Pacific Capital Wealth Advisors, Inc Portfolio Holdings

Pacific Capital Wealth Advisors, Inc

  • $598 Million
  • Q4 2024

Pacific Capital Wealth Advisors, Inc has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $598 Million distributed in 401 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $162M, Vanguard Bd Index Fd Inc Total with a value of $69.7M, Ishares Tr with a value of $43.8M, Invesco Qqq Trust, Series 1 with a value of $36.4M, and Vanguard Intermediate Term Cor with a value of $29.3M.

Examining the 13F form we can see an increase of $5.15M in the current position value, from $592M to 598M.

Below you can find more details about Pacific Capital Wealth Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $598 Million
ETFs: $554 Million
Technology: $23.8 Million
Consumer Cyclical: $3.85 Million
Financial Services: $3.4 Million
Consumer Defensive: $2.58 Million
Communication Services: $2.39 Million
Industrials: $2.34 Million
Energy: $2.15 Million
Other: $2.9 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$161,000 0.03% of portfolio
2,672
Q2 2024 New
$0
$171,000 0.03% of portfolio
5,154
Q4 2024 New
$0
$170,000 0.03% of portfolio
300
Q2 2024 New
$0
$157,000 0.03% of portfolio
853
Q4 2024 Added 0.12%
$0
$183,000 0.03% of portfolio
311
Q4 2023 New
$0
$178,000 0.03% of portfolio
2,003
Q4 2024 Reduced 24.19%
$0
$112,000 0.02% of portfolio
1,657
Q4 2024 Added 1,194.53%
$0
$148,000 0.02% of portfolio
815
Q2 2024 Added 2.52%
$0
$96,000 0.02% of portfolio
355
Q4 2023 New
$0
$134,000 0.02% of portfolio
1,719
Q1 2024 Added 13.47%
$0
$125,000 0.02% of portfolio
3,982
Q4 2023 New
$0
$114,000 0.02% of portfolio
5,400
Q2 2024 New
$0
$130,000 0.02% of portfolio
1,135
Q3 2024 Reduced 3.07%
$0
$98,000 0.02% of portfolio
497
Q2 2024 Added 197.6%
$0
$89,000 0.01% of portfolio
1,418
Q3 2024 Reduced 0.07%
$0
$31,000 0.01% of portfolio
190
Q3 2024 New
$0
$40,000 0.01% of portfolio
524
Q4 2024 Added 17.49%
$0
$45,000 0.01% of portfolio
280
Q2 2024 Reduced 14.89%
$0
$45,000 0.01% of portfolio
900
Q4 2024 Reduced 43.79%
$0
$48,000 0.01% of portfolio
536
Q4 2023 New
$0
$70,000 0.01% of portfolio
696
Q3 2024 Reduced 4.0%
$0
$66,000 0.01% of portfolio
390
Q1 2024 Reduced 45.68%
$92.1B
$67,000 0.01% of portfolio
280
Q4 2024 Reduced 10.83%
$0
$41,000 0.01% of portfolio
542
Q4 2024 Reduced 22.13%
$0
$59,000 0.01% of portfolio
1,148
Q4 2024 New
$1.41B
$48,000 0.01% of portfolio
439
Q2 2024 Reduced 98.52%
$0
$37,000 0.01% of portfolio
1,268
Q4 2024 Added 100.0%
$0
$17,000 0.0% of portfolio
367
Q4 2024 Reduced 14.85%
$0
$21,000 0.0% of portfolio
446
Q1 2024 Reduced 78.86%
$0
$7,000 0.0% of portfolio
58
Q1 2024 New
$0
$6,000 0.0% of portfolio
298
Q2 2024 Reduced 93.27%
$0
$9,000 0.0% of portfolio
75
Q4 2023 New
$0
$17,000 0.0% of portfolio
311
Q4 2023 New
$0
$5,000 0.0% of portfolio
100
Q4 2023 New
$0
$8,000 0.0% of portfolio
49
Q1 2024 Reduced 67.97%
$0
$15,000 0.0% of portfolio
250
Q1 2024 Added 400.0%
$0
$12,000 0.0% of portfolio
250
Q4 2024 Reduced 34.21%
$0
$6,000 0.0% of portfolio
35
Q4 2023 New
$0
$10,000 0.0% of portfolio
201
Q3 2024 Reduced 26.91%
$0
$23,000 0.0% of portfolio
561
Q4 2023 New
$0
$9,000 0.0% of portfolio
22
Q4 2024 Reduced 89.16%
$0
$6,000 0.0% of portfolio
164
Q3 2024 Reduced 88.71%
$0
$12,000 0.0% of portfolio
210
Q4 2023 New
$0
$3,000 0.0% of portfolio
113
Q4 2024 Added 1.8%
$0
$6,000 0.0% of portfolio
124
Q4 2024 Reduced 50.0%
$0
$7,000 0.0% of portfolio
232
Q1 2024 Reduced 81.01%
$0
$2,000 0.0% of portfolio
200
Q4 2023 New
$0
$2,000 0.0% of portfolio
112
Q3 2024 Added 0.9%
$0
$23,000 0.0% of portfolio
124
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 401
  • Current Value $598 Million
  • Prior Value $592 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 116 stocks
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