Pacific Point Advisors, LLC
- SEC CIK
- 0002056976
- Latest filing
- Jul 24, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 18, 2025. Long positions only.
- Positions
- 117
- No filing for Q3 2024
- Portfolio value
- $164.5M
- No filing for Q3 2024
Pacific Point Advisors, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 2,789 | $1.56M | 0.9% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,742 | $1.61M | 1.0% | – | – | History |
| GLDSPDR Gold Trust | ETF | 6,320 | $1.66M | 1.0% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 1,482 | $1.98M | 1.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 3,869 | $2.11M | 1.3% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 2,243 | $2.29M | 1.4% | – | – | History |
| PEPPepsiCo Inc | Stock | 17,447 | $2.50M | 1.5% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 54,898 | $2.75M | 1.7% | – | – | – |
| INTUIntuit Inc. | Stock | 5,310 | $3.14M | 1.9% | – | – | History |
| GOOGAlphabet Inc. | Stock | 15,913 | $3.25M | 2.0% | – | – | History |
| AAPLApple Inc. | Stock | 14,862 | $3.46M | 2.1% | – | – | History |
| IAUiShares Gold Trust | ETF | 68,862 | $3.70M | 2.2% | – | – | History |
| HUBBHubbell Inc | COM | 11,204 | $4.49M | 2.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 12,922 | $5.37M | 3.3% | – | – | History |
| TSLATesla, Inc. | Stock | 21,339 | $8.60M | 5.2% | – | – | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 192,922 | $17.6M | 10.7% | – | – | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 271,802 | $26.9M | 16.3% | – | – | History |