RP

Running Point Capital Advisors, LLC

13F
Running Point Capital Advisors, LLC
Last update 2025-05-15 182 Stocks (25 new)
Value $315.00 Mil Turnover 10 %
Countries:
Top Holdings: BIL(15.39%)QQQ(6.06%)IEMG(5.03%)QQQM(4.29%)BILS(4.28%)
Summary Stock Picks Current Portfolio
Running Point Capital Advisors... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
528,832
48,509.7
-0.84%
15.390
-0.14%
0.100
+1.05%
+2.34%
41,778.1
 
QQQ
INVESCO QQQ Trust
40,693
19,081.7
-1.42%
6.060
-0.10%
0.010
+24.17%
+10.57%
359,485.3
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
293,686
15,850.2
+4.28%
5.030
+0.21%
0.020
+17.87%
+20.24%
100,742.8
 
QQQM
Invesco NASDAQ 100 ETF
70,054
13,521.8
+0.98%
4.290
+0.04%
0.030
+24.25%
+10.63%
55,337.3
 
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
135,483
13,479.2
+120.77%
4.280
+2.34%
0.340
+0.99%
+2.28%
3,814.3
 
VOO
Vanguard S&P 500 ETF
24,116
12,393.2
+0.43%
3.930
+0.02%
0.000
+18.82%
+8.89%
663,622.4
 
QUAL
iShares MSCI USA Quality Factor ETF
60,365
10,315.8
-0.75%
3.270
-0.03%
0.020
+14.04%
+5.05%
53,508.3
 
FDLO
Fidelity Low Volatility Factor ETF
163,684
9,922.5
+2.05%
3.150
+0.06%
0.840
+9.98%
+5.96%
1,230.9
 
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
134,603
9,272.8
+9.61%
2.940
+0.26%
0.050
+13.51%
+22.98%
20,871.5
 
USMV
iShares MSCI USA Min Vol Factor ETF
78,723
7,373.2
-4.13%
2.340
-0.10%
0.030
+4.35%
+6.58%
23,840.5
 

Running Point Capital Advisors, LLC's Historical Top Holdings Breakdowns

Running Point Capital Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
2025-03-31
Add
Add
+2.34%
●
99.16 ($99.33) 99.52
$99.33
0%
Add 120.77%
135,483
74,115
VBIL
Vanguard 0-3 Month Treasury Bill ETF
Vanguard 0-3 Month Treasury Bill ETF
2025-03-31
New Buy
New Buy
+1.42%
●
75.01 ($75.24) 75.44
$75.52
0.37%
New holding
59,148
59,148
CLIP
Global X 1-3 Month T-Bill ETF
2025-03-31
New Buy
New Buy
+0.68%
●
100.08 ($100.26) 100.45
$100.32
0.06%
New holding
21,335
21,335
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.49%
●
106.98 ($126.74) 149.43
$170.78
34.75%
Add 452.62%
17,391
14,244
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.46%
●
576.36 ($645.17) 736.67
$713.58
10.60%
Add 300.12%
3,317
2,488
ARES
Ares Management Corp
2025-03-31
Add
Add
+0.42%
●
140.19 ($172.79) 198.22
$180.57
4.50%
Add 24.66%
45,386
8,977
AAPL
Apple Inc
2025-03-31
Add
Add
+0.35%
●
209.68 ($231.67) 247.1
$214.15
-7.56%
Add 35.42%
18,784
4,913
PULS
PGIM Ultra Short Bond ETF
2025-03-31
Add
Add
+0.34%
●
49.56 ($49.66) 49.78
$49.73
0.14%
Add 104.04%
42,288
21,563
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
2025-03-31
Add
Add
+0.26%
●
63.77 ($68.2) 71.36
$77.95
14.30%
Add 9.61%
134,603
11,802
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
2025-03-31
Add
Add
+0.25%
●
50.18 ($50.26) 50.35
$50.30
0.08%
Add 130.59%
27,532
15,592

Running Point Capital Advisors, LLC Total Holding History ($B)

To

Running Point Capital Advisors, LLC's Asset Allocation

To

Running Point Capital Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Running Point Capital Advisors, LLC's Hypothetical Growth since 2025-03-31

Running Point Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Running Point Capital Advisors, LLC's Holdings Heat Map

Size field:

Running Point Capital Advisors, LLC's Holdings Bubble Chart

Running Point Capital Advisors, LLC News

  • 1

Discussions on Running Point Capital Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.