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
CAT
Caterpillar Inc

Industrials
4
+ 8.7%
$316.8 - $391.12 $1.27K - $1.56K
50 $19K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21
+ 35.0%
$147.95 - $191.05 $3.11K - $4.01K
81 $14K
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
DHR
Danaher Corp

Healthcare
4
+ 6.67%
$239.25 - $280.76 $957 - $1.12K
64 $17K
UNP
Union Pacific Corp

Industrials
8
+ 20.51%
$221.78 - $256.09 $1.77K - $2.05K
47 $11K
UPS
United Parcel Service Inc

Industrials
21
+ 2.09%
$123.32 - $147.38 $2.59K - $3.09K
1.03K $140K
VMC
Vulcan Materials CO

Basic Materials
9
+ 8.41%
$231.83 - $274.51 $2.09K - $2.47K
116 $29K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
8
+ 26.67%
$460.0 - $505.78 $3.68K - $4.05K
38 $17K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
+ 5.0%
$138.85 - $182.81 $833 - $1.1K
126 $22K
USB
Us Bancorp \De\

Financial Services
31
+ 88.57%
$39.04 - $47.23 $1.21K - $1.46K
66 $3K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2
+ 11.76%
$1024.09 - $1201.76 $2.05K - $2.4K
19 $19K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
5
+ 1.21%
$50.43 - $55.76 $252 - $279
419 $23K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
+ 4.95%
$210.25 - $231.86 $1.05K - $1.16K
106 $23K
PANW
Palo Alto Networks Inc

Technology
6
+ 12.24%
$294.18 - $368.01 $1.77K - $2.21K
55 $18K
COP
Conocophillips

Energy
45
+ 14.52%
$102.3 - $116.61 $4.6K - $5.25K
355 $37K
FCX
Freeport Mcmoran Inc

Basic Materials
12
+ 7.89%
$39.52 - $51.92 $474 - $623
164 $8K
MNST
Monster Beverage Corp

Consumer Defensive
26
+ 53.06%
$45.01 - $52.47 $1.17K - $1.36K
75 $3K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
1
+ 0.9%
$24.51 - $27.14 $24.5 - $27.1
112 $3K
BP
Bp PLC

Energy
23
+ 41.82%
$30.78 - $37.05 $708 - $852
78 $2K
ON
On Semiconductor Corp

Technology
7
+ 7.78%
$66.39 - $78.74 $465 - $551
97 $7K
TTE
Total Energies Se

Energy
16
+ 12.4%
$68.61 - $68.61 $1.1K - $1.1K
145 $9K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
4
+ 3.74%
$26.01 - $27.41 $104 - $110
111 $3K
BDX
Becton Dickinson & CO

Healthcare
5
+ 22.73%
$221.47 - $242.41 $1.11K - $1.21K
27 $6K
FISV
Fiserv Inc

Technology
8
+ 6.72%
N/A
127 $15K
DE
Deere & CO

Industrials
1
+ 9.09%
$344.84 - $418.0 $345 - $418
12 $5K
STRV
Ea Ser Tr Strive 500 ETF
2.23K
+ 31.75%
N/A
9.26K $0
Linde PLC
6
+ 6.67%
N/A
96 $0
DECK
Deckers Outdoor Corp

Consumer Cyclical
45
+ 500.0%
$150.73 - $974.56 $6.78K - $43.9K
54 $8K
NXPI
Nxp Semiconductors N.V.

Technology
8
+ 15.09%
$225.14 - $290.78 $1.8K - $2.33K
61 $14K
SNPS
Synopsys Inc

Technology
2
+ 5.71%
$463.97 - $621.3 $928 - $1.24K
37 $18K
LRCX
Lam Research Corp

Technology
3
+ 18.75%
$731.56 - $1127.3 $2.19K - $3.38K
19 $15K
MRK
Merck & Co., Inc.

Healthcare
9
+ 2.41%
$111.15 - $128.97 $1K - $1.16K
382 $43K
DIS
Walt Disney CO

Communication Services
3
+ 0.25%
$85.6 - $98.61 $257 - $296
1.2K $115K
WFC
Wells Fargo & Company

Financial Services
83
+ 3.06%
$51.58 - $60.97 $4.28K - $5.06K
2.8K $157K
GOOG
Alphabet Inc.

Communication Services
44
+ 5.16%
$149.54 - $192.66 $6.58K - $8.48K
896 $149K
INTU
Intuit Inc

Technology
4
+ 1.53%
$602.97 - $670.49 $2.41K - $2.68K
266 $165K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
47
+ 1.34%
$49.83 - $62.75 $2.34K - $2.95K
3.55K $204K
MSFT
Microsoft Corp

Technology
143
+ 2.3%
$395.15 - $467.56 $56.5K - $66.9K
6.37K $2.74M
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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