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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
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -8.34%
1.89%
$11.246M
135,489 shares@ $83.01 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -15.88%
1.83%
$10.862M
138,594 shares@ $78.38 avg price
IBBIshares Tr
Recent Activity
Decreased -1.11%
1.56%
$9.229M
63,384 shares@ $145.6 avg price
AAPLApple Inc
Recent Activity
Increased 0.67%
1.5%
$8.905M
38,219 shares@ $233.01 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -4.89%
1.39%
$8.223M
121,186 shares@ $67.86 avg price
SCHPSchwab Strategic Tr
Recent Activity
Decreased -37.83%
1.32%
$7.832M
146,041 shares@ $53.64 avg price
IWBIshares Tr
Recent Activity
1.02%
$6.047M
19,234 shares@ $314.39 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -2.22%
1%
$5.9M
143,478 shares@ $41.12 avg price
AGGIshares Tr
Recent Activity
Decreased -3.69%
0.86%
$5.091M
50,269 shares@ $101.27 avg price
IWMIshares Tr
Recent Activity
Decreased -44.16%
0.78%
$4.615M
20,891 shares@ $220.89 avg price