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, VTI, VNQ, and represent 55.96% of Pacific Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BND, IEFA, KNX, VNQ, SPY, AGG, QQQ, AXP, STRV, AMGN.
- Started 282 new stock positions in FNDX, ADP, SPHD, VO, TXN, ALGN, LMT, MBIO, DXCM, NVS.
- Reduced shares in these 10 stocks: VTIP, SCZ, IBB, XLP, SCHP, VYM, VNQI, SCHB, GLTR, IAU.
- Sold out of its positions in IGSB, HDV, VDC.
- Pacific Capital Wealth Advisors was a net buyer of stock by $3.4M.
- Pacific Capital Wealth Advisors has $394M in assets under management (AUM), dropping by 10.56%.
- Central Index Key (CIK): 0001803523
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Portfolio Holdings for Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors holds 345 positions in its portfolio as reported in the December 2023 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) | 25.9 | $102M | 215k | 475.31 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 10.2 | $40M | +11% | 546k | 73.55 |
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| Ishares Tr Core Msci Eafe (IEFA) | 8.8 | $35M | +4% | 496k | 70.35 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 5.6 | $22M | 93k | 237.22 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 5.4 | $21M | +2% | 242k | 88.36 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.4 | $17M | 42k | 409.52 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 4.4 | $17M | -5% | 154k | 111.63 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.0 | $12M | -8% | 229k | 52.20 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 2.5 | $9.8M | -12% | 136k | 72.03 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 2.3 | $9.1M | 119k | 76.38 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.9 | $7.5M | 37k | 200.71 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.8 | $7.3M | 129k | 56.40 |
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| Ishares Tr Ishares Biotech (IBB) | 1.8 | $7.0M | -18% | 52k | 135.85 |
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| Apple (AAPL) | 1.7 | $6.5M | 34k | 192.53 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.4 | $5.4M | 147k | 36.96 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.3 | $5.0M | 19k | 262.26 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 1.1 | $4.4M | -10% | 49k | 91.02 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.1 | $4.4M | 58k | 76.13 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $4.3M | +8% | 44k | 99.25 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.1 | $4.3M | -2% | 86k | 49.37 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.9 | $3.5M | 59k | 59.24 |
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| Ishares Gold Tr Ishares New (IAU) | 0.7 | $2.6M | -15% | 67k | 39.03 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $2.4M | +4% | 8.0k | 303.16 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $2.4M | -6% | 15k | 157.80 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.6 | $2.3M | -7% | 39k | 57.94 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.6 | $2.2M | +3% | 108k | 20.71 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $2.2M | -23% | 39k | 55.67 |
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| Microsoft Corporation (MSFT) | 0.5 | $1.9M | 5.2k | 376.01 |
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| Match Group (MTCH) | 0.5 | $1.9M | 53k | 36.50 |
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| Chevron Corporation (CVX) | 0.5 | $1.8M | 12k | 149.16 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.3 | $1.3M | 5.3k | 250.70 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $1.3M | 20k | 63.33 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 0.3 | $1.2M | +3% | 23k | 53.19 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $1.2M | 16k | 77.02 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $1.2M | 17k | 70.10 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.1M | 1.7k | 660.16 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $889k | +14% | 8.4k | 105.24 |
