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
HIG
Hartford Financial Services Group, Inc.

Financial Services
-105
- 85.37%
$98.71 - $117.61 $10.4K - $12.3K
18 $2K
UBER
Uber Technologies, Inc

Technology
-152
- 33.12%
$58.48 - $77.47 $8.89K - $11.8K
307 $23K
COF
Capital One Financial Corp

Financial Services
-135
- 14.21%
$131.42 - $153.05 $17.7K - $20.7K
815 $122K
ABNB
Airbnb, Inc.

Consumer Cyclical
-55
- 88.71%
$113.01 - $154.34 $6.22K - $8.49K
7 $0
AMD
Advanced Micro Devices Inc

Technology
-60
- 12.32%
$128.67 - $183.96 $7.72K - $11K
427 $70K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-38
- 57.58%
$201.82 - $234.36 $7.67K - $8.91K
28 $6K
OXY
Occidental Petroleum Corp

Energy
-1
- 0.14%
$49.91 - $63.73 $49.9 - $63.7
739 $38K
BX
Blackstone Inc.

Financial Services
-64
- 79.01%
$120.77 - $159.66 $7.73K - $10.2K
17 $2K
CPRT
Copart Inc

Consumer Cyclical
-109
- 75.69%
$49.19 - $55.54 $5.36K - $6.05K
35 $1K
SPGI
S&P Global Inc.

Financial Services
-23
- 30.26%
$446.32 - $527.38 $10.3K - $12.1K
53 $27K
MSI
Motorola Solutions, Inc.

Technology
-15
- 88.24%
$385.65 - $450.49 $5.78K - $6.76K
2 $0
F
Ford Motor CO

Consumer Cyclical
-40
- 2.07%
$9.71 - $14.55 $388 - $582
1.89K $19K
PG
Procter & Gamble CO

Consumer Defensive
-60
- 10.54%
$160.76 - $177.82 $9.65K - $10.7K
509 $88K
APO
Apollo Global Management, Inc.

Financial Services
-42
- 73.68%
$99.16 - $125.81 $4.16K - $5.28K
15 $1K
NOW
Service Now, Inc.

Technology
-10
- 19.61%
$730.87 - $937.36 $7.31K - $9.37K
41 $36K
PFE
Pfizer Inc

Healthcare
-144
- 37.6%
$27.7 - $31.39 $3.99K - $4.52K
239 $6K
DUK
Duke Energy Corp

Utilities
-91
- 22.3%
$99.35 - $117.71 $9.04K - $10.7K
317 $36K
SLV
I Shares Silver Trust

ETFs
-110
- 48.03%
$24.33 - $29.38 $2.68K - $3.23K
119 $3K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-74
- 26.91%
$50.99 - $57.81 $3.77K - $4.28K
201 $11K
GS
Goldman Sachs Group Inc

Financial Services
-11
- 16.67%
$459.02 - $510.25 $5.05K - $5.61K
55 $27K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-11
- 9.4%
$159.84 - $178.33 $1.76K - $1.96K
106 $18K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-29
- 4.0%
$98.99 - $101.51 $2.87K - $2.94K
696 $70K
BAC
Bank Of America Corp

Financial Services
-53
- 1.31%
$36.65 - $44.13 $1.94K - $2.34K
3.99K $158K
DAL
Delta Air Lines, Inc.

Industrials
-36
- 15.13%
$37.32 - $51.8 $1.34K - $1.86K
202 $10K
CCL
Carnival Corp

Consumer Cyclical
-12
- 1.06%
$14.01 - $19.18 $168 - $230
1.12K $20K
ALL
Allstate Corp

Financial Services
-85
- 16.8%
$158.43 - $192.86 $13.5K - $16.4K
421 $79K
COIN
Coinbase Global, Inc.

Technology
-1
- 9.09%
$147.09 - $265.15 $147 - $265
10 $1K
CBOE
Cboe Global Markets, Inc.

Financial Services
-2
- 11.11%
$168.57 - $213.65 $337 - $427
16 $3K
Sila Realty Trust Inc
-810
- 42.43%
N/A
1.1K $0
Proshares Tr Ii
-76
- 75.25%
N/A
25 $0
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
-50
- 66.67%
$0.76 - $2.15 $38 - $108
25 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2
- 1.6%
$6.71 - $8.78 $13.4 - $17.6
123 $1K
T
At&T Inc.

Communication Services
-10
- 1.9%
$18.21 - $22.28 $182 - $223
515 $11K
AMGN
Amgen Inc

Healthcare
-23
- 2.91%
$309.38 - $337.38 $7.12K - $7.76K
767 $247K
O
Realty Income Corp

Real Estate
-5
- 1.71%
$52.36 - $63.42 $262 - $317
288 $18K
ABBV
Abb Vie Inc.

Healthcare
-17
- 6.88%
$163.84 - $199.33 $2.79K - $3.39K
230 $45K
NFLX
Netflix Inc

Communication Services
-12
- 3.33%
$598.55 - $722.26 $7.18K - $8.67K
348 $246K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-1
- 0.07%
$57.85 - $64.92 $57.9 - $64.9
1.42K $91K
LMT
Lockheed Martin Corp

Industrials
-26
- 14.69%
$460.3 - $584.56 $12K - $15.2K
151 $88K
ORCL
Oracle Corp

Technology
-1
- 0.4%
$125.9 - $170.35 $126 - $170
246 $41K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-36
- 3.07%
$105.53 - $118.34 $3.8K - $4.26K
1.14K $132K
SHOP
Shopify Inc.

Technology
-129
- 8.55%
$52.26 - $80.75 $6.74K - $10.4K
1.38K $110K
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.02K
- 8.97%
$41.23 - $48.48 $42.2K - $49.6K
10.4K $493K
V
Visa Inc.

Financial Services
-69
- 2.18%
$253.74 - $291.56 $17.5K - $20.1K
3.1K $852K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.93K
- 3.69%
$96.25 - $101.98 $186K - $197K
50.3K $5.09M
CB
Chubb LTD

Financial Services
-34
- 2.61%
$252.51 - $292.2 $8.59K - $9.93K
1.27K $365K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.23K
- 4.89%
$61.11 - $67.85 $381K - $423K
121K $8.22M
WMT
Walmart Inc.

Consumer Defensive
-245
- 3.86%
$66.91 - $81.4 $16.4K - $19.9K
6.1K $492K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-276
- 1.86%
$162.83 - $179.16 $44.9K - $49.4K
14.6K $2.61M
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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