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| Name: |
PACIFIC CAPITAL WEALTH ADVISORS INC |
| City: |
CORONA |
| State: |
CA |
| Zip: |
92881 |
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data |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PNTG |
Pennant Group, Inc. |
76 |
New |
$0.00 |
$149,000 |
7,575 |
0.04% |
149,000 |
7,575 |
0.027 |
N/A |
|
|
ESGU |
Ishares Msci Usa Esg Optimized |
96 |
New |
$0.00 |
$100,000 |
874 |
0.02% |
100,000 |
874 |
0 |
N/A |
|
|
DIA |
Diamonds Trust |
99 |
New |
$396.66 |
$93,000 |
235 |
0.02% |
93,000 |
235 |
0 |
Closed - End Fund - E... |
|
|
VSS |
Vanguard FTSE All-Wld ex-US... |
113 |
New |
$119.63 |
$70,000 |
596 |
0.02% |
70,000 |
596 |
0 |
Closed - End Fund - Debt |
|
|
OXY |
Occidental Petroleum Corp |
138 |
New |
$62.66 |
$48,000 |
739 |
0.01% |
48,000 |
739 |
0 |
Independent Oil & Gas |
|
|
FTEC |
Fidelity Msci Information T... |
160 |
New |
$160.63 |
$35,000 |
225 |
0.01% |
35,000 |
225 |
0.001 |
N/A |
|
|
ETN |
Eaton Corp |
194 |
New |
$336.18 |
$18,000 |
58 |
0% |
18,000 |
58 |
0 |
Diversified Machinery |
|
|
IHI |
iShares Dow Jones US Medica... |
199 |
New |
$56.60 |
$17,000 |
294 |
0% |
17,000 |
294 |
0 |
Closed - End Fund - E... |
|
|
HSY |
Hershey Foods Corp |
208 |
New |
$205.57 |
$14,000 |
74 |
0% |
14,000 |
74 |
0 |
Confectioners |
|
|
PXD |
Pioneer Natural Resources Co |
211 |
New |
$275.32 |
$13,000 |
49 |
0% |
13,000 |
49 |
0 |
Independent Oil & Gas |
|
|
SNOW |
Snowflake Inc. |
213 |
New |
$163.34 |
$13,000 |
83 |
0% |
13,000 |
83 |
0 |
N/A |
|
|
NXPI |
NXP Semiconductors NV |
212 |
New |
$278.83 |
$13,000 |
53 |
0% |
13,000 |
53 |
0 |
Semiconductor- Broad... |
|
|
SDY |
streetTRACKS Series Trust -... |
209 |
New |
$131.42 |
$13,000 |
97 |
0% |
13,000 |
97 |
0 |
Closed - End Fund - E... |
|
|
COP |
ConocoPhillips |
214 |
New |
$118.19 |
$12,000 |
94 |
0% |
12,000 |
94 |
0.005 |
Integrated Oil & Gas |
|
|
CI |
Cigna Corporation |
230 |
New |
$336.47 |
$10,000 |
27 |
0% |
10,000 |
27 |
0 |
Health Care Plans |
|
|
MCK |
McKesson Corp |
231 |
New |
$531.10 |
$10,000 |
18 |
0% |
10,000 |
18 |
0 |
Drugs Wholesale |
|
|
DEO |
Diageo Plc (ADR) |
225 |
New |
$139.03 |
$10,000 |
65 |
0% |
10,000 |
65 |
0.001 |
Beverage - Brewers |
|
|
PH |
Parker Hannifin Corp |
244 |
New |
$546.07 |
$9,000 |
16 |
0% |
9,000 |
16 |
0 |
Industrial Equipment ... |
|
|
VYMI |
Vanguard International High... |
234 |
New |
$0.00 |
$9,000 |
128 |
0% |
9,000 |
128 |
0 |
N/A |
|
|
SNPS |
Synopsys Inc |
237 |
New |
$573.13 |
$9,000 |
16 |
0% |
9,000 |
16 |
0 |
Technical & System So... |
|
|
TOT |
TOTAL S.A. (ADR) |
236 |
New |
$70.47 |
$9,000 |
129 |
0% |
9,000 |
129 |
0 |
Integrated Oil & Gas |
|
|
PGR |
Progressive Corp |
243 |
New |
$206.34 |
$9,000 |
44 |
0% |
9,000 |
44 |
0 |
Property & Casualty I... |
|
|
NOW |
Servicenow, Inc. |
252 |
New |
$770.83 |
$8,000 |
