Fort Point Capital Partners LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$811.2B

Holdings

283

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (283 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
159,819$91K0.00%Put
2
VOOVANGUARD INDEX FDS
67,706$35K0.00%
3
AQLTISHARES TR
426,172$33K0.00%
4
AGGISHARES TR
320,259$32K0.00%
5
VEAVANGUARD TAX-MANAGED FDS
549,479$29K0.00%
6
IVVISHARES TR
46,804$26K0.00%
7
BILSPDR SER TR
242,680$22K0.00%
8
MUBISHARES TR
208,600$22K0.00%
9
FRPTFRESHPET INC
160,758$21K0.00%
10
VTEBVANGUARD MUN BD FDS
395,929$20K0.00%
11
AAPLAPPLE INC
78,677$18K0.00%
12
EFAISHARES TR
231,002$18K0.00%Put
13
XOMEXXON MOBIL CORP
157,575$18K0.00%
14
SCHFSCHWAB STRATEGIC TR
317,514$13K0.00%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
31,048$13K0.00%Put
16
MSFTMICROSOFT CORP
31,708$13K0.00%
17
AMZNAMAZON COM INC
57,433$10K0.00%
18
SPDWSPDR INDEX SHS FDS
241,357$9K0.00%
19
PSXPHILLIPS 66
71,693$9K0.00%
20
VYMIVANGUARD WHITEHALL FDS
129,412$9K0.00%
21
DFACDIMENSIONAL ETF TRUST
263,815$9K0.00%
22
SPEMSPDR INDEX SHS FDS
201,054$8K0.00%
23
IWBISHARES TR
25,242$7K0.00%
24
GOOGALPHABET INC
50,837$7K0.00%Call
25
VWOVANGUARD INTL EQUITY INDEX F
162,286$7K0.00%
26
GOOGLALPHABET INC
43,921$7K0.00%
27
KLACKLA CORP
9,952$7K0.00%
28
VGLTVANGUARD SCOTTSDALE FDS
108,741$6K0.00%
29
PEPPEPSICO INC
36,414$6K0.00%
30
BRK-BBERKSHIRE HATHAWAY INC DEL
10$6K0.00%
31
IWMISHARES TR
28,163$6K0.00%
32
NVDANVIDIA CORPORATION
56,141$6K0.00%
33
SPTLSPDR SER TR
199,256$5K0.00%
34
SCHASCHWAB STRATEGIC TR
116,373$5K0.00%
35
MBBISHARES TR
55,639$5K0.00%
36
VOVANGUARD INDEX FDS
17,346$4K0.00%
37
IEMGISHARES INC
70,808$4K0.00%
38
NFLXNETFLIX INC
6,596$4K0.00%
39
AVGOBROADCOM INC
17,728$3K0.00%
40
METAMETA PLATFORMS INC
6,822$3K0.00%
41
COSTCOSTCO WHSL CORP NEW
3,399$3K0.00%
42
GQ9SPDR GOLD TR
13,362$3K0.00%
43
NDQINVESCO QQQ TR
6,654$3K0.00%
44
TTDTHE TRADE DESK INC
32,545$3K0.00%
45
HDHOME DEPOT INC
8,508$3K0.00%
46
VTIVANGUARD INDEX FDS
11,265$3K0.00%
47
IWRISHARES TR
41,166$3K0.00%
48
APPAPPLOVIN CORP
27,326$3K0.00%
49
VVISA INC
9,167$2K0.00%
50
CATCATERPILLAR INC
7,037$2K0.00%
51
CVXCHEVRON CORP NEW
15,859$2K0.00%
52
XLKSELECT SECTOR SPDR TR
11,122$2K0.00%
53
GSLCGOLDMAN SACHS ETF TR
20,054$2K0.00%
54
EDVVANGUARD WORLD FD
27,187$2K0.00%
55
VEEVVEEVA SYS INC
14,257$2K0.00%
56
VBVANGUARD INDEX FDS
9,127$2K0.00%
57
RACEFERRARI N V
6,182$2K0.00%
58
JPMJPMORGAN CHASE & CO.
11,597$2K0.00%
59
MAMASTERCARD INCORPORATED
4,851$2K0.00%
60
CDNSCADENCE DESIGN SYSTEM INC
7,757$2K0.00%Put
61
TSLATESLA INC
8,750$2K0.00%Put
62
IYWISHARES TR
14,921$2K0.00%
63
VNQVANGUARD INDEX FDS
29,669$2K0.00%
64
EEMISHARES TR
48,378$2K0.00%
65
USMVISHARES TR
20,932$1K0.00%
66
GSBDGOLDMAN SACHS BDC INC
77,017$1K0.00%
67
ITWILLINOIS TOOL WKS INC
7,494$1K0.00%
68
XLCSELECT SECTOR SPDR TR
14,347$1K0.00%
69
DONSPDR DOW JONES INDL AVERAGE
3,230$1K0.00%
70
VMBSVANGUARD SCOTTSDALE FDS
39,324$1K0.00%
71
WMTWALMART INC
18,093$1K0.00%
72
PFMINVESCO EXCHANGE TRADED FD T
22,853$1K0.00%
73
IEPICAHN ENTERPRISES LP
80,100$1K0.00%
74
XSWSPDR SER TR
8,668$1K0.00%
75
WDAYWORKDAY INC
7,358$1K0.00%
76
EMXCISHARES INC
25,325$1K0.00%
77
ADBEADOBE INC
2,917$1K0.00%
78
INTCINTEL CORP
43,462$1K0.00%
79
SHWSHERWIN WILLIAMS CO
2,734$1K0.00%
80
JGROJ P MORGAN EXCHANGE TRADED F
21,915$1K0.00%
81
IJRISHARES TR
10,535$1K0.00%
82
VTCVANGUARD SCOTTSDALE FDS
16,457$1K0.00%
83
UNHUNITEDHEALTH GROUP INC
1,783$1K0.00%
84
XLYSELECT SECTOR SPDR TR
6,486$1K0.00%
85
LLYELI LILLY & CO
1,172$1K0.00%
86
VTECVANGUARD CALIF TAX FREE FDS
17,218$1K0.00%
87
SUSBISHARES TR
56,448$1K0.00%
88
KCESPDR SER TR
8,296$1K0.00%
89
DGRWWISDOMTREE TR
19,236$1K0.00%
90
JPUSJ P MORGAN EXCHANGE TRADED F
15,484$1K0.00%
91
DWDMORGAN STANLEY
9,907$1K0.00%
92
IDV*ISHARES TR
52,994$1K0.00%
93
LOWLOWES COS INC
4,419$1K0.00%
94
XLESELECT SECTOR SPDR TR
21,345$1K0.00%
95
BKLCBNY MELLON ETF TRUST
12,233$1K0.00%
96
AXPAMERICAN EXPRESS CO
7,074$1K0.00%
97
ABBVABBVIE INC
5,891$1K0.00%
98
SPGIS&P GLOBAL INC
3,254$1K0.00%
99
DGROISHARES TR
17,698$1K0.00%
100
SGOVISHARES TR
12,667$1K0.00%
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