Pacific Capital Wealth Advisors, Inc Incresed Positions in Q3 2024

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.73K
+ 1.0%
$517.38 - $573.86 $1.41M - $1.57M
275K $158M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.41K
+ 12.68%
$434.77 - $502.96 $3.22M - $3.73M
65.9K $32.1M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
64.3K
+ 34002.12%
$42.22 - $48.62 $2.71M - $3.12M
64.5K $3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25K
+ 20.63%
$77.02 - $85.06 $1.92M - $2.12M
146K $12.3M
AAPL
Apple Inc.

Technology
252
+ 0.66%
$207.23 - $234.82 $52.2K - $59.2K
38.2K $8.9M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
10.3K
+ 136.78%
$43.73 - $46.29 $452K - $479K
17.9K $826K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.99K
+ 126.99%
$45.2 - $47.87 $316K - $335K
12.5K $593K
META
Meta Platforms, Inc.

Communication Services
33
+ 2.32%
$453.41 - $572.44 $15K - $18.9K
1.45K $832K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
157
+ 36.18%
$405.19 - $478.57 $63.6K - $75.1K
591 $272K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 0.74%
$801.83 - $917.05 $10.4K - $11.9K
1.77K $1.57M
TLT
Ishares Barclays 20+ Year Trea

ETFs
707
+ 1812.82%
$89.91 - $101.33 $63.6K - $71.6K
746 $73K
VGIT
Vanguard Intermediate Term Tre

ETFs
102
+ 0.4%
$57.8 - $60.8 $5.9K - $6.2K
25.9K $1.56M
AXP
American Express CO

Financial Services
11
+ 0.81%
$225.92 - $271.17 $2.49K - $2.98K
1.38K $372K
MA
Mastercard Inc

Financial Services
56
+ 11.29%
$429.6 - $500.99 $24.1K - $28.1K
552 $272K
IBM
International Business Machines Corp

Technology
6
+ 0.6%
$175.1 - $223.38 $1.05K - $1.34K
1.01K $224K
RTX
Raytheon Technologies Corp

Industrials
20
+ 0.99%
$99.55 - $123.34 $1.99K - $2.47K
2.03K $246K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.78%
$245.82 - $304.51 $1.47K - $1.83K
778 $236K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
701
+ 77.89%
$50.25 - $50.74 $35.2K - $35.6K
1.6K $81K
AVGO
Broadcom Inc.

Technology
623
+ 1221.57%
$136.27 - $1745.86 $84.9K - $1.09M
674 $116K
NVDA
Nvidia Corp

Technology
360
+ 5.76%
$98.91 - $134.91 $35.6K - $48.6K
6.61K $802K
SAP
Sap Se

Technology
5
+ 0.47%
$197.21 - $231.0 $986 - $1.16K
1.07K $245K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39
+ 11.44%
$475.2 - $527.7 $18.5K - $20.6K
380 $200K
CRM
Salesforce, Inc.

Technology
96
+ 67.61%
$238.42 - $276.53 $22.9K - $26.5K
238 $65K
ISRG
Intuitive Surgical Inc

Healthcare
44
+ 104.76%
$416.14 - $494.01 $18.3K - $21.7K
86 $42K
KLAC
Kla Corp

Technology
30
+ 166.67%
$696.17 - $892.35 $20.9K - $26.8K
48 $37K
PEP
Pepsico Inc

Consumer Defensive
122
+ 50.0%
$161.9 - $179.3 $19.8K - $21.9K
366 $62K
NKE
Nike, Inc.

Consumer Cyclical
6
+ 0.35%
$71.09 - $89.44 $427 - $537
1.72K $151K
ASML
Asml Holding Nv

Technology
29
+ 126.09%
$749.82 - $1098.95 $21.7K - $31.9K
52 $43K
CARR
Carrier Global Corp

Industrials
70
+ 9.0%
$61.9 - $80.88 $4.33K - $5.66K
848 $68K
LLY
Eli Lilly & CO

Healthcare
31
+ 5.4%
$772.14 - $960.02 $23.9K - $29.8K
605 $535K
CWB
Spdr Bloomberg Convertible Sec

ETFs
5
+ 0.15%
$71.19 - $76.59 $356 - $383
3.43K $262K
ACN
Accenture PLC

Technology
39
+ 76.47%
$295.44 - $355.81 $11.5K - $13.9K
90 $31K
FNDX
Schwab Fundamental U S Large C

ETFs
1
+ 0.04%
$65.36 - $71.76 $65.4 - $71.8
2.81K $201K
VTR
Ventas, Inc.

Real Estate
17
+ 2.22%
$50.88 - $65.33 $865 - $1.11K
782 $50K
LOW
Lowes Companies Inc

Consumer Cyclical
11
+ 7.43%
$213.3 - $270.78 $2.35K - $2.98K
159 $43K
AMZN
Amazon Com Inc

Consumer Cyclical
284
+ 4.64%
$161.02 - $200.0 $45.7K - $56.8K
6.4K $1.19M
AOA
Ishares Tr Core Aggressive All

ETFs
108
+ 31.95%
$72.11 - $79.05 $7.79K - $8.54K
446 $35K
NVO
Novo Nordisk A S

Healthcare
128
+ 50.39%
$119.07 - $145.42 $15.2K - $18.6K
382 $45K
GE
General Electric CO

Industrials
1
+ 0.37%
$156.66 - $189.66 $157 - $190
274 $51K
BMY
Bristol Myers Squibb CO

Healthcare
36
+ 5.33%
$39.66 - $51.75 $1.43K - $1.86K
711 $36K
TJX
Tjx Companies Inc

Consumer Cyclical
24
+ 3.18%
$107.93 - $120.23 $2.59K - $2.89K
779 $91K
PH
Parker Hannifin Corp

Industrials
3
+ 7.14%
$501.01 - $635.92 $1.5K - $1.91K
45 $28K
ETN
Eaton Corp PLC

Industrials
9
+ 6.57%
$272.52 - $333.02 $2.45K - $3K
146 $48K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
130
+ 52.0%
$48.06 - $49.39 $6.25K - $6.42K
380 $18K
TXN
Texas Instruments Inc

Technology
28
+ 15.3%
$194.6 - $194.6 $5.45K - $5.45K
211 $41K
XEL
Xcel Energy Inc

Utilities
20
+ 4.91%
$52.11 - $65.3 $1.04K - $1.31K
427 $27K
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
ADI
Analog Devices Inc

Technology
14
+ 4.33%
$200.56 - $243.33 $2.81K - $3.41K
337 $77K
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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