$172 Million is the total value of Running Point Capital Advisors, LLC's 149 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 3.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $23,305,128 | -2.8% | 65,049 | +0.2% | 13.52% | +0.6% |
| USMV | Buy | ISHARES TRmsci usa min vol | $15,471,540 | -2.6% | 213,754 | +0.0% | 8.97% | +0.9% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $12,477,537 | -2.4% | 94,677 | -0.1% | 7.24% | +1.1% |
| EUSA | Buy | ISHARES INCmsci equal weite | $10,384,877 | -4.5% | 138,078 | +0.0% | 6.02% | -1.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $9,595,546 | +0.8% | 201,629 | +4.4% | 5.57% | +4.4% |
| IWV | ISHARES TRrussell 3000 etf | $6,291,180 | -3.7% | 25,672 | 0.0% | 3.65% | -0.3% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $4,510,555 | -13.4% | 59,616 | -4.3% | 2.62% | -10.3% |
| VWOB | Buy | VANGUARD WHITEHALL FDSem mk gov bd etf | $4,324,661 | -3.9% | 73,101 | +1.1% | 2.51% | -0.5% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $3,997,442 | -1.8% | 83,576 | +0.4% | 2.32% | +1.7% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $3,888,525 | -3.5% | 148,417 | 0.0% | 2.26% | -0.1% | |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $3,813,790 | -2.9% | 87,232 | +2.6% | 2.21% | +0.6% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $3,780,329 | -13.4% | 158,704 | -9.1% | 2.19% | -10.3% |
| MSFT | Buy | MICROSOFT CORP | $3,220,013 | -5.1% | 10,198 | +2.4% | 1.87% | -1.7% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $3,218,255 | +2.2% | 21,832 | +5.4% | 1.87% | +5.8% |
| AAPL | Buy | APPLE INC | $3,134,684 | -10.8% | 18,309 | +1.0% | 1.82% | -7.7% |
| IYR | Buy | ISHARES TRu.s. real es etf | $2,946,950 | -7.1% | 37,714 | +2.9% | 1.71% | -3.8% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,605,052 | -4.9% | 66,438 | -1.3% | 1.51% | -1.5% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $2,443,257 | -2.8% | 48,690 | -2.8% | 1.42% | +0.7% |
| FDLO | Buy | FIDELITY COVINGTON TRUSTlow volity etf | $2,311,821 | +2.0% | 47,539 | +5.1% | 1.34% | +5.6% |
| EEM | ISHARES TRmsci emg mkt etf | $2,137,046 | -4.1% | 56,312 | 0.0% | 1.24% | -0.6% | |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $1,965,655 | -4.3% | 50,492 | -1.2% | 1.14% | -0.9% |
| CMF | Sell | ISHARES TRcalif mun bd etf | $1,876,899 | -6.8% | 34,225 | -3.2% | 1.09% | -3.5% |
| IGSB | Buy | ISHARES TR | $1,757,155 | -0.5% | 35,263 | +0.2% | 1.02% | +3.0% |
| Buy | DIMENSIONAL ETF TRUSTus mktwide value | $1,543,778 | -1.2% | 45,379 | +0.2% | 0.90% | +2.3% | |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $1,417,393 | -4.6% | 26,483 | -0.0% | 0.82% | -1.2% |
| ARES | ARES MANAGEMENT CORPORATION | $1,372,697 | +6.8% | 13,344 | 0.0% | 0.80% | +10.6% | |
| GLD | Sell | SPDR GOLD TR | $1,285,018 | -4.0% | 7,495 | -0.2% | 0.74% | -0.7% |
| ITM | VANECK ETF TRUSTintrmdt muni etf | $1,256,233 | -4.3% | 28,486 | 0.0% | 0.73% | -0.8% | |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,149,870 | +0.3% | 12,227 | +4.5% | 0.67% | +3.9% |
