Pacific Capital Wealth Advisors
Latest statistics and disclosures from Pacific Capital Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, BND, IEFA, QQQ, VCIT, and represent 56.67% of Pacific Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VCIT (+$30M), MSTR, QQQ, CALF, SCHD, SPY, SCHI, SCHZ, AVGO, GOOGL.
- Started 74 new stock positions in RYAAY, SLB, ALNY, ORLY, AEE, EOG, MSTR, XAR, OC, VUSB.
- Reduced shares in these 10 stocks: BIL (-$5.9M), SCHP, VNQ, IWM, BIV, VTI, BSV, IEFA, XLP, BND.
- Sold out of its positions in ARKK, ARKQ, ARKW, ARKF, ALLY, AIG, AMT, COR, APH, ANSS.
- Pacific Capital Wealth Advisors was a net buyer of stock by $14M.
- Pacific Capital Wealth Advisors has $595M in assets under management (AUM), dropping by 8.61%.
- Central Index Key (CIK): 0001803523
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Portfolio Holdings for Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors holds 492 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 26.5 | $158M | 275k | 573.76 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 11.6 | $69M | 917k | 75.11 |
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| Ishares Tr Core Msci Eafe (IEFA) | 8.2 | $49M | -2% | 624k | 78.05 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.4 | $32M | +12% | 66k | 488.07 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.0 | $30M | NEW | 357k | 83.75 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 4.4 | $26M | 204k | 128.20 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 4.0 | $24M | -20% | 258k | 91.81 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 3.8 | $23M | -17% | 232k | 97.42 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.7 | $22M | -8% | 77k | 283.16 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.1 | $12M | +20% | 146k | 84.53 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.9 | $11M | -8% | 136k | 83.00 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.8 | $11M | -15% | 139k | 78.37 |
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| Ishares Tr Ishares Biotech (IBB) | 1.6 | $9.2M | 63k | 145.60 |
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| Apple (AAPL) | 1.5 | $8.9M | 38k | 233.00 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.4 | $8.2M | -4% | 121k | 67.85 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.3 | $7.8M | -37% | 146k | 53.63 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.0 | $6.0M | 19k | 314.39 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.0 | $5.9M | -2% | 144k | 41.12 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $5.1M | -3% | 50k | 101.27 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $4.6M | -44% | 21k | 220.89 |
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| Ishares Gold Tr Ishares New (IAU) | 0.7 | $4.3M | -6% | 87k | 49.70 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.7 | $4.2M | 59k | 71.60 |
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| Microstrategy Cl A New (MSTR) | 0.6 | $3.7M | NEW | 22k | 168.60 |
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| Pacer Fds Tr Pacer Us Small (CALF) | 0.5 | $3.0M | +34002% | 65k | 46.52 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $2.9M | -8% | 7.8k | 375.36 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.5 | $2.9M | 124k | 23.17 |
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| Microsoft Corporation (MSFT) | 0.5 | $2.7M | +2% | 6.4k | 430.31 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $2.6M | 15k | 179.16 |
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| Match Group (MTCH) | 0.4 | $2.2M | 59k | 37.84 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.4 | $2.2M | -20% | 43k | 50.28 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.3 | $1.9M | -5% | 33k | 58.11 |
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| Chevron Corporation (CVX) | 0.3 | $1.9M | 13k | 147.27 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.6M | 1.8k | 886.66 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $1.6M | 26k | 60.42 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $1.5M | 5.3k | 282.20 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $1.5M | -7% | 23k | 66.52 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $1.4M | -9% | 17k | 80.37 |
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| Amazon (AMZN) | 0.2 | $1.2M | +4% | 6.4k | 186.33 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 0.2 | $1.0M | -6% | 17k | 59.24 |
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| Tesla Motors (TSLA) | 0.2 | $1.0M | -8% | 3.8k | 261.65 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $924k | 7.4k | 125.62 |
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| Visa Com Cl A (V) | 0.1 | $852k | -2% | 3.1k | 274.95 |
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| Meta Platforms Cl A (META) | 0.1 | $832k | +2% | 1.5k | 572.44 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.1 | $826k | +136% | 18k | 46.16 |
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| Pacs Group Com Shs (PACS) | 0.1 | $822k | 21k | 39.97 |
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| NVIDIA Corporation (NVDA) | 0.1 | $802k | +5% | 6.6k | 121.44 |
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| Sunrun (RUN) | 0.1 | $719k | 40k | 18.06 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.1 | $653k | 12k | 53.95 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $594k | +126% | 13k | 47.52 |
