Pacific Capital Wealth Advisors, Inc Reduced Holdings in Q1 2025

Pacific Capital Wealth Advisors, Inc

  • $576 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBB
Ishares Biotechnology ETF

ETFs
-32.6K
- 62.44%
$127.9 - $140.56 $4.17M - $4.59M
19.6K $2.56M
VTI
Vanguard Total Stock Market Et

ETFs
-9.35K
- 14.99%
$271.18 - $303.12 $2.53M - $2.83M
53K $14.5M
XLP
Consumer Staples Sector Spdr

ETFs
-31.1K
- 37.63%
N/A
51.6K $3.92M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-26.4K
- 14.16%
$73.78 - $76.59 $1.95M - $2.02M
160K $12.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-33.2K
- 15.71%
$25.69 - $26.89 $853K - $893K
178K $4.77M
IWM
Ishares Russell 2000 ETF

ETFs
-1.29K
- 6.46%
$198.1 - $229.79 $256K - $296K
18.7K $3.72M
VGIT
Vanguard Intermediate Term Tre

ETFs
-10K
- 38.82%
$57.44 - $59.4 $577K - $596K
15.8K $938K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.74K
- 10.95%
$95.85 - $99.25 $550K - $570K
46.7K $4.61M
IEFA
Ishares Tr

ETFs
-49.9K
- 8.0%
$69.57 - $78.65 $3.47M - $3.93M
574K $43.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-251
- 3.29%
$360.07 - $417.26 $90.4K - $105K
7.37K $2.66M
CMF
Ishares California Muni Bond E

ETFs
-4.42K
- 15.65%
$55.93 - $57.47 $247K - $254K
23.8K $1.34M
BNDX
Vanguard Total International B

ETFs
-5.38K
- 18.05%
$48.33 - $49.5 $260K - $266K
24.4K $1.19M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-847
- 6.07%
$169.43 - $182.84 $144K - $155K
13.1K $2.27M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-776
- 1.25%
$21.23 - $23.75 $16.5K - $18.4K
61.4K $1.32M
GOOGL
Alphabet Inc.

Communication Services
-125
- 6.53%
$154.33 - $206.19 $19.3K - $25.8K
1.79K $276K
AOR
Ishares Tr Core Growth Allocat

ETFs
-876
- 5.11%
$56.63 - $59.39 $49.6K - $52K
16.3K $935K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-65
- 11.17%
$442.66 - $534.52 $28.8K - $34.7K
517 $275K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-258
- 4.76%
$74.85 - $84.89 $19.3K - $21.9K
5.17K $422K
AMGN
Amgen Inc

Healthcare
-25
- 3.62%
$258.59 - $327.36 $6.46K - $8.18K
666 $207K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.17%
$725.72 - $929.72 $726 - $930
587 $484K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-18.9K
- 6.68%
$18.36 - $20.51 $347K - $388K
264K $5.27M
IAU
Ishares Gold Trust

ETFs
-39
- 0.04%
$49.74 - $58.96 $1.94K - $2.3K
102K $6.01M
Activity Summary
Buys All Purchases 21 New Holdings 1 Increased Positions 20 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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