Traveka Wealth, LLC Purchases in Q4 2024

Traveka Wealth, LLC

  • $181 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
51.7K
+ 959.86%
$61.74 - $71.71 $3.19M - $3.71M
57.1K $3.56B
GOOGL
Alphabet Inc.

Communication Services
4.41K
+ 27.41%
$161.86 - $196.66 $714K - $867K
20.5K $3.88B
VTV
Vanguard Value ETF

ETFs
8.85K
+ 15.71%
$168.32 - $181.87 $1.49M - $1.61M
65.2K $11B
AMZN
Amazon Com Inc

Consumer Cyclical
2.81K
+ 20.7%
$180.88 - $232.93 $508K - $654K
16.4K $3.59B
PG
Procter & Gamble CO

Consumer Defensive
6.33K
+ 178.05%
$161.05 - $179.7 $1.02M - $1.14M
9.88K $1.66B
COST
Costco Wholesale Corp

Consumer Defensive
1.03K
+ 139.92%
$873.59 - $994.69 $897K - $1.02M
1.76K $1.61B
AAPL
Apple Inc.

Technology
1.99K
+ 8.0%
$221.69 - $259.02 $440K - $515K
26.8K $6.72B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.91K
+ 60.23%
$442.29 - $483.08 $843K - $920K
5.07K $2.3B
UNP
Union Pacific Corp

Industrials
3.21K
+ 236.55%
$223.15 - $249.32 $716K - $800K
4.57K $1.04B
EMR
Emerson Electric CO

Industrials
5.22K
+ 210.66%
$108.13 - $134.33 $564K - $701K
7.7K $954M
VBR
Vanguard Small Cap Value ETF

ETFs
4.15K
+ 6.02%
$197.36 - $217.3 $819K - $902K
73.2K $14.5B
LLY
Eli Lilly & CO

Healthcare
1.21K
+ 44.89%
$727.2 - $932.06 $882K - $1.13M
3.92K $3.02B
GOOG
Alphabet Inc.

Communication Services
2.49K
+ 44.38%
$163.08 - $198.16 $407K - $494K
8.11K $1.54B
JNJ
Johnson & Johnson

Healthcare
4.35K
+ 216.14%
$143.34 - $165.86 $624K - $722K
6.37K $921M
AVGO
Broadcom Inc.

Technology
979
+ 16.82%
$159.67 - $250.0 $156K - $245K
6.8K $1.58B
MCO
Moodys Corp

Financial Services
1.2K
New
$454.04 - $500.88 $545K - $601K
1.2K $568M
TSLA
Tesla, Inc.

Consumer Cyclical
427
+ 15.96%
$213.65 - $479.86 $91.2K - $205K
3.1K $1.25B
JPM
Jpmorgan Chase & CO

Financial Services
1.53K
+ 30.41%
$205.18 - $250.29 $314K - $383K
6.57K $1.57B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.73K
New
$124.61 - $133.96 $464K - $499K
3.73K $480M
NVDA
Nvidia Corp

Technology
203
+ 0.58%
$117.0 - $148.88 $23.8K - $30.2K
35.3K $4.74B
CL
Colgate Palmolive CO

Consumer Defensive
4.48K
New
$90.22 - $102.31 $404K - $458K
4.48K $407M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.98K
+ 40.45%
$71.75 - $75.11 $429K - $449K
20.7K $1.49B
CVX
Chevron Corp

Energy
2.56K
New
$141.15 - $162.53 $362K - $417K
2.56K $371M
MSFT
Microsoft Corp

Technology
1.17K
+ 8.07%
$406.35 - $454.46 $476K - $532K
15.7K $6.61B
WMT
Walmart Inc.

Consumer Defensive
3.16K
+ 39.95%
$79.1 - $95.7 $250K - $302K
11.1K $1B
SCHC
Schwab Strategic Tr Intl Small

ETFs
19.6K
+ 23.97%
$33.93 - $38.37 $666K - $753K
101K $3.48B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.28K
+ 51.6%
$172.07 - $207.36 $220K - $265K
3.75K $740M
VTI
Vanguard Total Stock Market Et

ETFs
714
+ 4.66%
$280.04 - $302.45 $200K - $216K
16.1K $4.65B
NFLX
Netflix Inc

Communication Services
39
+ 2.67%
$687.65 - $936.56 $26.8K - $36.5K
1.5K $1.34B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
11.9K
New
$24.61 - $25.12 $293K - $299K
11.9K $294M
MSI
Motorola Solutions, Inc.

Technology
560
New
$449.08 - $504.6 $251K - $283K
560 $259M
ABBV
Abb Vie Inc.

Healthcare
1.67K
+ 74.56%
$164.99 - $203.87 $275K - $340K
3.91K $694M
Arista Networks Inc
2.22K
New
N/A
2.22K $246M
MCK
Mckesson Corp

Healthcare
415
New
$482.27 - $628.5 $200K - $261K
415 $237M
CRM
Salesforce, Inc.

Technology
301
+ 15.08%
$270.87 - $367.87 $81.5K - $111K
2.3K $768M
Blackrock Inc
214
New
N/A
214 $219M
PM
Philip Morris International Inc.

Consumer Defensive
1.78K
New
$118.38 - $133.06 $211K - $237K
1.78K $214M
FISV
Fiserv Inc

Technology
1.02K
New
N/A
1.02K $210M
IBM
International Business Machines Corp

Technology
949
New
$204.9 - $238.04 $194K - $226K
949 $209M
CSCO
Cisco Systems, Inc.

Technology
3.4K
New
$52.45 - $60.02 $178K - $204K
3.4K $201M
ABT
Abbott Laboratories

Healthcare
1.59K
+ 77.62%
$111.93 - $119.39 $178K - $190K
3.64K $412M
SAN
Banco Santander, S.A.

Financial Services
37.5K
New
$4.49 - $5.05 $168K - $189K
37.5K $171M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
12.7K
New
$9.25 - $10.62 $118K - $135K
12.7K $124M
V
Visa Inc.

Financial Services
49
+ 1.88%
$273.87 - $320.91 $13.4K - $15.7K
2.66K $839M
WFC
Wells Fargo & Company

Financial Services
920
+ 23.14%
$54.98 - $77.35 $50.6K - $71.2K
4.9K $344M
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 8.24%
$4100.99 - $5300.34 $28.7K - $37.1K
92 $458M
MCD
Mcdonalds Corp

Consumer Cyclical
382
+ 28.38%
$288.47 - $316.54 $110K - $121K
1.73K $501M
LYG
Lloyds Banking Group PLC

Financial Services
27.9K
New
$2.67 - $3.23 $74.5K - $90.1K
27.9K $75.9M
HSBC
Hsbc Holdings PLC

Financial Services
678
+ 7.41%
$43.83 - $49.51 $29.7K - $33.6K
9.83K $486M
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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