CHAD WILLARDSON

@Pacific Capital Wealth Advisors, Inc.

Latest period2024 - Q3

Reported3mo 4d ago

Managed Assets$595.035M

Total holdings492

Assets growth rate8.62%

Assets growth rate (2-Q avg)18.81%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pacific Capital Wealth Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 492 positions.

Assets under management

The assets under management (AUM) of Pacific Capital Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 595.035M in assets, with a quarterly growth rate of 8.62% and a 2-quarter average growth rate of 18.81%. The portfolio is managed by CHAD WILLARDSON, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VCITVanguard Scottsdale Fds Recent Activity New Position	5.03%	$29.896M 356,962 shares@ $83.76 avg price	New Position
MSTRMicrostrategy Inc Recent Activity New Position	0.63%	$3.696M 21,921 shares@ $168.61 avg price	New Position
XARSpdr Ser Tr Recent Activity New Position	0.01%	$29,895 190 shares@ $157.35 avg price	New Position
LQDIshares Tr Recent Activity New Position	0.01%	$25,985 230 shares@ $112.98 avg price	New Position
HYGIshares Tr Recent Activity New Position	0.01%	$25,455 317 shares@ $80.3 avg price	New Position
SHYIshares Tr Recent Activity New Position	0.01%	$24,280 292 shares@ $83.16 avg price	New Position
MINTPimco Etf Tr Recent Activity New Position	0.01%	$23,864 237 shares@ $100.7 avg price	New Position
OCOwens Corning New Recent Activity New Position	0.01%	$22,065 125 shares@ $176.52 avg price	New Position
AEEAmeren Corp Recent Activity New Position	0.01%	$14,565 167 shares@ $87.22 avg price	New Position
PULSPgim Etf Tr Recent Activity New Position	0.01%	$14,187 285 shares@ $49.78 avg price	New Position