Fund HoldingsFort Point Capital Partners LLC

Total Portfolio Value
$656.46M
Total Bought
$56.88M
Total Sold
$109.25M
Net Transaction
-$52.37M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR
CORE MSCI EAFE
327,574459,863+132,28922,11129,5924.51%+7,481
SCHWAB STRATEGIC TR226,516450,416+223,9008,07515,2962.33%+7,221
SPDR SER TR
ST STR BLO 1 ETF
468,710544,038+75,32843,03749,9547.61%+6,917
ISHARES TR40,41883,043+42,6253,7707,3741.12%+3,605
VANGUARD WHITEHALL FDS80,641124,679+44,0385,0977,7161.18%+2,620
SPDR INDEX SHS FDS
ST PORT MARK ETF
73,184145,381+72,1972,5164,8800.74%+2,364
SCHWAB STRATEGIC TR52,991103,558+50,5672,3214,2890.65%+1,968
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
057,030+57,03002,4970.38%+2,497
PHILLIPS 66(PSX)71,60971,614+56,8308,6041.31%+1,774
EXXON MOBIL CORP156,633156,438-19516,79918,3942.80%+1,595
EXXON MOBIL CORP(Put)151,600151,600016,25917,825+1,566
APPLOVIN CORP(APP)038,839+38,83901,5520.24%+1,552
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
017,940+17,94001,3810.21%+1,381
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
029,598+29,59801,6430.25%+1,643
ICAHN ENTERPRISES LP(IEP)080,100+80,10001,5840.24%+1,584
VANGUARD SCOTTSDALE FDS
TOTAL CORP BND
016,530+16,53001,1980.18%+1,198
ISHARES TR33,97637,104+3,12815,14415,9342.43%+790
VANGUARD INDEX FDS10,95314,726+3,7732,4123,0670.47%+655
ALPHABET INC(GOOG)41,00541,109+1044,9085,3800.82%+471
INVESCO QQQ TR4,2985,686+1,3881,5882,0370.31%+449
SCHWAB STRATEGIC TR05,515+5,51503730.06%+373
VANGUARD INDEX FDS6,3178,422+2,1051,2561,5920.24%+336
SPDR SER TR
ST INTER BD ETF
010,291+10,29103240.05%+324
ALPHABET INC(GOOG)31,22031,088-1323,7774,0990.62%+322
ISHARES TR
MSCI USA QLT FCT
02,305+2,30503040.05%+304
CATERPILLAR INC(CAT)6,4286,878+4501,5821,8780.29%+296
FLEXSHARES TR
MORNSTAR UPSTR
07,255+7,25502930.04%+293
AMGEN INC(AMGN)5,5005,578+781,2211,4990.23%+278
BLACKROCK MUNIYIELD N Y QUAL065,435+65,43505800.09%+580
FRESHPET INC(FRPT)62,53666,445+3,9094,1154,3770.67%+262
ISHARES TR
INTL DIV GRWTH
04,370+4,37002590.04%+259
ELI LILLY & CO(LLY)2,3112,498+1871,0841,3420.20%+258
NUVEEN MUNICIPAL CREDIT INC(NZF)044,797+44,79704670.07%+467
ISHARES TR381,649400,127+18,47837,38337,6285.73%+245
INVESCO QQQ TR(Put)29,60031,200+1,60010,93511,178+243
BOSTON PROPERTIES INC(BXP)04,000+4,00002380.04%+238
NUVEEN NEW JERSEY QULT MUN F
COM
042,696+42,69604520.07%+452
FEDEX CORP(FDX)0823+82302180.03%+218
NUVEEN AMT FREE QLTY MUN INC042,373+42,37304100.06%+410
NUVEEN AMT FREE MUN CR INC F(NVG)035,664+35,66403680.06%+368
FLUOR CORP NEW(FLR)05,700+5,70002090.03%+209
EOG RES INC(EOG)01,604+1,60402030.03%+203
FLEXSHARES TR
IBOXX 3R TARGT
08,696+8,69602020.03%+202
FISKER INC252,000252,00001,4211,6180.25%+197
PRIMO WATER CORPORATION155,194155,19401,9462,1420.33%+196
EATON VANCE CALIF MUN INCOM020,817+20,81701910.03%+191
ALLIANCEBERNSTEIN NATL MUN I(AFB)019,430+19,43001810.03%+181
