Pacific Capital Wealth Advisors, Inc Purchases in Q3 2024

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
91
New
$110.05 - $110.63 $10K - $10.1K
91 $10K
USFR
Wisdomtree Floating Rate Treas

ETFs
195
New
$50.2 - $50.48 $9.79K - $9.84K
195 $9K
NVO
Novo Nordisk A S

Healthcare
128
+ 50.39%
$119.07 - $145.42 $15.2K - $18.6K
382 $45K
NVR
Nvr Inc

Consumer Cyclical
1
New
$7421.51 - $9811.8 $7.42K - $9.81K
1 $9K
DVN
Devon Energy Corp

Energy
242
New
$37.87 - $48.65 $9.16K - $11.8K
242 $9K
GE
General Electric CO

Industrials
1
+ 0.37%
$156.66 - $189.66 $157 - $190
274 $51K
ALT
Altimmune, Inc.

Healthcare
1.39K
New
$5.5 - $8.1 $7.63K - $11.2K
1.39K $8K
TJX
Tjx Companies Inc

Consumer Cyclical
24
+ 3.18%
$107.93 - $120.23 $2.59K - $2.89K
779 $91K
BMY
Bristol Myers Squibb CO

Healthcare
36
+ 5.33%
$39.66 - $51.75 $1.43K - $1.86K
711 $36K
SG
Sweetgreen, Inc.

Consumer Cyclical
221
New
$23.87 - $37.65 $5.28K - $8.32K
221 $7K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
130
+ 52.0%
$48.06 - $49.39 $6.25K - $6.42K
380 $18K
XEL
Xcel Energy Inc

Utilities
20
+ 4.91%
$52.11 - $65.3 $1.04K - $1.31K
427 $27K
TXN
Texas Instruments Inc

Technology
28
+ 15.3%
$194.6 - $194.6 $5.45K - $5.45K
211 $41K
ETN
Eaton Corp PLC

Industrials
9
+ 6.57%
$272.52 - $333.02 $2.45K - $3K
146 $48K
GD
General Dynamics Corp

Industrials
10
+ 4.59%
$279.51 - $308.09 $2.8K - $3.08K
228 $68K
MS
Morgan Stanley

Financial Services
31
+ 17.13%
$92.07 - $106.96 $2.85K - $3.32K
212 $22K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21
+ 35.0%
$147.95 - $191.05 $3.11K - $4.01K
81 $14K
CAT
Caterpillar Inc

Industrials
4
+ 8.7%
$316.8 - $391.12 $1.27K - $1.56K
50 $19K
PM
Philip Morris International Inc.

Consumer Defensive
37
New
$101.25 - $127.45 $3.75K - $4.72K
37 $4K
BSX
Boston Scientific Corp

Healthcare
24
+ 7.34%
$72.96 - $84.0 $1.75K - $2.02K
351 $29K
APD
Air Products & Chemicals, Inc.

Basic Materials
11
+ 100.0%
$247.34 - $300.11 $2.72K - $3.3K
22 $6K
ADI
Analog Devices Inc

Technology
14
+ 4.33%
$200.56 - $243.33 $2.81K - $3.41K
337 $77K
UPS
United Parcel Service Inc

Industrials
21
+ 2.09%
$123.32 - $147.38 $2.59K - $3.09K
1.03K $140K
UNP
Union Pacific Corp

Industrials
8
+ 20.51%
$221.78 - $256.09 $1.77K - $2.05K
47 $11K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
+ 5.0%
$138.85 - $182.81 $833 - $1.1K
126 $22K
VMC
Vulcan Materials CO

Basic Materials
9
+ 8.41%
$231.83 - $274.51 $2.09K - $2.47K
116 $29K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3
New
$1015.62 - $1159.62 $3.05K - $3.48K
3 $3K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
8
+ 26.67%
$460.0 - $505.78 $3.68K - $4.05K
38 $17K
CSX
Csx Corp

Industrials
96
New
$32.48 - $35.45 $3.12K - $3.4K
96 $3K
DHR
Danaher Corp

Healthcare
4
+ 6.67%
$239.25 - $280.76 $957 - $1.12K
64 $17K
ZTS
Zoetis Inc.

Healthcare
16
New
$172.58 - $196.48 $2.76K - $3.14K
16 $3K
DOV
Dover Corp

Industrials
16
New
$172.5 - $193.03 $2.76K - $3.09K
16 $3K
AZO
Autozone Inc

Consumer Cyclical
1
New
$2815.0 - $3212.87 $2.82K - $3.21K
1 $3K
EOG
Eog Resources Inc

Energy
21
New
$117.9 - $132.65 $2.48K - $2.79K
21 $2K
AVB
Avalonbay Communities Inc

Real Estate
3
+ 5.45%
$200.95 - $234.65 $603 - $704
58 $13K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
5
+ 1.21%
$50.43 - $55.76 $252 - $279
419 $23K
CMCSA
Comcast Corp

Communication Services
57
New
$37.33 - $41.78 $2.13K - $2.38K
57 $2K
MET
Metlife Inc

Financial Services
36
New
$67.96 - $82.48 $2.45K - $2.97K
36 $2K
AZN
Astrazeneca PLC

Healthcare
35
New
$76.67 - $87.62 $2.68K - $3.07K
35 $2K
USB
Us Bancorp \De\

Financial Services
31
+ 88.57%
$39.04 - $47.23 $1.21K - $1.46K
66 $3K
PNC
Pnc Financial Services Group, Inc.

Financial Services
12
New
$156.14 - $187.2 $1.87K - $2.25K
12 $2K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
102
New
$22.3 - $26.02 $2.27K - $2.65K
102 $2K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
79
New
$33.44 - $37.39 $2.64K - $2.95K
79 $2K
PANW
Palo Alto Networks Inc

Technology
6
+ 12.24%
$294.18 - $368.01 $1.77K - $2.21K
55 $18K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2
+ 11.76%
$1024.09 - $1201.76 $2.05K - $2.4K
19 $19K
COP
Conocophillips

Energy
45
+ 14.52%
$102.3 - $116.61 $4.6K - $5.25K
355 $37K
CG
Carlyle Group Inc.

Financial Services
48
New
$37.24 - $49.74 $1.79K - $2.39K
48 $2K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
+ 4.95%
$210.25 - $231.86 $1.05K - $1.16K
106 $23K
ARES
Ares Management Corp

Financial Services
9
New
$133.73 - $158.05 $1.2K - $1.42K
9 $1K
Activity Summary
Buys All Purchases 165 New Holdings 75 Increased Positions 90 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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