Pacific Capital Wealth Advisors, Inc Sells in Q2 2025

Pacific Capital Wealth Advisors, Inc

  • $544 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-134K
- 49.5%
$91.43 - $91.74 $12.3M - $12.3M
137K $12.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-144K
- 14.25%
$72.02 - $73.82 $10.4M - $10.6M
867K $63.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
-91.4K
- 24.47%
$79.56 - $82.92 $7.27M - $7.57M
282K $23.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-201K
- 56.82%
$19.6 - $24.44 $3.94M - $4.91M
153K $3.73M
VNQ
Vanguard Specialized Funds Van

ETFs
-37.9K
- 14.5%
$79.79 - $91.42 $3.03M - $3.47M
224K $19.9M
AAPL
Apple Inc.

Technology
-13.9K
- 36.49%
$172.42 - $223.89 $2.4M - $3.12M
24.3K $4.98M
IEFA
Ishares Tr

ETFs
-94.6K
- 16.49%
$67.83 - $84.09 $6.41M - $7.95M
479K $40M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-114K
- 64.17%
$26.18 - $26.93 $2.99M - $3.08M
63.9K $1.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-32.1K
- 14.39%
$114.78 - $133.31 $3.69M - $4.28M
191K $25.5M
XLP
Consumer Staples Sector Spdr

ETFs
-32.3K
- 62.65%
N/A
19.3K $1.47M
IBB
Ishares Biotechnology ETF

ETFs
-17.4K
- 88.73%
$112.02 - $129.0 $1.95M - $2.25M
2.21K $279K
IWM
Ishares Russell 2000 ETF

ETFs
-7.8K
- 41.8%
$174.82 - $215.79 $1.36M - $1.68M
10.9K $2.34M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4.03K
- 54.64%
$320.42 - $424.58 $1.29M - $1.71M
3.34K $1.41M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-80K
- 30.29%
$17.76 - $22.1 $1.42M - $1.77M
184K $4.07M
CMF
Ishares California Muni Bond E

ETFs
-13.6K
- 57.18%
$54.52 - $56.7 $742K - $772K
10.2K $567K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-32.9K
- 53.58%
$19.1 - $23.83 $628K - $784K
28.5K $679K
VGIT
Vanguard Intermediate Term Tre

ETFs
-8.86K
- 55.99%
$58.63 - $59.9 $519K - $531K
6.96K $416K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-20.5K
- 40.85%
$23.55 - $27.67 $483K - $568K
29.7K $822K
AOR
Ishares Tr Core Growth Allocat

ETFs
-8.25K
- 50.67%
$53.36 - $61.57 $440K - $508K
8.03K $494K
COST
Costco Wholesale Corp

Consumer Defensive
-463
- 26.34%
$908.13 - $1056.85 $420K - $489K
1.3K $1.28M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-11.6K
- 31.95%
$21.85 - $22.76 $254K - $265K
24.8K $563K
RWO
Spdr Dow Jones Global Real Est

ETFs
-3.8K
- 36.6%
$38.85 - $45.0 $148K - $171K
6.58K $290K
XLV
Select Sector Spdr Fund Health

ETFs
-914
- 30.6%
$128.77 - $144.3 $118K - $132K
2.07K $279K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-6.16K
- 4.95%
$18.94 - $21.67 $117K - $133K
118K $2.5M
AWK
American Water Works Company, Inc.

Utilities
-781
- 24.81%
$133.82 - $151.96 $105K - $119K
2.37K $329K
MSFT
Microsoft Corp

Technology
-1.78K
- 28.28%
$354.56 - $497.45 $631K - $886K
4.52K $2.25M
IAU
Ishares Gold Trust

ETFs
-7.03K
- 6.9%
$56.1 - $64.74 $394K - $455K
94.9K $5.91M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.39K
- 18.93%
$108.12 - $135.04 $151K - $188K
5.96K $805K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.02K
- 25.06%
$221.86 - $362.89 $227K - $371K
3.06K $971K
TIP
Ishares Tr Tips Bd ETF

ETFs
-354
- 11.65%
$107.93 - $110.97 $38.2K - $39.3K
2.68K $295K
CB
Chubb LTD

Financial Services
-18
- 1.48%
$274.32 - $302.46 $4.94K - $5.44K
1.2K $348K
MCD
Mcdonalds Corp

Consumer Cyclical
-12
- 1.55%
$285.55 - $321.23 $3.43K - $3.85K
760 $222K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-653
- 12.64%
$72.96 - $90.39 $47.6K - $59K
4.51K $403K
MA
Mastercard Inc

Financial Services
-44
- 8.15%
$479.92 - $590.74 $21.1K - $26K
496 $278K
V
Visa Inc.

Financial Services
-76
- 2.45%
$308.27 - $373.31 $23.4K - $28.4K
3.02K $1.07M
AXP
American Express CO

Financial Services
-203
- 15.24%
$231.39 - $318.98 $47K - $64.8K
1.13K $360K
FNDF
Schwab Fundamental Intl Large

ETFs
-2.66K
- 8.49%
$32.25 - $40.02 $85.8K - $106K
28.7K $1.15M
GOOGL
Alphabet Inc.

Communication Services
-129
- 7.21%
$144.7 - $178.6 $18.7K - $23K
1.66K $292K
RTX
Raytheon Technologies Corp

Industrials
-24
- 1.19%
$113.75 - $148.48 $2.73K - $3.56K
1.99K $290K
IBM
International Business Machines Corp

Technology
-15
- 1.49%
$221.03 - $294.78 $3.32K - $4.42K
993 $292K
WMT
Walmart Inc.

Consumer Defensive
-90
- 1.66%
$81.79 - $99.98 $7.36K - $9K
5.33K $520K
AMZN
Amazon Com Inc

Consumer Cyclical
-341
- 5.38%
$167.32 - $223.3 $57.1K - $76.1K
6K $1.32M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-320
- 0.59%
$32.0 - $39.87 $10.2K - $12.8K
53.6K $2.14M
NFLX
Netflix Inc

Communication Services
-23
- 6.25%
$855.86 - $1339.13 $19.7K - $30.8K
345 $461K
META
Meta Platforms, Inc.

Communication Services
-60
- 4.1%
$484.66 - $738.09 $29.1K - $44.3K
1.4K $1.03M
NVDA
Nvidia Corp

Technology
-247
- 3.8%
$94.31 - $157.99 $23.3K - $39K
6.25K $987K
VTI
Vanguard Total Stock Market Et

ETFs
-951
- 1.79%
$243.75 - $303.93 $232K - $289K
52K $15.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.97K
- 10.8%
$416.06 - $551.64 $3.32M - $4.4M
65.8K $36.3M
Activity Summary
Buys All Purchases 9 New Holdings 2 Increased Positions 7 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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