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| Eli Lilly & Co. (LLY) | 0.1 | $536k | +5% | 605.00 | 885.94 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $493k | -8% | 10k | 47.53 |
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| Wal-Mart Stores (WMT) | 0.1 | $492k | -3% | 6.1k | 80.75 |
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| American Water Works (AWK) | 0.1 | $460k | 3.1k | 146.24 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $460k | 3.0k | 154.02 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $376k | 2.4k | 153.71 |
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| American Express Company (AXP) | 0.1 | $373k | 1.4k | 271.20 |
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| Chubb (CB) | 0.1 | $366k | -2% | 1.3k | 288.39 |
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| Ea Series Trust Strive 500 Etf (STRV) | 0.1 | $341k | +31% | 9.3k | 36.84 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $336k | -8% | 3.0k | 110.47 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $328k | +40% | 2.0k | 165.82 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $298k | 2.2k | 135.07 |
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| Honeywell International (HON) | 0.0 | $279k | -10% | 1.3k | 206.74 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $273k | +11% | 552.00 | 493.80 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $272k | +36% | 591.00 | 460.54 |
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| Pennant Group (PNTG) | 0.0 | $270k | 7.6k | 35.70 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $269k | 2.1k | 128.28 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $262k | 3.4k | 76.59 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $247k | -9% | 2.6k | 93.58 |
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| Amgen (AMGN) | 0.0 | $247k | -2% | 767.00 | 322.21 |
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| Netflix (NFLX) | 0.0 | $247k | -3% | 348.00 | 709.27 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $246k | 2.0k | 121.16 |
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| Sap Se Spon Adr (SAP) | 0.0 | $246k | 1.1k | 229.10 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $245k | 3.8k | 64.74 |
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| McDonald's Corporation (MCD) | 0.0 | $237k | 778.00 | 304.51 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $230k | 2.0k | 114.97 |
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| International Business Machines (IBM) | 0.0 | $224k | 1.0k | 221.08 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $204k | 3.5k | 57.62 |
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| Wec Energy Group (WEC) | 0.0 | $203k | 2.1k | 96.18 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $202k | 2.8k | 71.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $201k | +11% | 380.00 | 527.67 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $195k | 508.00 | 383.93 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $183k | 2.1k | 87.80 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $179k | 311.00 | 576.82 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $171k | 300.00 | 569.66 |
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| Intuit (INTU) | 0.0 | $165k | 266.00 | 621.00 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $164k | -17% | 777.00 | 210.86 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $162k | 852.00 | 189.91 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $161k | 815.00 | 198.06 |
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| Bank of America Corporation (BAC) | 0.0 | $158k | 4.0k | 39.68 |
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| Wells Fargo & Company (WFC) | 0.0 | $158k | +3% | 2.8k | 56.49 |
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| Public Storage (PSA) | 0.0 | $154k | 424.00 | 363.87 |
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| Nike CL B (NKE) | 0.0 | $152k | 1.7k | 88.40 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $151k | 2.7k | 56.60 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $150k | +5% | 896.00 | 167.17 |
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| United Parcel Service CL B (UPS) | 0.0 | $140k | +2% | 1.0k | 136.34 |
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| Schwab Strategic Tr Long Term Us (SCHQ) | 0.0 | $139k | 4.0k | 34.99 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $139k | 976.00 | 142.28 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $137k | 1.7k | 79.42 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $136k | -24% | 1.6k | 83.63 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $133k | -3% | 1.1k | 116.96 |
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| Abbott Laboratories (ABT) | 0.0 | $128k | 1.1k | 114.01 |
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| Automatic Data Processing (ADP) | 0.0 | $125k | 450.00 | 276.73 |
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| Capital One Financial (COF) | 0.0 | $122k | -14% | 815.00 | 149.73 |
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.0 | $118k | 5.4k | 21.93 |
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| Broadcom (AVGO) | 0.0 | $116k | +1221% | 674.00 | 172.50 |
