Pacific Point Advisors, LLC
CIK 2056976 · Holdings on Dec 31, 2024 · First reported Feb 18, 2025
Top ten holdings
Q4 2024- CHRW16.34%
- BIL10.72%
- TSLA5.23%
- MSFT3.27%
- HUBB2.73%
- IAU2.25%
- AAPL2.10%
- GOOG1.98%
- INTU1.91%
- VTEB1.67%
Share classes counted separately48.20%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CHRWC.H. ROBINSON WORLDWIDE INCCOM NEW View history and evidence | $26.88M | 16.34% | 271.80K shares | Prior unavailable — | — | ↗▾ |
| 02 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $17.64M | 10.72% | 192.92K shares | Prior unavailable — | — | ↗▾ |
| 03 | TSLATESLA INC View history and evidence | $8.60M | 5.23% | 21.34K shares | Prior unavailable — | — | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $5.37M | 3.27% | 12.92K shares | Prior unavailable — | — | ↗▾ |
| 05 | HUBBHUBBELL INC View history and evidence | $4.49M | 2.73% | 11.20K shares | Prior unavailable — | — | ↗▾ |
| 06 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $3.70M | 2.25% | 68.86K shares | Prior unavailable — | — | ↗▾ |
| 07 | AAPLAPPLE INC View history and evidence | $3.46M | 2.10% | 14.86K shares | Prior unavailable — | — | ↗▾ |
| 08 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $3.25M | 1.98% | 15.91K shares | Prior unavailable — | — | ↗▾ |
| 09 | INTUINTUIT INC View history and evidence | $3.14M | 1.91% | 5.31K shares | Prior unavailable — | — | ↗▾ |
| 10 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $2.75M | 1.67% | 54.90K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2056976 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 18, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 164512094
}Research all 117 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.