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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, AGG, IVV, MUB, and represent 24.73% of Fort Point Capital Partners's stock portfolio.
Added to shares of these 10 stocks: CLSK (+$22M), SCMB (+$20M), RSP (+$18M), GSEW (+$12M), VO (+$6.6M), PRMB (+$6.1M), SCHA (+$5.5M), MUB (+$5.4M), VGLT (+$5.4M), BIL (+$5.3M).
Started 32 new stock positions in SCMB, BMY, GBTC, EMR, XLP, SAMG, PLTR, GABC, RSP, CLSK.
Reduced shares in these 10 stocks: IEFA (-$11M), VEA (-$11M), VYMI (-$9.5M), FRPT (-$8.3M), SPDW, IDV, SPTL, EFA, IGRO, SHY.
Sold out of its positions in PPLT, KOF, CAG, ED, CIBR, DIVI, HPP, IRM, EWA, SHY. IDV, IDEV, IGRO, MCK, PFE, SYY, VYMI, QQQN, ZS, TT.
Fort Point Capital Partners was a net buyer of stock by $117M.
Fort Point Capital Partners has $918M in assets under management (AUM), dropping by 13.17%.
Central Index Key (CIK): 0001589282

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Portfolio Holdings for Fort Point Capital Partners

Fort Point Capital Partners holds 295 positions in its portfolio as reported in the December 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)	10.6	$98M	+4%	167k	586.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.2	$38M	+4%	71k	538.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.7	$34M	+10%	354k	96.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$29M	+6%	50k	588.68	View chart
Ishares Tr National Mun Etf (MUB)	3.0	$28M	+24%	260k	106.55	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	3.0	$27M	+23%	300k	91.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.7	$25M	+23%	491k	50.13	View chart
Cleanspark Com New (CLSK)	2.4	$22M	NEW	2.4M	9.21	View chart
Apple (AAPL)	2.3	$21M	+6%	84k	250.42	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	2.2	$20M	NEW	796k	25.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$19M	-37%	264k	70.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.9	$18M	NEW	101k	175.23	View chart
Exxon Mobil Corporation (XOM)	1.8	$17M		157k	107.57	View chart
Ishares Tr Msci Eafe Etf Put Option (EFA)	1.8	$16M	-6%	215k	75.61	View chart
Freshpet (FRPT)	1.7	$16M	-34%	105k	148.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$15M	-42%	315k	47.82	View chart
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B)	1.6	$14M	+2%	32k	453.28	View chart
Microsoft Corporation (MSFT)	1.5	$14M		32k	421.50	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	1.4	$13M	+2268%	165k	77.22	View chart
Amazon (AMZN)	1.4	$13M		58k	219.39	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.2	$11M	+89%	207k	55.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$11M	+144%	42k	264.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$10M	+74%	554k	18.50	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$9.2M		266k	34.59	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$9.2M	-5%	48k	190.44	View chart
Applovin Corp Com Cl A (APP)	1.0	$8.8M		27k	323.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$8.6M	+2%	45k	189.30	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$8.5M	+181%	327k	25.86	View chart
Phillips 66 (PSX)	0.9	$8.2M		72k	113.93	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$8.1M		25k	322.16	View chart
NVIDIA Corporation (NVDA)	0.9	$7.9M	+5%	59k	134.29	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.8	$7.4M	-3%	194k	38.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$7.4M	+2%	167k	44.04	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$6.8M		10.00	680920.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$6.3M		29k	220.96	View chart
Kla Corp Com New (KLAC)	0.7	$6.3M		10k	630.12	View chart
Primo Brands Corporation Class A Com Shs (PRMB)	0.7	$6.1M	NEW	198k	30.77	View chart
Netflix (NFLX)	0.6	$5.8M		6.5k	891.32	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$5.3M	-35%	157k	34.13	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$5.3M	+4%	58k	91.68	View chart
Pepsi (PEP)	0.6	$5.3M	-4%	35k	152.06	View chart
Tesla Motors Call Option (TSLA)	0.6	$5.3M	+48%	13k	403.84	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Put Option (IBIT)	0.5	$4.4M	+775%	83k	53.05	View chart
Meta Platforms Cl A (META)	0.4	$4.1M	+2%	7.0k	585.50	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.4	$4.0M	-22%	154k	26.19	View chart