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| Walt Disney Company (DIS) | 0.0 | $115k | 1.2k | 96.19 |
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| Shopify Cl A (SHOP) | 0.0 | $111k | -8% | 1.4k | 80.14 |
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| CVS Caremark Corporation (CVS) | 0.0 | $108k | 1.7k | 62.87 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $105k | 10k | 10.46 |
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| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $101k | 355.00 | 283.71 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $100k | 497.00 | 200.78 |
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| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.0 | $92k | 1.4k | 64.78 |
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| TJX Companies (TJX) | 0.0 | $92k | +3% | 779.00 | 117.54 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $88k | -14% | 151.00 | 584.56 |
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| Procter & Gamble Company (PG) | 0.0 | $88k | -10% | 509.00 | 173.20 |
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| Enbridge (ENB) | 0.0 | $87k | 2.1k | 40.61 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $86k | 203.00 | 423.12 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $85k | -21% | 728.00 | 117.22 |
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| Boeing Company (BA) | 0.0 | $85k | 560.00 | 152.04 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $85k | 1.0k | 80.78 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $83k | 305.00 | 272.40 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $81k | +77% | 1.6k | 50.74 |
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| Allstate Corporation (ALL) | 0.0 | $80k | -16% | 421.00 | 189.65 |
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| Analog Devices (ADI) | 0.0 | $78k | +4% | 337.00 | 230.17 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $78k | 1.3k | 61.54 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $76k | 314.00 | 243.06 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $75k | 596.00 | 125.96 |
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| Southern Company (SO) | 0.0 | $74k | 815.00 | 90.18 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $73k | +1812% | 746.00 | 98.10 |
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| Constellation Energy (CEG) | 0.0 | $73k | 280.00 | 260.02 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $71k | -4% | 696.00 | 101.32 |
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| Discover Financial Services (DFS) | 0.0 | $70k | 500.00 | 140.29 |
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| Advanced Micro Devices (AMD) | 0.0 | $70k | -12% | 427.00 | 164.08 |
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| Cardinal Health (CAH) | 0.0 | $69k | 626.00 | 110.52 |
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| General Dynamics Corporation (GD) | 0.0 | $69k | +4% | 228.00 | 302.20 |
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| UnitedHealth (UNH) | 0.0 | $68k | -36% | 117.00 | 584.68 |
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| Carrier Global Corporation (CARR) | 0.0 | $68k | +8% | 848.00 | 80.49 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $68k | 390.00 | 174.57 |
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| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $68k | 5.0k | 13.52 |
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| Johnson & Johnson (JNJ) | 0.0 | $67k | -49% | 415.00 | 162.06 |
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| salesforce (CRM) | 0.0 | $65k | +67% | 238.00 | 273.71 |
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| Ameriprise Financial (AMP) | 0.0 | $63k | 135.00 | 469.81 |
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| General Mills (GIS) | 0.0 | $63k | 854.00 | 73.85 |
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| Extra Space Storage (EXR) | 0.0 | $63k | 350.00 | 180.19 |
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| Pepsi (PEP) | 0.0 | $62k | +50% | 366.00 | 170.05 |
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| Ea Series Trust Strive 1000 Valu (STXV) | 0.0 | $62k | 2.1k | 30.33 |
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| Paypal Holdings (PYPL) | 0.0 | $61k | 786.00 | 78.03 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $60k | 562.00 | 106.12 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $55k | -95% | 696.00 | 78.75 |
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| Paychex (PAYX) | 0.0 | $54k | 404.00 | 134.19 |
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| Home Depot (HD) | 0.0 | $54k | -57% | 133.00 | 404.53 |
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| PG&E Corporation (PCG) | 0.0 | $52k | 2.6k | 19.77 |
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| Ge Aerospace Com New (GE) | 0.0 | $52k | 274.00 | 188.28 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $51k | 536.00 | 94.61 |
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| Ventas (VTR) | 0.0 | $50k | +2% | 782.00 | 64.13 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $50k | 439.00 | 113.29 |
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| Cummins (CMI) | 0.0 | $49k | 152.00 | 323.79 |