11 |
0% |
8,000 |
11 |
0 |
Information Technolog... |
|
|
SNY |
Sanofi Aventis (ADR) |
245 |
New |
$50.36 |
$8,000 |
159 |
0% |
8,000 |
159 |
0 |
Drug Manufacturers - ... |
|
|
ANET |
Arista Networks, Inc. |
247 |
New |
$316.50 |
$8,000 |
26 |
0% |
8,000 |
26 |
0 |
Diversified Computer ... |
|
|
J |
Jacobs Solutions Inc |
251 |
New |
$137.87 |
$8,000 |
55 |
0% |
8,000 |
55 |
0 |
Heavy Construction |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
249 |
New |
$156.15 |
$8,000 |
60 |
0% |
8,000 |
60 |
0 |
Semiconductor - Integ... |
|
|
WSO |
Watsco Inc |
248 |
New |
$483.19 |
$8,000 |
18 |
0% |
8,000 |
18 |
0 |
Building Materials Wh... |
|
|
IWP |
iShares Tr Russell MidCap Gr |
262 |
New |
$111.44 |
$7,000 |
58 |
0% |
7,000 |
58 |
0 |
Closed - End Fund - E... |
|
|
MLM |
Martin Marietta Materials Inc |
271 |
New |
$573.25 |
$7,000 |
12 |
0% |
7,000 |
12 |
0 |
General Building Mate... |
|
|
IBIT |
iShares Bitcoin Trust |
272 |
New |
$39.71 |
$7,000 |
185 |
0% |
7,000 |
185 |
0 |
N/A |
|
|
ISRG |
Intuitive Surgical Inc |
267 |
New |
$372.63 |
$7,000 |
17 |
0% |
7,000 |
17 |
0 |
Medical Appliances & ... |
|
|
FCX |
Freeport McMoRan Copper & G... |
255 |
New |
$51.23 |
$7,000 |
152 |
0% |
7,000 |
152 |
0 |
Copper |
|
|
TM |
Toyota Motor Corporation (ADR) |
270 |
New |
$232.88 |
$7,000 |
28 |
0% |
7,000 |
28 |
0 |
Auto Manufacturers |
|
|
ROP |
Roper Industries Inc |
254 |
New |
$547.45 |
$7,000 |
12 |
0% |
7,000 |
12 |
0.004 |
Diversified Machinery |
|
|
ARKB |
ARK 21Shares Bitcoin ETF |
265 |
New |
$0.00 |
$7,000 |
100 |
0% |
7,000 |
100 |
0 |
N/A |
|
|
DRI |
Darden Restaurants Inc |
259 |
New |
$148.71 |
$7,000 |
42 |
0% |
7,000 |
42 |
0 |
Restaurants |
|
|
CMCSA |
Comcast Corp |
266 |
New |
$38.89 |
$7,000 |
159 |
0% |
7,000 |
159 |
0 |
CATV Systems |
|
|
GPN |
Global Payments Inc |
269 |
New |
$127.47 |
$7,000 |
49 |
0% |
7,000 |
49 |
0 |
Business Services |
|
|
BSX |
Boston Scientific Corp |
257 |
New |
$75.37 |
$7,000 |
96 |
0% |
7,000 |
96 |
0 |
Medical Instruments &... |
|
|
ORLY |
O Reilly Automotive Inc |
268 |
New |
$991.44 |
$7,000 |
6 |
0% |
7,000 |
6 |
0 |
Auto Parts Stores |
|
|
MKL |
Markel Corp |
273 |
New |
$1,648.06 |
$6,000 |
4 |
0% |
6,000 |
4 |
0.003 |
Property & Casualty I... |
|
|
ODFL |
Old Dominion Freight Line Inc |
283 |
New |
$195.06 |
$6,000 |
26 |
0% |
6,000 |
26 |
0 |
Trucking |
|
|
ZTS |
Zoetis Inc. |
276 |
New |
$172.05 |
$6,000 |
35 |
0% |
6,000 |
35 |
0 |
Drugs - Generic |
|
|
TPR |
Tapestry Inc |
281 |
New |
$41.48 |
$6,000 |
116 |
0% |
6,000 |
116 |
0 |
Textile - Apparel Foo... |
|
|
CNC |
Centene Corp |
290 |
New |
$78.43 |
$6,000 |
79 |
0% |
6,000 |
79 |
0 |
Health Care Plans |
|
|
SLM |
SLM Corp |
275 |
New |
$20.60 |
$6,000 |
284 |
0% |
6,000 |
284 |
0 |
Credit Services |
|
|
AON |
Aon Plc |
274 |
New |
$284.65 |
$6,000 |
18 |
0% |
6,000 |
18 |
0 |
Life & Health Insurance |
