$180 Million is the total value of PACIFIC CAPITAL WEALTH ADVISORS, INC's 65 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGZD | New | WISDOMTREE TRintrst rate hdge | $1,625,000 | – | 34,557 | +100.0% | 0.90% | – |
| FTGC | New | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $780,000 | – | 37,229 | +100.0% | 0.43% | – |
| NOW | New | SERVICENOW INC | $200,000 | – | 400 | +100.0% | 0.11% | – |
| AXP | New | AMERICAN EXPRESS CO | $200,000 | – | 1,417 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 25.7% |
| ISHARES TR | 16 | Q3 2023 | 8.6% |
| VANGUARD REAL ESTATE ETF IV | 16 | Q3 2023 | 5.5% |
| SCHWAB US LARGE CAP ETF IV | 16 | Q3 2023 | 6.5% |
| VANGUARD TOTAL INTERNATLBND ETF IV | 16 | Q3 2023 | 7.3% |
| INVESCO QQQ TRUST | 16 | Q3 2023 | 4.5% |
| VANGUARD WHITEHALL FDS INC | 16 | Q3 2023 | 5.3% |
| ISHARES TR | 16 | Q3 2023 | 5.0% |
| ISHARES TR | 16 | Q3 2023 | 6.4% |
| ISHARES TR | 16 | Q3 2023 | 4.1% |
View PACIFIC CAPITAL WEALTH ADVISORS, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-03-08 |
View PACIFIC CAPITAL WEALTH ADVISORS, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.