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| Airbnb Com Cl A (ABNB) | 0.2 | $798k | 5.9k | 136.14 |
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| Sunrun (RUN) | 0.2 | $781k | -12% | 40k | 19.63 |
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| Tesla Motors (TSLA) | 0.2 | $776k | 3.1k | 248.51 |
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| Amazon (AMZN) | 0.2 | $742k | 4.9k | 151.94 |
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| Visa Com Cl A (V) | 0.2 | $732k | 2.8k | 260.35 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.2 | $698k | NEW | 12k | 57.65 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $498k | 11k | 43.71 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $475k | 9.3k | 51.05 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $431k | +3% | 4.8k | 89.06 |
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| American Water Works (AWK) | 0.1 | $421k | -2% | 3.2k | 131.99 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $393k | 2.4k | 160.95 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $387k | +7% | 1.2k | 310.88 |
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| Meta Platforms Cl A (META) | 0.1 | $379k | 1.1k | 353.96 |
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| Honeywell International (HON) | 0.1 | $283k | 1.3k | 209.74 |
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| Chubb (CB) | 0.1 | $276k | 1.2k | 226.00 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $257k | -41% | 5.5k | 46.62 |
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| Wal-Mart Stores (WMT) | 0.1 | $255k | 1.6k | 157.65 |
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| Eli Lilly & Co. (LLY) | 0.1 | $247k | 424.00 | 582.92 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $246k | 3.4k | 72.15 |
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| American Express Company (AXP) | 0.1 | $235k | NEW | 1.3k | 187.34 |
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| McDonald's Corporation (MCD) | 0.1 | $229k | 772.00 | 296.51 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $220k | 3.8k | 57.96 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $216k | 5.9k | 36.72 |
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| Ea Series Trust Strive 500 Etf (STRV) | 0.1 | $215k | NEW | 7.0k | 30.57 |
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| Amgen (AMGN) | 0.1 | $198k | NEW | 687.00 | 288.02 |
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| Nike CL B (NKE) | 0.0 | $196k | NEW | 1.8k | 108.57 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $192k | NEW | 449.00 | 426.51 |
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| Intuit (INTU) | 0.0 | $180k | NEW | 288.00 | 625.03 |
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| Wec Energy Group (WEC) | 0.0 | $178k | NEW | 2.1k | 84.17 |
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| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $172k | -50% | 6.1k | 28.05 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $170k | NEW | 2.0k | 84.16 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $166k | NEW | 2.7k | 61.94 |
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| Bank of America Corporation (BAC) | 0.0 | $163k | NEW | 4.9k | 33.67 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $160k | NEW | 70.00 | 2286.96 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $159k | NEW | 2.1k | 75.35 |
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| United Parcel Service CL B (UPS) | 0.0 | $158k | NEW | 1.0k | 157.23 |
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| Sap Se Spon Adr (SAP) | 0.0 | $154k | NEW | 996.00 | 154.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $149k | NEW | 341.00 | 436.80 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $149k | NEW | 311.00 | 477.63 |
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| Boeing Company (BA) | 0.0 | $146k | NEW | 560.00 | 260.66 |
