Pacific Point Advisors, LLC Top Holdings and 13F Report (2025) About Pacific Point Advisors, LLCInvestment ActivityPacific Point Advisors, LLC has $180.09 million in total holdings as of March 31, 2025.Pacific Point Advisors, LLC owns shares of 116 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 16.81% of the portfolio was purchased this quarter.About 4.58% of the portfolio was sold this quarter.This quarter, Pacific Point Advisors, LLC has purchased 117 new stocks and bought additional shares in 42 stocks.Pacific Point Advisors, LLC sold shares of 7 stocks and completely divested from 14 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $34,493,994C.H. Robinson Worldwide $27,832,525Tesla $5,011,895Microsoft $4,136,922iShares Gold Trust $4,060,104 Largest New Holdings this Quarter 46436E338 - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF $2,082,059 Holding040413205 - ARISTA NETWORKS INC $1,462,900 HoldingN07059210 - ASML $1,411,402 Holding464287200 - iShares Core S&P 500 ETF $652,928 Holding74349Y829 - PROSHARES TR $571,350 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 183,116 shares (about $16.80M)iShares 20+ Year Treasury Bond BuyWrite Strategy ETF 22,872 shares (about $2.08M)ARISTA NETWORKS INC 18,881 shares (about $1.46M)ASML 2,130 shares (about $1.41M)iShares Core S&P 500 ETF 1,162 shares (about $652.93K) Largest Sales this Quarter Microsoft 1,902 shares (about $714.01K)Tesla 2,000 shares (about $518.32K)NVIDIA 3,000 shares (about $325.14K)Pfizer 7,671 shares (about $194.38K)Zoetis 1,000 shares (about $164.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPacific Point Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$34,493,994$16,797,244 ▲94.9%376,03819.2%ETFCHRWC.H. Robinson Worldwide$27,832,5250.0%271,80215.5%TransportationTSLATesla$5,011,895$518,320 ▼-9.4%19,3392.8%Auto/Tires/TrucksMSFTMicrosoft$4,136,922$714,013 ▼-14.7%11,0202.3%Computer and TechnologyIAUiShares Gold Trust$4,060,1040.0%68,8622.3%FinanceHUBBHubbell$3,707,5160.0%11,2042.1%IndustrialsINTUIntuit$3,379,662$119,123 ▲3.7%5,5041.9%Computer and TechnologyAAPLApple$3,329,746$28,433 ▲0.9%14,9901.8%Computer and TechnologyPEPPepsiCo$2,744,351$128,349 ▲4.9%18,3031.5%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$2,724,0390.0%54,8981.5%ETFGOOGAlphabet$2,526,736$40,620 ▲1.6%16,1731.4%Computer and TechnologyORLYO'Reilly Automotive$2,231,960$108,876 ▲5.1%1,5581.2%Retail/WholesaleCOSTCostco Wholesale$2,221,773$100,259 ▲4.7%2,3491.2%Retail/WholesaleTLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$2,082,059$2,082,059 ▲New Holding22,8721.2%ETFUNHUnitedHealth Group$2,072,949$46,613 ▲2.3%3,9581.2%MedicalGLDSPDR Gold Shares$1,821,0450.0%6,3201.0%FinanceMAMastercard$1,645,126$116,217 ▲7.6%3,0010.9%Business ServicesAMGNAmgen$1,620,250$116,511 ▲7.7%5,2010.9%MedicalHSYHershey$1,600,183$112,026 ▲7.5%9,3560.9%Consumer StaplesAZOAutoZone$1,586,116$110,571 ▲7.5%4160.9%Retail/WholesaleCORCencora$1,575,210$144,895 ▲10.1%5,6640.9%MedicalMKCMcCormick & Company, Incorporated$1,572,685$125,604 ▲8.7%19,1070.9%Consumer StaplesROLRollins$1,550,153$129,886 ▲9.1%28,6910.9%ConstructionPAYXPaychex$1,528,645$128,827 ▲9.2%9,9080.8%Business ServicesDVYiShares Select Dividend ETF$1,528,6230.0%11,3830.8%ETFPGProcter & Gamble$1,523,359$126,961 ▲9.1%8,9390.8%Consumer StaplesCLColgate-Palmolive$1,522,312$132,208 ▲9.5%16,2470.8%Consumer StaplesFIFiserv$1,483,315$118,144 ▲8.7%6,7170.8%Business ServicesADPAutomatic Data Processing$1,475,477$123,440 ▲9.1%4,8290.8%Business ServicesCHDChurch & Dwight$1,464,116$127,817 ▲9.6%13,2990.8%Consumer StaplesARISTA NETWORKS INC$1,462,900$1,462,900 ▲New Holding18,8810.8%COM SHSMDYSPDR S&P MidCap 400 ETF Trust$1,462,8020.0%2,7420.8%ETFIDXXIDEXX Laboratories$1,451,767$115,066 ▲8.6%3,4570.8%MedicalTSCOTractor Supply$1,421,709$131,636 ▲10.2%25,8020.8%Retail/WholesaleASMLASML$1,411,402$1,411,402 ▲New Holding2,1300.8%Computer and TechnologyCLXClorox$1,388,059$131,635 ▲10.5%9,4270.8%Consumer StaplesFDSFactSet Research Systems$1,383,069$134,124 ▲10.7%3,0420.8%Business ServicesWMTWalmart$1,378,266$109,032 ▲8.6%15,7000.8%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$1,320,344$83,324 ▲6.7%22,6280.7%ETFRMDResMed$1,316,043$128,269 ▲10.8%5,8790.7%MedicalIJRiShares Core S&P Small-Cap ETF$1,275,022$62,010 ▲5.1%12,1930.7%ETFMTDMettler-Toledo International$1,267,116$111,006 ▲9.6%1,0730.7%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,224,411$5,028 ▼-0.4%23,3800.7%ManufacturingNVONovo Nordisk A/S$1,139,580$74,717 ▲7.0%16,4110.6%MedicalLLYEli Lilly and Company$1,019,9990.0%1,2350.6%MedicalBILSSPDR Bloomberg 3-12 Month T-Bill ETF$1,008,653$7,362 ▲0.7%10,1380.6%ETFXOMExxon Mobil$957,9810.0%8,0550.5%EnergyCCSCentury Communities$939,4000.0%14,0000.5%ConstructionJPMJPMorgan Chase & Co.$937,7820.0%3,8230.5%FinanceIVWiShares S&P 500 Growth ETF$854,0360.0%9,2000.5%ETFQQQInvesco QQQ$844,525$2,345 ▲0.3%1,8010.5%FinanceAVGOBroadcom$777,7120.0%4,6450.4%Computer and TechnologyIVEiShares S&P 500 Value ETF$755,4590.0%3,9640.4%ETFMETAMeta Platforms$743,5040.0%1,2900.4%Computer and TechnologyDELLDell Technologies$729,2000.0%8,0000.4%Computer and TechnologyVTVVanguard Value ETF$713,243$56,831 ▲8.7%4,1290.4%ETFVBVanguard Small-Cap ETF$691,910$47,014 ▲7.3%3,1200.4%ETFIWFiShares Russell 1000 Growth ETF$683,543$175,490 ▲34.5%1,8930.4%ETFZTSZoetis$675,065$164,650 ▼-19.6%4,1000.4%MedicalBACBank of America$668,6400.0%16,0230.4%FinanceIVViShares Core S&P 500 ETF$652,928$652,928 ▲New Holding1,1620.4%ETFIWOiShares Russell 2000 Growth ETF$638,8250.0%2,5000.4%ETFBMYBristol-Myers Squibb$597,8240.0%9,8020.3%MedicalUNPUnion Pacific$587,0560.0%2,4850.3%TransportationGEOThe GEO Group$584,2000.0%20,0000.3%FinanceFOURShift4 Payments$571,9700.0%7,0000.3%Business ServicesPROSHARES TR$571,350$571,350 ▲New Holding15,0000.3%ULTRASHORT QQQAPPLOVIN CORP$529,940$529,940 ▲New Holding2,0000.3%COM CL ACRWDCrowdStrike$528,8700.0%1,5000.3%Computer and TechnologyCATCaterpillar$527,6800.0%1,6000.3%IndustrialsAXONAxon Enterprise$525,950$525,950 ▲New Holding1,0000.3%AerospaceKWEBKraneShares CSI China Internet ETF$523,650$523,650 ▲New Holding15,0000.3%ManufacturingAMDAdvanced Micro Devices$513,7000.0%5,0000.3%Computer and TechnologyUBERUber Technologies$510,0200.0%7,0000.3%Computer and TechnologyOXYOccidental Petroleum$493,6000.0%10,0000.3%EnergyVOOGVanguard S&P 500 Growth ETF$479,9790.0%1,4350.3%ETFMGKVanguard Mega Cap Growth ETF$471,3510.0%1,5260.3%ETFSCHASchwab US Small-Cap ETF$468,600$468,600 ▲New Holding20,0000.3%ETFBSVVanguard Short-Term Bond ETF$468,1140.0%5,9800.3%ETFISHARES BITCOIN TRUST ETF$468,100$187,240 ▲66.7%10,0000.3%SHS BEN INTBUNGE GLOBAL SA$467,4730.0%6,1170.3%COM SHSETNEaton$447,1600.0%1,6450.2%IndustrialsAMZNAmazon.com$442,735$21,119 ▲5.0%2,3270.2%Retail/WholesaleTMOThermo Fisher Scientific$435,4000.0%8750.2%MedicalNVDANVIDIA$433,520$325,140 ▼-42.9%4,0000.2%Computer and TechnologyASTERA LABS INC$417,690$179,010 ▲75.0%7,0000.2%COMBLACKROCK INC$415,5050.0%4390.2%COMPFEPfizer$401,298$194,378 ▼-32.6%15,8370.2%MedicalLAM RESEARCH CORP$378,0400.0%5,2000.2%COM NEWAOSLAlpha and Omega Semiconductor$372,900$174,020 ▲87.5%15,0000.2%Computer and TechnologyYUMYum! Brands$372,4710.0%2,3670.2%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$366,333$35,128 ▲10.6%1,8980.2%ETFHDHome Depot$362,2890.0%9890.2%Retail/WholesaleCOINCoinbase Global$344,460$344,460 ▲New Holding2,0000.2%FinanceVOOVanguard S&P 500 ETF$337,111$4,111 ▲1.2%6560.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$335,4950.0%4,2500.2%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$330,2400.0%3,0000.2%ETFSCHFSchwab International Equity ETF$325,1040.0%16,4360.2%ETFBXBlackstone$324,9890.0%2,3250.2%FinanceMRVLMarvell Technology$307,850$307,850 ▲New Holding5,0000.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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