Broadcom (AVGO)	0.4	$4.0M	-2%	17k	231.84	View chart
The Trade Desk Com Cl A (TTD)	0.4	$3.8M		33k	117.53	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$3.8M		72k	52.22	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$3.7M	+194%	37k	100.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$3.6M	+4%	7.0k	511.24	View chart
Palantir Technologies Cl A (PLTR)	0.4	$3.5M	NEW	47k	75.63	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$3.5M	+1353%	125k	27.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$3.4M	+6%	14k	242.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$3.4M	-6%	38k	88.40	View chart
Home Depot (HD)	0.4	$3.3M		8.5k	389.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$3.3M		11k	289.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.1M	+41%	13k	240.28	View chart
Veeva Sys Cl A Com (VEEV)	0.3	$3.1M	+3%	15k	210.25	View chart
Visa Com Cl A (V)	0.3	$3.0M	+4%	9.6k	316.05	View chart
Costco Wholesale Corporation (COST)	0.3	$3.0M	-2%	3.3k	916.15	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$2.9M	+10%	33k	89.08	View chart
Nortonlifelock (GEN)	0.3	$2.9M	NEW	107k	27.38	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.9M	+3%	12k	239.72	View chart
Ishares Tr Expanded Tech (IGV)	0.3	$2.8M	NEW	28k	100.12	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$2.7M	+62%	102k	26.63	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.6M	+3%	5.0k	526.57	View chart
Ferrari Nv Ord (RACE)	0.3	$2.6M		6.2k	424.84	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$2.6M		11k	232.53	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.3	$2.4M	NEW	91k	27.02	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$2.4M		15k	159.52	View chart
Caterpillar (CAT)	0.3	$2.4M	-6%	6.6k	362.74	View chart
Cadence Design Systems Put Option (CDNS)	0.3	$2.3M		7.7k	300.46	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$2.3M		20k	115.18	View chart
Chevron Corporation (CVX)	0.2	$2.2M	-2%	16k	144.84	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$2.1M		49k	41.82	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	0.2	$2.0M	NEW	62k	31.97	View chart
Illinois Tool Works (ITW)	0.2	$1.9M		7.6k	253.57	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$1.9M	+6%	42k	45.34	View chart
Workday Cl A (WDAY)	0.2	$1.9M		7.3k	258.03	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$1.9M		41k	46.44	View chart
Grindr (GRND)	0.2	$1.9M	+31%	105k	17.84	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.9M		21k	88.79	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$1.8M	+3%	23k	81.03	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$1.8M		21k	85.66	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.2	$1.8M		16k	114.11	View chart
American Express Company (AXP)	0.2	$1.8M	-15%	5.9k	296.79	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.2	$1.7M		17k	99.54	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.2	$1.7M		16k	107.61	View chart
Wal-Mart Stores (WMT)	0.2	$1.7M	+3%	19k	90.35	View chart
S&p Global (SPGI)	0.2	$1.7M	+3%	3.4k	497.97	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$1.7M	+7%	21k	80.93	View chart
Spdr Ser Tr Comp Software (XSW)	0.2	$1.6M		8.6k	188.95	View chart
Vanguard World Extended Dur (EDV)	0.2	$1.5M	-19%	22k	67.72	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$1.4M		6.4k	224.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.4M	+18%	13k	115.22	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.4M	+2%	3.3k	425.44	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$1.4M		25k	55.45	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$1.4M		14k	96.81	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.4M	+6%	3.1k	444.68	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$1.3M	+6%	18k	75.71	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.1	$1.3M	-3%	12k	112.06	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.1	$1.3M	+51%	59k	21.55	View chart
Abbvie (ABBV)	0.1	$1.3M	+20%	7.1k	177.69	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.1	$1.2M		8.1k	154.85	View chart
Morgan Stanley Com New (MS)	0.1	$1.2M		9.9k	125.72	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$1.2M	-10%	50k	24.70	View chart
Booking Holdings (BKNG)	0.1	$1.2M	+4%	246.00	4969.09	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.1	$1.2M	+6%	8.9k	137.70	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$1.2M		21k	57.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.2M	NEW	6.4k	185.13	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.1	$1.2M	+11%	4.7k	248.45	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.1M	NEW	16k	72.23	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.1M		18k	61.34	View chart
Lowe's Companies (LOW)	0.1	$1.1M		4.4k	246.81	View chart
Amgen (AMGN)	0.1	$1.1M	+4%	4.1k	260.64	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$1.0M		23k	45.86	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$1.0M		45k	23.26	View chart
Merck & Co (MRK)	0.1	$1.0M	+12%	10k	99.48	View chart
Oracle Corporation (ORCL)	0.1	$1.0M	+19%	6.1k	166.65	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$991k	+6%	82k	12.10	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$988k		7.5k	132.10	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$958k		23k	40.92	View chart
J P Morgan Exchange Traded F Carbon Tranitin (JCTR)	0.1	$956k	+5%	12k	79.61	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.1	$953k		12k	83.13	View chart
Sherwin-Williams Company (SHW)	0.1	$951k	+2%	2.8k	339.88	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$946k		19k	49.51	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$927k		10k	90.42	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.1	$923k	NEW	29k	32.09	View chart
Avidity Biosciences Ord (RNA)	0.1	$910k	NEW	31k	29.08	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$905k	-2%	16k	58.27	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$900k	+18%	10k	87.33	View chart
UnitedHealth (UNH)	0.1	$895k		1.8k	505.86	View chart
Ameriprise Financial (AMP)	0.1	$890k	+6%	1.7k	532.46	View chart
Victory Portfolios Ii Vcshs Us Lrg Cap (CDL)	0.1	$888k		14k	65.33	View chart
Discover Financial Services (DFS)	0.1	$888k		5.1k	173.23	View chart
Intel Corporation (INTC)	0.1	$887k		44k	20.05	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$879k		7.8k	111.95	View chart
Abbott Laboratories (ABT)	0.1	$864k	+21%	7.6k	113.11	View chart
Eli Lilly & Co. (LLY)	0.1	$863k	-4%	1.1k	772.00	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$844k	+4%	6.4k	131.29	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$839k		21k	40.41	View chart
Stoke Therapeutics (STOK)	0.1	$832k		75k	11.03	View chart
Deere & Company (DE)	0.1	$832k		2.0k	423.69	View chart
Apollo Global Mgmt (APO)	0.1	$827k		5.0k	165.16	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	0.1	$824k		4.9k	168.04	View chart
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP)	0.1	$815k		6.6k	124.07	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$813k	+9%	12k	67.11	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$786k		8.9k	88.64	View chart
International Business Machines (IBM)	0.1	$766k		3.5k	219.85	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$762k		15k	51.91	View chart
Allstate Corporation (ALL)	0.1	$757k		3.9k	192.79	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$756k	+112%	7.6k	99.92	View chart
Honeywell International (HON)	0.1	$717k		3.2k	225.89	View chart
O'reilly Automotive (ORLY)	0.1	$710k		599.00	1185.80	View chart
Procter & Gamble Company (PG)	0.1	$709k	+30%	4.2k	167.64	View chart
salesforce (CRM)	0.1	$708k		2.1k	334.33	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.1	$704k		13k	56.48	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.1	$702k	+11%	12k	60.04	View chart
Hilton Worldwide Holdings (HLT)	0.1	$702k		2.8k	247.16	View chart
Marriott Intl Cl A (MAR)	0.1	$698k		2.5k	278.94	View chart
Icahn Enterprises Depositary Unit (IEP)	0.1	$695k		80k	8.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$682k	-12%	12k	57.41	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$682k	+5%	2.4k	288.88	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$657k		13k	51.14	View chart
Northrop Grumman Corporation (NOC)	0.1	$643k	+29%	1.4k	469.29	View chart
On Hldg Namen Akt A (ONON)	0.1	$642k		12k	54.77	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$638k	-7%	4.6k	137.57	View chart
CBOE Holdings (CBOE)	0.1	$615k		3.1k	195.40	View chart
