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.
Stock Holdings Table Market Cap. of Under $50 Millions
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