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| International Business Machines (IBM) | 0.0 | $142k | NEW | 866.00 | 163.55 |
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| Schwab Strategic Tr Long Term Us (SCHQ) | 0.0 | $140k | NEW | 4.0k | 35.08 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $136k | NEW | 1.4k | 98.59 |
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| CVS Caremark Corporation (CVS) | 0.0 | $135k | NEW | 1.7k | 78.94 |
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| Public Storage (PSA) | 0.0 | $129k | NEW | 424.00 | 305.00 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $127k | NEW | 746.00 | 170.40 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $125k | NEW | 755.00 | 165.32 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $125k | NEW | 914.00 | 136.38 |
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| Abbott Laboratories (ABT) | 0.0 | $124k | NEW | 1.1k | 110.07 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $119k | NEW | 976.00 | 121.51 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $117k | NEW | 1.5k | 77.37 |
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| Capital One Financial (COF) | 0.0 | $113k | NEW | 861.00 | 131.12 |
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| Wells Fargo & Company (WFC) | 0.0 | $112k | NEW | 2.3k | 49.23 |
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| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $110k | NEW | 355.00 | 309.52 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $107k | NEW | 718.00 | 149.50 |
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| Shopify Cl A (SHOP) | 0.0 | $107k | NEW | 1.4k | 77.90 |
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| PennantPark Investment (PNNT) | 0.0 | $105k | NEW | 7.6k | 13.92 |
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| Automatic Data Processing (ADP) | 0.0 | $105k | NEW | 450.00 | 232.97 |
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| Walt Disney Company (DIS) | 0.0 | $104k | NEW | 1.2k | 90.29 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $101k | NEW | 2.1k | 47.91 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $98k | 10k | 9.81 |
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| Wisdomtree Tr Intrst Rate Hdge (AGZD) | 0.0 | $97k | NEW | 4.4k | 21.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $95k | NEW | 681.00 | 139.62 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $93k | NEW | 3.7k | 25.30 |
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| NVIDIA Corporation (NVDA) | 0.0 | $92k | NEW | 185.00 | 495.22 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $90k | NEW | 905.00 | 99.79 |
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| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $86k | NEW | 5.0k | 17.19 |
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| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.0 | $79k | NEW | 1.4k | 55.35 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $78k | NEW | 1.3k | 61.53 |
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| Enbridge (ENB) | 0.0 | $77k | NEW | 2.1k | 36.02 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $71k | NEW | 677.00 | 105.43 |
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| Cerevel Therapeutics Hldng I (CERE) | 0.0 | $71k | NEW | 1.7k | 42.40 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $70k | NEW | 763.00 | 91.39 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $68k | NEW | 151.00 | 453.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $67k | NEW | 187.00 | 357.34 |
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| stock | 0.0 | $67k | NEW | 437.00 | 152.35 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $65k | -92% | 1.5k | 42.59 |
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| Cardinal Health (CAH) | 0.0 | $63k | NEW | 626.00 | 100.80 |
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| Johnson & Johnson (JNJ) | 0.0 | $61k | NEW | 392.00 | 156.74 |
