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  Name: California Capital Advisors Inc.
  City: North Hollywood
  State: CA
  Zip: 91602
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $208,691,000
  Total Value Change : $21,147,000
  Securities Held Change : 3
   
All Securities Held : 45
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 6
  Unchanged Positions : 5
  Decreased Positions : 30

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New 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
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 41 New $1,297.63 $273,000 160 0.13% 273,000 160 0.001    Business Software & S...
   (HD)1 Year Chart         HD Home Depot Inc 42 New $340.50 $206,000 537 0.1% 206,000 537 0    Home Improvement Stores
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 44 New $125.12 $203,000 1,615 0.1% 203,000 1,615 0    Closed - End Fund - E...
   (PBS)1 Year Chart         PBS Invesco Dynamic Media ETF 43 New $44.05 $203,000 4,635 0.1% 203,000 4,635 0.207    Closed - End Fund - Debt

      4 Records Found
  1    
Page 1 of 1
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