264 is the total number of securities PACIFIC CAPITAL WEALTH ADVISORS, INC has owned. The longest PACIFIC CAPITAL WEALTH ADVISORS, INC has owned a single stock is 16 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SPY | SPDR S&P 500 ETF TR | 16 | 16 | 0.19% | 12.26% | 25.69% | Q4 2019 | Q3 2023 | 16 |
IEFA | ISHARES TR | 16 | 16 | 5.80% | 7.31% | 8.58% | Q4 2019 | Q3 2023 | 16 |
VNQ | VANGUARD REAL ESTATE ... | 16 | 16 | 2.98% | 4.20% | 5.46% | Q4 2019 | Q3 2023 | 16 |
SCHX | SCHWAB US LARGE CAP ET... | 16 | 16 | 1.63% | 3.91% | 6.54% | Q4 2019 | Q3 2023 | 16 |
BNDX | VANGUARD TOTAL INTERNA... | 16 | 16 | 1.13% | 3.58% | 7.32% | Q4 2019 | Q3 2023 | 16 |
QQQ | INVESCO QQQ TRUST | 16 | 16 | 2.64% | 3.56% | 4.52% | Q4 2019 | Q3 2023 | 16 |
VYM | VANGUARD WHITEHALL FDS... | 16 | 16 | 1.98% | 3.54% | 5.26% | Q4 2019 | Q3 2023 | 16 |
IWM | ISHARES TR | 16 | 16 | 1.82% | 2.99% | 4.97% | Q4 2019 | Q3 2023 | 16 |
AGG | ISHARES TR | 16 | 16 | 1.06% | 2.25% | 6.38% | Q4 2019 | Q3 2023 | 16 |
SCZ | ISHARES TR | 16 | 16 | 0.68% | 2.22% | 4.12% | Q4 2019 | Q3 2023 | 16 |
SCHF | SCHWAB STRATEGIC TR | 16 | 16 | 1.01% | 2.03% | 4.20% | Q4 2019 | Q3 2023 | 16 |
CMF | ISHARES TR | 16 | 16 | 0.65% | 1.85% | 4.10% | Q4 2019 | Q3 2023 | 16 |
VTEB | VANGUARD MUNI BND TAX ... | 16 | 16 | 0.12% | 1.11% | 2.34% | Q4 2019 | Q3 2023 | 16 |
AAPL | APPLE INC | 16 | 16 | 0.52% | 1.10% | 1.68% | Q4 2019 | Q3 2023 | 16 |
SCHD | SCHWAB US DIVIDEND ... | 16 | 16 | 0.40% | 1.05% | 1.70% | Q4 2019 | Q3 2023 | 16 |
IWF | ISHARES TR | 16 | 16 | 0.53% | 1.00% | 1.48% | Q4 2019 | Q3 2023 | 16 |
VNQI | VANGUARD INTL EQUITY I... | 16 | 16 | 0.20% | 1.00% | 1.96% | Q4 2019 | Q3 2023 | 16 |
CVX | CHEVRON CORP NEW | 16 | 16 | 0.40% | 0.60% | 0.99% | Q4 2019 | Q3 2023 | 16 |
MSFT | MICROSOFT CORP | 16 | 16 | 0.33% | 0.54% | 0.76% | Q4 2019 | Q3 2023 | 16 |
AOR | ISHARES TR | 16 | 16 | 0.27% | 0.42% | 0.65% | Q4 2019 | Q3 2023 | 16 |
SCHV | SCHWAB US LARGE CAP ... | 16 | 16 | 0.25% | 0.41% | 0.72% | Q4 2019 | Q3 2023 | 16 |
EMB | ISHARES TR | 16 | 16 | 0.10% | 0.35% | 0.64% | Q4 2019 | Q3 2023 | 16 |
COST | COSTCO WHSL CORP NEW | 16 | 16 | 0.21% | 0.34% | 0.45% | Q4 2019 | Q3 2023 | 16 |
V | VISA INC ... | 16 | 16 | 0.16% | 0.29% | 0.44% | Q4 2019 | Q3 2023 | 16 |
ITOT | ISHARES TR | 16 | 16 | 0.14% | 0.27% | 0.45% | Q4 2019 | Q3 2023 | 16 |
CWB | SPDR SER TR | 16 | 16 | 0.06% | 0.22% | 0.40% | Q4 2019 | Q3 2023 | 16 |
AWK | AMERICAN WTR WKS CO IN... | 16 | 16 | 0.11% | 0.21% | 0.34% | Q4 2019 | Q3 2023 | 16 |
RWO | SPDR INDEX SHS FDS | 16 | 16 | 0.12% | 0.20% | 0.34% | Q4 2019 | Q3 2023 | 16 |
HON | HONEYWELL INTL INC | 16 | 16 | 0.07% | 0.13% | 0.23% | Q4 2019 | Q3 2023 | 16 |
WEC | WEC ENERGY GROUP INC | 15 | 15 | 0.06% | 0.10% | 0.17% | Q4 2019 | Q2 2023 | 15 |
MINT | PIMCO ETF TR | 14 | 14 | 0.16% | 2.82% | 6.07% | Q4 2019 | Q1 2023 | 14 |
PCY | INVESCO EXCH TRADED FD... | 14 | 14 | 0.09% | 1.89% | 3.93% | Q4 2019 | Q1 2023 | 14 |
PGX | INVESCO PREFERRED ETF | 14 | 14 | 0.46% | 1.35% | 2.20% | Q4 2019 | Q1 2023 | 14 |
JNK | SPDR SER TR | 14 | 14 | 0.07% | 1.25% | 2.30% | Q4 2019 | Q1 2023 | 14 |
FTSL | FIRST TRUST SENIOR LOA... | 14 | 14 | 0.07% | 1.16% | 1.92% | Q4 2019 | Q1 2023 | 14 |
AGGY | WISDOMTREE YIELD ENHNC... | 14 | 14 | 0.36% | 1.01% | 1.62% | Q4 2019 | Q1 2023 | 14 |
SCHC | SCHWAB STRATEGIC TR | 14 | 14 | 0.24% | 0.79% | 2.71% | Q4 2019 | Q1 2023 | 14 |
ITM | VANECK VECTORS ... | 14 | 14 | 0.31% | 0.77% | 1.74% | Q4 2019 | Q1 2023 | 14 |
SCHO | SCHWAB STRATEGIC TR | 14 | 14 | 0.16% | 0.66% | 1.02% | Q4 2019 | Q1 2023 | 14 |
HYMB | SPDR SER TR | 14 | 14 | 0.07% | 0.46% | 1.03% | Q4 2019 | Q1 2023 | 14 |