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| Eaton Corp SHS (ETN) | 0.0 | $48k | +6% | 146.00 | 331.44 |
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| Ngl Energy Partners Com Unit Repst (NGL) | 0.0 | $48k | 11k | 4.50 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $47k | 280.00 | 167.67 |
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| Target Corporation (TGT) | 0.0 | $47k | 299.00 | 155.86 |
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| Linde SHS (LIN) | 0.0 | $46k | +6% | 96.00 | 476.86 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $46k | +50% | 382.00 | 119.07 |
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| Abbvie (ABBV) | 0.0 | $45k | -6% | 230.00 | 197.48 |
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| Emerson Electric (EMR) | 0.0 | $44k | 404.00 | 109.37 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $44k | -34% | 85.00 | 517.78 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $44k | +15% | 211.00 | 206.57 |
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| Merck & Co (MRK) | 0.0 | $43k | +2% | 382.00 | 113.56 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $43k | +126% | 52.00 | 833.25 |
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| Baidu Spon Adr Rep A (BIDU) | 0.0 | $43k | 411.00 | 105.29 |
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| Lowe's Companies (LOW) | 0.0 | $43k | +7% | 159.00 | 270.85 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $42k | +104% | 86.00 | 491.27 |
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| F5 Networks (FFIV) | 0.0 | $42k | 191.00 | 220.20 |
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| Oracle Corporation (ORCL) | 0.0 | $42k | 246.00 | 170.40 |
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| Snap-on Incorporated (SNA) | 0.0 | $42k | 144.00 | 289.71 |
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| Waste Management (WM) | 0.0 | $41k | 199.00 | 207.60 |
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| MGIC Investment (MTG) | 0.0 | $41k | 1.6k | 25.60 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $40k | 389.00 | 103.94 |
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| Coca-Cola Company (KO) | 0.0 | $39k | -47% | 546.00 | 71.86 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $38k | 739.00 | 51.54 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $38k | 634.00 | 59.57 |
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| ConocoPhillips (COP) | 0.0 | $37k | +14% | 355.00 | 105.28 |
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| United States Steel Corporation (X) | 0.0 | $37k | 1.1k | 35.33 |
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| Kla Corp Com New (KLAC) | 0.0 | $37k | +166% | 48.00 | 774.42 |
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| Bristol Myers Squibb (BMY) | 0.0 | $37k | +5% | 711.00 | 51.74 |
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| Servicenow (NOW) | 0.0 | $37k | -19% | 41.00 | 894.39 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $37k | -22% | 317.00 | 115.30 |
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| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $35k | +31% | 446.00 | 78.91 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $35k | 362.00 | 96.57 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $32k | +76% | 90.00 | 353.48 |
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| National Storage Affiliates Com Shs Ben In (NSA) | 0.0 | $31k | 650.00 | 48.20 |
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| Hess (HES) | 0.0 | $31k | 225.00 | 135.80 |
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| Altria (MO) | 0.0 | $31k | 597.00 | 51.04 |
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| Jabil Circuit (JBL) | 0.0 | $30k | 250.00 | 119.83 |
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| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $30k | NEW | 190.00 | 157.34 |
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| Kenvue (KVUE) | 0.0 | $30k | 1.3k | 23.13 |
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| Boston Scientific Corporation (BSX) | 0.0 | $29k | +7% | 351.00 | 83.80 |
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| D.R. Horton (DHI) | 0.0 | $29k | 153.00 | 190.77 |
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| Vulcan Materials Company (VMC) | 0.0 | $29k | +8% | 116.00 | 251.25 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $28k | +7% | 45.00 | 631.82 |
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| Xcel Energy (XEL) | 0.0 | $28k | +4% | 427.00 | 65.30 |
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| Sila Realty Trust Common Stock (SILA) | 0.0 | $28k | -42% | 1.1k | 25.29 |
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| S&p Global (SPGI) | 0.0 | $27k | -30% | 53.00 | 516.62 |
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| Goldman Sachs (GS) | 0.0 | $27k | -16% | 55.00 | 495.11 |
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| Progressive Corporation (PGR) | 0.0 | $26k | 103.00 | 253.76 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $26k | NEW | 230.00 | 112.98 |
|
| Unilever Spon Adr New (UL) | 0.0 | $26k | 400.00 | 64.96 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $26k | -62% | 125.00 | 206.36 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $26k | 561.00 | 45.86 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $26k | NEW | 317.00 | 80.30 |