|
|
KLAC |
KLA-Tencor Corp |
287 |
New |
$771.71 |
$6,000 |
9 |
0% |
6,000 |
9 |
0 |
Semiconductor Equipme... |
|
|
ASGN |
On Assignment Inc |
291 |
New |
$97.25 |
$6,000 |
57 |
0% |
6,000 |
57 |
0 |
Staffing & Outsourcin... |
|
|
CRM |
Salesforce.com Inc |
295 |
New |
$283.82 |
$6,000 |
21 |
0% |
6,000 |
21 |
0 |
Internet Software & S... |
|
|
MCO |
Moodys Corp |
286 |
New |
$415.09 |
$6,000 |
14 |
0% |
6,000 |
14 |
0 |
Business Services |
|
|
ROAD |
Construction Partners, Inc. |
292 |
New |
$58.85 |
$6,000 |
109 |
0% |
6,000 |
109 |
0 |
N/A |
|
|
HLI |
Houlihan Lokey, Inc. |
280 |
New |
$134.33 |
$6,000 |
48 |
0% |
6,000 |
48 |
0 |
N/A |
|
|
HUM |
Humana Inc |
282 |
New |
$356.60 |
$6,000 |
17 |
0% |
6,000 |
17 |
0 |
Health Care Plans |
|
|
ASML |
ASML Holding N.V. (ADR) |
296 |
New |
$0.00 |
$6,000 |
6 |
0% |
6,000 |
6 |
0 |
Semiconductor Equipme... |
|
|
NI |
NiSource Inc |
285 |
New |
$28.87 |
$6,000 |
216 |
0% |
6,000 |
216 |
0 |
Multi Utilities |
|
|
AJG |
Arthur J Gallagher & Co |
289 |
New |
$257.65 |
$6,000 |
22 |
0% |
6,000 |
22 |
0 |
Insurance Brokers |
|
|
TRN |
Trinity Industries Inc |
279 |
New |
$30.21 |
$6,000 |
231 |
0% |
6,000 |
231 |
0 |
Railroads |
|
|
AL |
Air Lease Corp |
293 |
New |
$48.20 |
$6,000 |
119 |
0% |
6,000 |
119 |
0 |
Rental & Leasing Serv... |
|
|
CTAS |
Cintas Corp |
278 |
New |
$701.79 |
$6,000 |
9 |
0% |
6,000 |
9 |
0 |
Business Services |
|
|
CME |
CME Group Inc |
298 |
New |
$211.48 |
$5,000 |
21 |
0% |
5,000 |
21 |
0 |
Business Services |
|
|
IHG |
InterContinental Hotels Gro... |
318 |
New |
$0.00 |
$5,000 |
52 |
0% |
5,000 |
52 |
0 |
Lodging |
|
|
SHEL |
Shell plc |
312 |
New |
$70.49 |
$5,000 |
79 |
0% |
5,000 |
79 |
0 |
Integrated Oil & Gas |
|
|
D |
Dominion Energy Inc |
317 |
New |
$53.50 |
$5,000 |
97 |
0% |
5,000 |
97 |
0 |
Electric Utilities |
|
|
ABBV |
Abbvie Inc. |
302 |
New |
$159.61 |
$5,000 |
29 |
0% |
5,000 |
29 |
0 |
Drug Manufacturers - ... |
|
|
HDB |
HDFC Bank Limited (ADR) |
310 |
New |
$56.15 |
$5,000 |
89 |
0% |
5,000 |
89 |
0 |
Foreign Regional Banks |
|
|
RIO |
Rio Tinto Plc (ADR) |
308 |
New |
$72.22 |
$5,000 |
75 |
0% |
5,000 |
75 |
0 |
Gold |
|
|
ANTM |
Anthem Inc |
316 |
New |
$547.80 |
$5,000 |
9 |
0% |
5,000 |
9 |
0 |
N/A |
|
|
GNTX |
Gentex Corp |
326 |
New |
$34.55 |
$5,000 |
151 |
0% |
5,000 |
151 |
0 |
Auto Parts |
|
|
MHK |
Mohawk Industries Inc |
313 |
New |
$117.41 |
$5,000 |
42 |
0% |
5,000 |
42 |
0 |
Textile Manufacturing |
|
|
CBG |
CBRE Group Inc |
331 |
New |
$89.61 |
$5,000 |
56 |
0% |
5,000 |
56 |
0 |
Property Management |
|
|
QCOM |
QUALCOMM Inc |
304 |
New |
$202.93 |
$5,000 |
31 |
0% |
5,000 |
31 |
0 |
Communication Equipment |
|
|
ROLL |
Rbc Bearings Inc |
299 |
New |
$294.06 |
$5,000 |
17 |
0% |
5,000 |
17 |
0 |
Machine Tools & Acces... |
|
|
HLMN |
Hillman Solutions Corp |
311 |
New |
$9.35 |
$5,000 |
450 |