VCSH | VANGUARD SHORT TERM CO... | 14 | 14 | 0.08% | 0.26% | 0.51% | Q4 2019 | Q1 2023 | 14 |
SUB | ISHARS SHRT TERM NTNL ... | 14 | 14 | 0.09% | 0.24% | 1.10% | Q4 2019 | Q1 2023 | 14 |
PFF | ISHARES TR | 14 | 14 | 0.07% | 0.19% | 0.30% | Q4 2019 | Q1 2023 | 14 |
HYD | VANECK VECTORS HIGH ... | 13 | 13 | 0.36% | 1.10% | 2.10% | Q4 2019 | Q4 2022 | 13 |
SHAG | WISDOMTREE YLD ENHN U ... | 13 | 13 | 0.28% | 1.10% | 1.91% | Q4 2019 | Q4 2022 | 13 |
SCHA | SCHWAB US SMALL CAP ETF | 12 | 1 | 0.19% | 0.37% | 0.73% | Q4 2019 | Q1 2023 | 13 |
NKE | NIKE INC ... | 9 | 1 | 0.05% | 0.11% | 0.16% | Q4 2019 | Q2 2023 | 13 |
CB | CHUBB LTD F | 9 | 1 | 0.06% | 0.09% | 0.19% | Q4 2019 | Q3 2023 | 13 |
IEMG | ISHARES INC | 11 | 11 | 0.60% | 2.66% | 4.64% | Q4 2019 | Q2 2022 | 11 |
SCHE | SCHWAB STRATEGIC TR | 11 | 11 | 0.50% | 1.64% | 2.50% | Q4 2019 | Q2 2022 | 11 |
SCHB | SCHWAB US BROAD MARKET... | 10 | 1 | 0.01% | 0.97% | 1.51% | Q3 2020 | Q3 2023 | 11 |
STPZ | PIMCO ETF TR | 11 | 11 | 0.10% | 0.70% | 1.20% | Q3 2020 | Q1 2023 | 11 |
EFA | ISHARES TR | 8 | 1 | 0.05% | 0.10% | 0.15% | Q4 2019 | Q1 2023 | 11 |
WMT | WALMART INC | 5 | 2 | 0.06% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 11 |
VTI | VANGUARD TOTAL STOCK ... | 9 | 1 | 0.01% | 5.93% | 8.89% | Q3 2020 | Q3 2023 | 10 |
BND | VANGUARD BD INDEX FDS | 10 | 10 | 0.68% | 5.72% | 9.57% | Q2 2021 | Q3 2023 | 10 |
SCHP | SCHWAB STRATEGIC TR | 10 | 10 | 0.50% | 3.42% | 4.24% | Q2 2021 | Q3 2023 | 10 |
VTIP | VANGUARD MALVERN FDS | 10 | 10 | 0.10% | 1.40% | 1.99% | Q2 2021 | Q3 2023 | 10 |
JMST | JPMORGAN ULTRA SHRT ... | 10 | 10 | 0.20% | 0.85% | 3.24% | Q1 2020 | Q2 2022 | 10 |
IAU | ISHARES GOLD TR | 10 | 10 | 0.17% | 0.69% | 1.36% | Q2 2021 | Q3 2023 | 10 |
GBIL | GOLDMAN SACHS ETF TR | 10 | 10 | 0.06% | 0.31% | 0.96% | Q3 2020 | Q4 2022 | 10 |
AXP | AMERICAN EXPRESS CO | 7 | 1 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q2 2023 | 10 |
XLP | SELECT SECTOR SPDR TR | 9 | 9 | 1.50% | 2.64% | 3.39% | Q3 2021 | Q3 2023 | 9 |
STIP | ISHARES TR | 9 | 9 | 0.69% | 1.92% | 2.88% | Q2 2021 | Q2 2023 | 9 |
BSV | VANGUARD BD INDEX FDS | 9 | 9 | 0.30% | 0.53% | 0.70% | Q3 2021 | Q3 2023 | 9 |
AGZD | WISDOMTREE TR | 8 | 1 | 0.01% | 0.45% | 0.90% | Q3 2020 | Q4 2022 | 9 |
HYDW | DBX XTRCKR LW BTA HG Y... | 9 | 9 | 0.13% | 0.28% | 0.42% | Q2 2020 | Q2 2022 | 9 |
AMZN | AMAZON.COM INC | 8 | 1 | 0.08% | 0.14% | 0.20% | Q3 2020 | Q3 2023 | 9 |
TSLA | TESLA INC | 5 | 1 | 0.04% | 0.13% | 0.22% | Q3 2020 | Q3 2023 | 9 |
MBSD | FLEXSHARES TR | 9 | 9 | 0.06% | 0.10% | 0.17% | Q4 2020 | Q4 2022 | 9 |
VUG | VANGUARD INDEX FDS | 8 | 1 | 0.02% | 0.10% | 0.16% | Q3 2020 | Q3 2023 | 9 |
ABNB | AIRBNB INC | 8 | 8 | 0.13% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
TAIL | CAMBRIA TAIL RISK ETF | 7 | 7 | 0.27% | 1.13% | 2.30% | Q4 2019 | Q2 2021 | 7 |
IVOL | KRANESHARES TR | 7 | 7 | 0.16% | 0.25% | 0.39% | Q4 2020 | Q2 2022 | 7 |
TIP | ISHARES TR | 5 | 2 | 0.05% | 0.07% | 0.12% | Q2 2021 | Q1 2023 | 7 |
ZEST | ECOARK HLDGS INC | 7 | 7 | 0.00% | 0.06% | 0.18% | Q3 2021 | Q1 2023 | 7 |
IBB | ISHARES TR | 6 | 6 | 1.97% | 2.21% | 2.38% | Q2 2022 | Q3 2023 | 6 |
VFH | VANGUARD WORLD FDS | 6 | 6 | 1.43% | 1.96% | 2.21% | Q3 2021 | Q4 2022 | 6 |
MUB | ISHARES TR | 6 | 6 | 0.66% | 0.79% | 0.95% | Q3 2021 | Q4 2022 | 6 |
SH | PROSHARES TR | 6 | 6 | 0.11% | 0.30% | 0.49% | Q4 2019 | Q1 2021 | 6 |
RUN | SUNRUN INC | 6 | 6 | 0.16% | 0.25% | 0.33% | Q2 2022 | Q3 2023 | 6 |
MCD | MCDONALDS CORP | 4 | 1 | 0.05% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 6 |
JPST | JPMORGAN ULTRA SHORT ... | 4 | 1 | 0.02% | 1.89% | 6.63% | Q3 2020 | Q1 2022 | 5 |
RSP | INVESCO S&P 500 EQUAL ... | 4 | 1 | 0.03% | 1.88% | 3.15% | Q3 2020 | Q3 2023 | 5 |
