Pacific Capital Wealth Advisors, Inc Portfolio Holdings

Pacific Capital Wealth Advisors, Inc

  • $576 Million
  • Q1 2025

Pacific Capital Wealth Advisors, Inc has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $576 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $158M, Vanguard Bd Index Fd Inc Total with a value of $74.2M, Ishares Tr with a value of $43.4M, Invesco Qqq Trust, Series 1 with a value of $34.6M, and Vanguard Intermediate Term Cor with a value of $30.5M.

Examining the 13F form we can see an decrease of $21.2M in the current position value, from $598M to 576M.

Below you can find more details about Pacific Capital Wealth Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $576 Million
ETFs: $542 Million
Technology: $20.9 Million
Consumer Cyclical: $2.5 Million
Financial Services: $2.38 Million
Energy: $2.16 Million
Consumer Defensive: $2.14 Million
Communication Services: $1.97 Million
Industrials: $1.04 Million
Other: $1.48 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$158 Million 27.4% of portfolio
282,326
Q1 2025 Added 2.08%
$0
$74.2 Million 12.87% of portfolio
1,011,445
Q1 2025 Added 4.29%
$0
$43.4 Million 7.53% of portfolio
573,573
Q1 2025 Reduced 8.0%
$0
$34.6 Million 6.0% of portfolio
73,802
Q1 2025 Added 3.67%
$0
$30.5 Million 5.29% of portfolio
373,363
Q1 2025 Added 2.15%
$0
$28.5 Million 4.94% of portfolio
223,416
Q1 2025 Added 1.35%
$0
$24.9 Million 4.31% of portfolio
271,139
Q1 2025 Added 1.21%
$0
$23.5 Million 4.07% of portfolio
261,724
Q1 2025 Reduced 2.34%
$0
$16.5 Million 2.87% of portfolio
599,235
Q1 2025 Added 11.39%
$0
$14.5 Million 2.51% of portfolio
52,993
Q1 2025 Reduced 14.99%
$0
$12.2 Million 2.12% of portfolio
160,294
Q1 2025 Reduced 14.16%
$3.42T
$8.49 Million 1.47% of portfolio
38,204
Q1 2025 Added 0.18%
$3.55B
$8.28 Million 1.44% of portfolio
28,721
Q4 2024 Added 31.02%
$0
$7.77 Million 1.35% of portfolio
353,904
Q1 2025 Added 1.26%
$0
$6.04 Million 1.05% of portfolio
200,662
Q1 2025 Added 136.77%
$52.7B
$6.01 Million 1.04% of portfolio
101,879
Q1 2025 Reduced 0.04%
$0
$5.27 Million 0.91% of portfolio
264,137
Q1 2025 Reduced 6.68%
$0
$4.77 Million 0.83% of portfolio
178,274
Q1 2025 Reduced 15.71%
$0
$4.61 Million 0.8% of portfolio
46,726
Q1 2025 Reduced 10.95%
$0
$3.92 Million 0.68% of portfolio
51,590
Q1 2025 Reduced 37.63%
$0
$3.73 Million 0.65% of portfolio
54,683
Q4 2024 Reduced 7.15%
$0
$3.72 Million 0.65% of portfolio
18,667
Q1 2025 Reduced 6.46%
$0
$2.66 Million 0.46% of portfolio
7,367
Q1 2025 Reduced 3.29%
$0
$2.65 Million 0.46% of portfolio
124,294
Q2 2024 Added 14.61%
$0
$2.56 Million 0.44% of portfolio
19,624
Q1 2025 Reduced 62.44%
$2.95T
$2.36 Million 0.41% of portfolio
6,297
Q1 2025 Added 0.03%
$0
$2.27 Million 0.39% of portfolio
13,103
Q1 2025 Reduced 6.07%
$266B
$2.11 Million 0.37% of portfolio
12,627
Q4 2024 Reduced 0.54%
$0
$2.02 Million 0.35% of portfolio
53,955
Q1 2025 Added 0.0%
$0
$1.66 Million 0.29% of portfolio
3,232
Q4 2024 Added 750.53%
$440B
$1.66 Million 0.29% of portfolio
1,758
Q4 2024 Reduced 0.85%
$0
$1.32 Million 0.23% of portfolio
61,394
Q1 2025 Reduced 1.25%
$0
$1.32 Million 0.23% of portfolio
50,253
Q1 2025 Added 0.1%
$0
$1.34 Million 0.23% of portfolio
23,797
Q1 2025 Reduced 15.65%
$0
$1.26 Million 0.22% of portfolio
13,610
Q1 2025 New
$0
$1.19 Million 0.21% of portfolio
24,408
Q1 2025 Reduced 18.05%
$1.88T
$1.21 Million 0.21% of portfolio
6,339
Q4 2024 Reduced 0.97%
$0
$1.14 Million 0.2% of portfolio
31,335
Q1 2025 Added 507.97%
$565B
$1.09 Million 0.19% of portfolio
3,097
Q4 2024 Reduced 0.1%
$891B
$1.06 Million 0.18% of portfolio
4,082
Q1 2025 Added 7.05%
$0
$897,000 0.16% of portfolio
7,354
Q1 2024 Reduced 12.9%
$0
$935,000 0.16% of portfolio
16,281
Q1 2025 Reduced 5.11%
$0
$938,000 0.16% of portfolio
15,823
Q1 2025 Reduced 38.82%
$1.25T
$842,000 0.15% of portfolio
1,462
Q1 2025 Added 0.07%
$0
$815,000 0.14% of portfolio
36,388
Q1 2025 Added 0.01%
$271B
$704,000 0.12% of portfolio
6,498
Q4 2024 Reduced 1.65%
$0
$678,000 0.12% of portfolio
27,871
Q1 2025 Added 10.31%
$0
$578,000 0.1% of portfolio
24,996
Q4 2024 Added 100.0%
$1.46B
$530,000 0.09% of portfolio
90,536
Q1 2025 Added 12.14%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $576 Million
  • Prior Value $598 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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