.12	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$976k		23k	41.69	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$970k	-7%	10k	94.61	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.1	$953k		12k	81.92	View chart
Grindr (GRND)	0.1	$948k	NEW	80k	11.93	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$943k	+7%	19k	49.70	View chart
Stoke Therapeutics (STOK)	0.1	$927k		75k	12.29	View chart
Victory Portfolios Ii Vcshs Us Lrg Cap (CDL)	0.1	$923k		14k	67.83	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$892k		7.8k	114.97	View chart
J P Morgan Exchange Traded F Carbon Tranitin (JCTR)	0.1	$883k	+12%	11k	77.48	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.1	$882k	-19%	39k	22.53	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$871k		45k	19.36	View chart
Oracle Corporation (ORCL)	0.1	$871k		5.1k	170.40	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$858k		10k	83.15	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$857k		21k	41.16	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$857k		14k	63.00	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$853k	-13%	8.7k	98.10	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	0.1	$846k		4.9k	172.52	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$829k		6.1k	135.07	View chart
Deere & Company (DE)	0.1	$821k		2.0k	417.43	View chart
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP)	0.1	$789k		6.6k	119.61	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$779k		15k	53.07	View chart
International Business Machines (IBM)	0.1	$778k		3.5k	221.08	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$771k	-11%	5.0k	154.02	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$765k		8.9k	86.19	View chart
Johnson & Johnson (JNJ)	0.1	$761k	+6%	4.7k	162.06	View chart
Allstate Corporation (ALL)	0.1	$748k		3.9k	189.65	View chart
Ameriprise Financial (AMP)	0.1	$739k	+3%	1.6k	469.81	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$723k	+83%	11k	65.53	View chart
Abbott Laboratories (ABT)	0.1	$719k	+6%	6.3k	114.02	View chart
Discover Financial Services (DFS)	0.1	$716k		5.1k	140.29	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$714k	-6%	8.6k	83.09	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.1	$702k	+2%	13k	55.76	View chart
O'reilly Automotive (ORLY)	0.1	$692k		601.00	1151.60	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$676k		13k	52.86	View chart
First Tr Exchange-traded S&p Intl Divid (FID)	0.1	$674k	-3%	38k	17.56	View chart
Hilton Worldwide Holdings (HLT)	0.1	$663k	+6%	2.9k	230.50	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.1	$656k	+34%	11k	62.67	View chart
Honeywell International (HON)	0.1	$655k	+3%	3.2k	206.71	View chart
CBOE Holdings (CBOE)	0.1	$643k	NEW	3.1k	204.87	View chart
Linde SHS (LIN)	0.1	$637k		1.3k	476.86	View chart
Marriott Intl Cl A (MAR)	0.1	$629k	+12%	2.5k	248.60	View chart
Apollo Global Mgmt (APO)	0.1	$625k		5.0k	124.91	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$623k		7.4k	84.17	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$620k	+4%	2.2k	276.77	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$619k	-4%	5.5k	112.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$607k	-2%	9.7k	62.32	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$601k		2.4k	245.45	View chart
salesforce (CRM)	0.1	$591k		2.2k	273.71	View chart
On Hldg Namen Akt A (ONON)	0.1	$588k	+12%	12k	50.15	View chart
Lockheed Martin Corporation (LMT)	0.1	$587k	+3%	1.0k	584.56	View chart
Advanced Micro Devices (AMD)	0.1	$585k	+27%	3.6k	164.08	View chart
Nrg Energy Com New (NRG)	0.1	$564k	-2%	6.2k	91.10	View chart
Procter & Gamble Company (PG)	0.1	$562k	+20%	3.2k	173.20	View chart
Cisco Systems (CSCO)	0.1	$558k		11k	53.22	View chart
Northrop Grumman Corporation (NOC)	0.1	$557k		1.1k	528.28	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$556k		10k	55.63	View chart