Cisco Systems (CSCO)	0.1	$607k	-2%	10k	59.20	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$599k		2.5k	242.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$595k		9.6k	62.31	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$582k		5.5k	106.84	View chart
Advanced Micro Devices (AMD)	0.1	$580k	+34%	4.8k	120.79	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$579k	-6%	3.4k	172.42	View chart
Microstrategy Cl A New (MSTR)	0.1	$579k	+25%	2.0k	289.62	View chart
Johnson & Johnson (JNJ)	0.1	$576k	-15%	4.0k	144.61	View chart
Heritage Commerce (HTBK)	0.1	$575k	+255%	61k	9.38	View chart
Goldman Sachs (GS)	0.1	$575k	+4%	1.0k	572.77	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$569k	NEW	6.1k	93.36	View chart
Linde SHS (LIN)	0.1	$566k		1.4k	418.67	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$564k		7.4k	76.14	View chart
Nrg Energy Com New (NRG)	0.1	$558k		6.2k	90.22	View chart
Blackrock (BLK)	0.1	$557k	NEW	543.00	1025.11	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$557k		10k	55.66	View chart
Silvercrest Asset Mgmt Group Cl A (SAMG)	0.1	$552k	NEW	30k	18.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$548k	+3%	3.2k	169.31	View chart
Waste Management (WM)	0.1	$534k		2.6k	201.79	View chart
Wells Fargo & Company (WFC)	0.1	$533k	-11%	7.6k	70.24	View chart
Aon Shs Cl A (AON)	0.1	$528k		1.5k	359.16	View chart
Equinix (EQIX)	0.1	$526k	+2%	558.00	942.89	View chart
BP Sponsored Adr (BP)	0.1	$525k	+4%	18k	29.56	View chart
Ge Aerospace Com New (GE)	0.1	$519k	+61%	3.1k	166.79	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$513k	-2%	11k	48.16	View chart
TJX Companies (TJX)	0.1	$512k		4.2k	120.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$504k		3.9k	128.62	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$502k		10k	50.37	View chart
Texas Instruments Incorporated (TXN)	0.1	$497k	+33%	2.7k	187.49	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$493k	NEW	11k	43.44	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$493k		15k	33.39	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$491k	+19%	8.4k	58.27	View chart
Spdr Ser Tr S&p Kensho Futre (FITE)	0.1	$491k	-2%	7.3k	66.98	View chart
Lockheed Martin Corporation (LMT)	0.1	$490k		1.0k	485.94	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$482k	+2%	4.4k	110.58	View chart
Gilead Sciences (GILD)	0.1	$481k	-2%	5.2k	92.37	View chart
Kimberly-Clark Corporation (KMB)	0.1	$476k	+3%	3.6k	131.04	View chart
Boston Properties (BXP)	0.1	$472k		6.3k	74.36	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$468k	NEW	6.3k	74.02	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$460k		2.6k	178.09	View chart
Bristol Myers Squibb (BMY)	0.0	$459k	NEW	8.1k	56.56	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$456k		7.0k	65.08	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$454k	NEW	12k	37.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$447k	+41%	1.1k	401.52	View chart
Raytheon Technologies Corp (RTX)	0.0	$431k	-11%	3.7k	115.72	View chart
Victory Cap Hldgs Com Cl A (VCTR)	0.0	$431k		6.6k	65.46	View chart
L3harris Technologies (LHX)	0.0	$425k		2.0k	210.28	View chart
Celestica (CLS)	0.0	$415k		4.5k	92.30	View chart
Moody's Corporation (MCO)	0.0	$415k		876.00	473.37	View chart
Snap-on Incorporated (SNA)	0.0	$411k	+2%	1.2k	339.48	View chart
At&t (T)	0.0	$399k		18k	22.77	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$394k	+14%	6.8k	57.53	View chart
Sap Se Spon Adr (SAP)	0.0	$392k		1.6k	246.21	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$388k	NEW	6.1k	63.75	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$381k		4.8k	80.19	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$376k	+2%	6.4k	58.79	View chart
Bank of America Corporation (BAC)	0.0	$373k	-3%	8.5k	43.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$368k		3.6k	101.53	View chart
Coca-Cola Company (KO)	0.0	$368k	+13%	5.9k	62.26	View chart
Automatic Data Processing (ADP)	0.0	$362k	+30%	1.2k	292.69	View chart
Philip Morris International (PM)	0.0	$361k	+66%	3.0k	120.35	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.0	$356k		6.7k	53.44	View chart
Union Pacific Corporation (UNP)	0.0	$354k		1.6k	228.05	View chart
Chipotle Mexican Grill (CMG)	0.0	$353k		5.9k	60.30	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$352k		2.7k	128.82	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$352k		6.1k	57.28	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$350k		14k	25.58	View chart
