PC

Pacific Capital Wealth Advisors, Inc.

13F
Pacific Capital Wealth Advisors, Inc.
Last update 2024-10-15 492 Stocks (71 new)
Value $595.00 Mil Turnover 8 %
Countries:
Top Holdings: SPY(26.50%)BND(11.57%)IEFA(8.18%)QQQ(5.40%)VCIT(5.02%)
Portfolio Report
Summary Stock Picks Current Portfolio
Pacific Capital Wealth Advisor... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
274,782
157659.030
+1.00%
26.500
+0.26%
0.030
+11.46%
+21.32%
596439.718
 
BND 		Vanguard Total Bond Market ETF
916,985
68874.760
-1.14%
11.570
-0.14%
0.060
-1.80%
-0.75%
112315.442
 
IEFA 		iShares Core MSCI EAFE ETF
623,498
48663.990
-2.06%
8.180
-0.17%
0.040
+6.63%
+6.24%
122907.431
 
QQQ 		INVESCO QQQ Trust
65,854
32141.570
+12.68%
5.400
+0.61%
0.010
+13.06%
+20.19%
297491.725
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
356,962
29895.570
New Holding
5.020
+5.02%
0.060
-0.94%
+0.11%
48973.150
 
VYM 		Vanguard High Dividend Yield Indx ETF
203,555
26095.790
-0.39%
4.390
-0.02%
0.050
+9.10%
+15.23%
57198.033
 
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
258,038
23690.470
-20.06%
3.980
-1.09%
0.070
+0.03%
+0.12%
33255.172
 
VNQ 		Vanguard Real Estate Index Fund ETF
231,541
22556.690
-17.28%
3.790
-0.74%
0.060
+7.58%
+7.94%
35538.349
 
VTI 		Vanguard Total Stock Market ETF
76,760
21735.270
-8.03%
3.650
-0.33%
0.010
+11.80%
+20.27%
423658.824
 
SCHD 		Schwab US Dividend Equity ETF
146,013
12342.450
+20.63%
2.070
+0.35%
0.020
+7.79%
+11.82%
63886.215
 

Pacific Capital Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

Pacific Capital Wealth Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-09-30New Buy
+5.02%
●
79.29 ($82.23) 84.02
$81.37
-1.05%
New holding
356,962
356,962
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-09-30Reduce
-1.09%
●
91.42 ($91.63) 91.82
$91.50
-0.14%
Reduce -20.06%
258,038
-64,745
SCHP 		Schwab U.S. Tips ETF2024-09-30Reduce
-0.84%
●
51.58 ($52.82) 53.8
$26.23
-50.34%
Reduce -37.84%
146,041
-88,888
VNQ 		Vanguard Real Estate Index Fund ETF2024-09-30Reduce
-0.74%
●
82.97 ($92.08) 98.97
$95.38
3.58%
Reduce -17.28%
231,541
-48,385
MSTR 		MicroStrategy Inc2024-09-30New Buy
+0.62%
●
114.3 ($142.97) 180.01
$227.80
59.33%
New holding
21,921
21,921
QQQ 		INVESCO QQQ Trust2024-09-30Add
+0.61%
●
434.77 ($473.23) 502.96
$492.21
4.01%
Add 12.68%
65,854
7,412
IWM 		iShares Russell 2000 ETF2024-09-30Reduce
-0.61%
●
200.87 ($213.99) 224.6
$224.27
4.80%
Reduce -44.17%
20,891
-16,526
CALF 		Pacer US Small Cap Cash Cows 100 ETF2024-09-30Add
+0.50%
●
42.22 ($45.16) 48.62
$45.51
0.78%
Add 34002.12%
64,453
64,264
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Reduce
-0.36%
●
74.26 ($77.1) 78.84
$75.79
-1.70%
Reduce -15.89%
138,594
-26,182
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.35%
●
77.02 ($81.73) 85.06
$28.38
-65.28%
Add 20.63%
146,013
24,969

Pacific Capital Wealth Advisors, Inc. Total Holding History ($B)

To

Pacific Capital Wealth Advisors, Inc.'s Asset Allocation

To

Pacific Capital Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Pacific Capital Wealth Advisors, Inc.'s Hypothetical Growth since 2024-09-30

Pacific Capital Wealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Pacific Capital Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

Pacific Capital Wealth Advisors, Inc.'s Holdings Bubble Chart

Pacific Capital Wealth Advisors, Inc. News

  • 1

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