PACIFIC CAPITAL
PACIFIC CAPITAL WEALTH ADVISORS, INC. Legal Name
Adviser information for PACIFIC CAPITAL last updated from Form ADV on February 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 160 | $501.9M |
| Non-Discretionary | 0 | $0 |
| Total | 160 | $501.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 46 | $18.5M |
| HNW Individuals | 103 | $448.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 1 | $3.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 10 | $31.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
1881 CALIFORNIA AVENUESUITE 101
CORONA
CA
United States
Monday - Friday, 8-3
Tel: 844-777-8777, Fax: None
Chief Compliance Officer
CHAD WILLARDSON
PRESIDENT
1881 CALIFORNIA AVENUE
SUITE 101
CORONA
CA
United States
Tel:
844-777-8777
C***@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILLARDSON, CHAD, T | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 11/2011 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ISHARES TR | TIPS BD ETF | 353K | 3K | Pacific Capital Wealth Advisors |
| ISHARES TR | S&P 500 VAL ETF | 6K | 35 | Pacific Capital Wealth Advisors |
| MCDONALDS CORP | COM | 197K | 772 | Pacific Capital Wealth Advisors |
| ENBRIDGE INC | COM | 76K | 2K | Pacific Capital Wealth Advisors |
| SPDR SER TR | BBG CONV SEC ETF | 246K | 3K | Pacific Capital Wealth Advisors |
| GOPRO INC | CL A | 119 | 84 | Pacific Capital Wealth Advisors |
| WASTE MGMT INC DEL | COM | 42K | 199 | Pacific Capital Wealth Advisors |
| D R HORTON INC | COM | 22K | 153 | Pacific Capital Wealth Advisors |
| VENTAS INC | COM | 39K | 765 | Pacific Capital Wealth Advisors |
| DOORDASH INC | CL A | 4K | 36 | Pacific Capital Wealth Advisors |
| ELI LILLY & CO | COM | 520K | 574 | Pacific Capital Wealth Advisors |
| WELLTOWER INC | COM | 12K | 115 | Pacific Capital Wealth Advisors |
| MOODYS CORP | COM | 10K | 23 | Pacific Capital Wealth Advisors |
| ISHARES TR | RUS 1000 GRW ETF | 3M | 9K | Pacific Capital Wealth Advisors |
| GENERAL MTRS CO | COM | 14K | 291 | Pacific Capital Wealth Advisors |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 71K | 1K | Pacific Capital Wealth Advisors |
| VANGUARD STAR FDS | VG TL INTL STK F | 229K | 4K | Pacific Capital Wealth Advisors |
| ISHARES TR | SELF DRIVNG EV | 57 | 2 | Pacific Capital Wealth Advisors |
| HERSHEY CO | COM | 21K | 112 | Pacific Capital Wealth Advisors |
| RIO TINTO PLC | SPONSORED ADR | 5K | 75 | Pacific Capital Wealth Advisors |
| CHARTER COMMUNICATIONS INC N | CL A | 6K | 21 | Pacific Capital Wealth Advisors |
| GOLDMAN SACHS GROUP INC | COM | 30K | 66 | Pacific Capital Wealth Advisors |
| GENERAL DYNAMICS CORP | COM | 63K | 218 | Pacific Capital Wealth Advisors |
| WEC ENERGY GROUP INC | COM | 166K | 2K | Pacific Capital Wealth Advisors |
| SYSCO CORP | COM | 7K | 96 | Pacific Capital Wealth Advisors |
| CADENCE DESIGN SYSTEM INC | COM | 10K | 34 | Pacific Capital Wealth Advisors |
| MONSTER BEVERAGE CORP NEW | COM | 2K | 49 | Pacific Capital Wealth Advisors |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 45K | 439 | Pacific Capital Wealth Advisors |
| INGERSOLL RAND INC | COM | 20K | 219 | Pacific Capital Wealth Advisors |
| DATADOG INC | CL A COM | 4K | 33 | Pacific Capital Wealth Advisors |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 10K | 60 | Pacific Capital Wealth Advisors |
| SUNRUN INC | COM | 472K | 40K | Pacific Capital Wealth Advisors |
| ISHARES TR | MSCI EMG MKT ETF | 24K | 561 | Pacific Capital Wealth Advisors |
| ARK ETF TR | FINTECH INNOVA | 84 | 3 | Pacific Capital Wealth Advisors |
| STARBUCKS CORP | COM | 28K | 359 | Pacific Capital Wealth Advisors |
| QUANTA SVCS INC | COM | 18K | 69 | Pacific Capital Wealth Advisors |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 5K | 543 | Pacific Capital Wealth Advisors |
| SAP SE | SPON ADR | 215K | 1K | Pacific Capital Wealth Advisors |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 3K | 33 | Pacific Capital Wealth Advisors |
| EXXON MOBIL CORP | COM | 106K | 924 | Pacific Capital Wealth Advisors |
| SPDR SER TR | S&P REGL BKG | 131K | 3K | Pacific Capital Wealth Advisors |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 9K | 785 | Pacific Capital Wealth Advisors |
| NIO INC | SPON ADS | 416 | 100 | Pacific Capital Wealth Advisors |
| BRISTOL-MYERS SQUIBB CO | COM | 28K | 675 | Pacific Capital Wealth Advisors |
| HALLIBURTON CO | COM | 13K | 397 | Pacific Capital Wealth Advisors |
| SHOPIFY INC | CL A | 100K | 2K | Pacific Capital Wealth Advisors |
| PINTEREST INC | CL A | 11K | 243 | Pacific Capital Wealth Advisors |
| WORKDAY INC | CL A | 6K | 27 | Pacific Capital Wealth Advisors |
| MICROSOFT CORP | COM | 3M | 6K | Pacific Capital Wealth Advisors |
| CLOROX CO DEL | COM | 2K | 12 | Pacific Capital Wealth Advisors |
| BARCLAYS PLC | ADR | 4K | 402 | Pacific Capital Wealth Advisors |
| PROSHARES TR | ULTSHT REAL EST | 47K | 3K | Pacific Capital Wealth Advisors |
| ANALOG DEVICES INC | COM | 74K | 323 | Pacific Capital Wealth Advisors |
| ELECTRONIC ARTS INC | COM | 139 | 1 | Pacific Capital Wealth Advisors |
| COINBASE GLOBAL INC | COM CL A | 2K | 11 | Pacific Capital Wealth Advisors |
| HELLO GROUP INC | ADS | 4K | 711 | Pacific Capital Wealth Advisors |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 9M | 121K | Pacific Capital Wealth Advisors |
| ALPHABET INC | CAP STK CL C | 156K | 852 | Pacific Capital Wealth Advisors |