|
| Exelon Corporation (EXC) | 0.0 | $25k | 617.00 | 40.55 |
|
|
| Qualcomm (QCOM) | 0.0 | $25k | -3% | 146.00 | 170.05 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $24k | NEW | 292.00 | 83.15 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $24k | -62% | 39.00 | 618.56 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $24k | NEW | 237.00 | 100.69 |
|
| Stryker Corporation (SYK) | 0.0 | $24k | 66.00 | 361.26 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $24k | 61.00 | 388.74 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $24k | +4% | 106.00 | 223.09 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $24k | 446.00 | 52.81 |
|
|
| Verizon Communications (VZ) | 0.0 | $24k | -52% | 524.00 | 44.91 |
|
| Arista Networks (ANET) | 0.0 | $23k | 61.00 | 383.82 |
|
|
| Spdr Ser Tr S&p 500 Esg Etf (EFIV) | 0.0 | $23k | 419.00 | 55.76 |
|
|
| Uber Technologies (UBER) | 0.0 | $23k | -33% | 307.00 | 75.16 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $23k | 16.00 | 1427.12 |
|
|
| Fiserv (FI) | 0.0 | $23k | +6% | 127.00 | 179.65 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $23k | 124.00 | 181.99 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $22k | +5% | 126.00 | 177.36 |
|
| Morgan Stanley Com New (MS) | 0.0 | $22k | +17% | 212.00 | 104.24 |
|
| Owens Corning (OC) | 0.0 | $22k | NEW | 125.00 | 176.52 |
|
| Kkr & Co (KKR) | 0.0 | $22k | 167.00 | 130.58 |
|
|
| Ingersoll Rand (IR) | 0.0 | $22k | 219.00 | 98.16 |
|
|
| Hershey Company (HSY) | 0.0 | $22k | 112.00 | 191.78 |
|
|
| Citigroup Com New (C) | 0.0 | $22k | 343.00 | 62.60 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $21k | -64% | 200.00 | 103.81 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $21k | 1.1k | 18.48 |
|
|
| Quanta Services (PWR) | 0.0 | $21k | 69.00 | 298.14 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $20k | 431.00 | 47.13 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $20k | -61% | 53.00 | 381.68 |
|
| Micron Technology (MU) | 0.0 | $20k | 195.00 | 103.71 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $20k | +11% | 19.00 | 1051.26 |
|
| Ford Motor Company (F) | 0.0 | $20k | -2% | 1.9k | 10.56 |
|
| McKesson Corporation (MCK) | 0.0 | $20k | 40.00 | 494.43 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $20k | 139.00 | 142.04 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $20k | 311.00 | 63.00 |
|
|
| Caterpillar (CAT) | 0.0 | $20k | +8% | 50.00 | 391.12 |
|
| United Rentals (URI) | 0.0 | $19k | 24.00 | 809.75 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $19k | +12% | 55.00 | 341.80 |
|
| Texas Roadhouse (TXRH) | 0.0 | $19k | -9% | 106.00 | 177.22 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $19k | +52% | 380.00 | 49.31 |
|
| Synopsys (SNPS) | 0.0 | $19k | +5% | 37.00 | 506.38 |
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.0 | $19k | 712.00 | 26.26 |
|
|
| Realty Income (O) | 0.0 | $18k | 288.00 | 63.42 |
|
|
| Danaher Corporation (DHR) | 0.0 | $18k | +6% | 64.00 | 278.02 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $18k | +26% | 38.00 | 465.08 |
|
| Ge Vernova (GEV) | 0.0 | $17k | 67.00 | 254.99 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $17k | 106.00 | 160.64 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $17k | 103.00 | 162.91 |
|
|
| Marvell Technology (MRVL) | 0.0 | $16k | 221.00 | 72.12 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $16k | 250.00 | 62.32 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $16k | +18% | 19.00 | 816.11 |
|
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $16k | 800.00 | 19.37 |
|
|
| Paccar (PCAR) | 0.0 | $16k | 157.00 | 98.68 |
|
|
| PPG Industries (PPG) | 0.0 | $15k | 114.00 | 132.46 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $15k | 115.00 | 128.03 |
|
|
| Republic Services (RSG) | 0.0 | $15k | -51% | 73.00 | 200.84 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $15k | +15% | 61.00 | 240.02 |
|
| Ameren Corporation (AEE) | 0.0 | $15k | NEW | 167.00 | 87.22 |
|
| Curtiss-Wright (CW) | 0.0 | $15k | 44.00 | 328.68 |
|
|
| Applied Materials (AMAT) | 0.0 | $14k | 71.00 | 202.06 |
|
|
| FedEx Corporation (FDX) | 0.0 | $14k | 52.00 | 273.67 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $14k | NEW | 285.00 | 49.78 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $14k | +35% | 81.00 | 173.67 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $14k | 292.00 | 47.85 |
|
|
| Cigna Corp (CI) | 0.0 | $14k | -46% | 39.00 | 346.44 |
|
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $13k | 210.00 | 63.79 |
|
|
| BlackRock (BLK) | 0.0 | $13k | -77% | 14.00 | 949.50 |
|
| AvalonBay Communities (AVB) | 0.0 | $13k | +5% | 58.00 | 225.26 |
|
| Williams Companies (WMB) | 0.0 | $13k | 279.00 | 45.65 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $13k | -80% | 118.00 | 106.19 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $12k | NEW | 249.00 | 49.94 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.0 | $12k | 248.00 | 50.12 |
|
|
| Ssga Active Etf Tr Globl Allo Etf (GAL) | 0.0 | $12k | 271.00 | 45.53 |
|
|
| Corteva (CTVA) | 0.0 | $12k | 208.00 | 58.79 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $12k | 232.00 | 50.57 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $12k | +20% | 47.00 | 246.49 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $12k | -26% | 201.00 | 57.22 |
