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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.01%
26.5%
$157.659M
274,782 shares@ $573.77 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 12.69%
5.41%
$32.142M
65,854 shares@ $488.08 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 20.63%
2.08%
$12.342M
146,013 shares@ $84.53 avg price
AAPLApple Inc
Recent Activity
Increased 0.67%
1.5%
$8.905M
38,219 shares@ $233.01 avg price
CALFPacer Fds Tr
Recent Activity
Increased 34002.12%
0.51%
$2.998M
64,453 shares@ $46.53 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.3%
0.47%
$2.742M
6,373 shares@ $430.32 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.74%
0.27%
$1.572M
1,773 shares@ $886.67 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 0.4%
0.27%
$1.563M
25,865 shares@ $60.42 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 4.65%
0.21%
$1.193M
6,401 shares@ $186.34 avg price
METAMeta Platforms Inc
Recent Activity
Increased 2.33%
0.14%
$832,328
1,454 shares@ $572.45 avg price