| ISHARES TR | RUS MD CP GR ETF | 6K | 58 | Pacific Capital Wealth Advisors |
| ISHARES TR | RUS MDCP VAL ETF | 9K | 75 | Pacific Capital Wealth Advisors |
| WISDOMTREE TR | INTRST RATE HDGE | 7K | 298 | Pacific Capital Wealth Advisors |
| EA SERIES TRUST | STRIVE 1000 DIV | 3K | 108 | Pacific Capital Wealth Advisors |
| MUSTANG BIO INC | COM NEW | 3 | 6 | Pacific Capital Wealth Advisors |
| VIATRIS INC | COM | 128 | 12 | Pacific Capital Wealth Advisors |
| MARSH & MCLENNAN COS INC | COM | 21K | 101 | Pacific Capital Wealth Advisors |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 24M | 204K | Pacific Capital Wealth Advisors |
| NORTHROP GRUMMAN CORP | COM | 20K | 47 | Pacific Capital Wealth Advisors |
| RENAISSANCERE HLDGS LTD | COM | 68K | 305 | Pacific Capital Wealth Advisors |
| LAS VEGAS SANDS CORP | COM | 2K | 50 | Pacific Capital Wealth Advisors |
| KENVUE INC | COM | 23K | 1K | Pacific Capital Wealth Advisors |
| AUTODESK INC | COM | 4K | 18 | Pacific Capital Wealth Advisors |
| GILEAD SCIENCES INC | COM | 2K | 25 | Pacific Capital Wealth Advisors |
| MORGAN STANLEY | COM NEW | 18K | 181 | Pacific Capital Wealth Advisors |
| PROSHARES TR II | ULTRA VIX SHORT | 2K | 101 | Pacific Capital Wealth Advisors |
| ISHARES TR | FLTG RATE NT ETF | 5K | 100 | Pacific Capital Wealth Advisors |
| VANGUARD INDEX FDS | TOTAL STK MKT | 22M | 83K | Pacific Capital Wealth Advisors |
| BROADCOM INC | COM | 82K | 51 | Pacific Capital Wealth Advisors |
| AGRIFY CORP | COM | 18 | 41 | Pacific Capital Wealth Advisors |
| S&P GLOBAL INC | COM | 34K | 76 | Pacific Capital Wealth Advisors |
| AMPHENOL CORP NEW | CL A | 8K | 112 | Pacific Capital Wealth Advisors |
| WARNER BROS DISCOVERY INC | COM SER A | 930 | 125 | Pacific Capital Wealth Advisors |
| KKR & CO INC | COM | 18K | 167 | Pacific Capital Wealth Advisors |
| SYNCHRONOSS TECHNOLOGIES INC | COM NEW | 28 | 3 | Pacific Capital Wealth Advisors |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | 333K | 8K | Pacific Capital Wealth Advisors |
| WK KELLOGG CO | COM SHS | 115 | 7 | Pacific Capital Wealth Advisors |
| CONSTRUCTION PARTNERS INC | COM CL A | 6K | 109 | Pacific Capital Wealth Advisors |
| AMERICAN INTL GROUP INC | COM NEW | 12K | 155 | Pacific Capital Wealth Advisors |
| HOME DEPOT INC | COM | 107K | 311 | Pacific Capital Wealth Advisors |
| ALIGN TECHNOLOGY INC | COM | 8K | 32 | Pacific Capital Wealth Advisors |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 13K | 292 | Pacific Capital Wealth Advisors |
| ISHARES TR | CORE S&P500 ETF | 170K | 311 | Pacific Capital Wealth Advisors |
| SPYRE THERAPEUTICS INC | COM NEW | 188 | 8 | Pacific Capital Wealth Advisors |
| PARKER-HANNIFIN CORP | COM | 21K | 42 | Pacific Capital Wealth Advisors |
| TOTALENERGIES SE | SPONSORED ADS | 9K | 129 | Pacific Capital Wealth Advisors |
| MEDTRONIC PLC | SHS | 23K | 295 | Pacific Capital Wealth Advisors |
| ON SEMICONDUCTOR CORP | COM | 6K | 90 | Pacific Capital Wealth Advisors |
| TARGA RES CORP | COM | 6K | 45 | Pacific Capital Wealth Advisors |
| PERFORMANCE FOOD GROUP CO | COM | 14K | 210 | Pacific Capital Wealth Advisors |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 3M | 54K | Pacific Capital Wealth Advisors |
| PROSHARES TR II | ULTRA SILVER NEW | 742 | 20 | Pacific Capital Wealth Advisors |
| SCHWAB STRATEGIC TR | LONG TERM US | 131K | 4K | Pacific Capital Wealth Advisors |
| ARK ETF TR | GENOMIC REV ETF | 47 | 2 | Pacific Capital Wealth Advisors |
| PORCH GROUP INC | COM | 21 | 14 | Pacific Capital Wealth Advisors |
| CROWDSTRIKE HLDGS INC | CL A | 11K | 28 | Pacific Capital Wealth Advisors |
| PPG INDS INC | COM | 14K | 114 | Pacific Capital Wealth Advisors |
| MURPHY USA INC | COM | 2K | 5 | Pacific Capital Wealth Advisors |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 177K | 434 | Pacific Capital Wealth Advisors |
| BP PLC | SPONSORED ADR | 2K | 55 | Pacific Capital Wealth Advisors |
| WISDOMTREE TR | US QTLY DIV GRT | 546 | 7 | Pacific Capital Wealth Advisors |
| GLOBAL X FDS | RBTCS ARTFL INTE | 11K | 346 | Pacific Capital Wealth Advisors |
| AMERICAN AIRLS GROUP INC | COM | 5K | 425 | Pacific Capital Wealth Advisors |
| DEXCOM INC | COM | 17K | 154 | Pacific Capital Wealth Advisors |
| ONEOK INC NEW | COM | 12K | 151 | Pacific Capital Wealth Advisors |
| NXP SEMICONDUCTORS N V | COM | 14K | 53 | Pacific Capital Wealth Advisors |
| BANK NEW YORK MELLON CORP | COM | 12K | 201 | Pacific Capital Wealth Advisors |
| ARK 21SHARES BITCOIN ETF | SHS BEN INT | 6K | 100 | Pacific Capital Wealth Advisors |
| HONEYWELL INTL INC | COM | 323K | 2K | Pacific Capital Wealth Advisors |
| CARNIVAL CORP | UNIT 99/99/9999 | 21K | 1K | Pacific Capital Wealth Advisors |
| ACACIA RESH CORP | ACACIA TCH COM | 501 | 100 | Pacific Capital Wealth Advisors |
| BANCO SANTANDER S.A. | ADR | 6K | 1K | Pacific Capital Wealth Advisors |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 40K | 562 | Pacific Capital Wealth Advisors |
| SONY GROUP CORP | SPONSORED ADR | 31K | 362 | Pacific Capital Wealth Advisors |
| VANGUARD BD INDEX FDS | INTERMED TERM | 12M | 165K | Pacific Capital Wealth Advisors |
| MSCI INC | COM | 2K | 4 | Pacific Capital Wealth Advisors |
| T-MOBILE US INC | COM | 59K | 337 | Pacific Capital Wealth Advisors |
| HCA HEALTHCARE INC | COM | 12K | 36 | Pacific Capital Wealth Advisors |
| ALLY FINL INC | COM | 9K | 220 | Pacific Capital Wealth Advisors |