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| Sp Plus (SP) | 0.0 | $61k | NEW | 1.2k | 51.25 |
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| Home Depot (HD) | 0.0 | $61k | NEW | 176.00 | 346.57 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $60k | NEW | 314.00 | 191.17 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $60k | NEW | 305.00 | 196.00 |
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| Allstate Corporation (ALL) | 0.0 | $59k | NEW | 421.00 | 139.98 |
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| TJX Companies (TJX) | 0.0 | $58k | NEW | 620.00 | 93.81 |
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| Southern Company (SO) | 0.0 | $57k | NEW | 815.00 | 70.12 |
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| General Dynamics Corporation (GD) | 0.0 | $57k | NEW | 218.00 | 259.67 |
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| Discover Financial Services (DFS) | 0.0 | $56k | NEW | 500.00 | 112.40 |
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| General Mills (GIS) | 0.0 | $56k | NEW | 854.00 | 65.14 |
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| Ea Series Trust Strive 1000 Valu (STXV) | 0.0 | $55k | NEW | 2.1k | 26.66 |
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| Snap-on Incorporated (SNA) | 0.0 | $55k | NEW | 189.00 | 288.84 |
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| UnitedHealth (UNH) | 0.0 | $53k | NEW | 100.00 | 526.47 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $52k | NEW | 97.00 | 530.79 |
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| Ameriprise Financial (AMP) | 0.0 | $51k | NEW | 135.00 | 379.83 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $50k | -98% | 810.00 | 61.90 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $50k | NEW | 293.00 | 170.10 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $50k | NEW | 536.00 | 92.45 |
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| Baidu Spon Adr Rep A (BIDU) | 0.0 | $48k | NEW | 406.00 | 119.09 |
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| Paychex (PAYX) | 0.0 | $48k | NEW | 404.00 | 119.11 |
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| Analog Devices (ADI) | 0.0 | $48k | NEW | 242.00 | 198.56 |
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| PG&E Corporation (PCG) | 0.0 | $47k | NEW | 2.6k | 18.03 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $45k | NEW | 900.00 | 50.23 |
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| Carrier Global Corporation (CARR) | 0.0 | $45k | NEW | 778.00 | 57.45 |
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| Proshares Tr Ultsht Real Est (SRS) | 0.0 | $44k | NEW | 3.1k | 14.28 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $44k | NEW | 562.00 | 77.51 |
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| Direxion Shs Etf Tr 20yr Tres Bear (TMV) | 0.0 | $43k | NEW | 1.5k | 29.61 |
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| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $43k | NEW | 775.00 | 55.35 |
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| Pepsi (PEP) | 0.0 | $41k | NEW | 244.00 | 169.84 |
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| Rivian Automotive Com Cl A (RIVN) | 0.0 | $40k | NEW | 1.7k | 23.46 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $40k | NEW | 965.00 | 41.09 |
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| Emerson Electric (EMR) | 0.0 | $39k | NEW | 404.00 | 97.33 |
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| Cummins (CMI) | 0.0 | $39k | NEW | 163.00 | 239.57 |
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| Ventas (VTR) | 0.0 | $38k | NEW | 765.00 | 49.84 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $38k | NEW | 259.00 | 145.01 |
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| Direxion Shs Etf Tr Daily 20+ Year T (TMF) | 0.0 | $36k | NEW | 563.00 | 64.58 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $36k | -98% | 760.00 | 47.49 |