RWJ | INVESCO S&P SMALLCAP 6... | 5 | 5 | 0.89% | 1.13% | 1.52% | Q4 2019 | Q4 2020 | 5 |
MTCH | MATCH GROUP INC NEW | 5 | 5 | 0.56% | 0.72% | 0.88% | Q3 2022 | Q3 2023 | 5 |
XLU | SELECT SECTOR SPDR TR | 5 | 5 | 0.34% | 0.36% | 0.39% | Q3 2022 | Q3 2023 | 5 |
FTGC | FIRST TR EXCHANGE TRAD... | 5 | 5 | 0.18% | 0.30% | 0.44% | Q1 2021 | Q1 2022 | 5 |
SCHR | SCHWAB STRATEGIC TR | 5 | 5 | 0.12% | 0.15% | 0.20% | Q2 2021 | Q2 2022 | 5 |
EEM | ISHARES TR | 4 | 1 | 0.12% | 0.15% | 0.18% | Q4 2019 | Q2 2021 | 5 |
USFR | WISDOMTREE TR | 5 | 5 | 0.09% | 0.13% | 0.17% | Q4 2020 | Q4 2021 | 5 |
NOW | SERVICENOW INC | 5 | 5 | 0.06% | 0.09% | 0.11% | Q1 2021 | Q1 2022 | 5 |
DIS | WALT DISNEY CO | 4 | 1 | 0.01% | 0.08% | 0.12% | Q3 2020 | Q4 2021 | 5 |
UPS | UNITED PARCEL SRVC ... | 3 | 1 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q2 2022 | 5 |
FB | META PLATFORMS INC | 3 | 1 | 0.00% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 5 |
BIV | VANGUARD BD INDEX FDS | 4 | 4 | 2.44% | 2.89% | 3.29% | Q4 2022 | Q3 2023 | 4 |
IWB | ISHARES TR | 4 | 4 | 1.17% | 1.25% | 1.33% | Q4 2022 | Q3 2023 | 4 |
GLTR | ABRDN PRECIOUS METALS ... | 4 | 4 | 0.29% | 0.90% | 1.28% | Q4 2022 | Q3 2023 | 4 |
SCHH | SCHWAB STRATEGIC TR | 4 | 4 | 0.52% | 0.76% | 0.86% | Q4 2022 | Q3 2023 | 4 |
ONEQ | FIDELITY COMWLTH TR | 4 | 4 | 0.35% | 0.69% | 0.86% | Q4 2022 | Q3 2023 | 4 |
MSTB | ETF SER SOLUTIONS | 4 | 4 | 0.31% | 0.43% | 0.66% | Q2 2021 | Q1 2022 | 4 |
IGSB | ISHARES TR | 4 | 4 | 0.08% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 4 |
HDV | ISHARES TR | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
VDC | VANGUARD WORLD FDS | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
GOOGL | ALPHABET INC. ... | 2 | 1 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q3 2022 | 4 |
SRLN | SSGA ACTIVE ETF TR | 3 | 1 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q3 2022 | 4 |
RTX | RAYTHEON TECHNOLOGIES ... | 2 | 1 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q4 2022 | 4 |
VXUS | VANGUARD STAR FDS | 3 | 1 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 4 |
SJNK | SPDR SER TR | 3 | 3 | 1.17% | 1.45% | 1.62% | Q4 2021 | Q2 2022 | 3 |
TLT | ISHARES TR | 2 | 1 | 0.22% | 0.58% | 1.24% | Q4 2019 | Q3 2020 | 3 |
VHT | VANGUARD WORLD FDS | 3 | 3 | 0.35% | 0.37% | 0.38% | Q1 2023 | Q3 2023 | 3 |
TTWO | TAKE-TWO INTERACTIVE S... | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
XOM | EXXON MOBIL CORP | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2023 | 3 |
VXX | BARCLAYS BANK PLC | 2 | 2 | 1.94% | 2.18% | 2.41% | Q2 2021 | Q3 2021 | 2 |
CSCO | CISCO SYS INC | 2 | 2 | 0.44% | 0.64% | 0.83% | Q4 2021 | Q1 2022 | 2 |
NTSX | WISDOMTREE TR | 2 | 2 | 0.38% | 0.38% | 0.39% | Q3 2020 | Q4 2020 | 2 |
MA | MASTERCARD INCORPORATED | 1 | 1 | 0.08% | 0.09% | 0.09% | Q3 2020 | Q3 2022 | 2 |
WISDOMTREE TR | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q2 2022 | 2 | |
XLF | SELECT STR FINANCIAL ... | 1 | 1 | 0.00% | 0.08% | 0.15% | Q3 2020 | Q4 2022 | 2 |
INTU | INTUIT INC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q4 2021 | 2 |
CVS | CVS HEALTH CORP | 1 | 1 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q3 2022 | 2 |
BRKB | BERKSHIRE HATHAWAY INC... | 1 | 1 | 0.02% | 0.06% | 0.11% | Q3 2020 | Q3 2022 | 2 |
ENB | ENBRIDGE INC F | 1 | 1 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2022 | 2 |
UNH | UNITEDHEALTH GROUP INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
MPLX | MPLX LP | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 2 |
GOOG | ALPHABET INC. ... | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2022 | 2 |
AGNC | AGNC INVT CORP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
