Pacific Capital Wealth Advisors, Inc Portfolio Holdings
Pacific Capital Wealth Advisors, Inc
- $592 Million
- Q3 2024
Pacific Capital Wealth Advisors, Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $592 Million distributed in 492 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 $158M, Vanguard Bd Index Fd Inc Total with a value of $68.9M, Ishares Tr with a value of $48.7M, Invesco Qqq Trust, Series 1 with a value of $32.1M, and Vanguard Intermediate Term Cor with a value of $29.9M.
Examining the 13F form we can see an increase of $45.9M in the current position value, from $547M to 592M.
Below you can find more details about Pacific Capital Wealth Advisors, Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 492
- Current Value $592 Million
- Prior Value $547 Million
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 75 stocks
- Additional Purchases 90 stocks
- Sold out of 0 stocks
- Reduced holdings in 107 stocks