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| Waste Management (WM) | 0.0 | $36k | NEW | 199.00 | 179.10 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $35k | NEW | 1.2k | 28.88 |
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| Procter & Gamble Company (PG) | 0.0 | $35k | NEW | 238.00 | 146.54 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $35k | NEW | 389.00 | 89.47 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $34k | NEW | 362.00 | 94.69 |
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| F5 Networks (FFIV) | 0.0 | $34k | NEW | 191.00 | 178.98 |
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| Bristol Myers Squibb (BMY) | 0.0 | $34k | NEW | 666.00 | 51.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $34k | NEW | 241.00 | 140.87 |
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| Target Corporation (TGT) | 0.0 | $34k | NEW | 235.00 | 142.42 |
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| Lowe's Companies (LOW) | 0.0 | $33k | NEW | 148.00 | 222.55 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $33k | NEW | 302.00 | 107.65 |
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| Coca-Cola Company (KO) | 0.0 | $32k | NEW | 546.00 | 58.93 |
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| Booking Holdings (BKNG) | 0.0 | $32k | NEW | 9.00 | 3547.22 |
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| Jabil Circuit (JBL) | 0.0 | $32k | NEW | 250.00 | 127.40 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $31k | NEW | 183.00 | 170.46 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $31k | NEW | 317.00 | 97.04 |
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| MGIC Investment (MTG) | 0.0 | $31k | NEW | 1.6k | 19.29 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $29k | NEW | 494.00 | 59.32 |
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| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $29k | NEW | 620.00 | 47.03 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $29k | NEW | 880.00 | 32.83 |
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| Kenvue (KVUE) | 0.0 | $28k | NEW | 1.3k | 21.53 |
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| Hess (HES) | 0.0 | $27k | NEW | 189.00 | 144.16 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $25k | NEW | 141.00 | 179.97 |
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| Xcel Energy (XEL) | 0.0 | $25k | NEW | 407.00 | 61.91 |
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| United States Steel Corporation (X) | 0.0 | $25k | NEW | 514.00 | 48.65 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $25k | NEW | 106.00 | 232.64 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $25k | NEW | 800.00 | 30.60 |
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| Vulcan Materials Company (VMC) | 0.0 | $24k | NEW | 107.00 | 226.57 |
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| Altria (MO) | 0.0 | $24k | NEW | 597.00 | 40.34 |
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| Constellation Energy (CEG) | 0.0 | $24k | NEW | 205.00 | 116.89 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $24k | NEW | 153.00 | 155.33 |
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| Ishares Tr Broad Usd High (USHY) | 0.0 | $23k | NEW | 642.00 | 36.35 |
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| Ford Motor Company (F) | 0.0 | $23k | NEW | 1.9k | 12.19 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $23k | NEW | 561.00 | 40.21 |
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| Exelon Corporation (EXC) | 0.0 | $22k | NEW | 617.00 | 35.90 |
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| Advanced Micro Devices (AMD) | 0.0 | $22k | NEW | 150.00 | 147.41 |
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| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $21k | NEW | 502.00 | 41.52 |
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| Paypal Holdings (PYPL) | 0.0 | $21k | NEW | 339.00 | 61.41 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $20k | NEW | 124.00 | 164.42 |