IWN | ISHARES RUSSELL 2000 ... | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2020 | Q3 2020 | 1 |
ZEST | ECOARK HOLDINGS INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
VSLR | VIVINT SOLAR INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
SCHZ | SCHWAB STRATEGIC TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
EA SERIES TRUST | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 | |
SAP | SAP SE ... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
HYG | ISHARES IBOXX HIGH YIE... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
KMB | KIMBERLY-CLARK CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
SHOP | SHOPIFY INC ... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
ABT | ABBOTT LABORATORIES | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
IVV | ISHARES CORE S&P 500 ... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
LLY | ELI LILLY & CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SHV | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
FNMA | FEDERAL NATL MTG ASSN GT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
IBM | IBM CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
FMCC | FEDERAL HOME LN MTG CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
ABC | AMERISOURCEBERGEN CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
PSA | PUBLIC STORAGE ... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
AVGO | BROADCOM INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
BA | BOEING CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
BOND | PIMCO ACTIVE BOND ETF | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
CMG | CHIPOTLE MEXICAN GRL | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
BAC | BANK OF AMERICA CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
VEA | VANGUARD FTSE DEVELOPE... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
ISTB | ISHARES CORE 1 5 YEAR ... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
AOM | ISHARES CORE MODERATE ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
VWO | VANGUARD FTSE EMERGING... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
NSRGY | NESTLE S A ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
ITB | ISHARES US HOME ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
SPGM | SPDR PORT MSCI GLBL ST... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
GIS | GENERAL MILLS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
IAU | ISHARES GOLD ETF | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
RNR | RENAISSANCERE HLDGS F | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
PLD | PROLOGIS INC. ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
BIDU | BAIDU COM INC ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
JNJ | JOHNSON & JOHNSON | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
OIH | VANECK VECTORS OIL ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
TMO | THERMO FISHER SCNTFC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
TGT | TARGET CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
SO | SOUTHERN CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
NVDA | NVIDIA CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
LMT | LOCKHEED MARTIN CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
VZ | VERIZON COMMUNICATN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
UCO | PROSHARES ULTRA ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
ADP | AUTO DATA PROCESSING | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
HD | HOME DEPOT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
GAL | SPDR SSGA GLOBAL ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CAH | CARDINAL HEALTH INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