| VOO | Buy | VANGUARD INDEX FDS | $1,115,835 | +15.7% | 2,841 | +20.0% | 0.65% | +19.8% |
| FCAL | FIRST TR EXCH TRADED FD IIIcalif mun incm | $1,097,810 | -3.6% | 23,239 | 0.0% | 0.64% | -0.2% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,089,166 | -2.5% | 10,676 | +3.3% | 0.63% | +1.0% |
| MUB | Sell | ISHARES TRnational mun etf | $1,066,826 | -4.4% | 10,404 | -0.5% | 0.62% | -1.0% |
| IFGL | Buy | ISHARES TRintl dev re etf | $1,061,618 | -3.8% | 55,963 | +0.7% | 0.62% | -0.3% |
| GSEW | GOLDMAN SACHS ETF TRequal weight us | $973,718 | -4.5% | 16,302 | 0.0% | 0.56% | -1.1% | |
| JPIB | Buy | J P MORGAN EXCHANGE TRADED Fintl bd opp etf | $943,911 | +3.4% | 20,750 | +5.9% | 0.55% | +6.8% |
| FB | Buy | META PLATFORMS INCcl a | $922,846 | +4.9% | 3,074 | +0.3% | 0.54% | +8.5% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $826,480 | -3.3% | 8,035 | -2.2% | 0.48% | 0.0% |
| PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $815,719 | -4.5% | 58,017 | -2.5% | 0.47% | -1.3% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $793,332 | -15.2% | 8,945 | -1.6% | 0.46% | -12.2% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $755,306 | -5.3% | 9,153 | -0.7% | 0.44% | -2.0% |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $739,191 | -0.8% | 14,772 | 0.0% | 0.43% | +2.9% | |
| NVDA | NVIDIA CORPORATION | $708,164 | +2.8% | 1,628 | 0.0% | 0.41% | +6.5% | |
| PFFD | Sell | GLOBAL X FDSus pfd etf | $669,824 | -5.4% | 35,610 | -2.5% | 0.39% | -2.0% |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $646,237 | +0.2% | 19,811 | +0.9% | 0.38% | +3.9% | |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $618,566 | -7.4% | 12,446 | -7.5% | 0.36% | -4.0% |
| AMZN | Buy | AMAZON COM INC | $586,532 | -0.3% | 4,614 | +2.3% | 0.34% | +3.3% |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $584,928 | -12.2% | 63,031 | 0.0% | 0.34% | -9.1% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $575,545 | -4.0% | 8,248 | 0.0% | 0.33% | -0.6% | |
| V | Buy | VISA INC | $570,195 | -2.9% | 2,479 | +0.2% | 0.33% | +0.6% |
| LLY | Buy | ELI LILLY & CO | $539,816 | +15.5% | 1,005 | +0.8% | 0.31% | +19.5% |
| PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $534,078 | -0.6% | 24,101 | +5.8% | 0.31% | +3.0% |
| FMB | FIRST TR EXCH TRADED FD IIImanagd mun etf | $522,625 | -3.6% | 10,692 | 0.0% | 0.30% | -0.3% | |
| XOM | Buy | EXXON MOBIL CORP | $515,000 | +9.7% | 4,380 | +0.1% | 0.30% | +13.7% |
| EFAV | ISHARES TRmsci eafe min vl | $506,368 | -3.4% | 7,764 | 0.0% | 0.29% | 0.0% | |
| QLTA | Sell | ISHARES TRa rate cp bd etf | $501,335 | -6.3% | 11,121 | -1.9% | 0.29% | -3.0% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $497,648 | -6.5% | 16,048 | -1.9% | 0.29% | -3.0% |
| BRP | BRP GROUP INC | $485,553 | -6.3% | 20,902 | 0.0% | 0.28% | -2.8% | |
| SUSB | ISHARES TResg awre 1 5 yr | $468,079 | -0.6% | 19,692 | 0.0% | 0.27% | +2.7% | |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $454,616 | -4.2% | 8,661 | 0.0% | 0.26% | -0.8% | |
