California Capital Advisors

Latest statistics and disclosures from California Capital Advisors's latest quarterly 13F-HR filing:

Companies in the California Capital Advisors portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Visa (V) 9.71 78009 -6% 172.01
Spdr Index Shs Fds stoxx eur 50 etf 7.77 323272 -6% 33.25
Berkshire Hathaway (BRK.B) 7.30 48508 -5% 208.03
Apple (AAPL) 6.21 38321 -5% 223.98
Alphabet Inc Class A cs 5.85 6626 -6% 1221.10
Microsoft Corporation (MSFT) 5.35 53216 -6% 139.04
UnitedHealth (UNH) 5.20 33096 -7% 217.31
Boeing Company (BA) 5.15 18712 -6% 380.45
Amazon (AMZN) 5.00 3986 -6% 1735.83
Facebook Inc cl a 3.77 29288 -7% 178.09
Costco Wholesale Corporation (COST) 3.48 16702 -7% 288.11
Walt Disney Company (DIS) 3.18 33781 -6% 130.31
Home Depot (HD) 3.07 18269 -8% 232.03
Johnson & Johnson (JNJ) 3.03 32394 -6% 129.38
McDonald's Corporation (MCD) 3.02 19452 -8% 214.73
Goldman Sachs (GS) 2.95 19690 -8% 207.21
Vanguard Energy ETF (VDE) 2.68 47476 -9% 78.02
Travelers Companies (TRV) 2.62 24349 -8% 148.67
Netflix (NFLX) 2.62 13558 -7% 267.59
Caterpillar (CAT) 2.18 23899 -8% 126.32
3M Company (MMM) 1.95 16424 -10% 164.39
iShares Dow Jones US Healthcare (IYH) 1.64 11998 -7% 189.03
Invesco Qqq Trust Series 1 0.94 6868 -2% 188.85
Vanguard Industrials ETF (VIS) 0.78 7416 -3% 146.04
Chevron Corporation (CVX) 0.75 8690 118.64
Vanguard Financials ETF (VFH) 0.70 13740 -4% 70.01
Consumer Discretionary SPDR (XLY) 0.69 7884 -3% 120.75
Technology SPDR (XLK) 0.57 9816 -3% 80.48
SPDR Dow Jones Industrial Average ETF (DIA) 0.48 2460 -3% 269.11
Bank of America Corporation (BAC) 0.47 22088 29.16
SPDR Gold Trust (GLD) 0.39 3929 +4% 138.97
Union Pacific Corporation (UNP) 0.26 2253 162.01
Vanguard Total Stock Market ETF (VTI) 0.18 1635 +14% 151.07
Sirius Xm Holdings 0.05 10000 6.30

Past 13F-HR SEC Filings by California Capital Advisors

View All Filings