Pacific-Capital-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "NGL", "FNDF", null, "VONG", "GOOGL", "AXP", "SCHH", null, null, null, "HON", "MCD", null, null, "META", null, "MA", "MSFT", null, "VGIT", "IWF", null, null, "AAPL", "SPY", "NVDA", "AMGN", "MSTR", "IEFA", "SCHX", null, null, "RTX", "SAP", null, "IBM", "BIV", "VNQ", "AGNC", null, "PACS", "VCIT", null, null, null, null, "VYM", "WEC", "AMZN", "SCHB", "TTWO", null, null, "VXUS", "BNDX", "MGV", "BND", "VOO", "V", "WMT", null, "SCHD", "DVY", null, "SCHF", "KNX", "RUN", "BRK-B", "CVX", "CB", "COST", "RSP", "EFA", "IWB", "QQQ", "IWM", "LLY", "TSLA", "NFLX", "AWK", "ITOT", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-18
- Total Holdings
- 82
- Total Value
- 578397388
- Accession Number
- 0001062993-25-007662
- Form Type
- 13F-HR
- Manager Name
- Pacific-Capital-Wealth-Advisors
Data Enrichment
73% identified60 identified22 unidentified
Holdings
82 positions • $578.4M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
10.0K | All Managers (Combined) | $95.8K | 0.0% ($95.8K/$578.4M) | |||
10.8K | QoQ 0.00% (-0)YoY NEW(+10.8K) | All Managers (Combined) | $48.8K | 0.0% ($48.8K/$578.4M) | YoY NEW(+$48.8K) |