| SIMON PPTY GROUP INC NEW | COM | 4K | 28 | Pacific Capital Wealth Advisors |
| BLACKROCK INC | COM | 48K | 61 | Pacific Capital Wealth Advisors |
| GSK PLC | SPONSORED ADR | 3K | 80 | Pacific Capital Wealth Advisors |
| VANECK ETF TRUST | OIL SERVICES ETF | 112K | 355 | Pacific Capital Wealth Advisors |
| FIVERR INTL LTD | ORD SHS | 23 | 1 | Pacific Capital Wealth Advisors |
| CURTISS WRIGHT CORP | COM | 12K | 44 | Pacific Capital Wealth Advisors |
| GARTNER INC | COM | 6K | 13 | Pacific Capital Wealth Advisors |
| WISDOMTREE TR | US SMALLCAP DIVD | 249 | 8 | Pacific Capital Wealth Advisors |
| VALKYRIE ETF TRUST II | BITCOIN AND ETHE | 4K | 200 | Pacific Capital Wealth Advisors |
| CONSTELLATION BRANDS INC | CL A | 3K | 12 | Pacific Capital Wealth Advisors |
| GRAIL INC | COM | 77 | 5 | Pacific Capital Wealth Advisors |
| ARK ETF TR | NEXT GNRTN INTER | 780 | 10 | Pacific Capital Wealth Advisors |
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 1K | 390 | Pacific Capital Wealth Advisors |
| KIMBERLY-CLARK CORP | COM | 135K | 976 | Pacific Capital Wealth Advisors |
| TEXAS ROADHOUSE INC | COM | 20K | 117 | Pacific Capital Wealth Advisors |
| INTERCONTINENTAL HOTELS GROU | SPONSORED ADS | 4K | 41 | Pacific Capital Wealth Advisors |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 7K | 2K | Pacific Capital Wealth Advisors |
| PACS GROUP INC | COM SHS | 607K | 21K | Pacific Capital Wealth Advisors |
| YETI HLDGS INC | COM | 7K | 187 | Pacific Capital Wealth Advisors |
| WALMART INC | COM | 429K | 6K | Pacific Capital Wealth Advisors |
| QUEST DIAGNOSTICS INC | COM | 411 | 3 | Pacific Capital Wealth Advisors |
| HERTZ GLOBAL HLDGS INC | COM NEW | 18 | 5 | Pacific Capital Wealth Advisors |
| AGNC INVT CORP | COM | 95K | 10K | Pacific Capital Wealth Advisors |
| UNITED STATES STL CORP NEW | COM | 40K | 1K | Pacific Capital Wealth Advisors |
| SSGA ACTIVE ETF TR | GLOBL ALLO ETF | 12K | 271 | Pacific Capital Wealth Advisors |
| HOULIHAN LOKEY INC | CL A | 6K | 48 | Pacific Capital Wealth Advisors |
| PAYPAL HLDGS INC | COM | 46K | 786 | Pacific Capital Wealth Advisors |
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 17 | 1 | Pacific Capital Wealth Advisors |
| TJX COS INC NEW | COM | 83K | 755 | Pacific Capital Wealth Advisors |
| ISHARES TR | ISHARES BIOTECH | 9M | 64K | Pacific Capital Wealth Advisors |
| HESS CORP | COM | 33K | 225 | Pacific Capital Wealth Advisors |
| KLA CORP | COM NEW | 15K | 18 | Pacific Capital Wealth Advisors |
| PENNANT GROUP INC | COM | 176K | 8K | Pacific Capital Wealth Advisors |
| ISHARES TR | CORE S&P TTL STK | 874K | 7K | Pacific Capital Wealth Advisors |
| DBX ETF TR | XTRACK MSCI EAFE | 3K | 111 | Pacific Capital Wealth Advisors |
| TRIPADVISOR INC | COM | 214 | 12 | Pacific Capital Wealth Advisors |
| MICROCHIP TECHNOLOGY INC. | COM | 4K | 46 | Pacific Capital Wealth Advisors |
| DELTA AIR LINES INC DEL | COM NEW | 11K | 238 | Pacific Capital Wealth Advisors |
| ISHARES GOLD TR | ISHARES NEW | 4M | 93K | Pacific Capital Wealth Advisors |
| AIRBNB INC | COM CL A | 9K | 62 | Pacific Capital Wealth Advisors |
| ALTRIA GROUP INC | COM | 27K | 597 | Pacific Capital Wealth Advisors |
| DUKE ENERGY CORP NEW | COM NEW | 41K | 408 | Pacific Capital Wealth Advisors |
| NGL ENERGY PARTNERS LP | COM UNIT REPST | 54K | 11K | Pacific Capital Wealth Advisors |
| PALANTIR TECHNOLOGIES INC | CL A | 6K | 247 | Pacific Capital Wealth Advisors |
| SOS LIMITED | SPON ADS | 40 | 48 | Pacific Capital Wealth Advisors |
| NIKE INC | CL B | 129K | 2K | Pacific Capital Wealth Advisors |
| BARRICK GOLD CORP | COM | 3K | 200 | Pacific Capital Wealth Advisors |
| F5 INC | COM | 33K | 191 | Pacific Capital Wealth Advisors |
| ITERIS INC NEW | COM | 1K | 300 | Pacific Capital Wealth Advisors |
| MASIMO CORP | COM | 252 | 2 | Pacific Capital Wealth Advisors |
| APTOSE BIOSCIENCES INC | COM | 5 | 6 | Pacific Capital Wealth Advisors |
| ISHARES TR | CORE TOTAL USD | 226 | 5 | Pacific Capital Wealth Advisors |
| VERIZON COMMUNICATIONS INC | COM | 45K | 1K | Pacific Capital Wealth Advisors |
| CARDINAL HEALTH INC | COM | 62K | 626 | Pacific Capital Wealth Advisors |
| MGIC INVT CORP WIS | COM | 34K | 2K | Pacific Capital Wealth Advisors |
| FREEPORT-MCMORAN INC | CL B | 7K | 152 | Pacific Capital Wealth Advisors |
| CINTAS CORP | COM | 10K | 14 | Pacific Capital Wealth Advisors |
| TRAWS PHARMA INC | COM NEW | 29 | 66 | Pacific Capital Wealth Advisors |
| IONQ INC | COM | 42 | 6 | Pacific Capital Wealth Advisors |
| OCCIDENTAL PETE CORP | COM | 47K | 740 | Pacific Capital Wealth Advisors |
| HEICO CORP NEW | COM | 4K | 18 | Pacific Capital Wealth Advisors |
| ISHARES TR | JPMORGAN USD EMG | 258K | 3K | Pacific Capital Wealth Advisors |
| TRUMP MEDIA & TECHNOLOGY GRO | COM | 328 | 10 | Pacific Capital Wealth Advisors |
| CHEVRON CORP NEW | COM | 2M | 13K | Pacific Capital Wealth Advisors |
| STRYKER CORPORATION | COM | 22K | 66 | Pacific Capital Wealth Advisors |
| AFLAC INC | COM | 5K | 60 | Pacific Capital Wealth Advisors |
| MERCK & CO INC | COM | 46K | 373 | Pacific Capital Wealth Advisors |
| CANADIAN SOLAR INC | COM | 2K | 107 | Pacific Capital Wealth Advisors |
| HONDA MOTOR LTD | ADR ECH CNV IN 3 | 6K | 180 | Pacific Capital Wealth Advisors |
| ISHARES TR | CORE US AGGBD ET | 5M | 52K | Pacific Capital Wealth Advisors |
| US BANCORP DEL | COM NEW | 1K | 35 | Pacific Capital Wealth Advisors |
