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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 : 6     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
   (IYH)1 Year Chart         IYH iShares Dow Jones US Health... 5 - $61.38 $12,275,000 198,302 5.88% 667,000 157,750 1.954    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 6 - $189.72 $11,557,000 67,395 5.54% -1,379,000 205 0    Personal Computers
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 21 - $517.55 $3,532,000 7,139 1.69% -223,000 6 0.001    Health Care Plans
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 28 - $177.81 $2,159,000 12,280 1.03% -885,000 29 0    Auto Manufacturers
   (IYG)1 Year Chart         IYG iShares Dow Jones US Financ... 30 - $66.95 $1,022,000 15,410 0.49% 35,000 9,905 0.017    Closed - End Fund - E...
   (NFLX)1 Year Chart         NFLX Netflix Inc 33 - $613.52 $677,000 1,114 0.32% 147,000 25 0    Music & Video Stores

      6 Records Found
  1    
Page 1 of 1
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