|
| Nextera Energy (NEE) | 0.0 | $11k | -54% | 135.00 | 84.53 |
|
| At&t (T) | 0.0 | $11k | 515.00 | 22.00 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $11k | 346.00 | 32.15 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $11k | 12.00 | 924.50 |
|
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $11k | 525.00 | 20.51 |
|
|
| Intel Corporation (INTC) | 0.0 | $11k | NEW | 450.00 | 23.46 |
|
| MercadoLibre (MELI) | 0.0 | $10k | NEW | 5.00 | 2052.00 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $10k | -15% | 202.00 | 50.79 |
|
| Prologis (PLD) | 0.0 | $10k | -70% | 81.00 | 126.28 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $10k | NEW | 91.00 | 110.63 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $9.9k | 75.00 | 132.25 |
|
|
| NVR (NVR) | 0.0 | $9.8k | NEW | 1.00 | 9812.00 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $9.8k | NEW | 195.00 | 50.22 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $9.7k | 785.00 | 12.35 |
|
|
| Southwest Airlines (LUV) | 0.0 | $9.5k | 321.00 | 29.63 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $9.5k | NEW | 242.00 | 39.12 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $9.4k | 128.00 | 73.42 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $9.4k | +12% | 145.00 | 64.62 |
|
| Cadence Design Systems (CDNS) | 0.0 | $9.2k | 34.00 | 271.03 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $9.2k | 247.00 | 37.20 |
|
|
| Dupont De Nemours (DD) | 0.0 | $8.9k | 100.00 | 89.11 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $8.9k | 18.00 | 491.89 |
|
|
| Edison International (EIX) | 0.0 | $8.7k | 100.00 | 87.09 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $8.6k | +500% | 54.00 | 159.44 |
|
| Altimmune Com New (ALT) | 0.0 | $8.5k | NEW | 1.4k | 6.14 |
|
| Medtronic SHS (MDT) | 0.0 | $8.3k | -68% | 92.00 | 90.03 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $8.2k | +7% | 164.00 | 49.92 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $8.2k | 49.00 | 166.82 |
|
|
| Align Technology (ALGN) | 0.0 | $8.1k | 32.00 | 254.31 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $7.9k | 28.00 | 280.46 |
|
|
| Sweetgreen Com Cl A (SG) | 0.0 | $7.8k | NEW | 221.00 | 35.45 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $7.7k | -64% | 21.00 | 368.52 |
|
| Yeti Hldgs (YETI) | 0.0 | $7.7k | 187.00 | 41.03 |
|
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $7.7k | 607.00 | 12.63 |
|
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $7.7k | 232.00 | 33.03 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $7.7k | -69% | 682.00 | 11.22 |
|
| Construction Partners Com Cl A (ROAD) | 0.0 | $7.6k | 109.00 | 69.80 |
|
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $7.6k | 48.00 | 158.02 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $7.5k | 96.00 | 78.06 |
|
|
| Snowflake Cl A (SNOW) | 0.0 | $7.5k | 65.00 | 114.86 |
|
|
| ON Semiconductor (ON) | 0.0 | $7.0k | +7% | 97.00 | 72.61 |
|
| Pfizer (PFE) | 0.0 | $6.9k | -37% | 239.00 | 28.94 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $6.9k | 35.00 | 197.17 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $6.8k | 21.00 | 324.10 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $6.8k | 58.00 | 117.29 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $6.7k | 60.00 | 111.80 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $6.7k | 185.00 | 36.13 |
|
|
| Wisdomtree Tr Intrst Rate Hdge (AGZD) | 0.0 | $6.7k | 298.00 | 22.42 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $6.6k | +100% | 22.00 | 297.73 |
|
| Becton, Dickinson and (BDX) | 0.0 | $6.5k | +22% | 27.00 | 241.11 |
|
| SLM Corporation (SLM) | 0.0 | $6.5k | 284.00 | 22.87 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $6.5k | -57% | 28.00 | 230.50 |
|
| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.0 | $6.3k | 100.00 | 63.47 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $5.9k | -83% | 61.00 | 97.49 |
|
| Proshares Tr Ultsht Real Est (SRS) | 0.0 | $5.8k | -83% | 525.00 | 11.07 |
|
| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $5.6k | 200.00 | 28.09 |
|
|
| Dow (DOW) | 0.0 | $5.5k | 100.00 | 54.63 |
|
|
| Hello Group Ads (MOMO) | 0.0 | $5.4k | 711.00 | 7.61 |
|
|
| Ubs Group SHS (UBS) | 0.0 | $5.2k | 167.00 | 30.91 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $5.1k | 100.00 | 51.04 |
|
|
| Deere & Company (DE) | 0.0 | $5.0k | +9% | 12.00 | 417.33 |
|
| Illinois Tool Works (ITW) | 0.0 | $5.0k | 19.00 | 262.05 |
|
|
| Atmus Filtration Technologies Ord (ATMU) | 0.0 | $5.0k | 132.00 | 37.53 |
|
|
| American Airls (AAL) | 0.0 | $4.8k | 425.00 | 11.24 |
|
|
| Direxion Shs Etf Tr 20yr Tres Bear (TMV) | 0.0 | $4.7k | -88% | 164.00 | 28.91 |
|
| Philip Morris International (PM) | 0.0 | $4.5k | NEW | 37.00 | 121.41 |
|
| Resideo Technologies (REZI) | 0.0 | $4.3k | 215.00 | 20.14 |
|
|
| Norfolk Southern (NSC) | 0.0 | $4.2k | 17.00 | 248.53 |
|
|
| L3harris Technologies (LHX) | 0.0 | $4.0k | -76% | 17.00 | 237.88 |
|
| Barrick Gold Corp (GOLD) | 0.0 | $4.0k | 200.00 | 19.89 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $4.0k | 172.00 | 22.98 |
|
|
| Phillips 66 (PSX) | 0.0 | $3.9k | -75% | 30.00 | 131.47 |
|
| Monster Beverage Corp (MNST) | 0.0 | $3.9k | +53% | 75.00 | 52.17 |
|
