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Pacific Capital Wealth Advisors, Inc.

Q4 2023 Holdings

Filed 2024-02-06 | 345 holdings | $394.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Novartis AG(NVSN)SPONSORED ADR66987V109$1.6K160.0%
Veralto Corp(VLTO)COM SHS92338C103$1.6K200.0%
Kellanova(KEL)COM487836108$1.7K300.0%
Clorox Co del(CLX)COM189054109$1.7K120.0%
Coinbase Global Inc(COIN)COM CL A19260Q107$1.7K100.0%
Vodafone Group PLC New(VOD)SPONSORED ADR92857W308$1.8K2080.0%
Adaptive Biotechnologies COR(ADPT)COM00650F109$1.9K3900.0%
Eversource Energy(ES)COM30040W108$1.9K310.0%
Sempra(SRE)COM816851109$1.9K260.0%
BP PLC(BP)SPONSORED ADR055622104$1.9K550.0%
Gilead Sciences Inc(GILD)COM375558103$2.0K250.0%
Consolidated Edison Inc(ED)COM209115104$2.3K250.0%
Crown Castle Inc(CCI)COM22822V101$2.3K200.0%
LAS Vegas Sands Corp(LVS)COM517834107$2.5K500.0%
Medtronic PLC(MDT)SHSG5960L103$2.5K300.0%
GE Healthcare Technologies I(GEHC)COMMON STOCK36266G107$2.6K330.0%
Carnival Corp(CCL)UNIT 99/99/9999143658300$2.6K1400.0%
Camping World Hldgs Inc(CWH)CL A13462K109$2.6K1000.0%
Valkyrie ETF Trust IIBITCOIN AND ETHE91917A108$2.7K2000.0%
SUN Life Financial Inc.(SLF)COM866796105$2.8K540.0%
Canadian Solar Inc(CSIQ)COM136635109$2.8K1070.0%
Constellation Brands Inc(STZ)CL A21036P108$2.9K120.0%
GSK PLC(GSK)SPONSORED ADR37733W204$3.0K800.0%
AIR Prods & Chems Inc(APD)COM009158106$3.0K110.0%
Diamondback Energy Inc(FANG)COM25278X109$3.1K200.0%
EA Series Trust(STXD)STRIVE 1000 DIV02072L581$3.1K1080.0%
BlackRock Inc(BLKCHF)COM09247X101$3.2K40.0%
Becton Dickinson & Co(BDX)COM075887109$3.4K140.0%
Gamestop Corp New(GME)CL A36467W109$3.5K2000.0%
Kyndryl Hldgs Inc(KD)COMMON STOCK50155Q100$3.6K1720.0%
L3harris Technologies Inc(LHX)COM502431109$3.6K170.0%
Barrick Gold Corp(ABX)COM067901108$3.6K2000.0%
Factset Resh SYS Inc(FDS)COM303075105$3.8K80.0%
Ishares TR(TLT)20 YR TR BD ETF464287432$3.9K390.0%
Phillips 66(PSX)COM718546104$4.0K300.0%
Norfolk Southn Corp(NSC)COM655844108$4.0K170.0%
Global X FDS(SOCL)SOCIAL MED ETF37950E416$4.0K1000.0%
Resideo Technologies Inc(REZI)COM76118Y104$4.0K2150.0%
Nextera Energy Inc(NEE)COM65339F101$4.1K680.0%
Citigroup Inc(C)COM NEW172967424$4.2K820.0%
Select Sector Spdr TR(XLB)SBI MATERIALS81369Y100$4.3K500.0%
Proshares TR IIULTRA VIX SHORT74347Y771$4.3K5080.0%
Corteva Inc(CTVA)COM22052L104$4.8K1000.0%
Accenture PLC Ireland(ACN)SHS CLASS AG1151C101$4.9K140.0%
Linde PLC(LIN)SHSG54950103$4.9K120.0%
Hello Group Inc(MOMO)ADS423403104$4.9K7110.0%
Aflac Inc(AFL)COM001055102$5.0K600.0%
Illinois Tool WKS Inc(ITW)COM452308109$5.0K190.0%
Ishares Silver TR(SLV)ISHARES46428Q109$5.0K2290.0%
Ishares TR(FLOT)FLTG RATE NT ETF46429B655$5.1K1000.0%
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