| IJH | ISHARES TRcore s&p mcp etf | $453,069 | -4.6% | 1,817 | 0.0% | 0.26% | -1.1% | |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $442,889 | -2.4% | 13,193 | 0.0% | 0.26% | +1.2% | |
| HD | Sell | HOME DEPOT INC | $414,866 | -6.1% | 1,373 | -3.5% | 0.24% | -2.8% |
| HYLS | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $398,812 | -1.0% | 10,166 | 0.0% | 0.23% | +2.2% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $395,852 | +10.7% | 3,025 | +1.2% | 0.23% | +15.0% |
| IDEV | Buy | ISHARES TRcore msci intl | $393,273 | +473.0% | 6,748 | +500.9% | 0.23% | +500.0% |
| PIO | INVESCO EXCH TRADED FD TR IIglobal water | $379,890 | -5.6% | 11,246 | 0.0% | 0.22% | -2.2% | |
| C | Sell | CITIGROUP INC | $347,466 | -11.6% | 8,448 | -1.1% | 0.20% | -8.2% |
| CSCO | Buy | CISCO SYS INC | $349,064 | +5.3% | 6,493 | +1.3% | 0.20% | +8.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $346,897 | +12.0% | 2,631 | +2.7% | 0.20% | +15.5% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $340,492 | +2.7% | 972 | 0.0% | 0.20% | +5.9% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $338,144 | -6.2% | 815 | 0.0% | 0.20% | -3.0% | |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $332,716 | +2.4% | 4,379 | +6.5% | 0.19% | +6.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $314,748 | +0.9% | 795 | +0.3% | 0.18% | +4.6% |
| AMAT | APPLIED MATLS INC | $302,098 | -4.2% | 2,182 | 0.0% | 0.18% | -1.1% | |
| FLTR | Buy | VANECK ETF TRUSTig floating rate | $300,074 | +3.2% | 11,865 | +3.1% | 0.17% | +6.7% |
| VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $291,179 | -5.5% | 4,076 | 0.0% | 0.17% | -2.3% | |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $275,322 | -1.2% | 6,026 | +0.3% | 0.16% | +2.6% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $266,011 | -36.4% | 2,820 | -32.9% | 0.15% | -34.2% |
| SLF | SUN LIFE FINANCIAL INC. | $265,374 | -6.4% | 5,438 | 0.0% | 0.15% | -3.1% | |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $263,808 | +4.3% | 3,509 | +4.8% | 0.15% | +7.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $245,036 | +11.1% | 486 | +5.9% | 0.14% | +14.5% |
| IUSV | New | ISHARES TRcore s&p us vlu | $240,799 | – | 3,227 | +100.0% | 0.14% | – |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $241,802 | +27.2% | 4,356 | +45.5% | 0.14% | +30.8% |
| BA | BOEING CO | $236,837 | -9.2% | 1,236 | 0.0% | 0.14% | -6.2% | |
| IWM | ISHARES TRrussell 2000 etf | $222,868 | -5.6% | 1,261 | 0.0% | 0.13% | -2.3% | |
| PEP | Buy | PEPSICO INC | $221,119 | -5.0% | 1,305 | +3.8% | 0.13% | -1.5% |
| HSY | Sell | HERSHEY CO | $217,087 | -22.4% | 1,085 | -3.1% | 0.13% | -19.7% |
| IGIB | ISHARES TR | $217,709 | -3.8% | 4,475 | 0.0% | 0.13% | -0.8% | |
| TSLA | Buy | TESLA INC | $212,187 | -0.8% | 848 | +3.8% | 0.12% | +2.5% |
| SBUX | Sell | STARBUCKS CORP | $210,108 | -8.1% | 2,302 | -0.2% | 0.12% | -4.7% |
| EMBD | Buy | GLOBAL X FDSx emerging mkt | $206,782 | +393.7% | 9,951 | +419.6% | 0.12% | +421.7% |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $203,281 | -0.7% | 2,705 | 0.0% | 0.12% | +2.6% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $202,559 | +0.2% | 3,148 | +5.1% | 0.12% | +3.5% |
