Pacific Point Advisors, LLC

Q4 2024 13F Holdings

  • Location
    rancho santa fe, CA
  • Num holdings

    117

  • Value ($000)

    $164,512

  • Date Filed
    02/18/2025
  • Form type
    13F-HR
  • CIK
    0002056976
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CHRW
CHRW

C H ROBINSON WORLDWIDE INC

COM NEW
12541W209
$26.88M
16 %

271,802

KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$17.64M
11 %

192,922

TSLA
TSLA

TESLA INC

COM
88160R101
$8.60M
5 %

21,339

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$5.37M
3 %

12,922

HUBB
HUBB

HUBBELL INC

COM
443510607
$4.49M
3 %

11,204

IAU
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$3.70M
2 %

68,862

AAPL
AAPL

APPLE INC

COM
037833100
$3.46M
2 %

14,862

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$3.25M
2 %

15,913

INTU
INTU

INTUIT

COM
461202103
$3.14M
2 %

5,310

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$2.75M
2 %

54,898

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