| JABIL INC | COM | 27K | 250 | Pacific Capital Wealth Advisors |
| SHERWIN WILLIAMS CO | COM | 41K | 138 | Pacific Capital Wealth Advisors |
| JETBLUE AWYS CORP | COM | 365 | 60 | Pacific Capital Wealth Advisors |
| ULTA BEAUTY INC | COM | 6K | 16 | Pacific Capital Wealth Advisors |
| ISHARES TR | SELECT DIVID ETF | 267K | 2K | Pacific Capital Wealth Advisors |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 35K | 634 | Pacific Capital Wealth Advisors |
| PG&E CORP | COM | 46K | 3K | Pacific Capital Wealth Advisors |
| GLOBAL X FDS | AUTONMOUS EV ETF | 70 | 3 | Pacific Capital Wealth Advisors |
| NUTANIX INC | CL A | 455 | 8 | Pacific Capital Wealth Advisors |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 21K | 124 | Pacific Capital Wealth Advisors |
| PROSHARES TR | BITCOIN STRATE | 135 | 6 | Pacific Capital Wealth Advisors |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 1K | 71 | Pacific Capital Wealth Advisors |
| NETFLIX INC | COM | 243K | 360 | Pacific Capital Wealth Advisors |
| SUMITOMO MITSUI FINL GROUP I | SPONSORED ADR | 8K | 607 | Pacific Capital Wealth Advisors |
| ARK ETF TR | AUTNMUS TECHNLGY | 55 | 1 | Pacific Capital Wealth Advisors |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 45K | 900 | Pacific Capital Wealth Advisors |
| SNOWFLAKE INC | CL A | 9K | 65 | Pacific Capital Wealth Advisors |
| EMERSON ELEC CO | COM | 45K | 404 | Pacific Capital Wealth Advisors |
| ECOLAB INC | COM | 5K | 21 | Pacific Capital Wealth Advisors |
| AMERICAN EXPRESS CO | COM | 316K | 1K | Pacific Capital Wealth Advisors |
| NOVO-NORDISK A S | ADR | 36K | 254 | Pacific Capital Wealth Advisors |
| HUBSPOT INC | COM | 9K | 15 | Pacific Capital Wealth Advisors |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 161K | 300 | Pacific Capital Wealth Advisors |
| DOW INC | COM | 5K | 100 | Pacific Capital Wealth Advisors |
| RTX CORPORATION | COM | 202K | 2K | Pacific Capital Wealth Advisors |
| CHUBB LIMITED | COM | 332K | 1K | Pacific Capital Wealth Advisors |
| DISCOVER FINL SVCS | COM | 65K | 500 | Pacific Capital Wealth Advisors |
| HALEON PLC | SPON ADS | 826 | 100 | Pacific Capital Wealth Advisors |
| ARROWHEAD PHARMACEUTICALS IN | COM | 21K | 800 | Pacific Capital Wealth Advisors |
| LENNAR CORP | CL A | 4K | 28 | Pacific Capital Wealth Advisors |
| L3HARRIS TECHNOLOGIES INC | COM | 16K | 72 | Pacific Capital Wealth Advisors |
| AMAZON COM INC | COM | 1M | 6K | Pacific Capital Wealth Advisors |
| VERISK ANALYTICS INC | COM | 14K | 53 | Pacific Capital Wealth Advisors |
| ISHARES TR | CORE S&P SCP ETF | 125K | 1K | Pacific Capital Wealth Advisors |
| AMGEN INC | COM | 247K | 790 | Pacific Capital Wealth Advisors |
| SCHWAB STRATEGIC TR | US TIPS ETF | 12M | 235K | Pacific Capital Wealth Advisors |
| ATLASSIAN CORPORATION | CL A | 7K | 37 | Pacific Capital Wealth Advisors |
| PROGRESSIVE CORP | COM | 21K | 103 | Pacific Capital Wealth Advisors |
| ISHARES TR | INTL SEL DIV ETF | 304 | 11 | Pacific Capital Wealth Advisors |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 10K | 232 | Pacific Capital Wealth Advisors |
| ATMUS FILTRATION TECHNOLOGIE | COM | 4K | 132 | Pacific Capital Wealth Advisors |
| SILA REALTY TRUST INC | COMMON STOCK | 40K | 2K | Pacific Capital Wealth Advisors |
| CONSOLIDATED EDISON INC | COM | 2K | 25 | Pacific Capital Wealth Advisors |
| PACCAR INC | COM | 16K | 157 | Pacific Capital Wealth Advisors |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 116 | 2 | Pacific Capital Wealth Advisors |
| ILLINOIS TOOL WKS INC | COM | 5K | 19 | Pacific Capital Wealth Advisors |
| SEMPRA | COM | 14K | 180 | Pacific Capital Wealth Advisors |
| TESLA INC | COM | 824K | 4K | Pacific Capital Wealth Advisors |
| SERVICENOW INC | COM | 40K | 51 | Pacific Capital Wealth Advisors |
| MCKESSON CORP | COM | 23K | 40 | Pacific Capital Wealth Advisors |
| ACCENTURE PLC IRELAND | SHS CLASS A | 15K | 51 | Pacific Capital Wealth Advisors |
| TRANSDIGM GROUP INC | COM | 20K | 16 | Pacific Capital Wealth Advisors |
| LINDE PLC | SHS | 39K | 90 | Pacific Capital Wealth Advisors |
| WISDOMTREE TR | US MIDCAP DIVID | 327 | 7 | Pacific Capital Wealth Advisors |
| COSTCO WHSL CORP NEW | COM | 1M | 2K | Pacific Capital Wealth Advisors |
| CUMMINS INC | COM | 42K | 152 | Pacific Capital Wealth Advisors |
| AMERIPRISE FINL INC | COM | 58K | 135 | Pacific Capital Wealth Advisors |
| TOYOTA MOTOR CORP | ADS | 14K | 70 | Pacific Capital Wealth Advisors |
| BOEING CO | COM | 102K | 560 | Pacific Capital Wealth Advisors |
| EA SERIES TRUST | STRIVE 500 ETF | 246K | 7K | Pacific Capital Wealth Advisors |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | 86K | 1K | Pacific Capital Wealth Advisors |
| COLGATE PALMOLIVE CO | COM | 55K | 569 | Pacific Capital Wealth Advisors |
| UNITEDHEALTH GROUP INC | COM | 94K | 185 | Pacific Capital Wealth Advisors |
| NVIDIA CORPORATION | COM | 772K | 6K | Pacific Capital Wealth Advisors |
| KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 4K | 148 | Pacific Capital Wealth Advisors |
| INVESCO QQQ TR | UNIT SER 1 | 28M | 58K | Pacific Capital Wealth Advisors |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 133K | 2K | Pacific Capital Wealth Advisors |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 2M | 26K | Pacific Capital Wealth Advisors |
| ROYAL CARIBBEAN GROUP | COM | 19K | 120 | Pacific Capital Wealth Advisors |
