PP
| |
Pacific Point Advisors, LLC13F | |
| Pacific Point Advisors, LLC | |
| Last update 2025-07-18 | 116 Stocks (9 new) |
| Value $184.00 Mil | Turnover 6 % |
Pacific Point Advisors, LLC Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 325,434 | 29,852.0 | -13.46% | 16.180 | -2.58% | 0.070 | +1.04% | +2.33% | 41,773.5 | ||
CHRW | C.H. Robinson Worldwide Inc | 271,802 | 26,079.4 | 0% | 14.140 | 0% | 0.230 | +10.98% | -2.05% | 11,862.4 | Transportation | |
TSLA | Tesla Inc | 19,339 | 6,143.2 | 0% | 3.330 | 0% | 0.000 | +33.20% | -17.30% | 1,075,735.0 | Vehicles & Parts | |
MSFT | Microsoft Corp | 11,061 | 5,502.0 | +0.37% | 2.980 | +0.01% | 0.000 | +34.33% | +19.55% | 3,730,988.4 | Software | |
IAU | iShares Gold Trust | 68,862 | 4,294.2 | 0% | 2.330 | 0% | 0.010 | +3.49% | +29.85% | 49,000.6 | ||
INTU | Intuit Inc | 5,430 | 4,277.2 | -1.34% | 2.320 | -0.03% | 0.000 | +28.98% | +22.74% | 214,158.8 | Software | |
HUBB | Hubbell Inc | 8,104 | 3,309.8 | -27.67% | 1.790 | -0.57% | 0.020 | +26.14% | +4.55% | 23,214.1 | Industrial Products | |
AAPL | Apple Inc | 14,879 | 3,052.8 | -0.74% | 1.650 | -0.01% | 0.000 | +4.18% | -14.79% | 3,179,389.3 | Hardware | |
GOOG | Alphabet Inc | 16,677 | 2,958.4 | +3.12% | 1.600 | +0.05% | 0.000 | +21.04% | +0.36% | 2,308,631.2 | Interactive Media | |
VTEB | Vanguard Tax-Exempt Bond ETF | 50,710 | 2,486.3 | -7.63% | 1.350 | -0.12% | 0.010 | +0.66% | -1.60% | 35,672.6 |
Pacific Point Advisors, LLC's Historical Top Holdings Breakdowns
Pacific Point Advisors, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-06-30 | Reduce Reduce | -2.58% | 91.43 ($91.58) 91.74 | $91.67 | 0.10% | Reduce -13.46% | 325,434 | -50,604 | |
TLTW |
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
| 2025-06-30 | Sold Out Sold Out | -1.16% | 22.32 ($23.01) 24.24 | $22.61 | -1.76% | Sold Out | 0 | -22,872 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-06-30 | New Buy New Buy | +0.96% | 83.97 ($87.25) 92.85 | $86.14 | -1.28% | New holding | 20,000 | 20,000 | |
HUBB | Hubbell Inc | 2025-06-30 | Reduce Reduce | -0.57% | 315.94 ($370.08) 408.41 | $436.39 | 17.92% | Reduce -27.67% | 8,104 | -3,100 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-06-30 | New Buy New Buy | +0.56% | 82.21 ($82.56) 83.12 | $82.59 | 0.04% | New holding | 12,464 | 12,464 | |
CORZ | Core Scientific Inc | 2025-06-30 | New Buy New Buy | +0.56% | 6.39 ($9.96) 17.07 | $13.39 | 34.44% | New holding | 60,000 | 60,000 | |
AVGO | Broadcom Inc | 2025-06-30 | Add Add | +0.45% | 146.29 ($216.36) 275.65 | $279.25 | 29.07% | Add 64.59% | 7,645 | 3,000 | |
META | Meta Platforms Inc | 2025-06-30 | Add Add | +0.40% | 484.66 ($617.26) 738.09 | $708.31 | 14.75% | Add 77.52% | 2,290 | 1,000 | |
DELL | Dell Technologies Inc | 2025-06-30 | Sold Out Sold Out | -0.40% | 71.63 ($102.03) 125.98 | $127.49 | 24.95% | Sold Out | 0 | -8,000 | |
BE | Bloom Energy Corp | 2025-06-30 | New Buy New Buy | +0.39% | 16.32 ($19.37) 23.92 | $26.01 | 34.28% | New holding | 30,000 | 30,000 |
Pacific Point Advisors, LLC Total Holding History ($B)
Pacific Point Advisors, LLC's Asset Allocation
Pacific Point Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Pacific Point Advisors, LLC's Hypothetical Growth since 2025-06-30
Pacific Point Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pacific Point Advisors, LLC's Holdings Heat Map
Size field:
Pacific Point Advisors, LLC's Holdings Bubble Chart
Pacific Point Advisors, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers