Pacific Capital Wealth Advisors, Inc Sells in Q4 2024

Pacific Capital Wealth Advisors, Inc

  • $598 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-19
- -0.0%
$70.06 - $77.43 $1.33K - $1.47K
623K $43.8M
XLP
Consumer Staples Sector Spdr

ETFs
-52.8K
- 38.95%
N/A
82.7K $6.29M
VTI
Vanguard Total Stock Market Et

ETFs
-14.4K
- 18.79%
$280.04 - $302.45 $4.04M - $4.36M
62.3K $18.1M
IBB
Ishares Biotechnology ETF

ETFs
-11.1K
- 17.57%
$131.21 - $148.85 $1.46M - $1.66M
52.2K $6.91M
BNDX
Vanguard Total International B

ETFs
-13.5K
- 31.19%
$48.91 - $50.61 $660K - $683K
29.8K $1.46M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-10.5K
- 16.29%
$43.84 - $48.76 $460K - $512K
54K $2.37M
CMF
Ishares California Muni Bond E

ETFs
-4.4K
- 13.5%
$56.66 - $58.1 $250K - $256K
28.2K $1.62M
IWM
Ishares Russell 2000 ETF

ETFs
-934
- 4.47%
$216.13 - $242.4 $202K - $226K
20K $4.41M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-625
- 4.29%
$174.22 - $187.62 $109K - $117K
14K $2.44M
MSFT
Microsoft Corp

Technology
-78
- 1.22%
$406.35 - $454.46 $31.7K - $35.4K
6.3K $2.65M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-181
- 89.16%
$417.69 - $450.94 $75.6K - $81.6K
22 $9K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-713
- 95.58%
$87.1 - $98.49 $62.1K - $70.2K
33 $2K
EMB
Ishares Tr

ETFs
-639
- 24.19%
$88.94 - $93.46 $56.8K - $59.7K
2K $178K
AMGN
Amgen Inc

Healthcare
-76
- 9.91%
$258.78 - $328.31 $19.7K - $25K
691 $180K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-4.21K
- 7.15%
$70.54 - $79.61 $297K - $335K
54.7K $4.16M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-763
- 6.3%
$49.84 - $59.6 $38K - $45.5K
11.3K $601K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-400
- 71.17%
$82.28 - $117.52 $32.9K - $47K
162 $13K
CVX
Chevron Corp

Energy
-68
- 0.54%
$141.15 - $162.53 $9.6K - $11.1K
12.6K $1.83M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-701
- 43.79%
$50.37 - $50.6 $35.3K - $35.5K
900 $45K
NKE
Nike, Inc.

Consumer Cyclical
-150
- 8.72%
$73.36 - $89.13 $11K - $13.4K
1.57K $118K
CB
Chubb LTD

Financial Services
-48
- 3.79%
$271.57 - $301.89 $13K - $14.5K
1.22K $337K
ADI
Analog Devices Inc

Technology
-95
- 28.19%
$206.35 - $236.48 $19.6K - $22.5K
242 $51K
XOM
Exxon Mobil Corp

Energy
-144
- 19.78%
$105.51 - $125.37 $15.2K - $18.1K
584 $62K
AMD
Advanced Micro Devices Inc

Technology
-26
- 6.09%
$118.88 - $172.8 $3.09K - $4.49K
401 $48K
TJX
Tjx Companies Inc

Consumer Cyclical
-159
- 20.41%
$112.15 - $127.2 $17.8K - $20.2K
620 $74K
COP
Conocophillips

Energy
-139
- 39.15%
$95.12 - $114.72 $13.2K - $15.9K
216 $21K
UNH
Unitedhealth Group Inc

Healthcare
-14
- 11.97%
$485.52 - $625.25 $6.8K - $8.75K
103 $52K
CARR
Carrier Global Corp

Industrials
-70
- 8.25%
$66.69 - $82.65 $4.67K - $5.79K
778 $53K
TGT
Target Corp

Consumer Defensive
-64
- 21.4%
$121.59 - $160.69 $7.78K - $10.3K
235 $31K
NVO
Novo Nordisk A S

Healthcare
-28
- 7.33%
$85.0 - $120.04 $2.38K - $3.36K
354 $30K
VGLT
Vanguard Long Term Treasury Et

ETFs
-137
- 10.88%
$55.1 - $61.74 $7.55K - $8.46K
1.12K $62K
UPS
United Parcel Service Inc

Industrials
-21
- 2.04%
$122.65 - $138.35 $2.58K - $2.91K
1.01K $126K
MCD
Mcdonalds Corp

Consumer Cyclical
-6
- 0.77%
$288.47 - $316.54 $1.73K - $1.9K
772 $223K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-154
- 22.13%
$77.02 - $78.58 $11.9K - $12.1K
542 $41K
RTX
Raytheon Technologies Corp

Industrials
-20
- 0.98%
$114.45 - $127.21 $2.29K - $2.54K
2.01K $233K
PGR
Progressive Corp

Financial Services
-44
- 42.72%
$239.6 - $268.88 $10.5K - $11.8K
59 $14K
CI
Cigna Corp

Healthcare
-32
- 82.05%
$265.59 - $358.58 $8.5K - $11.5K
7 $1K
GD
General Dynamics Corp

Industrials
-10
- 4.39%
$260.28 - $314.03 $2.6K - $3.14K
218 $57K
NOW
Service Now, Inc.

Technology
-16
- 39.02%
$867.18 - $1148.42 $13.9K - $18.4K
25 $26K
MS
Morgan Stanley

Financial Services
-112
- 52.83%
$104.42 - $134.99 $11.7K - $15.1K
100 $12K
JNJ
Johnson & Johnson

Healthcare
-15
- 3.61%
$143.34 - $165.86 $2.15K - $2.49K
400 $57K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9
- 1.52%
$442.29 - $483.08 $3.98K - $4.35K
582 $263K
INTU
Intuit Inc

Technology
-17
- 6.39%
$602.01 - $706.25 $10.2K - $12K
249 $156K
ASML
Asml Holding Nv

Technology
-2
- 3.85%
$658.43 - $872.27 $1.32K - $1.74K
50 $34K
SNPS
Synopsys Inc

Technology
-18
- 48.65%
$485.36 - $588.0 $8.74K - $10.6K
19 $9K
GLD
Spdr Gold Trust

ETFs
-34
- 10.83%
$236.59 - $257.5 $8.04K - $8.76K
280 $67K
PEP
Pepsico Inc

Consumer Defensive
-7
- 1.91%
$151.29 - $176.1 $1.06K - $1.23K
359 $54K
LOW
Lowes Companies Inc

Consumer Cyclical
-12
- 7.55%
$244.52 - $284.07 $2.93K - $3.41K
147 $36K
CTVA
Corteva, Inc.

Basic Materials
-108
- 51.92%
$55.21 - $64.13 $5.96K - $6.93K
100 $5K
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
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