Pacific Point Advisors, LLC Portfolio Holdings by Sector

Pacific Point Advisors, LLC

$180 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BIL IAU VTEB GLD DVY MDY IJH IJR 30 stocks	$61.3 Million 35.33% of portfolio	13	1	3	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials CHRW 1 stocks	$27.8 Million 16.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL CHD CLX 4 stocks	$5.9 Million 3.4% of portfolio	4	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY AZO TSCO 3 stocks	$5.24 Million 3.02% of portfolio	3	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT FOUR CRWD 3 stocks	$5.24 Million 3.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$5.01 Million 2.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU APP UBER COIN 4 stocks	$4.76 Million 2.74% of portfolio	3	-	2	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials HUBB 1 stocks	$3.71 Million 2.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN LLY BMY PFE 4 stocks	$3.64 Million 2.1% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$3.6 Million 2.07% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$3.53 Million 2.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.33 Million 1.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX MTD TMO 3 stocks	$3.15 Million 1.82% of portfolio	2	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX ADP 2 stocks	$3 Million 1.73% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$2.74 Million 1.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO AMD NVDA AOSL MRVL 5 stocks	$2.41 Million 1.39% of portfolio	2	1	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$2.07 Million 1.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY MDLZ 2 stocks	$1.87 Million 1.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV IBM 2 stocks	$1.77 Million 1.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$1.65 Million 0.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$1.61 Million 0.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC 1 stocks	$1.58 Million 0.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive MKC 1 stocks	$1.57 Million 0.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL 1 stocks	$1.55 Million 0.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$1.41 Million 0.81% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services FDS 1 stocks	$1.38 Million 0.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare RMD 1 stocks	$1.32 Million 0.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.24 Million 0.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$1.14 Million 0.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical CCS 1 stocks	$939,400 0.54% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$729,200 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$675,065 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUM MCD 2 stocks	$596,951 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$587,056 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate GEO 1 stocks	$584,200 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$527,680 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON 1 stocks	$525,950 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$493,600 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$447,160 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$442,735 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$362,289 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$324,989 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive ACI 1 stocks	$269,553 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$266,538 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$262,885 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LRN 1 stocks	$253,000 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$244,166 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate NSA 1 stocks	$213,075 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$210,105 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Precious Metals & Mining \| Basic Materials GROY 1 stocks	$69,120 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts

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Pacific Point Advisors, LLC Portfolio Holdings by Sector

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