Pacific Capital Wealth Advisors, Inc.
Follow13F filer, CIK 1803523, CORONA, CA
Pacific Capital Wealth Advisors, Inc. reported $598,889,065 across 401 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-22. Its ten largest share positions make up 75.25% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001062993-25-000994
- Period
- 2024-12-31
- Reported value
- $599M
- Holdings
- 401
- Top 10 weight
- 75.25%
- New
- 13
- Sold out
- 104
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SCHDadded | +391,963 | $10.7M |
| SCHXadded | +228,312 | $5.29M |
| BNDadded | +52,832 | $3.8M |
| BIVadded | +48,134 | $3.6M |
| VNQadded | +36,445 | $3.25M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VTIreduced | -14,420 | -$4.18M |
| XLPreduced | -52,775 | -$4.15M |
| MTCHexited | -58,798 | -$2.22M |
| VHTexited | -5,342 | -$1.51M |
| IBBreduced | -11,136 | -$1.47M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 401 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| MTCHMATCH GROUP INC NEW | 58,798 | $2.22M | shares |
| VHTVANGUARD WORLD FD | 5,342 | $1.51M | shares |
| XLUSELECT SECTOR SPDR TR | 1,048 | $84.7K | shares |
| VSSVANGUARD INTL EQUITY INDEX F | 596 | $75.1K | shares |
| ABBVABBVIE INC | 230 | $45.4K | shares |
| SPGIS&P GLOBAL INC | 53 | $27.4K | shares |
| GSGOLDMAN SACHS GROUP INC | 55 | $27.2K | shares |
| LQDISHARES TR | 230 | $26K | shares |
| HYGISHARES TR | 317 | $25.5K | shares |
| SHYISHARES TR | 292 | $24.3K | shares |
| MINTPIMCO ETF TR | 237 | $23.9K | shares |
| SYKSTRYKER CORPORATION | 66 | $23.8K | shares |
| MRSHMARSH & MCLENNAN COS INC | 106 | $23.6K | shares |
| ARISTA NETWORKS INCARISTA NETWORKS INC | 61 | $23.4K | shares |
| IRINGERSOLL RAND INC | 219 | $21.5K | shares |
| REGNREGENERON PHARMACEUTICALS | 19 | $20K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 38 | $17.7K | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 106 | $17K | shares |
| MPCMARATHON PETE CORP | 103 | $16.8K | shares |
| LAM RESEARCH CORPLAM RESEARCH CORP | 19 | $15.5K | shares |
| PCARPACCAR INC | 157 | $15.5K | shares |
| RSGREPUBLIC SVCS INC | 73 | $14.7K | shares |
| NXPINXP SEMICONDUCTORS N V | 61 | $14.6K | shares |
| PULSPGIM ETF TR | 285 | $14.2K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 81 | $14.1K | shares |
| BLACKROCK INCBLACKROCK INC | 14 | $13.3K | shares |
| VUSBVANGUARD BD INDEX FDS | 249 | $12.4K | shares |
| INTCINTEL CORP | 450 | $10.6K | shares |
| SHVISHARES TR | 91 | $10.1K | shares |
| USFRWISDOMTREE TR | 195 | $9.79K | shares |
| PGXINVESCO EXCH TRADED FD TR II | 785 | $9.7K | shares |
| TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR | 145 | $9.37K | shares |
| WSOWATSCO INC | 18 | $8.85K | shares |
| FCXFREEPORT MCMORAN INC | 164 | $8.19K | shares |
| HLIHOULIHAN LOKEY INC | 48 | $7.58K | shares |
| SLMSLM CORP | 284 | $6.5K | shares |
| HLTHILTON WORLDWIDE HLDGS INC | 28 | $6.45K | shares |
| PROSHARES TRPROSHARES TR | 525 | $5.81K | shares |
| UBSUBS GROUP AG | 167 | $5.16K | shares |
| PMPHILIP MORRIS INTL INC | 37 | $4.49K | shares |
| ORLYOREILLY AUTOMOTIVE INC | 3 | $3.46K | shares |