| CARRIER GLOBAL CORPORATION | COM | 49K | 778 | Pacific Capital Wealth Advisors |
| COCA COLA CO | COM | 66K | 1K | Pacific Capital Wealth Advisors |
| SOUTHERN CO | COM | 63K | 815 | Pacific Capital Wealth Advisors |
| MASCO CORP | COM | 13K | 196 | Pacific Capital Wealth Advisors |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 249K | 2K | Pacific Capital Wealth Advisors |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 567 | 10 | Pacific Capital Wealth Advisors |
| CRH PLC | ORD | 4K | 52 | Pacific Capital Wealth Advisors |
| CEREVEL THERAPEUTICS HLDNG I | COM | 73K | 2K | Pacific Capital Wealth Advisors |
| APOLLO GLOBAL MGMT INC | COM | 7K | 57 | Pacific Capital Wealth Advisors |
| FATHOM HOLDINGS INC | COM | 172 | 100 | Pacific Capital Wealth Advisors |
| INTERCONTINENTAL EXCHANGE IN | COM | 15K | 106 | Pacific Capital Wealth Advisors |
| UNILEVER PLC | SPON ADR NEW | 22K | 400 | Pacific Capital Wealth Advisors |
| VANGUARD INDEX FDS | GROWTH ETF | 190K | 508 | Pacific Capital Wealth Advisors |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 251K | 6K | Pacific Capital Wealth Advisors |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT CSMR | 384 | 4 | Pacific Capital Wealth Advisors |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 9K | 128 | Pacific Capital Wealth Advisors |
| RENAISSANCE CAP GREENWICH FD | IPO ETF | 322 | 8 | Pacific Capital Wealth Advisors |
| MULLEN AUTOMOTIVE INC | COM NEW | 2 | 1 | Pacific Capital Wealth Advisors |
| ISHARES BITCOIN TR | SHS | 6K | 185 | Pacific Capital Wealth Advisors |
| WISDOMTREE TR | EM EX ST-OWNED | 7K | 232 | Pacific Capital Wealth Advisors |
| SCHWAB CHARLES CORP | COM | 19K | 256 | Pacific Capital Wealth Advisors |
| KELLANOVA | COM | 2K | 30 | Pacific Capital Wealth Advisors |
| CHIPOTLE MEXICAN GRILL INC | COM | 219K | 4K | Pacific Capital Wealth Advisors |
| BROADRIDGE FINL SOLUTIONS IN | COM | 4K | 18 | Pacific Capital Wealth Advisors |
| PALO ALTO NETWORKS INC | COM | 17K | 49 | Pacific Capital Wealth Advisors |
| PAYCHEX INC | COM | 48K | 404 | Pacific Capital Wealth Advisors |
| VISA INC | COM CL A | 832K | 3K | Pacific Capital Wealth Advisors |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 149K | 815 | Pacific Capital Wealth Advisors |
| IQVIA HLDGS INC | COM | 12K | 58 | Pacific Capital Wealth Advisors |
| CHEWY INC | CL A | 5K | 168 | Pacific Capital Wealth Advisors |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 205K | 2K | Pacific Capital Wealth Advisors |
| TEXAS INSTRS INC | COM | 36K | 183 | Pacific Capital Wealth Advisors |
| CROWN CASTLE INC | COM | 23K | 240 | Pacific Capital Wealth Advisors |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 23M | 280K | Pacific Capital Wealth Advisors |
| ROBLOX CORP | CL A | 744 | 20 | Pacific Capital Wealth Advisors |
| ORACLE CORP | COM | 35K | 247 | Pacific Capital Wealth Advisors |
| CITIGROUP INC | COM NEW | 22K | 343 | Pacific Capital Wealth Advisors |
| EXTRA SPACE STORAGE INC | COM | 54K | 350 | Pacific Capital Wealth Advisors |
| ISHARES TR | 20 YR TR BD ETF | 4K | 39 | Pacific Capital Wealth Advisors |
| PFIZER INC | COM | 11K | 383 | Pacific Capital Wealth Advisors |
| RELX PLC | SPONSORED ADR | 7K | 142 | Pacific Capital Wealth Advisors |
| ISHARES TR | CALIF MUN BD ETF | 2M | 34K | Pacific Capital Wealth Advisors |
| ISHARES TR | 0-5 YR TIPS ETF | 72K | 725 | Pacific Capital Wealth Advisors |
| OATLY GROUP AB | SPONSORED ADS | 752 | 800 | Pacific Capital Wealth Advisors |
| ILLUMINA INC | COM | 5K | 45 | Pacific Capital Wealth Advisors |
| ING GROEP N.V. | SPONSORED ADR | 7K | 380 | Pacific Capital Wealth Advisors |
| VANGUARD INDEX FDS | VALUE ETF | 63K | 390 | Pacific Capital Wealth Advisors |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 188K | 3K | Pacific Capital Wealth Advisors |
| FISERV INC | COM | 18K | 119 | Pacific Capital Wealth Advisors |
| CELULARITY INC | CL A NEW | 157 | 50 | Pacific Capital Wealth Advisors |
| CENCORA INC | COM | 7K | 31 | Pacific Capital Wealth Advisors |
| BECTON DICKINSON & CO | COM | 5K | 22 | Pacific Capital Wealth Advisors |
| MASTERCARD INCORPORATED | CL A | 219K | 496 | Pacific Capital Wealth Advisors |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 2M | 15K | Pacific Capital Wealth Advisors |
| EVERSOURCE ENERGY | COM | 2K | 31 | Pacific Capital Wealth Advisors |
| MONOLITHIC PWR SYS INC | COM | 10K | 12 | Pacific Capital Wealth Advisors |
| PIMCO ETF TR | ACTIVE BD ETF | 49K | 536 | Pacific Capital Wealth Advisors |
| SPDR SER TR | S&P 500 ESG ETF | 22K | 414 | Pacific Capital Wealth Advisors |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 380K | 2K | Pacific Capital Wealth Advisors |
| MARATHON PETE CORP | COM | 18K | 103 | Pacific Capital Wealth Advisors |
| CLOUDFLARE INC | CL A COM | 4K | 43 | Pacific Capital Wealth Advisors |
| SALESFORCE INC | COM | 37K | 142 | Pacific Capital Wealth Advisors |
| MICRON TECHNOLOGY INC | COM | 26K | 195 | Pacific Capital Wealth Advisors |
| EATON CORP PLC | SHS | 43K | 137 | Pacific Capital Wealth Advisors |
| SCHWAB STRATEGIC TR | US REIT ETF | 2M | 124K | Pacific Capital Wealth Advisors |
| DISNEY WALT CO | COM | 119K | 1K | Pacific Capital Wealth Advisors |
| WILLIAMS COS INC | COM | 12K | 279 | Pacific Capital Wealth Advisors |
| MARRIOTT INTL INC NEW | CL A | 11K | 44 | Pacific Capital Wealth Advisors |
| GE VERNOVA INC | COM | 11K | 67 | Pacific Capital Wealth Advisors |
