Pacific Capital Wealth Advisors, Inc New Holdings in Q3 2024

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
357K
New
$79.29 - $84.02 $28.3M - $30M
357K $29.9M
MSTR
Microstrategy Inc

Technology
21.9K
New
$114.3 - $1800.09 $2.51M - $39.5M
21.9K $3.7M
XAR
Spdr S&P Aerospace & Defense E

ETFs
190
New
$139.03 - $157.34 $26.4K - $29.9K
190 $29K
HYG
Ishares Tr

ETFs
317
New
$76.72 - $80.36 $24.3K - $25.5K
317 $25K
LQD
Ishares Iboxx $ Investment Gra

ETFs
230
New
$106.11 - $113.72 $24.4K - $26.2K
230 $25K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
292
New
$81.31 - $83.29 $23.7K - $24.3K
292 $24K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
237
New
$100.09 - $100.69 $23.7K - $23.9K
237 $23K
OC
Owens Corning

Industrials
125
New
$154.02 - $186.38 $19.3K - $23.3K
125 $22K
PULS
Pgim ETF Tr

ETFs
285
New
$49.47 - $49.8 $14.1K - $14.2K
285 $14K
AEE
Ameren Corp

Utilities
167
New
$70.45 - $87.46 $11.8K - $14.6K
167 $14K
MELI
Mercadolibre Inc

Consumer Cyclical
5
New
$1591.44 - $2140.1 $7.96K - $10.7K
5 $10K
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
DVN
Devon Energy Corp

Energy
242
New
$37.87 - $48.65 $9.16K - $11.8K
242 $9K
NVR
Nvr Inc

Consumer Cyclical
1
New
$7421.51 - $9811.8 $7.42K - $9.81K
1 $9K
ALT
Altimmune, Inc.

Healthcare
1.39K
New
$5.5 - $8.1 $7.63K - $11.2K
1.39K $8K
SG
Sweetgreen, Inc.

Consumer Cyclical
221
New
$23.87 - $37.65 $5.28K - $8.32K
221 $7K
PM
Philip Morris International Inc.

Consumer Defensive
37
New
$101.25 - $127.45 $3.75K - $4.72K
37 $4K
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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3
New
$1015.62 - $1159.62 $3.05K - $3.48K
3 $3K
ZTS
Zoetis Inc.

Healthcare
16
New
$172.58 - $196.48 $2.76K - $3.14K
16 $3K
CSX
Csx Corp

Industrials
96
New
$32.48 - $35.45 $3.12K - $3.4K
96 $3K
EOG
Eog Resources Inc

Energy
21
New
$117.9 - $132.65 $2.48K - $2.79K
21 $2K
CG
Carlyle Group Inc.

Financial Services
48
New
$37.24 - $49.74 $1.79K - $2.39K
48 $2K
MET
Metlife Inc

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

Healthcare
35
New
$76.67 - $87.62 $2.68K - $3.07K
35 $2K
CMCSA
Comcast Corp

Communication Services
57
New
$37.33 - $41.78 $2.13K - $2.38K
57 $2K
CMS
Cms Energy Corp

Utilities
25
New
$58.7 - $70.62 $1.47K - $1.77K
25 $1K
TCOM
Trip.Com Group LTD

Consumer Cyclical
18
New
$39.32 - $61.32 $708 - $1.1K
18 $1K
PEG
Public Service Enterprise Group Inc

Utilities
22
New
$73.58 - $89.21 $1.62K - $1.96K
22 $1K
ARES
Ares Management Corp

Financial Services
9
New
$133.73 - $158.05 $1.2K - $1.42K
9 $1K
VEEV
Veeva Systems Inc

Healthcare
5
New
$180.43 - $223.9 $902 - $1.12K
5 $1K
MLM
Martin Marietta Materials Inc

Basic Materials
3
New
$502.48 - $593.35 $1.51K - $1.78K
3 $1K
UHS
Universal Health Services Inc

Healthcare
5
New
$178.68 - $241.52 $893 - $1.21K
5 $1K
MDLZ
Mondelez International, Inc.

Consumer Defensive
20
New
$64.35 - $75.71 $1.29K - $1.51K
20 $1K
MTB
M&T Bank Corp

Financial Services
11
New
$146.49 - $179.85 $1.61K - $1.98K
11 $1K
A
Agilent Technologies, Inc.

Healthcare
11
New
$125.42 - $148.48 $1.38K - $1.63K
11 $1K
GDDY
Go Daddy Inc.

Technology
7
New
$141.41 - $167.41 $990 - $1.17K
7 $1K
WDC
Western Digital Corp

Technology
21
New
$56.25 - $80.24 $1.18K - $1.69K
21 $1K
IBN
Icici Bank LTD

Financial Services
36
New
$27.58 - $31.38 $993 - $1.13K
36 $1K
CSGP
Costar Group, Inc.

Real Estate
9
New
$71.59 - $79.61 $644 - $716
9 $0
America Movil Sab De Cv
41
New
N/A
41 $0
Bunge Global Sa
6
New
N/A
6 $0
Canadian Pacific Kansas City
10
New
N/A
10 $0
EFX
Equifax Inc

Industrials
2
New
$236.42 - $307.13 $473 - $614
2 $0
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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