| CSXCSX CORP | 96 | $3.31K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 50 | $3.24K | shares |
| AZOAUTOZONE INC | 1 | $3.15K | shares |
| ZTSZOETIS INC | 16 | $3.13K | shares |
| DOVDOVER CORP | 16 | $3.07K | shares |
| AXTAAXALTA COATING SYS LTD | 79 | $2.86K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 35 | $2.73K | shares |
| BXBLACKSTONE INC | 17 | $2.6K | shares |
| EOGEOG RES INC | 21 | $2.58K | shares |
| CMCSACOMCAST CORP NEW | 57 | $2.38K | shares |
| PNCPNC FINL SVCS GROUP INC | 12 | $2.22K | shares |
| ITERIS INC NEWITERIS INC NEW | 300 | $2.14K | shares |
| HIGHARTFORD INSURANCE GROUP INC | 18 | $2.12K | shares |
| CGCARLYLE GROUP INC | 48 | $2.07K | shares |
| PEGPUBLIC SVC ENTERPRISE GROUP | 22 | $1.96K | shares |
| MTBM & T BK CORP | 11 | $1.96K | shares |
| APOAPOLLO GLOBAL MGMT INC | 15 | $1.87K | shares |
| CPRTCOPART INC | 35 | $1.83K | shares |
| CMSCMS ENERGY CORP | 25 | $1.77K | shares |
| AAGILENT TECHNOLOGIES INC | 11 | $1.63K | shares |
| MLMMARTIN MARIETTA MATLS INC | 3 | $1.61K | shares |
| MDLZMONDELEZ INTL INC | 20 | $1.47K | shares |
| WDCWESTERN DIGITAL CORP | 21 | $1.43K | shares |
| ARESARES MANAGEMENT CORPORATION | 9 | $1.4K | shares |
| XPEVXPENG INC | 100 | $1.22K | shares |
| UHSUNIVERSAL HLTH SVCS INC | 5 | $1.15K | shares |
| GDDYGODADDY INC | 7 | $1.1K | shares |
| IBNICICI BK LTD | 36 | $1.07K | shares |
| TCOMTRIP COM GROUP LTD | 18 | $1.07K | shares |
| VEEVVEEVA SYS INC | 5 | $1.05K | shares |
| LYVLIVE NATION ENTERTAINMENT IN | 9 | $985 | shares |
| HUMHUMANA INC | 3 | $950 | shares |
| FLUTFLUTTER ENTMT PLC | 4 | $949 | shares |
| MSIMOTOROLA SOLUTIONS INC | 2 | $899 | shares |
| ABNBAIRBNB INC | 7 | $888 | shares |
| EQIXEQUINIX INC | 1 | $888 | shares |
| CMECME GROUP INC | 4 | $883 | shares |
| ZBHZIMMER BIOMET HOLDINGS INC | 8 | $864 | shares |
| CPCANADIAN PACIFIC KANSAS CITY | 10 | $855 | shares |
| ALNYALNYLAM PHARMACEUTICALS INC | 3 | $825 | shares |
| AGQPROSHARES TR II | 20 | $809 | shares |
| BALLBALL CORP | 11 | $747 | shares |
| HSTHOST HOTELS & RESORTS INC | 42 | $739 | shares |
| VALEVALE S A | 62 | $724 | shares |
| CVECENOVUS ENERGY INC | 43 | $719 | shares |
| CSGPCOSTAR GROUP INC | 9 | $679 | shares |
| ONCBEONE MEDICINES LTD | 3 | $674 | shares |
| AMXAMERICA MOVIL SAB DE CV | 41 | $671 | shares |
| ETRENTERGY CORP NEW | 5 | $658 | shares |
| BTIBRITISH AMERN TOB PLC | 17 | $622 | shares |
| DGDOLLAR GEN CORP | 7 | $592 | shares |
| EFXEQUIFAX INC | 2 | $588 | shares |
| BGBUNGE GLOBAL SA | 6 | $580 | shares |
| QSRRESTAURANT BRANDS INTL INC | 8 | $577 | shares |
| CONSOLIDATED COMMUNICATIONSCONSOLIDATED COMMUNICATIONS | 109 | $506 | shares |
| SLBSLB LIMITED | 12 | $503 | shares |
| RYAAYRYANAIR HOLDINGS PLC | 10 | $452 | shares |
| AESAES CORP | 20 | $401 | shares |
| STMSTMICROELECTRONICS N V | 12 | $357 | shares |
| SOS LIMITEDSOS LIMITED | 48 | $38 | shares |
| LUMINAR TECHNOLOGIES INCLUMINAR TECHNOLOGIES INC | 25 | $22 | shares |
| JETAI INCJETAI INC | 108 | $12 | shares |
| AGRIFY CORPAGRIFY CORP | 41 | $9 | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001062993-25-000994 | base | 2025-01-22 | acceptance time not in the bulk data set |