Pacific Capital Wealth Advisors, Inc Portfolio Holdings

Pacific Capital Wealth Advisors, Inc

  • $576 Million
  • Q1 2025

Pacific Capital Wealth Advisors, Inc has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $576 Million distributed in 82 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 $74.2M, Ishares Tr with a value of $43.4M, Invesco Qqq Trust, Series 1 with a value of $34.6M, and Vanguard Intermediate Term Cor with a value of $30.5M.

Examining the 13F form we can see an decrease of $21.2M in the current position value, from $598M to 576M.

Below you can find more details about Pacific Capital Wealth Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $576 Million
ETFs: $542 Million
Technology: $20.9 Million
Consumer Cyclical: $2.5 Million
Financial Services: $2.38 Million
Energy: $2.16 Million
Consumer Defensive: $2.14 Million
Communication Services: $1.97 Million
Industrials: $1.04 Million
Other: $1.48 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $576 Million
  • Prior Value $598 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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