Pacific Capital Wealth Advisors, Inc Incresed Positions in Q3 2025

Pacific Capital Wealth Advisors, Inc

  • $577 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
145K
+ 16.72%
$72.57 - $74.72 $10.5M - $10.8M
1.01M $75.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.96K
+ 6.01%
$546.99 - $602.2 $2.17M - $2.38M
69.8K $41.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
40K
+ 14.18%
$81.75 - $84.54 $3.27M - $3.38M
322K $27.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
29K
+ 21.18%
$91.44 - $91.77 $2.65M - $2.66M
166K $15.2M
IEFA
Ishares Tr

ETFs
3.28K
+ 0.68%
$81.7 - $87.53 $268K - $287K
482K $42.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.67K
+ 0.87%
$132.9 - $142.03 $222K - $237K
193K $27.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
39.3K
+ 17.53%
$30.02 - $30.29 $1.18M - $1.19M
263K $7.97M
IAU
Ishares Gold Trust

ETFs
160
+ 0.17%
$61.62 - $72.77 $9.86K - $11.6K
95K $6.91M
TSLA
Tesla, Inc.

Consumer Cyclical
126
+ 4.12%
$293.94 - $444.72 $37K - $56K
3.19K $1.42M
SCHO
Schwab Short Term Us Treasury

ETFs
10.4K
+ 31.15%
$24.23 - $24.42 $251K - $253K
43.6K $1.06M
GOOGL
Alphabet Inc.

Communication Services
181
+ 10.9%
$174.36 - $254.72 $31.6K - $46.1K
1.84K $447K
META
Meta Platforms, Inc.

Communication Services
140
+ 9.99%
$695.21 - $791.73 $97.3K - $111K
1.54K $1.13M
MA
Mastercard Inc

Financial Services
72
+ 14.52%
$550.18 - $598.96 $39.6K - $43.1K
568 $323K
RTX
Raytheon Technologies Corp

Industrials
9
+ 0.45%
$144.19 - $167.33 $1.3K - $1.51K
2K $334K
LLY
Eli Lilly & CO

Healthcare
55
+ 9.37%
$625.65 - $812.69 $34.4K - $44.7K
642 $489K
WMT
Walmart Inc.

Consumer Defensive
21
+ 0.39%
$94.4 - $104.27 $1.98K - $2.19K
5.35K $551K
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 1.18%
$291.67 - $316.99 $2.63K - $2.85K
769 $233K
CB
Chubb LTD

Financial Services
23
+ 1.91%
$265.99 - $289.59 $6.12K - $6.66K
1.23K $345K
IBM
International Business Machines Corp

Technology
4
+ 0.4%
$234.77 - $292.47 $939 - $1.17K
997 $281K
V
Visa Inc.

Financial Services
67
+ 2.22%
$332.09 - $358.86 $22.3K - $24K
3.09K $1.05M
MSTR
Microstrategy Inc

Technology
6
+ 0.02%
$300.7 - $455.9 $1.8K - $2.74K
29.1K $9.37M
Activity Summary
Buys All Purchases 33 New Holdings 11 Increased Positions 22 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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