Pacific Capital Wealth Advisors, Inc Reduced Holdings in Q3 2024

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-64.7K
- 20.06%
$91.42 - $91.82 $5.92M - $5.94M
258K $23.7M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-88.9K
- 37.84%
$51.58 - $53.79 $4.58M - $4.78M
146K $7.83M
IWM
Ishares Russell 2000 ETF

ETFs
-16.5K
- 44.17%
$200.87 - $224.6 $3.32M - $3.71M
20.9K $4.61M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-26.2K
- 15.89%
$74.26 - $78.84 $1.94M - $2.06M
139K $10.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-14K
- 95.27%
$76.38 - $78.87 $1.07M - $1.11M
696 $54K
XLP
Consumer Staples Sector Spdr

ETFs
-12.3K
- 8.34%
$76.04 - $76.04 $937K - $937K
135K $10.3M
VNQ
Vanguard Specialized Funds Van

ETFs
-48.4K
- 17.28%
$82.97 - $98.97 $4.01M - $4.79M
232K $22.6M
VTI
Vanguard Total Stock Market Et

ETFs
-6.71K
- 8.03%
$255.18 - $283.2 $1.71M - $1.9M
76.8K $21.7M
BNDX
Vanguard Total International B

ETFs
-11K
- 20.22%
$48.42 - $50.35 $531K - $552K
43.3K $2.18M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-765
- 8.9%
$332.02 - $382.76 $254K - $293K
7.83K $2.94M
CMF
Ishares California Muni Bond E

ETFs
-1.77K
- 5.14%
$56.65 - $58.17 $100K - $103K
32.6K $1.9M
HD
Home Depot, Inc.

Consumer Cyclical
-178
- 57.23%
$333.64 - $405.2 $59.4K - $72.1K
133 $53K
SUB
Ishares Short Term National Mu

ETFs
-502
- 80.97%
$104.3 - $106.3 $52.4K - $53.4K
118 $12K
JNJ
Johnson & Johnson

Healthcare
-399
- 49.02%
$145.48 - $167.38 $58K - $66.8K
415 $67K
TMV
Direxion Shs ETF Tr

ETFs
-1.29K
- 88.71%
$26.37 - $37.74 $34K - $48.6K
164 $4K
HON
Honeywell International Inc

Industrials
-162
- 10.72%
$196.73 - $220.21 $31.9K - $35.7K
1.35K $278K
SRS
Proshares Tr Ultrashort Real E

ETFs
-2.57K
- 83.03%
$15.46 - $15.46 $39.7K - $39.7K
525 $8K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.89K
- 7.76%
$59.93 - $66.52 $113K - $126K
22.5K $1.5M
BLK
Black Rock Inc.

Financial Services
-47
- 77.05%
$782.27 - $949.51 $36.8K - $44.6K
14 $13K
CL
Colgate Palmolive CO

Consumer Defensive
-369
- 64.85%
$95.54 - $108.77 $35.3K - $40.1K
200 $20K
TMUS
T Mobile Us, Inc.

Communication Services
-212
- 62.91%
$175.14 - $206.36 $37.1K - $43.7K
125 $25K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-64
- 62.14%
$531.86 - $624.21 $34K - $39.9K
39 $24K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-516
- 24.08%
$75.32 - $84.37 $38.9K - $43.5K
1.63K $136K
JPM
Jpmorgan Chase & CO

Financial Services
-169
- 17.86%
$194.9 - $224.8 $32.9K - $38K
777 $163K
ADBE
Adobe Inc.

Technology
-44
- 34.11%
$508.13 - $586.55 $22.4K - $25.8K
85 $44K
KO
Coca Cola CO

Consumer Defensive
-493
- 47.45%
$62.69 - $73.01 $30.9K - $36K
546 $39K
UNH
Unitedhealth Group Inc

Healthcare
-68
- 36.76%
$488.01 - $604.18 $33.2K - $41.1K
117 $68K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-1.58K
- 69.78%
$11.03 - $18.11 $17.4K - $28.5K
682 $7K
SBUX
Starbucks Corp

Consumer Cyclical
-298
- 83.01%
$72.51 - $98.6 $21.6K - $29.4K
61 $5K
VZ
Verizon Communications Inc

Communication Services
-568
- 52.01%
$38.89 - $45.0 $22.1K - $25.6K
524 $23K
XOM
Exxon Mobil Corp

Energy
-196
- 21.21%
$109.72 - $119.0 $21.5K - $23.3K
728 $85K
SHW
Sherwin Williams CO

Basic Materials
-85
- 61.59%
$294.65 - $384.0 $25K - $32.6K
53 $20K
PLD
Prologis, Inc.

Real Estate
-198
- 70.97%
$111.95 - $132.43 $22.2K - $26.2K
81 $10K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.74K
- 9.12%
$73.43 - $80.37 $128K - $140K
17.4K $1.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
-268
- 8.11%
$105.92 - $110.83 $28.4K - $29.7K
3.04K $335K
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.2K
- 6.58%
$55.15 - $59.31 $66.3K - $71.3K
17.1K $1.01M
NOC
Northrop Grumman Corp

Industrials
-41
- 87.23%
$423.73 - $533.14 $17.4K - $21.9K
6 $3K
RSG
Republic Services, Inc.

Industrials
-79
- 51.97%
$189.34 - $208.21 $15K - $16.4K
73 $14K
MDT
Medtronic PLC

Healthcare
-203
- 68.81%
$76.84 - $91.03 $15.6K - $18.5K
92 $8K
SCHW
Schwab Charles Corp

Financial Services
-206
- 80.47%
$61.74 - $76.08 $12.7K - $15.7K
50 $3K
PSX
Phillips 66

Energy
-92
- 75.41%
$125.0 - $147.17 $11.5K - $13.5K
30 $3K
GM
General Motors CO

Consumer Cyclical
-290
- 99.66%
$39.95 - $49.9 $11.6K - $14.5K
1 $0
LHX
L3 Harris Technologies, Inc.

Industrials
-55
- 76.39%
$221.96 - $243.27 $12.2K - $13.4K
17 $4K
SRE
Sempra Energy

Utilities
-154
- 85.56%
$74.97 - $84.04 $11.5K - $12.9K
26 $2K
CME
Cme Group Inc.

Financial Services
-54
- 93.1%
$193.43 - $220.62 $10.4K - $11.9K
4 $0
CI
Cigna Corp

Healthcare
-34
- 46.58%
$319.12 - $367.1 $10.9K - $12.5K
39 $13K
SPOT
Spotify Technology S.A.

Communication Services
-38
- 64.41%
$290.16 - $384.01 $11K - $14.6K
21 $7K
NEE
Nextera Energy Inc

Utilities
-162
- 54.55%
$69.9 - $84.97 $11.3K - $13.8K
135 $11K
EMB
Ishares Tr

ETFs
-271
- 9.3%
$87.75 - $93.74 $23.8K - $25.4K
2.64K $247K
Activity Summary
Buys All Purchases 165 New Holdings 75 Increased Positions 90 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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