0% |
5,000 |
450 |
0 |
N/A |
|
|
AWI |
Armstrong World Industries Inc |
303 |
New |
$114.88 |
$5,000 |
38 |
0% |
5,000 |
38 |
0 |
Home Furnishings & Fi... |
|
|
MTU |
Mitsubishi Tokyo Fin. Group... |
309 |
New |
$9.91 |
$5,000 |
457 |
0% |
5,000 |
457 |
0 |
Foreign Money Center ... |
|
|
FTRE |
Fortrea Holdings Inc. |
324 |
New |
$26.38 |
$5,000 |
127 |
0% |
5,000 |
127 |
0 |
N/A |
|
|
GL |
Globe Life Inc |
315 |
New |
$85.60 |
$5,000 |
40 |
0% |
5,000 |
40 |
0 |
Life & Health Insurance |
|
|
HLT |
Hilton Worldwide Holdings Inc. |
301 |
New |
$204.43 |
$5,000 |
23 |
0% |
5,000 |
23 |
0 |
Lodging |
|
|
EFV |
iShares MSCI EAFE Value Ind... |
323 |
New |
$0.00 |
$5,000 |
85 |
0% |
5,000 |
85 |
0 |
Closed - End Fund - E... |
|
|
TTD |
Trade Desk, Inc. |
328 |
New |
$95.32 |
$5,000 |
62 |
0% |
5,000 |
62 |
0 |
N/A |
|
|
PRI |
Primerica, Inc. |
306 |
New |
$229.87 |
$5,000 |
20 |
0% |
5,000 |
20 |
0 |
Investment Brokerage ... |
|
|
NVO |
Novo Nordisk A/S (ADR) |
325 |
New |
$134.03 |
$5,000 |
40 |
0% |
5,000 |
40 |
0 |
Drug Manufacturers - ... |
|
|
AZN |
AstraZeneca Plc (ADR) |
300 |
New |
$78.80 |
$5,000 |
70 |
0% |
5,000 |
70 |
0 |
Drug Manufacturers - ... |
|
|
RDN |
Radian Group Inc |
330 |
New |
$29.29 |
$5,000 |
151 |
0% |
5,000 |
151 |
0 |
Surety & Title Insurance |
|
|
SSNC |
Ss&c Technologies Holdings Inc |
297 |
New |
$62.98 |
$5,000 |
79 |
0% |
5,000 |
79 |
0.001 |
N/A |
|
|
MTB |
M&T Bank Corp |
319 |
New |
$153.03 |
$5,000 |
32 |
0% |
5,000 |
32 |
0 |
Domestic Regional Banks |
|
|
UBS |
UBS AG (USA) |
305 |
New |
$30.05 |
$5,000 |
167 |
0% |
5,000 |
167 |
0 |
Foreign Money Center ... |
|
|
EEFT |
Euronet Worldwide Inc |
314 |
New |
$103.61 |
$5,000 |
47 |
0% |
5,000 |
47 |
0 |
Business Services |
|
|
DG |
Dollar General Corp |
341 |
New |
$141.55 |
$4,000 |
24 |
0% |
4,000 |
24 |
0 |
Discount, Variety Stores |
|
|
ASX |
Ase Industrial Holding Co Ltd |
337 |
New |
$0.00 |
$4,000 |
356 |
0% |
4,000 |
356 |
0 |
Semiconductor Equipme... |
|
|
WDFC |
WD-40 Company |
354 |
New |
$232.97 |
$4,000 |
15 |
0% |
4,000 |
15 |
0 |
Specialty Chemicals |
|
|
TXT |
Textron Inc |
355 |
New |
$89.08 |
$4,000 |
40 |
0% |
4,000 |
40 |
0 |
Conglomerates |
|
|
SSB |
South State Corporation |
357 |
New |
$78.25 |
$4,000 |
43 |
0% |
4,000 |
43 |
0 |
Domestic Regional Banks |
|
|
THO |
Thor Industries Inc |
364 |
New |
$99.81 |
$4,000 |
32 |
0% |
4,000 |
32 |
0 |
Recreational Vehicles |
|
|
KKR |
KKR Financial Holdings LLC |
348 |
New |
$105.77 |
$4,000 |
35 |
0% |
4,000 |
35 |
0 |
Asset Management |
|
|
PAYC |
Paycom Software, Inc. |
359 |
New |
$180.67 |
$4,000 |
19 |
0% |
4,000 |
19 |
0 |
N/A |
|
|
URI |
United Rentals Inc |
332 |
New |
$682.60 |
$4,000 |
5 |
0% |
4,000 |
5 |
0.013 |
Rental & Leasing Serv... |
|
|
NDAQ |
Nasdaq OMX Group Inc |
338 |
New |
$62.45 |
$4,000 |
56 |
0% |
4,000 |
56 |
0 |
Business Services |
|
