Traveka Wealth, LLC Incresed Positions in Q4 2024

Traveka Wealth, LLC

  • $181 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
484
+ 23.46%
$87.44 - $102.5 $42.3K - $49.6K
2.55K $232M
SPGI
S&P Global Inc.

Financial Services
78
+ 11.59%
$480.36 - $529.17 $37.5K - $41.3K
751 $374M
T
At&T Inc.

Communication Services
754
+ 7.65%
$21.22 - $23.88 $16K - $18K
10.6K $242M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29.9K
+ 200.0%
$22.01 - $66.82 $657K - $2M
44.8K $1.02B
IXUS
Ishares Tr

ETFs
2.1K
+ 11.72%
$65.95 - $72.56 $139K - $153K
20.1K $1.33B
HD
Home Depot, Inc.

Consumer Cyclical
110
+ 7.51%
$385.02 - $431.37 $42.4K - $47.5K
1.58K $613M
SYK
Stryker Corp

Healthcare
42
+ 5.39%
$345.14 - $392.15 $14.5K - $16.5K
821 $296M
VZ
Verizon Communications Inc

Communication Services
846
+ 15.7%
$39.6 - $45.21 $33.5K - $38.2K
6.24K $249M
CRH.L
Crh PLC

Basic Materials
53
+ 2.29%
N/A
2.36K $219M
SUB
Ishares Short Term National Mu

ETFs
62
+ 1.52%
$104.94 - $106.2 $6.51K - $6.58K
4.14K $437M
UL
Unilever PLC

Consumer Defensive
589
+ 13.68%
$56.7 - $64.64 $33.4K - $38.1K
4.89K $277M
UBS
Ubs Group Ag

Financial Services
72
+ 0.93%
$29.78 - $33.08 $2.14K - $2.38K
7.85K $238M
RTX
Raytheon Technologies Corp

Industrials
86
+ 3.18%
$114.45 - $127.21 $9.84K - $10.9K
2.79K $323M
BP
Bp PLC

Energy
230
+ 3.48%
$28.16 - $33.14 $6.48K - $7.62K
6.85K $202M
CAT
Caterpillar Inc

Industrials
73
+ 6.2%
$360.37 - $416.88 $26.3K - $30.4K
1.25K $454M
PGR
Progressive Corp

Financial Services
3
+ 0.35%
$239.6 - $268.88 $719 - $807
863 $207M
CMCSA
Comcast Corp

Communication Services
108
+ 2.02%
$37.39 - $45.14 $4.04K - $4.88K
5.46K $205M
TXN
Texas Instruments Inc

Technology
13
+ 0.96%
N/A
1.37K $257M
CMF
Ishares California Muni Bond E

ETFs
510
+ 0.66%
$56.66 - $58.1 $28.9K - $29.6K
78.3K $4.49B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
97
+ 3.99%
$82.28 - $117.52 $7.98K - $11.4K
2.53K $214M
Linde PLC
31
+ 2.87%
N/A
1.11K $465M
VNQ
Vanguard Specialized Funds Van

ETFs
1.7K
+ 3.3%
$87.85 - $98.6 $149K - $167K
53K $4.72B
VNQI
Vanguard Global Ex U.S. Real

ETFs
9.49K
+ 8.91%
$39.22 - $47.52 $372K - $451K
116K $4.59B
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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