| NFLX | NETFLIX INC | $200,128 | -14.3% | 530 | 0.0% | 0.12% | -11.5% | |
| JQUA | Buy | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $195,234 | +199.9% | 4,512 | +206.9% | 0.11% | +213.9% |
| BYND | BEYOND MEAT INC | $192,881 | -25.9% | 20,050 | 0.0% | 0.11% | -23.3% | |
| PBD | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $191,814 | -18.6% | 12,470 | 0.0% | 0.11% | -15.9% | |
| BIV | VANGUARD BD INDEX FDSintermed term | $172,098 | -3.9% | 2,380 | 0.0% | 0.10% | 0.0% | |
| IVV | ISHARES TRcore s&p500 etf | $138,276 | -3.7% | 322 | 0.0% | 0.08% | 0.0% | |
| ITOT | ISHARES TRcore s&p ttl stk | $99,936 | -3.7% | 1,061 | 0.0% | 0.06% | 0.0% | |
| IGV | ISHARES TRexpanded tech | $98,624 | -1.3% | 289 | 0.0% | 0.06% | +1.8% | |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $97,805 | -38.9% | 8,932 | -36.6% | 0.06% | -36.7% |
| VLUE | ISHARES TRmsci usa value | $92,444 | -3.3% | 1,019 | 0.0% | 0.05% | 0.0% | |
| ACWV | ISHARES INCmsci gbl min vol | $89,218 | -2.7% | 935 | 0.0% | 0.05% | +2.0% | |
| IGF | ISHARES TRglb infrastr etf | $79,567 | -7.8% | 1,838 | 0.0% | 0.05% | -4.2% | |
| MTUM | ISHARES TRmsci usa mmentm | $77,254 | -3.2% | 553 | 0.0% | 0.04% | 0.0% | |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $71,452 | +1863.5% | 448 | +1936.4% | 0.04% | +1950.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $70,377 | +24.2% | 331 | +28.8% | 0.04% | +28.1% |
| VTV | VANGUARD INDEX FDSvalue etf | $62,344 | -2.9% | 452 | 0.0% | 0.04% | 0.0% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $58,547 | -3.8% | 215 | 0.0% | 0.03% | 0.0% | |
| XHE | SPDR SER TRhlth cr equip | $57,772 | -20.7% | 740 | 0.0% | 0.03% | -17.1% | |
| SPSB | Buy | SPDR SER TRportfolio short | $56,089 | +99.5% | 1,913 | +100.3% | 0.03% | +106.2% |
| IVLU | ISHARES TRmsci intl vlu ft | $57,719 | -0.4% | 2,276 | 0.0% | 0.03% | +3.1% | |
| VO | VANGUARD INDEX FDSmid cap etf | $45,605 | -5.4% | 219 | 0.0% | 0.03% | -3.7% | |
| SUSA | ISHARES TRmsci usa esg slc | $44,535 | -3.9% | 495 | 0.0% | 0.03% | 0.0% | |
| STIP | ISHARES TR0-5 yr tips etf | $41,773 | -0.7% | 431 | 0.0% | 0.02% | 0.0% | |
| VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $36,813 | -8.8% | 514 | 0.0% | 0.02% | -8.7% | |
| GDX | VANECK ETF TRUSTgold miners etf | $32,453 | -10.6% | 1,206 | 0.0% | 0.02% | -5.0% | |
| SHY | ISHARES TR1 3 yr treas bd | $29,410 | -0.1% | 363 | 0.0% | 0.02% | +6.2% | |
| EMGF | ISHARES INCemng mkts eqt | $30,102 | -1.6% | 736 | 0.0% | 0.02% | 0.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $26,323 | -5.4% | 201 | 0.0% | 0.02% | -6.2% | |
| BWZ | SPDR SER TRbloomberg short | $23,270 | -3.6% | 903 | 0.0% | 0.01% | -7.1% | |
| RDIV | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $21,091 | -5.0% | 567 | 0.0% | 0.01% | 0.0% | |
| RFV | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 vl | $18,422 | -4.7% | 187 | 0.0% | 0.01% | 0.0% | |
| IWR | ISHARES TRrus mid cap etf | $18,559 | -5.2% | 268 | 0.0% | 0.01% | 0.0% | |
