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  Name: California Capital Advisors Inc.
  City: North Hollywood
  State: CA
  Zip: 91602
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-09-30
  Total Value : $229,134,000
  Total Value Change : $20,036,000
  Securities Held Change : -4
   
All Securities Held : 35
  New Positions : 3
  Closed Positions : 8
  Increased Positions : 11
  Unchanged Positions : 4
  Decreased Positions : 17

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Holdings Found : 11     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 2 - $196.99 $19,972,000 100,839 8.72% 4,222,000 14,559 0.027    Closed - End Fund - Debt
   (IYH)1 Year Chart         IYH iShares Dow Jones US Health... 3 - $62.69 $19,648,000 302,281 8.57% 2,742,000 26,349 0.298    Closed - End Fund - E...
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER 4 - $212.57 $16,774,000 76,778 7.32% 16,045,000 73,187 0.23    Closed - End Fund - E...
   (MCD)1 Year Chart         MCD McDonalds Corp 15 - $291.52 $6,867,000 22,552 3% 1,348,000 897 0.003    Restaurants
   (BAC)1 Year Chart         BAC Bank of America Corp 18 - $42.31 $4,748,000 119,657 2.07% 77,000 2,206 0.001    Domestic Money Center...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 22 - $176.64 $3,606,000 20,905 1.57% -5,693,000 15,113 0.005    Semiconductor- Broad...
   (DIA)1 Year Chart         DIA Diamonds Trust 26 - $421.75 $724,000 1,710 0.32% 91,000 91 0.002    Closed - End Fund - E...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 30 - $296.40 $358,000 1,307 0.16% 23,000 4 0    Internet Software & S...
   (UNP)1 Year Chart         UNP Union Pacific Corp 31 - $232.17 $349,000 1,415 0.15% 30,000 7 0    Railroads
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 33 - $247.31 $270,000 1,600 0.12% 50,000 1,440 0.011    Business Software & S...
   (HD)1 Year Chart         HD Home Depot Inc 35 - $392.52 $218,000 537 0.1% 218,000 537 0    Home Improvement Stores

      11 Records Found
  1    
Page 1 of 1
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