Pacific Capital Wealth Advisors, Inc Portfolio Holdings
Pacific Capital Wealth Advisors, Inc
- $544 Million
- Q2 2025
Pacific Capital Wealth Advisors, Inc has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $544 Million distributed in 73 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 $179M, Vanguard Bd Index Fd Inc Total with a value of $63.9M, Ishares Tr with a value of $40M, Invesco Qqq Trust, Series 1 with a value of $36.3M, and Vanguard Whitehall Fds (Vangua with a value of $25.5M.
Examining the 13F form we can see an decrease of $32.1M in the current position value, from $576M to 544M.
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
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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