Traveka Wealth, LLC Reduced Holdings in Q4 2024

Traveka Wealth, LLC

  • $181 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-21.1K
- 53.58%
$521.84 - $558.82 $11M - $11.8M
18.3K $9.85B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-124K
- 71.15%
$77.02 - $78.58 $9.54M - $9.74M
50.2K $3.88B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-73K
- 77.86%
$74.5 - $78.37 $5.44M - $5.72M
20.7K $1.55B
IDEV
Ishares Core Msci Intl Develop

ETFs
-19.1K
- 59.52%
$64.18 - $70.42 $1.23M - $1.35M
13K $839M
IEMG
Ishares Inc

ETFs
-21.4K
- 39.98%
N/A
32.1K $1.68B
BNDX
Vanguard Total International B

ETFs
-24.8K
- 85.61%
$48.91 - $50.61 $1.21M - $1.26M
4.17K $205M
IEFA
Ishares Tr

ETFs
-12.7K
- 29.54%
$70.06 - $77.43 $887K - $980K
30.2K $2.12B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-5.68K
- 24.07%
$114.08 - $125.68 $648K - $713K
17.9K $2.05B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7K
- 56.54%
$113.92 - $127.38 $798K - $892K
5.38K $620M
REET
Ishares Global Reit ETF

ETFs
-27.6K
- 67.37%
$23.43 - $26.54 $646K - $731K
13.3K $320M
HEFA
Ishares Currency Hedged Msci E

ETFs
-9.9K
- 6.22%
$34.42 - $35.88 $341K - $355K
149K $5.19B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5.83K
- 31.85%
$58.88 - $64.8 $344K - $378K
12.5K $736M
NVO
Novo Nordisk A S

Healthcare
-552
- 6.45%
$85.0 - $120.04 $46.9K - $66.3K
8K $688M
AMD
Advanced Micro Devices Inc

Technology
-735
- 26.6%
$118.88 - $172.8 $87.4K - $127K
2.03K $245M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-5.65K
- 6.44%
$25.3 - $26.31 $143K - $149K
82.1K $2.1B
IVV
Ishares Core S&P 500 ETF

ETFs
-350
- 11.13%
$570.51 - $610.59 $200K - $214K
2.79K $1.64B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.56K
- 6.09%
$47.26 - $48.18 $121K - $123K
39.4K $1.85B
AZN
Astrazeneca PLC

Healthcare
-491
- 7.91%
$63.2 - $79.58 $31K - $39.1K
5.72K $375M
DHR
Danaher Corp

Healthcare
-185
- 14.5%
$226.16 - $274.52 $41.8K - $50.8K
1.09K $251M
UNH
Unitedhealth Group Inc

Healthcare
-17
- 1.66%
$485.52 - $625.25 $8.25K - $10.6K
1.01K $510M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-53
- 8.48%
$501.29 - $612.85 $26.6K - $32.5K
572 $298M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.91K
- 21.08%
$40.97 - $42.66 $78.3K - $81.5K
7.15K $296M
ADBE
Adobe Inc.

Technology
-39
- 4.26%
$437.39 - $552.96 $17.1K - $21.6K
877 $390M
NVS
Novartis Ag

Healthcare
-221
- 6.27%
$96.78 - $117.18 $21.4K - $25.9K
3.3K $321M
XOM
Exxon Mobil Corp

Energy
-73
- 0.99%
$105.51 - $125.37 $7.7K - $9.15K
7.32K $788M
MRK
Merck & Co., Inc.

Healthcare
-128
- 3.8%
$96.31 - $114.76 $12.3K - $14.7K
3.24K $322M
ING
Ing Groep Nv

Financial Services
-740
- 5.9%
$15.1 - $17.73 $11.2K - $13.1K
11.8K $185M
GE
General Electric CO

Industrials
-43
- 2.86%
$159.95 - $194.23 $6.88K - $8.35K
1.46K $244M
SHEL
Shell PLC

Energy
-226
- 4.81%
$60.63 - $70.23 $13.7K - $15.9K
4.47K $280M
ABEV
Ambev S.A.

Consumer Defensive
-5.37K
- 30.25%
$1.85 - $2.56 $9.93K - $13.7K
12.4K $22.9M
RELX
Relx PLC

Communication Services
-76
- 1.22%
$44.45 - $48.63 $3.38K - $3.7K
6.16K $280M
ORCL
Oracle Corp

Technology
-17
- 0.82%
$165.41 - $192.43 $2.81K - $3.27K
2.05K $341M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-94
- 3.79%
$124.26 - $134.12 $11.7K - $12.6K
2.39K $307M
TFC
Truist Financial Corp

Financial Services
-12
- 0.21%
$41.51 - $48.1 $498 - $577
5.7K $247M
META
Meta Platforms, Inc.

Communication Services
-16
- 0.38%
$554.08 - $632.68 $8.87K - $10.1K
4.14K $2.42B
Activity Summary
Buys All Purchases 94 New Holdings 20 Increased Positions 74 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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