Pacific Capital Wealth Advisors, Inc.
Q4 2024 13F Holdings
- Locationcorona, CA
- Num holdings
401
- Value ($000)
$598,889
- Date Filed01/22/2025
- Form type13F-HR
- CIK0001803523
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $162.09M | 27 % | 276,570 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $69.74M | 12 % | 969,817 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $43.82M | 7 % | 623,479 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $36.39M | 6 % | 71,190 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $29.34M | 5 % | 365,491 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $28.12M | 5 % | 220,432 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $24.49M | 4 % | 267,901 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $23.87M | 4 % | 267,986 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $18.07M | 3 % | 62,340 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $14.70M | 3 % | 537,976 |
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