
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
100,314 | -6,727 | $21,938 |
IWF | 100,314 | -6,727 | $21,938 |
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338,640 | -52,845 | $16,682 |
NEAR | 338,640 | -52,845 | $16,682 |
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191,059 | +101,487 | $14,571 |
VCSH | 191,059 | +101,487 | $14,571 |
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49,454 | -5,736 | $12,702 |
MSFT | 49,454 | -5,736 | $12,702 |
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71,297 | -134 | $10,336 |
IWD | 71,297 | -134 | $10,336 |
![]() |
166,655 | +150,082 | $9,810 |
VGSH | 166,655 | +150,082 | $9,810 |
![]() |
380,205 | -169,088 | $9,087 |
GOVT | 380,205 | -169,088 | $9,087 |
![]() |
39,318 | -1,847 | $8,895 |
IJH | 39,318 | -1,847 | $8,895 |
![]() |
118,213 | -44,009 | $8,300 |
USMV | 118,213 | -44,009 | $8,300 |
![]() |
19,265 | +713 | $7,304 |
IVV | 19,265 | +713 | $7,304 |
![]() |
115,420 | -3,208 | $7,261 |
KO | 115,420 | -3,208 | $7,261 |
![]() |
105,424 | +9,755 | $7,233 |
VIGI | 105,424 | +9,755 | $7,233 |
![]() |
63,815 | +78 | $7,130 |
QUAL | 63,815 | +78 | $7,130 |
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18,309 | -878 | $6,907 |
SPY | 18,309 | -878 | $6,907 |
![]() |
110,668 | -227 | $6,513 |
IEFA | 110,668 | -227 | $6,513 |
![]() |
61,677 | -4,635 | $5,699 |
IJR | 61,677 | -4,635 | $5,699 |
![]() |
37,336 | -9,179 | $5,660 |
NVDA | 37,336 | -9,179 | $5,660 |
![]() |
36,791 | -13,160 | $5,635 |
ABBV | 36,791 | -13,160 | $5,635 |
![]() |
224,721 | -151,532 | $5,344 |
CWI | 224,721 | -151,532 | $5,344 |
![]() |
36,227 | +3,875 | $5,198 |
VIG | 36,227 | +3,875 | $5,198 |
![]() |
10,479 | -2,725 | $5,022 |
COST | 10,479 | -2,725 | $5,022 |
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2,277 | -213 | $4,962 |
GOOGL | 2,277 | -213 | $4,962 |
![]() |
57,829 | +2,132 | $4,852 |
ESGU | 57,829 | +2,132 | $4,852 |
![]() |
32,341 | -7 | $4,682 |
CVX | 32,341 | -7 | $4,682 |
![]() |
14,668 | -1,935 | $4,111 |
QQQ | 14,668 | -1,935 | $4,111 |
![]() |
22,632 | -3,125 | $4,017 |
JNJ | 22,632 | -3,125 | $4,017 |
![]() |
34,634 | -3,812 | $3,900 |
JPM | 34,634 | -3,812 | $3,900 |
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11,803 | -140 | $3,827 |
LLY | 11,803 | -140 | $3,827 |
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89,149 | -38,672 | $3,615 |
SHYG | 89,149 | -38,672 | $3,615 |
![]() |
17,503 | -1,300 | $3,611 |
IWO | 17,503 | -1,300 | $3,611 |
![]() |
41,513 | +84 | $3,556 |
XOM | 41,513 | +84 | $3,556 |
![]() |
65,618 | -5,357 | $3,440 |
PFE | 65,618 | -5,357 | $3,440 |
![]() |
64,834 | -17,127 | $3,290 |
VZ | 64,834 | -17,127 | $3,290 |
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21,379 | -2,712 | $3,074 |
PG | 21,379 | -2,712 | $3,074 |
![]() |
17,768 | -8,349 | $3,009 |
IWM | 17,768 | -8,349 | $3,009 |
![]() |
87,463 | -143,288 | $2,876 |
PFF | 87,463 | -143,288 | $2,876 |
![]() |
35,329 | -88 | $2,824 |
IYW | 35,329 | -88 | $2,824 |
![]() |
43,055 | -19,038 | $2,779 |
CWB | 43,055 | -19,038 | $2,779 |
![]() |
36,588 | -14,010 | $2,693 |
XLB | 36,588 | -14,010 | $2,693 |
![]() |
20,856 | -403 | $2,674 |
XLV | 20,856 | -403 | $2,674 |
![]() |
28,534 | -8,049 | $2,644 |
CVS | 28,534 | -8,049 | $2,644 |
![]() |
21,354 | +10,054 | $2,513 |
DVY | 21,354 | +10,054 | $2,513 |
![]() |
35,585 | -18,585 | $2,496 |
XLU | 35,585 | -18,585 | $2,496 |
![]() |
27,237 | +591 | $2,465 |
VLUE | 27,237 | +591 | $2,465 |
![]() |
4,534 | -1,939 | $2,464 |
TMO | 4,534 | -1,939 | $2,464 |
![]() |
28,822 | -283 | $2,414 |
ITOT | 28,822 | -283 | $2,414 |
![]() |
11,673 | -157 | $2,298 |
V | 11,673 | -157 | $2,298 |
![]() |
10,247 | +20 | $2,186 |
UNP | 10,247 | +20 | $2,186 |
![]() |
12,608 | -1,771 | $2,101 |
PEP | 12,608 | -1,771 | $2,101 |
![]() |
48,002 | -23,800 | $2,028 |
ENB | 48,002 | -23,800 | $2,028 |
See Full List: All Stocks Held By Montecito Bank & Trust
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Montecito Bank & Trust
![]() At 06/30/2022: $421,292 At 03/31/2022: $534,449 Montecito Bank & Trust holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Montecito Bank & Trust 13F filings. Link to 13F filings: SEC filings |