ARWR | ARROWHEAD PHARMA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
VB | VANGUARD SMALL CAP ETF... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
VTR | VENTAS INC ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
PAYX | PAYCHEX INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
VTV | VANGUARD VALUE ETF | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
PEJ | INVESCO DYNAMIC LEISUR... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
DFS | DISCOVER FINL S | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
PG | PROCTER & GAMBLE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
LEN | LENNAR CORP ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
XEL | XCEL ENERGY INC MINN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
DUK | DUKE ENERGY CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
PCG | P G & E CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CHTR | CHARTER COMMUNICATN ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
BABA | ALIBABA GROUP HOLDING ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
UL | UNILEVER PLC ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
MO | ALTRIA GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
FFIV | F5 NETWORKS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
OTIS | OTIS WORLDWIDE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CARR | CARRIER GLOBAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PFFD | GLOBAL X US PREFERRED ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MSI | MOTOROLA SOLUTIONS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
EXC | EXELON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
KO | THE COCA-COLA CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WBA | WALGREENS BOOTS ALLI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MTG | M G I C INVESTMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
VO | VANGUARD MID CAP ETF IV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
LYFT | LYFT INC ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
VOE | VANGUARD MID CAP VALUE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
FSK | FS KKR CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
LIT | GLOBAL X LITHIUM BATTE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
O | REALTY INCM CORP ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
KNX | KNIGHT SWIFT TRANSPORT... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CL | COLGATE-PALMOLIVE CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BOTZ | GLOBAL X RBTCS ARTFCL ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
IJR | ISHARES CORE S&P ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
IJH | ISHARES CORE S&P MID-C... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
DHR | DANAHER CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
F | FORD MOTOR CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PPG | PPG INDUSTRIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
DAL | DELTA AIR LINES INC DEL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
IWO | ISHARES RUSSELL 2000 ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SPHD | INVESCO S&P 500 HIGH ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
LUV | SOUTHWEST AIRLINES | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ATVI | ACTIVISION BLIZZARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SHW | SHERWIN WILLIAMS CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
AAL | AMERICAN AIRLS GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ALGN | ALIGN TECHNOLOGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MOMO | MOMO INC ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