| HARTFORD FINL SVCS GROUP INC | COM | 12K | 123 | Pacific Capital Wealth Advisors |
| NETAPP INC | COM | 3K | 23 | Pacific Capital Wealth Advisors |
| TOOTSIE ROLL INDS INC | COM | 31 | 1 | Pacific Capital Wealth Advisors |
| INFINERA CORP | COM | 152 | 25 | Pacific Capital Wealth Advisors |
| CORTEVA INC | COM | 11K | 208 | Pacific Capital Wealth Advisors |
| SPDR SER TR | S&P DIVID ETF | 18K | 139 | Pacific Capital Wealth Advisors |
| WINGSTOP INC | COM | 2K | 5 | Pacific Capital Wealth Advisors |
| SL GREEN RLTY CORP | COM | 2K | 29 | Pacific Capital Wealth Advisors |
| ISHARES SILVER TR | ISHARES | 6K | 229 | Pacific Capital Wealth Advisors |
| ISHARES TR | MODERT ALLOC ETF | 3 | 0 | Pacific Capital Wealth Advisors |
| DIREXION SHS ETF TR | DLY TECH BULL 3X | 97 | 1 | Pacific Capital Wealth Advisors |
| DOXIMITY INC | CL A | 448 | 16 | Pacific Capital Wealth Advisors |
| TRACTOR SUPPLY CO | COM | 284 | 1 | Pacific Capital Wealth Advisors |
| SPDR SER TR | BLOOMBERG 1-3 MO | 30M | 323K | Pacific Capital Wealth Advisors |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 6M | 147K | Pacific Capital Wealth Advisors |
| PHILLIPS 66 | COM | 17K | 122 | Pacific Capital Wealth Advisors |
| SPOTIFY TECHNOLOGY S A | SHS | 19K | 59 | Pacific Capital Wealth Advisors |
| VANGUARD INDEX FDS | SML CP GRW ETF | 1K | 4 | Pacific Capital Wealth Advisors |
| CALUMET SPECIALTY PRODS PART | UT LTD PARTNER | 96 | 6 | Pacific Capital Wealth Advisors |
| ABBVIE INC | COM | 42K | 247 | Pacific Capital Wealth Advisors |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | 106K | 5K | Pacific Capital Wealth Advisors |
| SLM CORP | COM | 6K | 284 | Pacific Capital Wealth Advisors |
| CORNING INC | COM | 15K | 389 | Pacific Capital Wealth Advisors |
| VERTEX PHARMACEUTICALS INC | COM | 14K | 30 | Pacific Capital Wealth Advisors |
| HILTON WORLDWIDE HLDGS INC | COM | 14K | 66 | Pacific Capital Wealth Advisors |
| ISHARES TR | SHRT NAT MUN ETF | 65K | 620 | Pacific Capital Wealth Advisors |
| CBOE GLOBAL MKTS INC | COM | 3K | 18 | Pacific Capital Wealth Advisors |
| PUBLIC STORAGE OPER CO | COM | 122K | 424 | Pacific Capital Wealth Advisors |
| FORD MTR CO DEL | COM | 24K | 2K | Pacific Capital Wealth Advisors |
| EMBECTA CORP | COMMON STOCK | 288 | 23 | Pacific Capital Wealth Advisors |
| GE AEROSPACE | COM NEW | 43K | 273 | Pacific Capital Wealth Advisors |
| HSBC HLDGS PLC | SPON ADR NEW | 8K | 195 | Pacific Capital Wealth Advisors |
| BANK AMERICA CORP | COM | 161K | 4K | Pacific Capital Wealth Advisors |
| LAM RESEARCH CORP | COM | 17K | 16 | Pacific Capital Wealth Advisors |
| ROPER TECHNOLOGIES INC | COM | 14K | 25 | Pacific Capital Wealth Advisors |
| ISHARES TR | GRWT ALLOCAT ETF | 1M | 18K | Pacific Capital Wealth Advisors |
| VANGUARD INDEX FDS | SM CP VAL ETF | 91K | 497 | Pacific Capital Wealth Advisors |
| CME GROUP INC | COM | 11K | 58 | Pacific Capital Wealth Advisors |
| UNITED RENTALS INC | COM | 16K | 24 | Pacific Capital Wealth Advisors |
| WISDOMTREE TR | EMER MKT HIGH FD | 217 | 5 | Pacific Capital Wealth Advisors |
| JOHNSON & JOHNSON | COM | 119K | 814 | Pacific Capital Wealth Advisors |
| JPMORGAN CHASE & CO. | COM | 191K | 946 | Pacific Capital Wealth Advisors |
| CONOCOPHILLIPS | COM | 35K | 310 | Pacific Capital Wealth Advisors |
| MELCO RESORTS AND ENTMNT LTD | ADR | 373 | 50 | Pacific Capital Wealth Advisors |
| DELL TECHNOLOGIES INC | CL C | 14K | 99 | Pacific Capital Wealth Advisors |
| VULCAN MATLS CO | COM | 27K | 107 | Pacific Capital Wealth Advisors |
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 16K | 712 | Pacific Capital Wealth Advisors |
| AG MTG INVT TR INC | COM NEW | 664 | 100 | Pacific Capital Wealth Advisors |
| DUPONT DE NEMOURS INC | COM | 8K | 100 | Pacific Capital Wealth Advisors |
| FUBOTV INC | COM | 25 | 20 | Pacific Capital Wealth Advisors |
| RESIDEO TECHNOLOGIES INC | COM | 4K | 215 | Pacific Capital Wealth Advisors |
| UNITED PARCEL SERVICE INC | CL B | 138K | 1K | Pacific Capital Wealth Advisors |
| PACER FDS TR | PACER US SMALL | 8K | 189 | Pacific Capital Wealth Advisors |
| ARISTA NETWORKS INC | COM | 21K | 61 | Pacific Capital Wealth Advisors |
| BLOCK INC | CL A | 19K | 293 | Pacific Capital Wealth Advisors |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 18K | 311 | Pacific Capital Wealth Advisors |
| EA SERIES TRUST | STRIVE US ENERGY | 6K | 200 | Pacific Capital Wealth Advisors |
| PEPSICO INC | COM | 40K | 244 | Pacific Capital Wealth Advisors |
| AIR PRODS & CHEMS INC | COM | 3K | 11 | Pacific Capital Wealth Advisors |
| WATSCO INC | COM | 8K | 18 | Pacific Capital Wealth Advisors |
| KYNDRYL HLDGS INC | COMMON STOCK | 5K | 172 | Pacific Capital Wealth Advisors |
| ZSCALER INC | COM | 2K | 13 | Pacific Capital Wealth Advisors |
| NU HLDGS LTD | ORD SHS CL A | 2K | 178 | Pacific Capital Wealth Advisors |
| ALLSTATE CORP | COM | 81K | 506 | Pacific Capital Wealth Advisors |
| ISHARES TR | RUSSELL 2000 ETF | 8M | 37K | Pacific Capital Wealth Advisors |
| PROCTER AND GAMBLE CO | COM | 94K | 569 | Pacific Capital Wealth Advisors |
| AMERICAN TOWER CORP NEW | COM | 194 | 1 | Pacific Capital Wealth Advisors |
| PROLOGIS INC. | COM | 31K | 279 | Pacific Capital Wealth Advisors |
| MATCH GROUP INC NEW | COM | 2M | 59K | Pacific Capital Wealth Advisors |
| FACTSET RESH SYS INC | COM | 3K | 8 | Pacific Capital Wealth Advisors |
