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Pacific Capital Wealth Advisors, Inc.

Q3 2020 Holdings

Filed 2020-11-16 | 217 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Southwest Airlines(LUV)COM844741108$123210.0%
Delta AIR Lines Inc del(DAL)COM247361702$124050.0%
Sherwin Williams Co(SHW)COM824348106$12170.0%
Vanguard Total Stock Market ETF(VTI)UIE922908769$12720.0%
Ford Motor Co(F)COM345370860$131,8830.0%
Danaher Corp(DHR)COM235851102$13600.0%
Global X Rbtcs Artfcl Intlgnc ETF IV(BOTZ)UIE37954Y715$134600.0%
Ishares Core S&P Small-Cap ETF(IJR)UIE464287804$131870.0%
Ishares Core S&P Mid-Capetf(IJH)UIE464287507$14780.0%
PPG Industries Inc(PPG)COM693506107$141140.0%
Colgate-Palmolive Co(CL)COM194162103$152000.0%
Schwab US Broad Market ETF(SCHB)UIE808524102$161970.0%
FS KKR Capital Corp(FSK)COM302635206$161,0280.0%
Knight Swift Transportatclass A(KNX)COM499049104$163940.0%
Vanguard Mid Cap Value ETF IV(VOE)UIE922908512$161580.0%
Global X Lithium Batterytech ETF(LIT)UIE37954Y855$164050.0%
Realty Incm Corp REIT(O)RET756109104$172880.0%
Walgreens Boots Alli(WBA)COM931427108$185000.0%
Lyft Inc Class A(LYFT)COM55087P104$196940.0%
Vanguard Mid Cap ETF IV(VO)UIE922908629$191060.0%
M G I C Investment(MTG)COM552848103$192,1420.0%
The Coca-Cola Co(KO)COM191216100$204060.0%
Walt Disney Co(DIS)COM254687106$211720.0%
Motorola Solutions(MSI)COM620076307$221430.0%
Exelon Corp(EXC)COM30161N101$226170.0%
Global X US Preferred ETF(PFFD)UIE37954Y657$228920.0%
Altria Group Inc(MO)COM02209S103$235970.0%
F5 Networks Inc(FFIV)COM315616102$231910.0%
Otis Worldwide Corp(OTIS)COM68902V107$243890.0%
Carrier Global Corp(CARR)COM14448C104$247780.0%
Alibaba Group Holding Fsponsored ADR(BABA)ADR01609W102$25840.0%
Unilever PLC Fsponsored ADRADR904767704$254000.0%
P G & E Corp(PCG)COM69331C108$252,6100.0%
JPMorgan Ultra Short Income ETF(JPST)UIE46641Q837$265130.0%
Berkshire Hathaway Class B(BRK/B)COM084670702$271250.0%
Procter & Gamble(PG)COM742718109$282000.0%
Xcel Energy Inc Minn(XEL)COM98389B100$284070.0%
Duke Energy Corp(DUK)COM26441C204$283170.0%
Invesco Dynamic Leisure and Entertainment ETF(PEJ)UIE46137V720$288750.0%
Lennar Corp Class A(LEN)COM526057104$293540.0%
Discover Finl S(DFSEUR)COM254709108$295000.0%
Paychex Inc(PAYX)COM704326107$303720.0%
Vanguard Value ETF(VTV)UIE922908744$313000.0%
Vanguard Small Cap ETF IV(VB)UIE922908751$322100.0%
Ventas Inc REIT(VTR)RET92276F100$327650.0%
Cardinal Health Inc(CAH)COM14149Y108$347290.0%
Arrowhead Pharma Inc(ARWR)COM04280A100$348000.0%
Spdr SSgA Global Allocation ETF(GAL)UIE78467V400$369300.0%
Home Depot Inc(HD)COM437076102$361310.0%
Auto Data Processing(ADP)COM053015103$372680.0%
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