Pacific-Capital-Wealth-Advisors

Filing Details

13F-HR2025-03-31
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% identified
60 identified22 unidentified

Holdings

82 positions • $578.4M total value
Manager:
Search and click to pin securities to the top
Page 5 of 5
AGNC Investment Corp.
Shares:10.0K
Value:$95.8K
% of Portfolio:0.0% ($95.8K/$578.4M)
NGL Energy Partners LP
Shares:10.8K
Value:$48.8K
% of Portfolio:0.0% ($48.8K/$578.4M)