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| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.0 | $20k | NEW | 712.00 | 28.39 |
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| Textainer Group Holdings SHS | 0.0 | $20k | NEW | 406.00 | 49.20 |
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| Southwest Airlines (LUV) | 0.0 | $20k | NEW | 686.00 | 28.88 |
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| Verizon Communications (VZ) | 0.0 | $20k | NEW | 524.00 | 37.70 |
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| Unilever Spon Adr New (UL) | 0.0 | $19k | NEW | 400.00 | 48.48 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $18k | NEW | 431.00 | 42.52 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $18k | NEW | 30.00 | 596.60 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $18k | NEW | 212.00 | 83.84 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $18k | NEW | 311.00 | 56.14 |
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| PPG Industries (PPG) | 0.0 | $17k | NEW | 114.00 | 149.55 |
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| Realty Income (O) | 0.0 | $17k | NEW | 288.00 | 57.42 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $16k | NEW | 127.00 | 129.49 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $16k | NEW | 218.00 | 74.58 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $16k | NEW | 162.00 | 99.98 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.0 | $16k | NEW | 390.00 | 41.43 |
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| Colgate-Palmolive Company (CL) | 0.0 | $16k | NEW | 200.00 | 79.71 |
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| Sherwin-Williams Company (SHW) | 0.0 | $16k | NEW | 51.00 | 311.90 |
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| Danaher Corporation (DHR) | 0.0 | $14k | NEW | 60.00 | 231.33 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $14k | NEW | 50.00 | 277.16 |
|
| Texas Roadhouse (TXRH) | 0.0 | $13k | NEW | 105.00 | 122.48 |
|
| General Electric Com New (GE) | 0.0 | $13k | NEW | 100.00 | 128.10 |
|
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.0 | $12k | NEW | 248.00 | 49.82 |
|
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $12k | NEW | 210.00 | 57.81 |
|
| Ssga Active Etf Tr Globl Allo Etf (GAL) | 0.0 | $11k | NEW | 271.00 | 41.44 |
|
| Ross Stores (ROST) | 0.0 | $11k | NEW | 79.00 | 138.39 |
|
| AvalonBay Communities (AVB) | 0.0 | $10k | NEW | 55.00 | 187.22 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $9.9k | NEW | 346.00 | 28.50 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $9.8k | NEW | 232.00 | 42.41 |
|
| Yeti Hldgs (YETI) | 0.0 | $9.7k | NEW | 187.00 | 51.78 |
|
| Union Pacific Corporation (UNP) | 0.0 | $9.6k | NEW | 39.00 | 245.62 |
|
| Morgan Stanley Com New (MS) | 0.0 | $9.3k | NEW | 100.00 | 93.25 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $9.3k | NEW | 86.00 | 108.26 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $9.0k | NEW | 785.00 | 11.47 |
|
| At&t (T) | 0.0 | $8.8k | NEW | 525.00 | 16.78 |
|
| Align Technology (ALGN) | 0.0 | $8.8k | NEW | 32.00 | 274.00 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $8.7k | NEW | 75.00 | 116.29 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $8.5k | NEW | 212.00 | 40.24 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $8.3k | NEW | 33.00 | 252.21 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $8.2k | NEW | 21.00 | 388.67 |
|
| Dupont De Nemours (DD) | 0.0 | $7.7k | NEW | 100.00 | 76.93 |
|
| 23andme Holding Class A Com (ME) | 0.0 | $7.7k | NEW | 8.4k | 0.91 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $7.5k | NEW | 216.00 | 34.89 |
|
| ON Semiconductor (ON) | 0.0 | $7.5k | NEW | 90.00 | 83.53 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $7.2k | NEW | 156.00 | 46.36 |
|
| Prologis (PLD) | 0.0 | $7.2k | NEW | 54.00 | 133.30 |
|
| Edison International (EIX) | 0.0 | $7.1k | NEW | 100.00 | 71.49 |
|
