Pacific Point Advisors, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $165 Billion distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: C. H. Robinson Worldwide, Inc. with a value of $26.9B, Spdr Bloomberg 1 3 Month T Bil with a value of $17.6B, Tesla, Inc. with a value of $8.6B, Microsoft Corp with a value of $5.37B, and Hubbell Inc with a value of $4.49B.

Examining the 13F form we can see an increase of $165B in the current position value.

Pacific Point Advisors, LLC is based out at Rancho Santa Fe, CA

Below you can find more details about Pacific Point Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $165 Billion
ETFs: $44.3 Billion
Industrials: $35.8 Billion
Technology: $21 Billion
Consumer Cyclical: $17.4 Billion
Consumer Defensive: $16 Billion
Healthcare: $14.5 Billion
Financial Services: $5.62 Billion
Communication Services: $4.51 Billion
Other: $3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $165 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 117 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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