| ISHARES TR | RUS 1000 VAL ETF | 149K | 852 | Pacific Capital Wealth Advisors |
| SPDR GOLD TR | GOLD SHS | 68K | 314 | Pacific Capital Wealth Advisors |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 67M | 928K | Pacific Capital Wealth Advisors |
| ISHARES TR | RUS 2000 VAL ETF | 7K | 49 | Pacific Capital Wealth Advisors |
| KRAFT HEINZ CO | COM | 32 | 1 | Pacific Capital Wealth Advisors |
| THERMO FISHER SCIENTIFIC INC | COM | 57K | 103 | Pacific Capital Wealth Advisors |
| INTUIT | COM | 172K | 262 | Pacific Capital Wealth Advisors |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 2M | 24K | Pacific Capital Wealth Advisors |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 1M | 19K | Pacific Capital Wealth Advisors |
| SYNOPSYS INC | COM | 21K | 35 | Pacific Capital Wealth Advisors |
| RUBRIK INC. | CL A | 2K | 55 | Pacific Capital Wealth Advisors |
| EDISON INTL | COM | 7K | 100 | Pacific Capital Wealth Advisors |
| AUTOMATIC DATA PROCESSING IN | COM | 107K | 450 | Pacific Capital Wealth Advisors |
| COPART INC | COM | 8K | 144 | Pacific Capital Wealth Advisors |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 8M | 127K | Pacific Capital Wealth Advisors |
| OTIS WORLDWIDE CORP | COM | 37K | 389 | Pacific Capital Wealth Advisors |
| EXELON CORP | COM | 21K | 617 | Pacific Capital Wealth Advisors |
| NORFOLK SOUTHN CORP | COM | 4K | 17 | Pacific Capital Wealth Advisors |
| BOSTON SCIENTIFIC CORP | COM | 25K | 327 | Pacific Capital Wealth Advisors |
| AVALONBAY CMNTYS INC | COM | 11K | 55 | Pacific Capital Wealth Advisors |
| ORIX CORP | SPONSORED ADR | 6K | 51 | Pacific Capital Wealth Advisors |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 4M | 59K | Pacific Capital Wealth Advisors |
| ORION OFFICE REIT INC | COM | 101 | 28 | Pacific Capital Wealth Advisors |
| DEERE & CO | COM | 4K | 11 | Pacific Capital Wealth Advisors |
| PRICE T ROWE GROUP INC | COM | 1K | 10 | Pacific Capital Wealth Advisors |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 435K | 3K | Pacific Capital Wealth Advisors |
| ABBOTT LABS | COM | 117K | 1K | Pacific Capital Wealth Advisors |
| CVS HEALTH CORP | COM | 101K | 2K | Pacific Capital Wealth Advisors |
| DECKERS OUTDOOR CORP | COM | 9K | 9 | Pacific Capital Wealth Advisors |
| INTUITIVE SURGICAL INC | COM NEW | 19K | 42 | Pacific Capital Wealth Advisors |
| NOMURA HLDGS INC | SPONSORED ADR | 6K | 981 | Pacific Capital Wealth Advisors |
| ALPS ETF TR | ALERIAN MLP | 21K | 431 | Pacific Capital Wealth Advisors |
| RIVIAN AUTOMOTIVE INC | COM CL A | 30K | 2K | Pacific Capital Wealth Advisors |
| META PLATFORMS INC | CL A | 716K | 1K | Pacific Capital Wealth Advisors |
| GAMESTOP CORP NEW | CL A | 5K | 200 | Pacific Capital Wealth Advisors |
| ASML HOLDING N V | N Y REGISTRY SHS | 24K | 23 | Pacific Capital Wealth Advisors |
| WEST PHARMACEUTICAL SVSC INC | COM | 4K | 13 | Pacific Capital Wealth Advisors |
| XPENG INC | ADS | 733 | 100 | Pacific Capital Wealth Advisors |
| ADVANCED MICRO DEVICES INC | COM | 79K | 487 | Pacific Capital Wealth Advisors |
| THE CIGNA GROUP | COM | 24K | 73 | Pacific Capital Wealth Advisors |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 11M | 148K | Pacific Capital Wealth Advisors |
| ISHARES TR | FALN ANGLS USD | 3K | 107 | Pacific Capital Wealth Advisors |
| APPLIED MATLS INC | COM | 17K | 71 | Pacific Capital Wealth Advisors |
| NEXTERA ENERGY INC | COM | 21K | 297 | Pacific Capital Wealth Advisors |
| GENERAL MLS INC | COM | 54K | 854 | Pacific Capital Wealth Advisors |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 309 | 1 | Pacific Capital Wealth Advisors |
| THE TRADE DESK INC | COM CL A | 8K | 85 | Pacific Capital Wealth Advisors |
| LUMINAR TECHNOLOGIES INC | COM CL A | 112 | 75 | Pacific Capital Wealth Advisors |
| ICAHN ENTERPRISES LP | DEPOSITARY UNIT | 82K | 5K | Pacific Capital Wealth Advisors |
| VARONIS SYS INC | COM | 96 | 2 | Pacific Capital Wealth Advisors |
| EDITAS MEDICINE INC | COM | 23 | 5 | Pacific Capital Wealth Advisors |
| SELECT SECTOR SPDR TR | ENERGY | 190K | 2K | Pacific Capital Wealth Advisors |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 22K | 446 | Pacific Capital Wealth Advisors |
| FLOOR & DECOR HLDGS INC | CL A | 3K | 31 | Pacific Capital Wealth Advisors |
| REDFIN CORP | COM | 18 | 3 | Pacific Capital Wealth Advisors |
| ADOBE INC | COM | 72K | 129 | Pacific Capital Wealth Advisors |
| SIMPLIFY EXCHANGE TRADED FUN | VOLT ROBOCAR DI | 78 | 7 | Pacific Capital Wealth Advisors |
| SUN LIFE FINANCIAL INC. | COM | 3K | 54 | Pacific Capital Wealth Advisors |
| DIGITAL RLTY TR INC | COM | 10K | 66 | Pacific Capital Wealth Advisors |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 592 | 10 | Pacific Capital Wealth Advisors |
| UNISYS CORP | COM NEW | 116 | 28 | Pacific Capital Wealth Advisors |
| ALPHABET INC | CAP STK CL A | 257K | 1K | Pacific Capital Wealth Advisors |
| DOMINOS PIZZA INC | COM | 8K | 15 | Pacific Capital Wealth Advisors |
| DIAMONDBACK ENERGY INC | COM | 4K | 20 | Pacific Capital Wealth Advisors |
| BOSTON OMAHA CORP | CL A COM STK | 40 | 3 | Pacific Capital Wealth Advisors |
| LOCKHEED MARTIN CORP | COM | 83K | 177 | Pacific Capital Wealth Advisors |
| CONSOLIDATED COMM HLDGS INC | COM | 480 | 109 | Pacific Capital Wealth Advisors |
| POWERSHARES ACTIVELY MANAGED | ULTRA SHRT DUR | 12K | 248 | Pacific Capital Wealth Advisors |