VOO | VANGUARD S&P 500 ETF | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
YETI | YETI HOLDINGS INCORPORAT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
UNP | UNION PACIFIC CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MT | ARCELOR MITTAL NY ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
T | A T & T INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
IWD | ISHARES RUSSELL 1000 ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SYY | SYSCO CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DD | DUPONT DE NEMOURS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AMGN | AMGEN INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DOW | DOW INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
VDE | VANGUARD ENERGY ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ACWI | ISHARES MSCI ACWI ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SOS | SOS LIMITED ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FLOT | ISHARES FLOATING RATE ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
EIX | EDISON INTERNTNL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CTVA | CORTEVA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
C | CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NGHCP | NTNL GENERAL H 7.5 PF... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
VSS | VGRD FTSE ALL WRLD EX ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
REZI | RESIDEO TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DTLAPR | BROOKFIELD D 7.625 PF... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LUMN | LUMEN TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CCL | CARNIVAL CORP F | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SHM | SPDR NUVEEN BLOOMBERG ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
INNPRD | SUMMIT HOTEL 6.45 PF... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MNRPRC | MONMOUTH REA 6.125 PF... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BP | BP PLC ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NLY | ANNALY CAPITAL MGMT ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
VT | VANGUARD TOTAL WORLD ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IXUS | ISHARES CORE MSCI TOTL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IUSG | ISHARES CORE US GROWTH... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HOKCY | HONG KONG & CHINA GAS ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KRMA | GLOBAL X CONSCIOUS ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LENB | LENNAR CORP ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GPRO | GOPRO INC ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GPFT | GRAPEFRUIT USA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NTNX | NUTANIX INC ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
RDFN | REDFIN CORP 00500 | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LUKS GROUP VIETNAM ORDF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 | |
RGBP | REGEN BIOPHARMA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FTRCQ | FRONTIER COMM CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
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The securities at the top of the list , including SPDR S&P 500 ETF TR, ISHARES TR, and VANGUARD REAL ESTATE ETF IV, are the highest-conviction holdings of PACIFIC CAPITAL WEALTH ADVISORS, INC.
The conviction is calculated by counting the number of quarters a security has been reported by PACIFIC CAPITAL WEALTH ADVISORS, INC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that PACIFIC CAPITAL WEALTH ADVISORS, INC owns currently or has owned in the past.