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 Market Cap. of $200 Billions or more
