Fort Point Capital Partners LLC Q1 2023 Filing

Filed May 11, 2023

Portfolio Value

$658.9B

Holdings

261

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (261 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
175,604$71K0.00%Put
2
AGGISHARES TR
352,984$35K0.00%
3
XOMEXXON MOBIL CORP
317,516$34K0.00%Put
4
BILSPDR SER TR
305,657$28K0.00%
5
EFAISHARES TR
373,898$25K0.00%Put
6
VTEBVANGUARD MUN BD FDS
431,710$21K0.00%
7
ACWIISHARES TR
180,540$16K0.00%
8
UBERUBER TECHNOLOGIES INC
506,238$16K0.00%
9
MUBISHARES TR
135,207$14K0.00%
10
PSXPHILLIPS 66
143,109$14K0.00%Put
11
IVVISHARES TR
33,953$13K0.00%
12
VOOVANGUARD INDEX FDS
35,013$13K0.00%
13
AAPLAPPLE INC
79,142$13K0.00%
14
MSFTMICROSOFT CORP
28,595$8K0.00%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
29,952$8K0.00%Put
16
NDQINVESCO QQQ TR
30,198$8K0.00%Put
17
VEAVANGUARD TAX-MANAGED FDS
167,503$7K0.00%
18
SCHFSCHWAB STRATEGIC TR
221,344$7K0.00%
19
XLVSELECT SECTOR SPDR TR
60,540$7K0.00%
20
IWBISHARES TR
31,912$7K0.00%
21
IXCISHARES TR
162,968$6K0.00%
22
XLFISELECT SECTOR SPDR TR
88,768$6K0.00%
23
DFACDIMENSIONAL ETF TRUST
257,547$6K0.00%
24
AQLTISHARES TR
104,034$6K0.00%
25
VWOVANGUARD INTL EQUITY INDEX F
166,868$6K0.00%
26
IWMISHARES TR
36,278$6K0.00%
27
EQIXEQUINIX INC
8,843$6K0.00%
28
FIDFIRST TR EXCHANGE-TRADED FD
345,224$5K0.00%
29
KLACKLA CORP
14,977$5K0.00%
30
JPSTJ P MORGAN EXCHANGE TRADED F
118,041$5K0.00%
31
AMZNAMAZON COM INC
53,441$5K0.00%
32
IYKISHARES TR
20,354$4K0.00%
33
FRPTFRESHPET INC
62,536$4K0.00%
34
BRK-BBERKSHIRE HATHAWAY INC DEL
10$4K0.00%
35
EEMISHARES TR
101,613$4K0.00%
36
GOOGLALPHABET INC
40,839$4K0.00%
37
IDUISHARES TR
36,900$3K0.00%
38
GQ9SPDR GOLD TR
20,658$3K0.00%
39
XLUSELECT SECTOR SPDR TR
45,342$3K0.00%
40
GOOGALPHABET INC
30,604$3K0.00%
41
IYHISHARES TR
14,484$3K0.00%
42
TSLATESLA INC
17,921$3K0.00%Put
43
VCSHVANGUARD SCOTTSDALE FDS
41,465$3K0.00%
44
HDHOME DEPOT INC
8,656$2K0.00%
45
BCBEURPRIMO WATER CORPORATION
155,194$2K0.00%
46
TLTISHARES TR
26,534$2K0.00%
47
CVXCHEVRON CORP NEW
17,387$2K0.00%
48
VHTVANGUARD WORLD FDS
12,001$2K0.00%
49
VTIVANGUARD INDEX FDS
12,478$2K0.00%
50
LVLNSPDR SER TR
50,859$2K0.00%
51
VDCVANGUARD WORLD FDS
14,045$2K0.00%
52
GTLBGITLAB INC
86,000$2K0.00%
53
IEMGISHARES INC
55,927$2K0.00%
54
VYMIVANGUARD WHITEHALL FDS
44,580$2K0.00%
55
NFLXNETFLIX INC
6,412$2K0.00%
56
INTCINTEL CORP
84,278$2K0.00%
57
IDV*ISHARES TR
79,931$2K0.00%
58
MBBISHARES TR
28,238$2K0.00%
59
JPMJPMORGAN CHASE & CO
11,481$1K0.00%
60
IAU*ISHARES GOLD TR
29,923$1K0.00%
61
JPUSJ P MORGAN EXCHANGE TRADED F
16,017$1K0.00%
62
ITWILLINOIS TOOL WKS INC
7,331$1K0.00%
63
BBWIBATH & BODY WORKS INC
35,533$1K0.00%
64
TJXTJX COS INC NEW
18,110$1K0.00%
65
VDEVANGUARD WORLD FDS
9,677$1K0.00%
66
CATCATERPILLAR INC
6,210$1K0.00%
67
SPAQUSDFISKER INC
250,000$1K0.00%
68
VVISA INC
8,104$1K0.00%
69
SPGIS&P GLOBAL INC
3,360$1K0.00%
70
LQDISHARES TR
14,234$1K0.00%
71
SPDWSPDR INDEX SHS FDS
55,158$1K0.00%
72
MAMASTERCARD INCORPORATED
4,597$1K0.00%
73
WDAYWORKDAY INC
12,681$1K0.00%Put
74
XLESELECT SECTOR SPDR TR
14,991$1K0.00%
75
SHYISHARES TR
12,374$1K0.00%
76
SUBISHARES TR
17,697$1K0.00%
77
COSTCOSTCO WHSL CORP NEW
2,932$1K0.00%
78
GSLCGOLDMAN SACHS ETF TR
20,628$1K0.00%
79
NVDANVIDIA CORPORATION
3,783$1K0.00%
80
XSWSPDR SER TR
10,309$1K0.00%
81
VPUVANGUARD WORLD FDS
12,350$1K0.00%
82
RACEFERRARI N V
5,955$1K0.00%
83
IYWISHARES TR
13,456$1K0.00%
84
IWRISHARES TR
24,791$1K0.00%
85
SCHESCHWAB STRATEGIC TR
70,307$1K0.00%
86
BCCCGLOBAL X FDS
38,604$1K0.00%
87
PDPINVESCO EXCHANGE TRADED FD T
18,982$1K0.00%
88
XLKSELECT SECTOR SPDR TR
8,637$1K0.00%
89
ABBVABBVIE INC
7,259$1K0.00%
90
AXPAMERICAN EXPRESS CO
7,197$1K0.00%
91
AMGNAMGEN INC
4,565$1K0.00%
92
USMVISHARES TR
24,125$1K0.00%
93
CDNSCADENCE DESIGN SYSTEM INC
11,133$1K0.00%Put
94
GSBDGOLDMAN SACHS BDC INC
74,072$1K0.00%
95
NKENIKE INC
12,783$1K0.00%
96
ALSALLSTATE CORP
4,123$00.00%
97
UNHUNITEDHEALTH GROUP INC
1,677$00.00%
98
QCOMQUALCOMM INC
2,977$00.00%
99
AMTAMERICAN TOWER CORP NEW
2,161$00.00%
100
BKLCBNY MELLON ETF TRUST
12,643$00.00%
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