Waste Management (WM)	0.1	$553k		2.7k	207.60	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$552k	+2%	3.6k	153.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$547k		3.1k	174.57	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$539k		7.0k	77.48	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$537k		15k	36.41	View chart
BP Sponsored Adr (BP)	0.1	$535k		17k	31.39	View chart
Nike CL B (NKE)	0.1	$525k	+2%	5.9k	88.41	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$516k	-9%	10k	50.74	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$512k		11k	47.13	View chart
Aon Shs Cl A (AON)	0.1	$512k	+6%	1.5k	345.99	View chart
Raytheon Technologies Corp (RTX)	0.1	$508k	+2%	4.2k	121.16	View chart
Boston Properties (BXP)	0.1	$504k	+50%	6.3k	80.46	View chart
Kimberly-Clark Corporation (KMB)	0.1	$498k		3.5k	142.28	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$495k		3.9k	125.62	View chart
TJX Companies (TJX)	0.1	$490k	+2%	4.2k	117.54	View chart
Equinix (EQIX)	0.1	$485k	-5%	546.00	887.63	View chart
L3harris Technologies (LHX)	0.1	$484k		2.0k	237.87	View chart
Wells Fargo & Company (WFC)	0.1	$483k		8.6k	56.49	View chart
Goldman Sachs (GS)	0.1	$474k	+14%	958.00	495.21	View chart
American Tower Reit (AMT)	0.1	$468k	+3%	2.0k	232.56	View chart
Spdr Ser Tr S&p Kensho Futre (FITE)	0.1	$465k		7.5k	61.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$463k		2.6k	179.31	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$454k		7.0k	64.86	View chart
Gilead Sciences (GILD)	0.1	$447k	+2%	5.3k	83.83	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$443k	+22%	4.3k	103.90	View chart
Moody's Corporation (MCO)	0.1	$422k	+3%	890.00	474.59	View chart
Texas Instruments Incorporated (TXN)	0.1	$412k	+14%	2.0k	206.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$407k		2.1k	198.06	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$405k	NEW	6.3k	64.60	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$404k		7.1k	57.13	View chart
Anthem (ELV)	0.0	$395k		759.00	520.00	View chart
Union Pacific Corporation (UNP)	0.0	$389k	+4%	1.6k	246.49	View chart
At&t (T)	0.0	$384k	+2%	18k	22.00	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$376k		4.7k	79.45	View chart
Coca-Cola Company (KO)	0.0	$373k	+6%	5.2k	71.86	View chart
Victory Cap Hldgs Com Cl A (VCTR)	0.0	$364k		6.6k	55.40	View chart
Qualcomm (QCOM)	0.0	$364k	+8%	2.1k	170.03	View chart
3M Company (MMM)	0.0	$364k	NEW	2.7k	136.72	View chart
Ge Aerospace Com New (GE)	0.0	$364k	NEW	1.9k	188.58	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$363k	+6%	4.6k	78.39	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$361k	+7%	2.2k	166.82	View chart
Sap Se Spon Adr (SAP)	0.0	$360k	+57%	1.6k	229.10	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$360k		14k	26.27	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$358k		3.6k	100.29	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$357k	NEW	6.1k	58.11	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$355k	+16%	6.0k	59.51	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$354k	+18%	8.6k	41.25	View chart
Pfizer (PFE)	0.0	$353k	+34%	12k	28.94	View chart
Bank of America Corporation (BAC)	0.0	$348k	+8%	8.8k	39.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$347k	-14%	3.6k	95.75	View chart
Rockwell Automation (ROK)	0.0	$346k		1.3k	268.46	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.0	$345k		6.7k	51.84	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$345k		2.7k	126.18	View chart
Snap-on Incorporated (SNA)	0.0	$344k		1.2k	289.71	View chart
Cigna Corp (CI)	0.0	$343k	+10%	990.00	346.44	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$342k		9.5k	36.13	View chart
McKesson Corporation (MCK)	0.0	$341k	NEW	689.00	495.19	View chart
Chipotle Mexican Grill (CMG)	0.0	$340k	-5%	5.9k	57.62	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$339k		4.8k	70.83	View chart
Stryker Corporation (SYK)	0.0	$325k	+44%	899.00	361.26	View chart
Verizon Communications (VZ)	0.0	$320k	+2%	7.1k	44.91	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$320k	+29%	688.00	465.08	View chart
