Pacific Point Advisors, LLC Portfolio Holdings

Pacific Point Advisors, LLC

  • $165 Billion
  • Q4 2024

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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.6 Billion 10.72% of portfolio
192,922
Q4 2024 New
$47B
$3.7 Billion 2.25% of portfolio
68,862
Q4 2024 New
$0
$2.75 Billion 1.67% of portfolio
54,898
Q4 2024 New
$93.5B
$1.66 Billion 1.01% of portfolio
6,320
Q4 2024 New
$0
$1.61 Billion 0.98% of portfolio
2,742
Q4 2024 New
$0
$1.53 Billion 0.93% of portfolio
11,383
Q4 2024 New
$0
$1.36 Billion 0.83% of portfolio
21,200
Q4 2024 New
$0
$1.37 Billion 0.83% of portfolio
11,600
Q4 2024 New
$0
$1.22 Billion 0.74% of portfolio
23,476
Q4 2024 New
$0
$998 Million 0.61% of portfolio
10,064
Q4 2024 New
$0
$961 Million 0.58% of portfolio
9,200
Q4 2024 New
$0
$942 Million 0.57% of portfolio
1,796
Q4 2024 New
$0
$776 Million 0.47% of portfolio
3,964
Q4 2024 New
$0
$744 Million 0.45% of portfolio
2,500
Q4 2024 New
$0
$723 Million 0.44% of portfolio
2,908
Q4 2024 New
$0
$669 Million 0.41% of portfolio
3,800
Q4 2024 New
$0
$577 Million 0.35% of portfolio
1,407
Q4 2024 New
$0
$541 Million 0.33% of portfolio
1,435
Q4 2024 New
$0
$533 Million 0.32% of portfolio
1,526
Q4 2024 New
$0
$463 Million 0.28% of portfolio
5,980
Q4 2024 New
$0
$371 Million 0.23% of portfolio
1,716
Q4 2024 New
$0
$359 Million 0.22% of portfolio
648
Q4 2024 New
$0
$355 Million 0.22% of portfolio
3,000
Q4 2024 New
$0
$332 Million 0.2% of portfolio
4,250
Q4 2024 New
$0
$318 Million 0.19% of portfolio
16,436
Q4 2024 New
$0
$290 Million 0.18% of portfolio
970
Q4 2024 New
$0
$278 Million 0.17% of portfolio
6,197
Q4 2024 New
$0
$253 Million 0.15% of portfolio
1,896
Q4 2024 New
$0
$212 Million 0.13% of portfolio
353
Q4 2024 New
$0
$208 Million 0.13% of portfolio
7,624
Q4 2024 New

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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