Pacific Capital Wealth Advisors, Inc Purchases in Q4 2024

Pacific Capital Wealth Advisors, Inc

  • $598 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
6.8K
+ 31.02%
$162.69 - $473.83 $1.11M - $3.22M
28.7K $8.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.79K
+ 0.65%
$567.81 - $607.81 $1.02M - $1.09M
277K $162M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.34K
+ 8.1%
$481.22 - $538.17 $2.57M - $2.87M
71.2K $36.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
48.1K
+ 34.73%
$74.5 - $78.37 $3.59M - $3.77M
187K $14M
SPSB
Spdr Portfolio Short Term Corp

ETFs
84.8K
New
$29.77 - $30.19 $2.52M - $2.56M
84.8K $2.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
392K
+ 268.44%
$26.93 - $84.95 $10.6M - $33.3M
538K $14.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16.9K
+ 8.29%
$126.68 - $134.74 $2.14M - $2.27M
220K $28.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.85K
+ 750.53%
$521.84 - $558.82 $1.49M - $1.59M
3.23K $1.74M
VNQ
Vanguard Specialized Funds Van

ETFs
36.4K
+ 15.74%
$87.85 - $98.6 $3.2M - $3.59M
268K $23.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
52.8K
+ 5.76%
$71.75 - $75.11 $3.79M - $3.97M
970K $69.7M
IAU
Ishares Gold Trust

ETFs
14.9K
+ 17.19%
$48.37 - $52.65 $723K - $787K
102K $5.05M
SCHO
Schwab Short Term Us Treasury

ETFs
25.3K
New
$24.06 - $48.88 $608K - $1.24M
25.3K $607K
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.93K
New
$40.06 - $45.21 $278K - $313K
6.93K $281K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.8K
+ 233.31%
$75.1 - $82.99 $285K - $315K
5.42K $410K
FNDF
Schwab Fundamental Intl Large

ETFs
5.15K
New
$32.92 - $37.15 $170K - $191K
5.15K $171K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.53K
+ 1194.53%
$67.29 - $73.38 $103K - $112K
1.66K $112K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.15K
New
$51.54 - $52.55 $59.2K - $60.3K
1.15K $59K
META
Meta Platforms, Inc.

Communication Services
7
+ 0.48%
$554.08 - $632.68 $3.88K - $4.43K
1.46K $861K
RUN
Sunrun Inc.

Technology
40.9K
+ 102.9%
$9.13 - $17.5 $374K - $716K
80.7K $746K
MELI
Mercadolibre Inc

Consumer Cyclical
11
+ 220.0%
$1666.0 - $2117.3 $18.3K - $23.3K
16 $27K
AOA
Ishares Tr Core Aggressive All

ETFs
78
+ 17.49%
$76.61 - $79.88 $5.98K - $6.23K
524 $40K
CWB
Spdr Bloomberg Convertible Sec

ETFs
9
+ 0.26%
$76.21 - $82.24 $686 - $740
3.43K $267K
SONY
Sony Group Corp

Technology
1.45K
+ 400.0%
$17.53 - $96.8 $25.4K - $140K
1.81K $38K
LMT
Lockheed Martin Corp

Industrials
36
+ 23.84%
$479.66 - $614.62 $17.3K - $22.1K
187 $90K
RKLB
Rocket Lab Usa, Inc.

Industrials
77
New
$9.23 - $28.44 $711 - $2.19K
77 $1K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1
+ 0.94%
$174.04 - $205.27 $174 - $205
107 $19K
AEE
Ameren Corp

Utilities
1
+ 0.6%
$85.81 - $94.98 $85.8 - $95
168 $14K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2
+ 1.8%
$26.55 - $27.32 $53.1 - $54.6
113 $3K
Agrify Corp
2
New
N/A
2 $0
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
2
+ 1.96%
$23.17 - $26.26 $46.3 - $52.5
104 $2K
Arista Networks Inc
140
New
N/A
140 $0
Luminar Technologies Inc
1
New
N/A
1 $0
DRLL
Ea Ser Tr Strive U S Energy Et
169
+ 84.5%
N/A
369 $0
Blackrock Inc
11
New
N/A
11 $0
Lam Research Corp
160
New
N/A
160 $0
Sos Limited
1
New
N/A
1 $0
FNDA
Schwab Fundamental U S Small C

ETFs
634
+ 100.0%
$29.26 - $59.11 $18.6K - $37.5K
1.27K $37K
AOM
Ishares Tr Core Moderate Alloc

ETFs
0
New
$43.44 - $45.05 $0 - $0
0 $0
Proshares Tr
131
New
N/A
131 $0
TSCO
Tractor Supply CO

Consumer Cyclical
4
+ 400.0%
$52.59 - $303.74 $210 - $1.21K
5 $0
PANW
Palo Alto Networks Inc

Technology
39
+ 70.91%
$181.96 - $405.9 $7.1K - $15.8K
94 $17K
FNDX
Schwab Fundamental U S Large C

ETFs
5.63K
+ 200.0%
$23.49 - $71.77 $132K - $404K
8.44K $199K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.12%
$183.23 - $199.79 $183 - $200
853 $157K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.2K
+ 4.38%
$96.64 - $101.23 $213K - $223K
52.5K $5.08M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
18.5K
+ 103.29%
$22.02 - $46.16 $407K - $853K
36.4K $803K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12.5K
+ 100.0%
$22.63 - $47.53 $283K - $594K
25K $567K
AOR
Ishares Tr Core Growth Allocat

ETFs
78
+ 0.46%
$57.32 - $59.66 $4.47K - $4.65K
17.2K $983K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
39.7K
+ 176.45%
$22.01 - $66.82 $873K - $2.65M
62.2K $1.41M
SCHV
Schwab Strategic Tr Us Large C

ETFs
32.8K
+ 188.86%
$25.79 - $80.4 $846K - $2.64M
50.2K $1.31M
Activity Summary
Buys All Purchases 54 New Holdings 14 Increased Positions 40 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email