Pacific Capital Wealth Advisors, Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $592 Million distributed in 492 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $158M, Vanguard Bd Index Fd Inc Total with a value of $68.9M, Ishares Tr with a value of $48.7M, Invesco Qqq Trust, Series 1 with a value of $32.1M, and Vanguard Intermediate Term Cor with a value of $29.9M.
Examining the 13F form we can see an increase of $45.9M in the current position value, from $547M to 592M.
Below you can find more details about Pacific Capital Wealth Advisors, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$592 Million
ETFs: $552 Million
Technology: $18.6 Million
Communication Services: $4.4 Million
Financial Services: $3.39 Million
Consumer Cyclical: $3.22 Million
Consumer Defensive: $2.62 Million
Industrials: $2.49 Million
Energy: $2.25 Million
Other: $3.54 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