Nike CL B (NKE)	0.0	$349k	-22%	4.6k	75.66	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$348k	+29%	7.2k	48.33	View chart
Rockwell Automation (ROK)	0.0	$347k	-5%	1.2k	285.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$341k	+17%	4.7k	71.90	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$339k	+3%	4.8k	71.04	View chart
Ge Vernova (GEV)	0.0	$339k	NEW	1.0k	328.93	View chart
American Tower Reit (AMT)	0.0	$339k	-8%	1.8k	183.41	View chart
Sterling Construction Company (STRL)	0.0	$337k		2.0k	168.45	View chart
Altria (MO)	0.0	$332k	+18%	6.4k	52.29	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$330k	+19%	820.00	402.70	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$330k	-7%	2.0k	164.17	View chart
Boeing Company (BA)	0.0	$328k	-10%	1.9k	177.00	View chart
Qualcomm (QCOM)	0.0	$328k		2.1k	153.62	View chart
Cal Maine Foods Com New (CALM)	0.0	$328k		3.2k	102.92	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$327k	+390%	15k	21.16	View chart
Stryker Corporation (SYK)	0.0	$325k		903.00	360.05	View chart
3M Company (MMM)	0.0	$321k	-6%	2.5k	129.08	View chart
Electronic Arts (EA)	0.0	$316k	-2%	2.2k	146.30	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$311k		8.5k	36.36	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$309k		497.00	622.33	View chart
FedEx Corporation (FDX)	0.0	$296k	+25%	1.1k	281.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$294k	-27%	1.5k	195.83	View chart
Walt Disney Company (DIS)	0.0	$293k	-11%	2.6k	111.35	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.0	$292k		18k	16.55	View chart
Shopify Cl A (SHOP)	0.0	$290k	-3%	2.7k	106.33	View chart
Verizon Communications (VZ)	0.0	$286k		7.2k	39.99	View chart
Blue Owl Cap Corp Iii Com Shs (OBDE)	0.0	$285k	NEW	20k	14.42	View chart
Village Super Mkt Cl A New (VLGEA)	0.0	$284k		8.9k	31.89	View chart
Yum! Brands (YUM)	0.0	$274k	-4%	2.0k	134.16	View chart
Carlyle Group (CG)	0.0	$264k	-7%	5.2k	50.49	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$262k		698.00	375.38	View chart
Anthem (ELV)	0.0	$262k	-6%	709.00	368.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$250k		609.00	410.68	View chart
Target Corporation (TGT)	0.0	$249k	NEW	1.8k	135.17	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$246k		3.5k	69.99	View chart
Fluor Corporation (FLR)	0.0	$245k		5.0k	49.32	View chart
Arista Networks Com Shs (ANET)	0.0	$244k	NEW	2.2k	110.53	View chart
FactSet Research Systems (FDS)	0.0	$240k	NEW	500.00	480.24	View chart
Cigna Corp (CI)	0.0	$236k	-13%	856.00	276.17	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$235k		999.00	235.27	View chart
McDonald's Corporation (MCD)	0.0	$233k	+15%	804.00	289.95	View chart
Palo Alto Networks (PANW)	0.0	$232k	+111%	1.3k	181.96	View chart
First Tr Exchange-traded S&p Intl Divid (FID)	0.0	$230k	-63%	14k	16.28	View chart
Newmark Group Cl A (NMRK)	0.0	$225k		18k	12.81	View chart
Intuitive Surgical Com New (ISRG)	0.0	$222k		425.00	521.96	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$219k		1.7k	131.78	View chart
Sempra Energy (SRE)	0.0	$218k		2.5k	87.72	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$213k	-3%	5.6k	38.18	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.0	$211k		6.0k	35.20	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$208k	NEW	2.6k	78.61	View chart
Emerson Electric (EMR)	0.0	$206k	NEW	1.7k	123.91	View chart
Expeditors International of Washington (EXPD)	0.0	$204k	+14%	1.8k	110.77	View chart
United Rentals (URI)	0.0	$204k		289.00	704.44	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.0	$202k		4.8k	41.85	View chart
German American Ban (GABC)	0.0	$201k	NEW	5.0k	40.22	View chart
Broadridge Financial Solutions (BR)	0.0	$200k	NEW	885.00	226.09	View chart
Venu Hldg Corp (VENU)	0.0	$191k	NEW	21k	9.15	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$136k	-2%	50k	2.72	View chart
Bausch Health Companies (BHC)	0.0	$92k	NEW	11k	8.06	View chart
Plum Acquisition Corp Iii *w Exp 03/31/202 (PLMWF)	0.0	$6.8k		38k	0.18	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 Q4 filed Feb. 11, 2025
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

View all past filings

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