Portfolio (Quarterly)
Guide ↗
Pacific Point Advisors, LLC
· CIK 0002056976| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 12,000 | $1.7M | 0.92% | SOLD |
| 2 | APP | APPLOVIN CORP | Technology | 1,800 | $1.2M | 0.65% | SOLD |
| 3 | VOO | VANGUARD INDEX FDS | — | 1,874 | $1.2M | 0.63% | SOLD |
| 4 | SPYI | NEOS ETF TRUST | — | 22,040 | $1.2M | 0.62% | SOLD |
| 5 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,500 | $703K | 0.38% | SOLD |
| 6 | CRWV | COREWEAVE INC | Technology | 8,000 | $573K | 0.31% | SOLD |
| 7 | AXON | AXON ENTERPRISE INC | Industrials | 1,000 | $568K | 0.30% | SOLD |
| 8 | HOOD | ROBINHOOD MKTS INC | Financial Services | 5,000 | $566K | 0.30% | SOLD |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 10,000 | $496K | 0.27% | SOLD |
| 10 | TDOC | TELADOC HEALTH INC | Healthcare | 70,000 | $490K | 0.26% | SOLD |
| 11 | UBER | UBER TECHNOLOGIES INC | Technology | 5,000 | $409K | 0.22% | SOLD |
| 12 | COIN | COINBASE GLOBAL INC | Financial Services | 1,500 | $339K | 0.18% | SOLD |
| 13 | PFE | PFIZER INC | Healthcare | 12,418 | $309K | 0.17% | SOLD |
| 14 | BKLN | INVESCO EXCH TRADED FD TR II | — | 10,358 | $218K | 0.12% | SOLD |
Sector Allocation
Technology
28.3%
Financial Services
14.5%
Consumer Cyclical
12.7%
Consumer Defensive
12.6%
Industrials
12.2%
Healthcare
7.3%
Communication Services
6.2%
Utilities
2.2%
Basic Materials
2.0%
Energy
1.8%