Fort Point Capital Partners LLC Q3 2023 Filing

Filed November 8, 2023

Portfolio Value

$656.5B

Holdings

276

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (276 positions)

#StockSharesValue% PortfolioType
101
XENWXEATON VANCE NEW YORK MUN BD
13,094$00.00%
102
BACVERIZON COMMUNICATIONS INC
6,781$00.00%
103
IVWISHARES TR
4,228$00.00%
104
IXCISHARES TR
5,650$00.00%
105
USIGISHARES TR
4,509$00.00%
106
LYGLLOYDS BANKING GROUP PLC
50,603$00.00%
107
XEVMXEATON VANCE CALIF MUN BD FD
35,710$00.00%
108
RTXRTX CORPORATION
6,989$00.00%
109
ALSALLSTATE CORP
4,089$00.00%
110
UNHUNITEDHEALTH GROUP INC
1,594$00.00%
111
QCOMQUALCOMM INC
2,039$00.00%
112
AMTAMERICAN TOWER CORP NEW
2,060$00.00%
113
JNJJOHNSON & JOHNSON
5,071$00.00%
114
BKFIBNY MELLON MUN INCOME INC
41,235$00.00%
115
AFBALLIANCEBERNSTEIN NATL MUN I
19,430$00.00%
116
BXBLACKSTONE INC
3,770$00.00%
117
DISDISNEY WALT CO
3,908$00.00%
118
GTLBGITLAB INC
10,000$00.00%
119
CSCOCISCO SYS INC
10,204$00.00%
120
JMOMJ P MORGAN EXCHANGE TRADED F
7,128$00.00%
121
INFLLISTED FD TR
11,138$00.00%
122
ELVELEVANCE HEALTH INC
784$00.00%
123
XNEAXNUVEEN AMT FREE QLTY MUN INC
42,373$00.00%
124
QUSSPDR SER TR
7,708$00.00%
125
SPLVINVESCO EXCH TRADED FD TR II
3,510$00.00%
126
EOGEOG RES INC
1,604$00.00%
127
GVIPGOLDMAN SACHS ETF TR
6,748$00.00%
128
GSGOLDMAN SACHS GROUP INC
771$00.00%
129
AONAON PLC
1,420$00.00%
130
BKNGBOOKING HOLDINGS INC
202$00.00%
131
KTFDWS MUN INCOME TR
24,582$00.00%
132
XLESELECT SECTOR SPDR TR
6,777$00.00%
133
SBIWESTERN ASSET INTER MUNI FD
16,288$00.00%
134
ESGEISHARES INC
14,745$00.00%
135
BXPBOSTON PROPERTIES INC
4,000$00.00%
136
LOWLOWES COS INC
4,501$00.00%
137
SGSWEETGREEN INC
16,461$00.00%
138
CGCARLYLE GROUP INC
7,800$00.00%
139
XNTKSPDR SER TR
1,610$00.00%
140
GSEWGOLDMAN SACHS ETF TR
7,124$00.00%
141
DFSEURDISCOVER FINL SVCS
5,078$00.00%
142
ABBVABBVIE INC
6,338$00.00%
143
NANNUVEEN NEW YORK QLT MUN INC
31,904$00.00%
144
VEUVANGUARD INTL EQUITY INDEX F
8,750$00.00%
145
MRKMERCK & CO INC
8,998$00.00%
146
EDVVANGUARD WORLD FD
4,588$00.00%
147
VCRVANGUARD WORLD FDS
758$00.00%
148
HONHONEYWELL INTL INC
3,155$00.00%
149
ITOTISHARES TR
4,027$00.00%
150
PTONPELOTON INTERACTIVE INC
11,100$00.00%
151
MDYVSPDR SER TR
4,777$00.00%
152
EAELECTRONIC ARTS INC
2,969$00.00%
153
BCCCGLOBAL X FDS
21,852$00.00%
154
EAGGISHARES TR
8,310$00.00%
155
AOKISHARES TR
5,987$00.00%
156
FITESPDR SER TR
7,790$00.00%
157
DFUVDIMENSIONAL ETF TRUST
23,900$00.00%
158
DHRDANAHER CORPORATION
1,565$00.00%
159
MHIPIONEER MUNICIPAL HIGH INCOM
10,874$00.00%
160
APOAPOLLO GLOBAL MGMT INC
10,000$00.00%
161
DWS STRATEGIC MUN INCOME TR
15,861$00.00%
162
DEDEERE & CO
2,217$00.00%
163
BLKCHFBLACKROCK INC
426$00.00%
164
NOCNORTHROP GRUMMAN CORP
1,036$00.00%
165
WMWASTE MGMT INC DEL
2,652$00.00%
166
TDTTFLEXSHARES TR
8,696$00.00%
167
VGTVANGUARD WORLD FDS
511$00.00%
168
BACBANK AMERICA CORP
12,494$00.00%
169
PFMINVESCO EXCHANGE TRADED FD T
22,934$00.00%
170
MUCBLACKROCK MUNIHLDNGS CALI QL
35,902$00.00%
171
XLSRSSGA ACTIVE TR
6,125$00.00%
172
HYMBSPDR SER TR
13,688$00.00%
173
BPBP PLC
17,057$00.00%
174
GUNRFLEXSHARES TR
7,255$00.00%
175
MOALTRIA GROUP INC
7,980$00.00%
176
SNASNAP ON INC
1,170$00.00%
177
EQIXEQUINIX INC
323$00.00%
178
LQDISHARES TR
6,792$00.00%
179
ROKROCKWELL AUTOMATION INC
1,329$00.00%
180
MYDBLACKROCK MUNIYIELD FD INC
11,478$00.00%
181
CXHMFS INVT GRADE MUN TR
19,601$00.00%
182
LMTLOCKHEED MARTIN CORP
1,013$00.00%
183
IJHISHARES TR
1,319$00.00%
184
SUSBISHARES TR
13,812$00.00%
185
SPIBSPDR SER TR
10,291$00.00%
186
UNPUNION PAC CORP
1,412$00.00%
187
QUALISHARES TR
2,305$00.00%
188
WMTWALMART INC
5,751$00.00%
189
SPYVSPDR SER TR
12,587$00.00%
190
CDLVICTORY PORTFOLIOS II
13,600$00.00%
191
SBUXSTARBUCKS CORP
2,819$00.00%
192
AVGOBROADCOM INC
979$00.00%
193
OWLBLUE OWL CAPITAL INC
45,000$00.00%
194
APTVAPTIV PLC
2,430$00.00%
195
PFEPFIZER INC
9,955$00.00%
196
IAU*ISHARES GOLD TR
17,950$00.00%
197
EDCONSOLIDATED EDISON INC
2,790$00.00%
198
DWDMORGAN STANLEY
9,439$00.00%
199
XRTSPDR SER TR
4,219$00.00%
200
CMCSACOMCAST CORP NEW
8,873$00.00%
PreviousPage 2 of 3Next