| SYSCO Corporation (SYY) | 0.0 | $7.0k | NEW | 96.00 | 73.12 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $6.4k | NEW | 140.00 | 45.92 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $6.1k | NEW | 35.00 | 173.89 |
|
| Starbucks Corporation (SBUX) | 0.0 | $5.9k | NEW | 61.00 | 96.02 |
|
| American Airls (AAL) | 0.0 | $5.8k | NEW | 425.00 | 13.74 |
|
| Pfizer (PFE) | 0.0 | $5.8k | NEW | 201.00 | 28.79 |
|
| Dow (DOW) | 0.0 | $5.5k | NEW | 100.00 | 54.84 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $5.1k | NEW | 100.00 | 50.62 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $5.0k | NEW | 229.00 | 21.78 |
|
| Illinois Tool Works (ITW) | 0.0 | $5.0k | NEW | 19.00 | 261.95 |
|
| AFLAC Incorporated (AFL) | 0.0 | $5.0k | NEW | 60.00 | 82.50 |
|
| Hello Group Ads (MOMO) | 0.0 | $4.9k | NEW | 711.00 | 6.95 |
|
| Linde SHS (LIN) | 0.0 | $4.9k | NEW | 12.00 | 410.75 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $4.9k | NEW | 14.00 | 350.93 |
|
| Corteva (CTVA) | 0.0 | $4.8k | NEW | 100.00 | 47.92 |
|
| Proshares Tr Ii Ultra Vix Short (UVXY) | 0.0 | $4.3k | NEW | 508.00 | 8.44 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $4.3k | NEW | 50.00 | 85.54 |
|
| Citigroup Com New (C) | 0.0 | $4.2k | NEW | 82.00 | 51.44 |
|
| Nextera Energy (NEE) | 0.0 | $4.1k | NEW | 68.00 | 60.74 |
|
| Resideo Technologies (REZI) | 0.0 | $4.0k | NEW | 215.00 | 18.82 |
|
| Global X Fds Social Med Etf (SOCL) | 0.0 | $4.0k | NEW | 100.00 | 40.37 |
|
| Norfolk Southern (NSC) | 0.0 | $4.0k | NEW | 17.00 | 236.35 |
|
| Phillips 66 (PSX) | 0.0 | $4.0k | NEW | 30.00 | 133.13 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $3.9k | NEW | 39.00 | 98.87 |
|
| FactSet Research Systems (FDS) | 0.0 | $3.8k | NEW | 8.00 | 477.00 |
|
| Barrick Gold Corp (GOLD) | 0.0 | $3.6k | NEW | 200.00 | 18.09 |
|
| L3harris Technologies (LHX) | 0.0 | $3.6k | NEW | 17.00 | 210.65 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $3.6k | NEW | 172.00 | 20.78 |
|
| Gamestop Corp Cl A (GME) | 0.0 | $3.5k | NEW | 200.00 | 17.53 |
|
| Becton, Dickinson and (BDX) | 0.0 | $3.4k | NEW | 14.00 | 243.86 |
|
| BlackRock (BLK) | 0.0 | $3.2k | NEW | 4.00 | 811.75 |
|
| Ea Series Trust Strive 1000 Div (STXD) | 0.0 | $3.1k | NEW | 108.00 | 28.89 |
|
| Diamondback Energy (FANG) | 0.0 | $3.1k | NEW | 20.00 | 155.10 |
|
| Air Products & Chemicals (APD) | 0.0 | $3.0k | NEW | 11.00 | 273.82 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $3.0k | NEW | 80.00 | 37.06 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $2.9k | NEW | 12.00 | 241.75 |
|
| Canadian Solar (CSIQ) | 0.0 | $2.8k | NEW | 107.00 | 26.23 |
|
| Sun Life Financial (SLF) | 0.0 | $2.8k | NEW | 54.00 | 51.85 |
|
| Valkyrie Etf Trust Ii Bitcoin And Ethe (BTF) | 0.0 | $2.7k | NEW | 200.00 | 13.38 |
|
| Camping World Hldgs Cl A (CWH) | 0.0 | $2.6k | NEW | 100.00 | 26.26 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $2.6k | NEW | 140.00 | 18.54 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $2.6k | NEW | 33.00 | 77.36 |
|
| Medtronic SHS (MDT) | 0.0 | $2.5k | NEW | 30.00 | 82.37 |
|
| Las Vegas Sands (LVS) | 0.0 | $2.5k | NEW | 50.00 | 49.22 |
|
| Crown Castle Intl (CCI) | 0.0 | $2.3k | NEW | 20.00 | 115.20 |
|
| Consolidated Edison (ED) | 0.0 | $2.3k | NEW | 25.00 | 90.96 |
|
| Gilead Sciences (GILD) | 0.0 | $2.0k | NEW | 25.00 | 81.00 |
|
| BP Sponsored Adr (BP) | 0.0 | $1.9k | NEW | 55.00 | 35.40 |
|
| Sempra Energy (SRE) | 0.0 | $1.9k | NEW | 26.00 | 74.73 |
|
| Eversource Energy (ES) | 0.0 | $1.9k | NEW | 31.00 | 61.71 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $1.9k | NEW | 390.00 | 4.90 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $1.8k | NEW | 208.00 | 8.70 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $1.7k | NEW | 10.00 | 173.90 |
|
| Clorox Company (CLX) | 0.0 | $1.7k | NEW | 12.00 | 142.58 |
|
| Kellogg Company (K) | 0.0 | $1.7k | NEW | 30.00 | 55.90 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.6k | NEW | 20.00 | 82.25 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $1.6k | NEW | 16.00 | 101.00 |
|