Electronic Arts (EA)	0.0	$320k	-2%	2.2k	143.44	View chart
Boeing Company (BA)	0.0	$317k	-23%	2.1k	152.04	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.0	$311k		18k	17.62	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$304k	-9%	3.1k	96.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$303k		4.0k	75.11	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.0	$300k		9.1k	33.16	View chart
Yum! Brands (YUM)	0.0	$299k		2.1k	139.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$295k	-3%	787.00	375.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$292k		497.00	586.85	View chart
Sterling Construction Company (STRL)	0.0	$290k		2.0k	145.02	View chart
Walt Disney Company (DIS)	0.0	$285k	+6%	3.0k	96.19	View chart
Village Super Mkt Cl A New (VLGEA)	0.0	$283k		8.9k	31.79	View chart
Altria (MO)	0.0	$273k		5.4k	51.04	View chart
Newmark Group Cl A (NMRK)	0.0	$273k	NEW	18k	15.53	View chart
Microstrategy Cl A New (MSTR)	0.0	$268k	+900%	1.6k	168.60	View chart
Automatic Data Processing (ADP)	0.0	$263k	NEW	950.00	276.73	View chart
Trane Technologies SHS (TT)	0.0	$259k		666.00	388.73	View chart
Consolidated Edison (ED)	0.0	$254k	+2%	2.4k	104.13	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$252k		3.5k	71.72	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$251k	NEW	5.5k	45.32	View chart
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF)	0.0	$244k	NEW	2.8k	88.72	View chart
Zscaler Incorporated (ZS)	0.0	$244k		1.4k	170.94	View chart
Carlyle Group (CG)	0.0	$242k	-4%	5.6k	43.06	View chart
ConAgra Foods (CAG)	0.0	$239k		7.3k	32.52	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$239k		701.00	340.48	View chart
Cal Maine Foods Com New (CALM)	0.0	$238k	NEW	3.2k	74.84	View chart
Fluor Corporation (FLR)	0.0	$236k		4.9k	47.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$234k	NEW	609.00	384.11	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$233k	+6%	5.8k	40.48	View chart
United Rentals (URI)	0.0	$233k	NEW	288.00	809.73	View chart
Celestica (CLS)	0.0	$230k	-10%	4.5k	51.12	View chart
FedEx Corporation (FDX)	0.0	$230k		839.00	273.68	View chart
Shopify Cl A (SHOP)	0.0	$227k	NEW	2.8k	80.14	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$225k	NEW	1.7k	135.47	View chart
SYSCO Corporation (SYY)	0.0	$222k	NEW	2.8k	78.06	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$220k		999.00	220.05	View chart
Philip Morris International (PM)	0.0	$219k	NEW	1.8k	121.40	View chart
Victory Portfolios Ii Vs Nasdq Nxt 50 (QQQN)	0.0	$219k		7.0k	31.23	View chart
Expeditors International of Washington (EXPD)	0.0	$212k	NEW	1.6k	131.40	View chart
McDonald's Corporation (MCD)	0.0	$211k	NEW	694.00	304.51	View chart
Intuitive Surgical Com New (ISRG)	0.0	$211k	NEW	429.00	491.27	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.0	$209k	NEW	4.9k	42.93	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.0	$208k		6.0k	34.74	View chart
Ishares Msci Aust Etf (EWA)	0.0	$207k	NEW	7.6k	27.11	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.0	$207k		2.3k	89.80	View chart
Iron Mountain (IRM)	0.0	$206k	NEW	1.7k	118.86	View chart
Palo Alto Networks (PANW)	0.0	$205k	NEW	601.00	341.80	View chart
Sempra Energy (SRE)	0.0	$205k	NEW	2.4k	83.63	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$203k	NEW	3.4k	59.23	View chart
Hudson Pacific Properties (HPP)	0.0	$202k		42k	4.78	View chart
Heritage Commerce (HTBK)	0.0	$170k	+49%	17k	9.88	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$160k	+2%	51k	3.12	View chart
Plum Acquisition Corp Iii *w Exp 03/31/202 (PLMJW)	0.0	$2.0k		38k	0.05	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 2024 Q3 filed Nov. 14, 2024
Fort Point Capital Partners 2024 Q2 filed Aug. 14, 2024
Fort Point Capital Partners 2024 Q1 filed May 15, 2024
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

View all past filings

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