NUVEEN QUALITY MUNCP INCOME(NAD)033,524+33,52403400.05%+340
NUVEEN PENNSYLVANIA QLT MUN036,904+36,90403750.06%+375
BLACKROCK MUNIHLDGS NJ QLTY(MUJ)016,253+16,25301640.03%+164
INVESCO TR INVT GRADE NEW YO017,717+17,71701610.02%+161
BLACKROCK MUNICIPAL INCOME(BLK)015,688+15,68801590.02%+159
BLACKROCK MUNIHLDNGS CALI QL(MUC)035,902+35,90203430.05%+343
NVIDIA CORPORATION(NVDA)3,9474,197+2501,6701,8260.28%+156
NUVEEN NEW YORK QLT MUN INC(NAN)031,904+31,90403090.05%+309
COSTCO WHSL CORP NEW(COST)3,1393,247+1081,6901,8350.28%+145
BLACKROCK MUNIHLDGS NY QLTY036,216+36,21603310.05%+331
MFS INVT GRADE MUN TR
SH BEN INT
019,601+19,60101390.02%+139
BERKSHIRE HATHAWAY INC DEL101005,1785,3150.81%+137
INTEL CORP(INTC)59,92460,044+1202,0042,1350.33%+131
APOLLO GLOBAL MGMT INC(APO)010,000+10,00008980.14%+898
DWS STRATEGIC MUN INCOME TR015,861+15,86101190.02%+119
ISHARES INC
CORE MSCI EMKT
55,63960,086+4,4472,7422,8590.44%+117
WESTERN ASSET INTER MUNI FD016,288+16,28801170.02%+117
BNY MELLON MUN INCOME INC041,235+41,23502340.04%+234
EATON VANCE CALIF MUN BD FD035,710+35,71002900.04%+290
INVESCO CALIF VALUE MUN INCO029,948+29,94802520.04%+252
BERKSHIRE HATHAWAY INC DEL(Put)11,90011,90004,0584,169+111
EATON VANCE NEW YORK MUN BD013,094+13,09401090.02%+109
DISNEY WALT CO(DIS)03,908+3,90803170.05%+317
BLACKROCK MUNIYIELD FD INC011,478+11,47801050.02%+105
HUDSON PAC PPTYS INC042,000+42,00002790.04%+279
VISA INC(V)8,0268,720+6941,9062,0060.31%+100
AMAZON COM INC(AMZN)53,93256,063+2,1317,0317,1271.09%+96
BOOKING HOLDINGS INC(BKNG)0202+20206230.09%+623
SPDR INDEX SHS FDS
ST STR PO EX ETF
56,14761,858+5,7111,8271,9180.29%+91
DWS MUN INCOME TR024,582+24,58201890.03%+189
ADOBE INC(ADBE)2,4412,501+601,1941,2750.19%+82
PIONEER MUNICIPAL HIGH INCOM010,874+10,8740790.01%+79
OREILLY AUTOMOTIVE INC(ORLY)0571+57105190.08%+519
NUVEEN NEW YORK AMT QLT MUNI(NRK)026,420+26,42002500.04%+250
TJX COS INC NEW(TJX)18,17718,117-601,5411,6100.25%+69
SELECT SECTOR SPDR TR
ST STR ENERG ETF
06,777+6,77706130.09%+613
DEERE & CO(DE)02,217+2,21708370.13%+837
BLUE OWL CAPITAL INC(OBDC)045,000+45,00005830.09%+583
BP PLC(BP)017,057+17,05706600.10%+660
MARRIOTT INTL INC NEW(MAR)02,515+2,51504940.08%+494
MFS HIGH YIELD MUN TR035,769+35,76901120.02%+112
VANGUARD WORLD FD04,588+4,58803210.05%+321
ABBVIE INC(ABBV)06,338+6,33809450.14%+945
MFS MUN INCOME TR024,908+24,90801130.02%+113
GOLDMAN SACHS BDC INC(GSBD)74,07274,07201,0271,0780.16%+52
SPDR SER TR
ST STR SP REGBNK
50,50050,50002,0622,1090.32%+47
MASTERCARD INCORPORATED(MA)4,6864,773+871,8431,8900.29%+47
COMCAST CORP NEW(CCZ)08,873+8,87303930.06%+393
HILTON WORLDWIDE HLDGS INC(HLT)02,963+2,96304450.07%+445
UNITEDHEALTH GROUP INC(UNH)01,594+1,59408040.12%+804
INTERNATIONAL BUSINESS MACHS(IBM)03,642+3,64205110.08%+511
AT&T INC(T)017,016+17,01602560.04%+256
ZSCALER INC(ZS)02,025+2,02503150.05%+315
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