| Iteris (ITI) | 0.0 | $1.6k | NEW | 300.00 | 5.20 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $1.5k | NEW | 35.00 | 43.29 |
|
| Xpeng Ads (XPEV) | 0.0 | $1.5k | NEW | 100.00 | 14.59 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $1.4k | NEW | 125.00 | 11.38 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $1.4k | NEW | 71.00 | 19.37 |
|
| Sl Green Realty Corp (SLG) | 0.0 | $1.3k | NEW | 29.00 | 45.17 |
|
| BitNile Metaverse (ROII) | 0.0 | $1.2k | NEW | 3.6k | 0.33 |
|
| Nio Spon Ads (NIO) | 0.0 | $1.1k | NEW | 120.00 | 9.07 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $967.000000 | NEW | 4.00 | 241.75 |
|
| Oatly Group Ab Sponsored Ads (OTLY) | 0.0 | $944.000000 | NEW | 800.00 | 1.18 |
|
| Kinder Morgan (KMI) | 0.0 | $851.001600 | NEW | 48.00 | 17.73 |
|
| Haleon Spon Ads (HLN) | 0.0 | $823.000000 | NEW | 100.00 | 8.23 |
|
| Metropcs Communications (TMUS) | 0.0 | $641.000000 | NEW | 4.00 | 160.25 |
|
| Ag Mtg Invt Tr Com New (MITT) | 0.0 | $635.000000 | NEW | 100.00 | 6.35 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $622.000500 | NEW | 23.00 | 27.04 |
|
| General Motors Company (GM) | 0.0 | $583.000000 | NEW | 16.00 | 36.44 |
|
| Dex (DXCM) | 0.0 | $496.000000 | NEW | 4.00 | 124.00 |
|
| Mr Cooper Group (COOP) | 0.0 | $456.000300 | NEW | 7.00 | 65.14 |
|
| Lucid Group (LCID) | 0.0 | $455.004000 | NEW | 108.00 | 4.21 |
|
| Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $444.000000 | NEW | 50.00 | 8.88 |
|
| Embecta Corp Common Stock (EMBC) | 0.0 | $434.999000 | NEW | 23.00 | 18.91 |
|
| Acacia Resh Corp Acacia Tch Com (ACTG) | 0.0 | $392.000000 | NEW | 100.00 | 3.92 |
|
| Nutanix Cl A (NTNX) | 0.0 | $382.000000 | NEW | 8.00 | 47.75 |
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $333.000000 | NEW | 60.00 | 5.55 |
|
| Redfin Corp (RDFN) | 0.0 | $309.999000 | NEW | 30.00 | 10.33 |
|
| Gopro Cl A (GPRO) | 0.0 | $291.001200 | NEW | 84.00 | 3.46 |
|
| Quantumscape Corp Com Cl A (QS) | 0.0 | $278.000000 | NEW | 40.00 | 6.95 |
|
| Kinnate Biopharma (KNTE) | 0.0 | $237.000000 | NEW | 100.00 | 2.37 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $230.000000 | NEW | 5.00 | 46.00 |
|
| Tractor Supply Company (TSCO) | 0.0 | $224.000000 | NEW | 1.00 | 224.00 |
|
| Sos Spon Ads (SOS) | 0.0 | $221.001600 | NEW | 48.00 | 4.60 |
|
| Spyre Therapeutics Com New (SYRE) | 0.0 | $172.000000 | NEW | 8.00 | 21.50 |
|
| Luminar Technologies Com Cl A (LAZR) | 0.0 | $169.000000 | NEW | 50.00 | 3.38 |
|
| Orion Office Reit Inc-w/i (ONL) | 0.0 | $160.000400 | NEW | 28.00 | 5.71 |
|
| Unisys Corp Com New (UIS) | 0.0 | $156.998800 | NEW | 28.00 | 5.61 |
|
| Electronic Arts (EA) | 0.0 | $137.000000 | NEW | 1.00 | 137.00 |
|
| Viatris (VTRS) | 0.0 | $129.999600 | NEW | 12.00 | 10.83 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $129.000000 | NEW | 2.00 | 64.50 |
|
| Celularity Com Cl A | 0.0 | $124.000000 | NEW | 500.00 | 0.25 |
|
| Calumet Specialty Prods Part Ut Ltd Partner (CLMT) | 0.0 | $106.999800 | NEW | 6.00 | 17.83 |
|
| Wk Kellogg Com Shs (KLG) | 0.0 | $92.000300 | NEW | 7.00 | 13.14 |
|
| Cinemark Holdings (CNK) | 0.0 | $85.000200 | NEW | 6.00 | 14.17 |
|
| Bumble Com Cl A (BMBL) | 0.0 | $74.000000 | NEW | 5.00 | 14.80 |
|
| Palatin Technologies Com New (PTN) | 0.0 | $40.000000 | NEW | 10.00 | 4.00 |
|
| Tootsie Roll Industries (TR) | 0.0 | $33.000000 | NEW | 1.00 | 33.00 |
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $16.000000 | NEW | 1.00 | 16.00 |
|
| Aptose Biosciences (APTO) | 0.0 | $15.000000 | NEW | 6.00 | 2.50 |
|
| Mullen Automotive Com New (MULN) | 0.0 | $14.000000 | NEW | 1.00 | 14.00 |
|
| Mustang Bio Com New (MBIO) | 0.0 | $7.999800 | NEW | 6.00 | 1.33 |
|
| Heat Biologics (SCPX) | 0.0 | $6.000400 | NEW | 14.00 | 0.43 |
|
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 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
- Pacific Capital Wealth Advisors 2020 Q3 filed Nov. 16, 2020
- Pacific Capital Wealth Advisors 2020 Q2 filed Aug. 11, 2020
- Pacific Capital Wealth Advisors 2020 Q1 filed May 19, 2020