| ISHARES TR | RUS 1000 ETF | 6M | 19K | Pacific Capital Wealth Advisors |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 70K | 596 | Pacific Capital Wealth Advisors |
| REGENERON PHARMACEUTICALS | COM | 18K | 17 | Pacific Capital Wealth Advisors |
| PALATIN TECHNOLOGIES INC | COM NEW | 20 | 10 | Pacific Capital Wealth Advisors |
| TG THERAPEUTICS INC | COM | 2K | 100 | Pacific Capital Wealth Advisors |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 73K | 1K | Pacific Capital Wealth Advisors |
| DANAHER CORPORATION | COM | 15K | 60 | Pacific Capital Wealth Advisors |
| MARVELL TECHNOLOGY INC | COM | 15K | 221 | Pacific Capital Wealth Advisors |
| VIASAT INC | COM | 13 | 1 | Pacific Capital Wealth Advisors |
| ISHARES TR | AGGRES ALLOC ETF | 25K | 338 | Pacific Capital Wealth Advisors |
| MOTOROLA SOLUTIONS INC | COM NEW | 7K | 17 | Pacific Capital Wealth Advisors |
| QUALCOMM INC | COM | 30K | 152 | Pacific Capital Wealth Advisors |
| SPDR S&P 500 ETF TR | TR UNIT | 148M | 272K | Pacific Capital Wealth Advisors |
| ISHARES INC | EM MKT SM-CP ETF | 13K | 210 | Pacific Capital Wealth Advisors |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 79K | 203 | Pacific Capital Wealth Advisors |
| UBER TECHNOLOGIES INC | COM | 33K | 459 | Pacific Capital Wealth Advisors |
| DRAFTKINGS INC NEW | COM CL A | 2K | 58 | Pacific Capital Wealth Advisors |
| SNAP ON INC | COM | 38K | 144 | Pacific Capital Wealth Advisors |
| BAIDU INC | SPON ADR REP A | 36K | 411 | Pacific Capital Wealth Advisors |
| NORWEGIAN CRUISE LINE HLDG L | SHS | 10K | 525 | Pacific Capital Wealth Advisors |
| VALERO ENERGY CORP | COM | 11K | 73 | Pacific Capital Wealth Advisors |
| VODAFONE GROUP PLC NEW | SPONSORED ADR | 2K | 208 | Pacific Capital Wealth Advisors |
| SPDR SER TR | S&P KENSHO SMART | 28 | 1 | Pacific Capital Wealth Advisors |
| BUMBLE INC | COM CL A | 53 | 5 | Pacific Capital Wealth Advisors |
| TARGET CORP | COM | 44K | 299 | Pacific Capital Wealth Advisors |
| WELLS FARGO CO NEW | COM | 161K | 3K | Pacific Capital Wealth Advisors |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 604K | 12K | Pacific Capital Wealth Advisors |
| EA SERIES TRUST | STRIVE 1000 VALU | 58K | 2K | Pacific Capital Wealth Advisors |
| UBS GROUP AG | SHS | 5K | 167 | Pacific Capital Wealth Advisors |
| UNION PAC CORP | COM | 9K | 39 | Pacific Capital Wealth Advisors |
| WESTERN ALLIANCE BANCORP | COM | 628 | 10 | Pacific Capital Wealth Advisors |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 1M | 15K | Pacific Capital Wealth Advisors |
| NOVARTIS AG | SPONSORED ADR | 2K | 16 | Pacific Capital Wealth Advisors |
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 27K | 650 | Pacific Capital Wealth Advisors |
| APPLE INC | COM | 8M | 38K | Pacific Capital Wealth Advisors |
| EXPEDIA GROUP INC | COM NEW | 3K | 22 | Pacific Capital Wealth Advisors |
| ANSYS INC | COM | 4K | 13 | Pacific Capital Wealth Advisors |
| DIREXION SHS ETF TR | 20YR TRES BEAR | 52K | 1K | Pacific Capital Wealth Advisors |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 12K | 250 | Pacific Capital Wealth Advisors |
| ASURE SOFTWARE INC | COM | 34 | 4 | Pacific Capital Wealth Advisors |
| TRANE TECHNOLOGIES PLC | SHS | 20K | 61 | Pacific Capital Wealth Advisors |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 171K | 341 | Pacific Capital Wealth Advisors |
| ISHARES TR | CORE MSCI EAFE | 46M | 637K | Pacific Capital Wealth Advisors |
| CAPITAL ONE FINL CORP | COM | 132K | 950 | Pacific Capital Wealth Advisors |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 42K | 280 | Pacific Capital Wealth Advisors |
| CONSTELLATION ENERGY CORP | COM | 56K | 280 | Pacific Capital Wealth Advisors |
| VERALTO CORP | COM SHS | 2K | 20 | Pacific Capital Wealth Advisors |
| VANGUARD WORLD FD | HEALTH CAR ETF | 1M | 5K | Pacific Capital Wealth Advisors |
| FEDEX CORP | COM | 16K | 52 | Pacific Capital Wealth Advisors |
| LOWES COS INC | COM | 33K | 148 | Pacific Capital Wealth Advisors |
| MR COOPER GROUP INC | COM | 569 | 7 | Pacific Capital Wealth Advisors |
| AYRO INC | COM | 1 | 1 | Pacific Capital Wealth Advisors |
| TRUIST FINL CORP | COM | 272 | 7 | Pacific Capital Wealth Advisors |
| XCEL ENERGY INC | COM | 22K | 407 | Pacific Capital Wealth Advisors |
| AMERICAN WTR WKS CO INC NEW | COM | 407K | 3K | Pacific Capital Wealth Advisors |
| CATERPILLAR INC | COM | 15K | 46 | Pacific Capital Wealth Advisors |
| REPUBLIC SVCS INC | COM | 30K | 152 | Pacific Capital Wealth Advisors |
| ISHARES TR | CORE S&P MCP ETF | 15K | 250 | Pacific Capital Wealth Advisors |
| ISHARES TR | MSCI ACWI EX US | 15K | 275 | Pacific Capital Wealth Advisors |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 473K | 11K | Pacific Capital Wealth Advisors |
| CAMPING WORLD HLDGS INC | CL A | 2K | 100 | Pacific Capital Wealth Advisors |
| LUCID GROUP INC | COM | 282 | 108 | Pacific Capital Wealth Advisors |
| SOUTHWEST AIRLS CO | COM | 9K | 321 | Pacific Capital Wealth Advisors |
| ISHARES TR | MSCI EAFE ETF | 168K | 2K | Pacific Capital Wealth Advisors |
| REALTY INCOME CORP | COM | 15K | 293 | Pacific Capital Wealth Advisors |
| ARK ETF TR | INNOVATION ETF | 44 | 1 | Pacific Capital Wealth Advisors |
| AT&T INC | COM | 10K | 525 | Pacific Capital Wealth Advisors |
| INTERNATIONAL BUSINESS MACHS | COM | 174K | 1K | Pacific Capital Wealth Advisors |
| BLACKSTONE INC | COM | 10K | 81 | Pacific Capital Wealth Advisors |