Fort Point Capital Partners LLC Q4 2023 Filing

Filed February 9, 2024

Portfolio Value

$703.8B

Holdings

292

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (292 positions)

#StockSharesValue% PortfolioType
101
BNDVANGUARD BD INDEX FDS
5,891$00.00%
102
TXNTEXAS INSTRS INC
1,776$00.00%
103
OEFISHARES TR
2,156$00.00%
104
XENWXEATON VANCE NEW YORK MUN BD
22,088$00.00%
105
BACVERIZON COMMUNICATIONS INC
6,932$00.00%
106
IVWISHARES TR
4,228$00.00%
107
IXCISHARES TR
5,599$00.00%
108
USIGISHARES TR
6,362$00.00%
109
JNKSPDR SER TR
3,664$00.00%
110
LYGLLOYDS BANKING GROUP PLC
52,368$00.00%
111
VCSHVANGUARD SCOTTSDALE FDS
3,238$00.00%
112
XEVMXEATON VANCE CALIF MUN BD FD
49,584$00.00%
113
RTXRTX CORPORATION
4,080$00.00%
114
ALSALLSTATE CORP
3,929$00.00%
115
UNHUNITEDHEALTH GROUP INC
1,612$00.00%
116
QCOMQUALCOMM INC
2,016$00.00%
117
AMTAMERICAN TOWER CORP NEW
2,058$00.00%
118
JNJJOHNSON & JOHNSON
5,012$00.00%
119
VKQINVESCO MUNICIPAL TRUST
16,674$00.00%
120
BKFIBNY MELLON MUN INCOME INC
32,265$00.00%
121
AFBALLIANCEBERNSTEIN NATL MUN I
19,147$00.00%
122
BXBLACKSTONE INC
3,745$00.00%
123
DISDISNEY WALT CO
3,874$00.00%
124
GTLBGITLAB INC
5,000$00.00%
125
SPTMSPDR SER TR
3,679$00.00%
126
CSCOCISCO SYS INC
10,360$00.00%
127
JMOMJ P MORGAN EXCHANGE TRADED F
7,065$00.00%
128
INFLLISTED FD TR
8,841$00.00%
129
ELVELEVANCE HEALTH INC
783$00.00%
130
SPLVINVESCO EXCH TRADED FD TR II
3,512$00.00%
131
MIYBLACKROCK MUNIYIELD MICH QU
16,371$00.00%
132
GVIPGOLDMAN SACHS ETF TR
6,703$00.00%
133
GSGOLDMAN SACHS GROUP INC
741$00.00%
134
AONAON PLC
1,422$00.00%
135
BKNGBOOKING HOLDINGS INC
202$00.00%
136
XLESELECT SECTOR SPDR TR
6,784$00.00%
137
SBIWESTERN ASSET INTER MUNI FD
24,713$00.00%
138
ESGEISHARES INC
14,745$00.00%
139
SGSWEETGREEN INC
16,461$00.00%
140
CGCARLYLE GROUP INC
7,250$00.00%
141
SPTLSPDR SER TR
11,747$00.00%
142
GSEWGOLDMAN SACHS ETF TR
7,056$00.00%
143
DFSEURDISCOVER FINL SVCS
5,078$00.00%
144
ABBVABBVIE INC
5,200$00.00%
145
NANNUVEEN NEW YORK QLT MUN INC
62,162$00.00%
146
VEUVANGUARD INTL EQUITY INDEX F
15,169$00.00%
147
MRKMERCK & CO INC
9,148$00.00%
148
EDVVANGUARD WORLD FD
2,894$00.00%
149
VCRVANGUARD WORLD FDS
719$00.00%
150
HONHONEYWELL INTL INC
3,122$00.00%
151
ITOTISHARES TR
3,977$00.00%
152
PTONPELOTON INTERACTIVE INC
11,100$00.00%
153
MDYVSPDR SER TR
4,791$00.00%
154
EAELECTRONIC ARTS INC
3,309$00.00%
155
BCCCGLOBAL X FDS
21,213$00.00%
156
MQTBLACKROCK MUNIYIELD QUALITY
13,325$00.00%
157
FITESPDR SER TR
7,660$00.00%
158
DFUVDIMENSIONAL ETF TRUST
23,900$00.00%
159
DHRDANAHER CORPORATION
1,581$00.00%
160
VKIINVESCO ADVANTAGE MUN INCOME
16,674$00.00%
161
IIMINVESCO VALUE MUN INCOME TR
47,403$00.00%
162
APOAPOLLO GLOBAL MGMT INC
10,005$00.00%
163
DEDEERE & CO
1,963$00.00%
164
BLKCHFBLACKROCK INC
445$00.00%
165
NOCNORTHROP GRUMMAN CORP
1,038$00.00%
166
WMWASTE MGMT INC DEL
2,659$00.00%
167
VGTVANGUARD WORLD FDS
505$00.00%
168
BACBANK AMERICA CORP
12,623$00.00%
169
PFMINVESCO EXCHANGE TRADED FD T
22,957$00.00%
170
MUCBLACKROCK MUNIHLDNGS CALI QL
56,459$00.00%
171
IWFISHARES TR
817$00.00%
172
XLSRSSGA ACTIVE TR
6,125$00.00%
173
HYMBSPDR SER TR
13,688$00.00%
174
BPBP PLC
17,057$00.00%
175
GUNRFLEXSHARES TR
7,255$00.00%
176
SNASNAP ON INC
1,170$00.00%
177
PPLTABRDN PLATINUM ETF TRUST
2,300$00.00%
178
VRTXVERTEX PHARMACEUTICALS INC
545$00.00%
179
EQIXEQUINIX INC
325$00.00%
180
XPMAXPIONEER MUNICIPAL HIGH INCOM
13,716$00.00%
181
LQDISHARES TR
5,606$00.00%
182
ROKROCKWELL AUTOMATION INC
1,268$00.00%
183
MYDBLACKROCK MUNIYIELD FD INC
55,859$00.00%
184
CXHMFS INVT GRADE MUN TR
13,035$00.00%
185
LMTLOCKHEED MARTIN CORP
1,042$00.00%
186
IJHISHARES TR
2,107$00.00%
187
SPIBSPDR SER TR
8,686$00.00%
188
UNPUNION PAC CORP
1,404$00.00%
189
QUALISHARES TR
2,492$00.00%
190
VTVVANGUARD INDEX FDS
3,635$00.00%
191
STRLSTERLING INFRASTRUCTURE INC
3,000$00.00%
192
WMTWALMART INC
5,731$00.00%
193
SPYVSPDR SER TR
12,632$00.00%
194
CDLVICTORY PORTFOLIOS II
13,600$00.00%
195
SBUXSTARBUCKS CORP
2,851$00.00%
196
SHOPSHOPIFY INC
2,804$00.00%
197
BFKBLACKROCK MUN INCOME TR
33,343$00.00%
198
OWLBLUE OWL CAPITAL INC
45,000$00.00%
199
APTVAPTIV PLC
2,307$00.00%
200
GRNDGRINDR INC
14,351$00.00%
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