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CHAD WILLARDSON

@Pacific Capital Wealth Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$595.035MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CERECerevel Therapeutics Hldng I
Recent Activity
Exited
0%
$73,193
1,790 shares@ $40.89 avg price
CCICrown Castle Inc
Recent Activity
Exited
0%
$23,448
240 shares@ $97.7 avg price
SQBlock Inc
Recent Activity
Exited
0%
$18,896
293 shares@ $64.5 avg price
DXCMDexcom Inc
Recent Activity
Exited
0%
$17,461
154 shares@ $113.39 avg price
GLWCorning Inc
Recent Activity
Exited
0%
$15,113
389 shares@ $38.86 avg price
TMToyota Motor Corp
Recent Activity
Exited
0%
$14,348
70 shares@ $204.98 avg price
VRSKVerisk Analytics Inc
Recent Activity
Exited
0%
$14,286
53 shares@ $269.55 avg price
ROPRoper Technologies Inc
Recent Activity
Exited
0%
$14,092
25 shares@ $563.68 avg price
PFGCPerformance Food Group Co
Recent Activity
Exited
0%
$13,883
210 shares@ $66.11 avg price
DELLDell Technologies Inc
Recent Activity
Exited
0%
$13,653
99 shares@ $137.91 avg price