| FactSet Research Systems (FDS) | 0.0 | $3.7k | 8.00 | 459.88 |
|
|
| Ea Series Trust Strive 1000 Div (STXD) | 0.0 | $3.6k | 108.00 | 33.77 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $3.5k | NEW | 3.00 | 1151.67 |
|
| Diamondback Energy (FANG) | 0.0 | $3.4k | 20.00 | 172.40 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $3.4k | -48% | 119.00 | 28.41 |
|
| CSX Corporation (CSX) | 0.0 | $3.3k | NEW | 96.00 | 34.53 |
|
| CBOE Holdings (CBOE) | 0.0 | $3.3k | -11% | 16.00 | 204.88 |
|
| Valkyrie Etf Trust Ii Bitcoin And Ethe (BTF) | 0.0 | $3.3k | 200.00 | 16.36 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $3.3k | 80.00 | 40.88 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $3.2k | -80% | 50.00 | 64.82 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $3.2k | -87% | 6.00 | 528.00 |
|
| AutoZone (AZO) | 0.0 | $3.2k | NEW | 1.00 | 3150.00 |
|
| Sun Life Financial (SLF) | 0.0 | $3.1k | 54.00 | 58.02 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $3.1k | NEW | 16.00 | 195.38 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $3.1k | 33.00 | 93.94 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $3.1k | 12.00 | 257.67 |
|
|
| Dover Corporation (DOV) | 0.0 | $3.1k | NEW | 16.00 | 191.75 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $3.0k | +3% | 111.00 | 27.23 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $3.0k | +88% | 66.00 | 45.73 |
|
| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.0 | $3.0k | 112.00 | 26.86 |
|
|
| MetLife (MET) | 0.0 | $3.0k | NEW | 36.00 | 82.47 |
|
| Axalta Coating Sys (AXTA) | 0.0 | $2.9k | NEW | 79.00 | 36.19 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $2.7k | NEW | 35.00 | 77.91 |
|
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $2.7k | NEW | 102.00 | 26.00 |
|
| Consolidated Edison (ED) | 0.0 | $2.6k | 25.00 | 104.12 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $2.6k | -79% | 17.00 | 153.12 |
|
| EOG Resources (EOG) | 0.0 | $2.6k | NEW | 21.00 | 122.95 |
|
| BP Sponsored Adr (BP) | 0.0 | $2.4k | +41% | 78.00 | 31.38 |
|
| Camping World Hldgs Cl A (CWH) | 0.0 | $2.4k | 100.00 | 24.22 |
|
|
| Kellogg Company (K) | 0.0 | $2.4k | 30.00 | 80.70 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $2.4k | NEW | 57.00 | 41.77 |
|
| Msci (MSCI) | 0.0 | $2.3k | 4.00 | 583.00 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $2.2k | 20.00 | 111.85 |
|
|
| PNC Financial Services (PNC) | 0.0 | $2.2k | NEW | 12.00 | 184.83 |
|
| Sempra Energy (SRE) | 0.0 | $2.2k | -85% | 26.00 | 83.62 |
|
| Iteris (ITI) | 0.0 | $2.1k | 300.00 | 7.14 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $2.1k | -85% | 18.00 | 117.61 |
|
| Eversource Energy (ES) | 0.0 | $2.1k | 31.00 | 68.06 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $2.1k | 208.00 | 10.02 |
|
|
| Carlyle Group (CG) | 0.0 | $2.1k | NEW | 48.00 | 43.06 |
|
| Sl Green Realty Corp (SLG) | 0.0 | $2.0k | 29.00 | 69.62 |
|
|
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $2.0k | 390.00 | 5.12 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $2.0k | NEW | 22.00 | 89.23 |
|
| M&T Bank Corporation (MTB) | 0.0 | $2.0k | NEW | 11.00 | 178.09 |
|
| Clorox Company (CLX) | 0.0 | $2.0k | 12.00 | 162.92 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $1.9k | -73% | 15.00 | 124.93 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $1.8k | 16.00 | 115.00 |
|
|
| Copart (CPRT) | 0.0 | $1.8k | -75% | 35.00 | 52.40 |
|
| Canadian Solar (CSIQ) | 0.0 | $1.8k | 107.00 | 16.76 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $1.8k | -9% | 10.00 | 178.20 |
|
| CMS Energy Corporation (CMS) | 0.0 | $1.8k | NEW | 25.00 | 70.64 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $1.6k | NEW | 11.00 | 148.45 |
|
| Martin Marietta Materials (MLM) | 0.0 | $1.6k | NEW | 3.00 | 538.33 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.5k | NEW | 20.00 | 73.65 |
|
| Western Digital (WDC) | 0.0 | $1.4k | NEW | 21.00 | 68.29 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $1.4k | 71.00 | 20.07 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $1.4k | NEW | 9.00 | 155.89 |
|
| Xpeng Ads (XPEV) | 0.0 | $1.2k | 100.00 | 12.18 |
|
|
| Universal Hlth Svcs CL B (UHS) | 0.0 | $1.1k | NEW | 5.00 | 229.00 |
|
| Godaddy Cl A (GDDY) | 0.0 | $1.1k | NEW | 7.00 | 156.71 |
|
| Icici Bank Adr (IBN) | 0.0 | $1.1k | NEW | 36.00 | 29.86 |
|
| Trip Com Group Ads (TCOM) | 0.0 | $1.1k | NEW | 18.00 | 59.44 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $1.1k | 4.00 | 267.25 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $1.1k | 100.00 | 10.58 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $1.0k | NEW | 5.00 | 209.80 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $1.0k | 123.00 | 8.25 |
|
|
| Live Nation Entertainment (LYV) | 0.0 | $984.999600 | NEW | 9.00 | 109.44 |
|
| Humana (HUM) | 0.0 | $950.000100 | NEW | 3.00 | 316.67 |
|
| Flutter Entmt SHS (FLUT) | 0.0 | $949.000000 | NEW | 4.00 | 237.25 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $899.000000 | -88% | 2.00 | 449.50 |
|
| Equinix (EQIX) | 0.0 | $888.000000 | NEW | 1.00 | 888.00 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $887.999700 | -88% | 7.00 | 126.86 |
|
| Cme (CME) | 0.0 | $883.000000 | -93% | 4.00 | 220.75 |
|
| Zimmer Holdings (ZBH) | 0.0 | $864.000000 | NEW | 8.00 | 108.00 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $855.000000 | NEW | 10.00 | 85.50 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $825.000000 | NEW | 3.00 | 275.00 |