| JEPI | J P MORGAN EXCHANGE TRADED Fequity premium | $14,783 | -3.2% | 276 | 0.0% | 0.01% | 0.0% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $15,498 | -2.6% | 150 | 0.0% | 0.01% | 0.0% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $13,235 | -4.9% | 70 | 0.0% | 0.01% | 0.0% | |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $13,215 | -15.3% | 132 | -15.4% | 0.01% | -11.1% |
| REZ | ISHARES TRresidential mult | $9,893 | -10.0% | 150 | 0.0% | 0.01% | 0.0% | |
| DVY | ISHARES TRselect divid etf | $10,872 | -5.0% | 101 | 0.0% | 0.01% | 0.0% | |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $7,839 | -1.2% | 260 | +400.0% | 0.01% | +25.0% |
| IWN | ISHARES TRrus 2000 val etf | $8,133 | -3.7% | 60 | 0.0% | 0.01% | 0.0% | |
| ICLN | ISHARES TRgl clean ene etf | $6,214 | -20.5% | 425 | 0.0% | 0.00% | 0.0% | |
| URA | GLOBAL X FDSglobal x uranium | $5,408 | +24.6% | 200 | 0.0% | 0.00% | +50.0% | |
| IMCG | ISHARES TRmrgstr md cp grw | $2,628 | -6.2% | 46 | 0.0% | 0.00% | 0.0% | |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $2,671 | +153.2% | 61 | +165.2% | 0.00% | +100.0% |
| MOO | VANECK ETF TRUSTagribusiness etf | $3,935 | -3.7% | 50 | 0.0% | 0.00% | 0.0% | |
| SCZ | Buy | ISHARES TReafe sml cp etf | $2,033 | +165.1% | 36 | +176.9% | 0.00% | – |
| PXH | Buy | INVESCO EXCH TRADED FD TR IIftse rafi emng | $1,016 | +159.8% | 57 | +171.4% | 0.00% | – |
| JIG | J P MORGAN EXCHANGE TRADED Finternl gwt | $1,765 | -9.5% | 33 | 0.0% | 0.00% | 0.0% | |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $12 | -7.7% | 0 | +100.0% | 0.00% | – |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $123 | -5.4% | 1 | 0.0% | 0.00% | – | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $319 | -3.6% | 3 | 0.0% | 0.00% | – | |
| SPIP | SPDR SER TRportfli tips etf | $745 | -3.9% | 30 | 0.0% | 0.00% | – | |
| ICVT | ISHARES TRconv bd etf | $297 | -2.6% | 4 | 0.0% | 0.00% | – | |
| PFF | Buy | ISHARES TRpfd and incm sec | $5 | 0.0% | 0 | +100.0% | 0.00% | – |
| EWS | ISHARES INCmsci singpor etf | $18 | 0.0% | 1 | 0.0% | 0.00% | – | |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,162 | -100.0% | -0.12% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -13,139 | -100.0% | -0.12% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -1,851 | -100.0% | -0.12% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,625 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 12 | Q3 2023 | 13.5% |
| ISHARES TR | 12 | Q3 2023 | 9.1% |
| ISHARES TR | 12 | Q3 2023 | 7.2% |
| ISHARES INC | 12 | Q3 2023 | 6.4% |
| ISHARES INC | 12 | Q3 2023 | 5.6% |
| VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 5.3% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 4.5% |
| ISHARES TR | 12 | Q3 2023 | 4.0% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 6.0% |
| VANGUARD CHARLOTTE FDS | 12 | Q3 2023 | 4.2% |
View Running Point Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-15 |
View Running Point Capital Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.