Pacific Point Advisors, LLC New Holdings in Q4 2024

Pacific Point Advisors, LLC

  • $165 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
272K
New
$101.82 - $114.06 $27.7M - $31M
272K $26.9B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
193K
New
$91.29 - $91.8 $17.6M - $17.7M
193K $17.6B
TSLA
Tesla, Inc.

Consumer Cyclical
21.3K
New
$213.65 - $479.86 $4.56M - $10.2M
21.3K $8.6B
MSFT
Microsoft Corp

Technology
12.9K
New
$406.35 - $454.46 $5.25M - $5.87M
12.9K $5.37B
HUBB
Hubbell Inc

Industrials
11.2K
New
$418.89 - $472.12 $4.69M - $5.29M
11.2K $4.49B
IAU
Ishares Gold Trust

ETFs
68.9K
New
$48.37 - $52.65 $3.33M - $3.63M
68.9K $3.7B
AAPL
Apple Inc.

Technology
14.9K
New
$221.69 - $259.02 $3.29M - $3.85M
14.9K $3.46B
GOOG
Alphabet Inc.

Communication Services
15.9K
New
$163.08 - $198.16 $2.6M - $3.15M
15.9K $3.25B
INTU
Intuit Inc

Technology
5.31K
New
$602.01 - $706.25 $3.2M - $3.75M
5.31K $3.14B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
54.9K
New
$49.79 - $51.14 $2.73M - $2.81M
54.9K $2.75B
COST
Costco Wholesale Corp

Consumer Defensive
2.24K
New
$873.59 - $994.69 $1.96M - $2.23M
2.24K $2.29B
UNH
Unitedhealth Group Inc

Healthcare
3.87K
New
$485.52 - $625.25 $1.88M - $2.42M
3.87K $2.11B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.48K
New
$1146.59 - $1270.6 $1.7M - $1.88M
1.48K $1.98B
GLD
Spdr Gold Trust

ETFs
6.32K
New
$236.59 - $257.5 $1.5M - $1.63M
6.32K $1.66B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.74K
New
$563.99 - $620.12 $1.55M - $1.7M
2.74K $1.61B
MA
Mastercard Inc

Financial Services
2.79K
New
$491.3 - $536.15 $1.37M - $1.5M
2.79K $1.56B
DVY
Ishares Tr

ETFs
11.4K
New
$129.55 - $143.41 $1.47M - $1.63M
11.4K $1.53B
IDXX
Idexx Laboratories Inc

Healthcare
3.18K
New
$406.92 - $495.42 $1.3M - $1.58M
3.18K $1.48B
WMT
Walmart Inc.

Consumer Defensive
14.5K
New
$79.1 - $95.7 $1.14M - $1.38M
14.5K $1.46B
ACN
Accenture PLC

Technology
3.7K
New
$343.9 - $376.86 $1.27M - $1.4M
3.7K $1.45B
AMGN
Amgen Inc

Healthcare
4.83K
New
$258.78 - $328.31 $1.25M - $1.58M
4.83K $1.39B
PG
Procter & Gamble CO

Consumer Defensive
8.19K
New
$161.05 - $179.7 $1.32M - $1.47M
8.19K $1.38B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.6K
New
$113.92 - $127.38 $1.32M - $1.48M
11.6K $1.37B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21.2K
New
$61.68 - $67.87 $1.31M - $1.44M
21.2K $1.36B
PAYX
Paychex Inc

Industrials
9.07K
New
$135.86 - $148.73 $1.23M - $1.35M
9.07K $1.36B
MKC
Mccormick & CO Inc

Consumer Defensive
17.6K
New
$73.97 - $84.09 $1.3M - $1.48M
17.6K $1.35B
ADP
Automatic Data Processing Inc

Industrials
4.43K
New
$280.08 - $307.97 $1.24M - $1.36M
4.43K $1.35B
AZO
Autozone Inc

Consumer Cyclical
387
New
$2981.19 - $3370.27 $1.15M - $1.3M
387 $1.34B
FISV
Fiserv Inc

Technology
6.18K
New
N/A
6.18K $1.32B
MTD
Mettler Toledo International Inc

Healthcare
979
New
$1160.67 - $1498.12 $1.14M - $1.47M
979 $1.31B
ABC
Amerisourcebergen Corp

Healthcare
5.14K
New
N/A
5.14K $1.29B
ROL
Rollins Inc

Consumer Cyclical
26.3K
New
$46.35 - $51.59 $1.22M - $1.36M
26.3K $1.29B
CHD
Church & Dwight CO Inc

Consumer Defensive
12.1K
New
$99.11 - $112.25 $1.2M - $1.36M
12.1K $1.29B
CL
Colgate Palmolive CO

Consumer Defensive
14.8K
New
$90.22 - $102.31 $1.34M - $1.52M
14.8K $1.28B
FDS
Factset Research Systems Inc

Financial Services
2.75K
New
$449.69 - $495.72 $1.24M - $1.36M
2.75K $1.28B
RMD
Resmed Inc

Healthcare
5.31K
New
$228.69 - $256.07 $1.21M - $1.36M
5.31K $1.28B
NVO
Novo Nordisk A S

Healthcare
15.3K
New
$85.0 - $120.04 $1.3M - $1.84M
15.3K $1.27B
TSCO
Tractor Supply CO

Consumer Cyclical
23.4K
New
$52.59 - $303.74 $1.23M - $7.11M
23.4K $1.27B
CLX
Clorox CO

Consumer Defensive
8.53K
New
$156.51 - $169.74 $1.34M - $1.45M
8.53K $1.26B
HSY
Hershey CO

Consumer Defensive
8.7K
New
$168.67 - $193.65 $1.47M - $1.68M
8.7K $1.26B
MNST
Monster Beverage Corp

Consumer Defensive
26.1K
New
$49.24 - $56.38 $1.29M - $1.47M
26.1K $1.22B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
23.5K
New
$51.54 - $52.55 $1.21M - $1.23M
23.5K $1.22B
AVGO
Broadcom Inc.

Technology
4.65K
New
$159.67 - $250.0 $742K - $1.16M
4.65K $1.03B
CCS
Century Communities, Inc.

Consumer Cyclical
14K
New
$72.88 - $103.59 $1.02M - $1.45M
14K $1.03B
JPM
Jpmorgan Chase & CO

Financial Services
3.82K
New
$205.18 - $250.29 $784K - $957K
3.82K $1.02B
LLY
Eli Lilly & CO

Healthcare
1.24K
New
$727.2 - $932.06 $898K - $1.15M
1.24K $1.02B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
10.1K
New
$99.0 - $99.5 $996K - $1M
10.1K $998M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.2K
New
$94.43 - $105.47 $869K - $970K
9.2K $961M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.8K
New
$481.22 - $538.17 $864K - $967K
1.8K $942M
Activity Summary
Buys All Purchases 117 New Holdings 117 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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