|
| Proshares Tr Ii Ultra Silver New (AGQ) | 0.0 | $809.000000 | 20.00 | 40.45 |
|
|
| Ag Mtg Invt Tr Com New (MITT) | 0.0 | $751.000000 | 100.00 | 7.51 |
|
|
| Ball Corporation (BALL) | 0.0 | $747.000100 | NEW | 11.00 | 67.91 |
|
| Host Hotels & Resorts (HST) | 0.0 | $738.998400 | NEW | 42.00 | 17.60 |
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $723.998800 | NEW | 62.00 | 11.68 |
|
| Cenovus Energy (CVE) | 0.0 | $718.998700 | NEW | 43.00 | 16.72 |
|
| Oatly Group Ab Sponsored Ads (OTLY) | 0.0 | $684.000000 | 800.00 | 0.85 |
|
|
| CoStar (CSGP) | 0.0 | $678.999600 | NEW | 9.00 | 75.44 |
|
| Beigene Sponsored Adr (BGNE) | 0.0 | $674.000100 | NEW | 3.00 | 224.67 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $671.001900 | NEW | 41.00 | 16.37 |
|
| Nio Spon Ads (NIO) | 0.0 | $668.000000 | 100.00 | 6.68 |
|
|
| Entergy Corporation (ETR) | 0.0 | $658.000000 | NEW | 5.00 | 131.60 |
|
| Mr Cooper Group (COOP) | 0.0 | $645.000300 | 7.00 | 92.14 |
|
|
| Proshares Tr Ii Ultra Vix Short (UVXY) | 0.0 | $623.000000 | -75% | 25.00 | 24.92 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $621.999400 | NEW | 17.00 | 36.59 |
|
| Dollar General (DG) | 0.0 | $591.999800 | NEW | 7.00 | 84.57 |
|
| Equifax (EFX) | 0.0 | $588.000000 | NEW | 2.00 | 294.00 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $580.000200 | NEW | 6.00 | 96.67 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $577.000000 | NEW | 8.00 | 72.12 |
|
| Consolidated Communications Holdings (CNSL) | 0.0 | $505.999800 | 109.00 | 4.64 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $503.000400 | NEW | 12.00 | 41.92 |
|
| Nutanix Cl A (NTNX) | 0.0 | $474.000000 | 8.00 | 59.25 |
|
|
| Acacia Resh Corp Acacia Tch Com (ACTG) | 0.0 | $466.000000 | 100.00 | 4.66 |
|
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $452.000000 | NEW | 10.00 | 45.20 |
|
| AES Corporation (AES) | 0.0 | $401.000000 | NEW | 20.00 | 20.05 |
|
| Lucid Group (LCID) | 0.0 | $381.002400 | 108.00 | 3.53 |
|
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $357.000000 | NEW | 12.00 | 29.75 |
|
| Embecta Corp Common Stock (EMBC) | 0.0 | $324.001000 | 23.00 | 14.09 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $307.000000 | 1.00 | 307.00 |
|
|
| Fathom Holdings (FTHM) | 0.0 | $259.000000 | 100.00 | 2.59 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $236.000000 | 5.00 | 47.20 |
|
|
| Spyre Therapeutics Com New (SYRE) | 0.0 | $235.000000 | 8.00 | 29.38 |
|
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $161.000000 | 10.00 | 16.10 |
|
|
| Unisys Corp Com New (UIS) | 0.0 | $159.000800 | 28.00 | 5.68 |
|
|
| Celularity Cl A New (CELU) | 0.0 | $149.000000 | 50.00 | 2.98 |
|
|
| Electronic Arts (EA) | 0.0 | $143.000000 | 1.00 | 143.00 |
|
|
| Viatris (VTRS) | 0.0 | $138.999600 | 12.00 | 11.58 |
|
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $133.000000 | 2.00 | 66.50 |
|
|
| Wk Kellogg Com Shs (KLG) | 0.0 | $120.000300 | 7.00 | 17.14 |
|
|
| Gopro Cl A (GPRO) | 0.0 | $113.996400 | 84.00 | 1.36 |
|
|
| Orion Office Reit Inc-w/i (ONL) | 0.0 | $112.000000 | 28.00 | 4.00 |
|
|
| Calumet (CLMT) | 0.0 | $106.999800 | NEW | 6.00 | 17.83 |
|
| Ionq Inc Pipe (IONQ) | 0.0 | $52.000200 | 6.00 | 8.67 |
|
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $51.000000 | 2.00 | 25.50 |
|
|
| General Motors Company (GM) | 0.0 | $45.000000 | -99% | 1.00 | 45.00 |
|
| Synchronoss Technologies Com New (SNCR) | 0.0 | $45.000000 | 3.00 | 15.00 |
|
|
| Sos Spon Ads (SOS) | 0.0 | $38.001600 | 48.00 | 0.79 |
|
|
| Tootsie Roll Industries (TR) | 0.0 | $31.000000 | 1.00 | 31.00 |
|
|
| Fubotv (FUBO) | 0.0 | $28.000000 | 20.00 | 1.40 |
|
|
| Luminar Technologies Com Cl A (LAZR) | 0.0 | $22.000000 | -66% | 25.00 | 0.88 |
|
| ViaSat (VSAT) | 0.0 | $12.000000 | 1.00 | 12.00 |
|
|
| Traws Pharma Com New | 0.0 | $12.000000 | NEW | 2.00 | 6.00 |
|
| Jetai (JTAI) | 0.0 | $11.998800 | NEW | 108.00 | 0.11 |
|
| Agrify Corp (AGFY) | 0.0 | $8.999500 | 41.00 | 0.22 |
|
|
| Mullen Automotive Com New | 0.0 | $3.000000 | NEW | 1.00 | 3.00 |
|
| Aptose Biosciences (APTO) | 0.0 | $1.999800 | 6.00 | 0.33 |
|
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Pacific Capital Wealth Advisors
SEC 13F filings are viewable for Pacific Capital Wealth Advisors going back to 2019
- Pacific Capital Wealth Advisors 2024 Q3 filed Oct. 15, 2024
- Pacific Capital Wealth Advisors 2024 Q2 filed Aug. 6, 2024
- Pacific Capital Wealth Advisors 2024 Q1 filed May 15, 2024
- Pacific Capital Wealth Advisors 2023 Q4 filed Feb. 6, 2024
- Pacific Capital Wealth Advisors 2023 Q3 filed Nov. 3, 2023
- Pacific Capital Wealth Advisors 2023 Q2 filed Aug. 1, 2023
- Pacific Capital Wealth Advisors 2023 Q1 filed May 5, 2023
- Pacific Capital Wealth Advisors 2022 Q4 filed Feb. 15, 2023
- Pacific Capital Wealth Advisors 2022 Q3 filed Nov. 14, 2022
- Pacific Capital Wealth Advisors 2022 Q2 filed Aug. 5, 2022
- Pacific Capital Wealth Advisors 2022 Q1 filed May 16, 2022
- Pacific Capital Wealth Advisors 2021 Q4 filed March 8, 2022
- Pacific Capital Wealth Advisors 2021 Q3 filed Nov. 30, 2021
- Pacific Capital Wealth Advisors 2021 Q2 filed Aug. 13, 2021
- Pacific Capital Wealth Advisors 2021 Q1 filed May 17, 2021
- Pacific Capital Wealth Advisors 2020 Q4 filed Feb. 16, 2021