Traverso Chambers Private Wealth Management, LLC Purchases in Q4 2023

Traverso Chambers Private Wealth Management, LLC

  • $411 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.13M
New
$23.71 - $25.74 $26.9M - $29.2M
1.13M $29.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
212K
New
$93.11 - $109.52 $19.7M - $23.2M
212K $22.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.28K
+ 1.57%
$410.68 - $476.69 $527K - $612K
83.1K $39.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
848
+ 1.68%
$343.66 - $411.5 $291K - $349K
51.3K $21M
AAPL
Apple Inc.

Technology
7.72K
+ 19.28%
$166.89 - $198.11 $1.29M - $1.53M
47.8K $9.2M
VUG
Vanguard Growth ETF

ETFs
797
+ 1.75%
$261.54 - $312.16 $208K - $249K
46.4K $14.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.9K
+ 3.12%
$32.37 - $37.01 $483K - $552K
492K $18.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.8K
+ 6.04%
$61.16 - $70.24 $662K - $760K
190K $13.3M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
5.29K
+ 2.12%
$58.89 - $66.53 $312K - $352K
255K $16.9M
IWM
Ishares Russell 2000 ETF

ETFs
928
+ 1.75%
$162.21 - $204.82 $151K - $190K
54K $10.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.67K
+ 4.35%
$48.83 - $60.51 $277K - $343K
136K $8.11M
AVUV
American Centy ETF Tr Avantis

ETFs
1.2K
+ 1.34%
$73.38 - $91.25 $88.3K - $110K
90.7K $8.15M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.29K
+ 3.41%
$143.69 - $165.7 $185K - $214K
39.2K $6.47M
PFF
Ishares Trust Ishares Pfd And

ETFs
14.6K
+ 5.99%
$28.34 - $31.4 $414K - $459K
259K $8.07M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.18K
+ 3.12%
$49.57 - $56.14 $158K - $179K
105K $5.91M
VTV
Vanguard Value ETF

ETFs
1.42K
+ 4.4%
$131.82 - $149.95 $187K - $212K
33.6K $5.02M
IEF
Ishares Barclays

ETFs
5.38K
New
$88.95 - $97.0 $479K - $522K
5.38K $518K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
12.9K
+ 2.29%
$10.21 - $11.58 $132K - $149K
577K $6.62M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.03K
New
$34.3 - $42.83 $310K - $387K
9.03K $380K
JPM
Jpmorgan Chase & CO

Financial Services
506
+ 5.09%
$135.69 - $170.3 $68.7K - $86.2K
10.5K $1.78M
BAC
Bank Of America Corp

Financial Services
6.55K
New
$25.17 - $33.94 $165K - $222K
6.55K $220K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.05K
+ 15.87%
$37.74 - $41.31 $153K - $167K
29.6K $1.22M
ISRG
Intuitive Surgical Inc

Healthcare
639
New
$258.49 - $338.39 $165K - $216K
639 $215K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
5.9K
New
$31.99 - $35.64 $189K - $210K
5.9K $209K
FYBR
Frontier Communications Parent, Inc.

Communication Services
8.07K
New
$14.06 - $25.52 $113K - $206K
8.07K $204K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.01K
New
$144.23 - $206.46 $145K - $208K
1.01K $203K
MS
Morgan Stanley

Financial Services
2.18K
New
$70.4 - $93.66 $154K - $204K
2.18K $203K
WFC
Wells Fargo & Company

Financial Services
3
+ 0.01%
$38.67 - $50.51 $116 - $152
23.5K $1.16M
COST
Costco Wholesale Corp

Consumer Defensive
92
+ 6.78%
$543.03 - $681.24 $50K - $62.7K
1.45K $955K
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.58K
+ 1.06%
$38.4 - $41.35 $60.8K - $65.5K
151K $6.17M
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.1%
$276.46 - $354.0 $829 - $1.06K
3.12K $1.08M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
24
+ 0.1%
$33.0 - $39.88 $792 - $957
24.2K $947K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.01%
$61.04 - $73.11 $122 - $146
24.9K $1.8M
GOOGL
Alphabet Inc.

Communication Services
25
+ 0.35%
$122.17 - $141.52 $3.05K - $3.54K
7.16K $999K
BK
Bank Of New York Mellon Corp

Financial Services
6
+ 0.09%
$41.18 - $52.22 $247 - $313
6.7K $348K
CAT
Caterpillar Inc

Industrials
6
+ 0.29%
$226.05 - $298.12 $1.36K - $1.79K
2.1K $620K
EFA
Ishares Tr Msci Eafe ETF

ETFs
11
+ 0.15%
$65.84 - $75.47 $724 - $830
7.5K $565K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
+ 0.41%
$324.19 - $377.03 $1.3K - $1.51K
983 $370K
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 1.7%
$246.19 - $296.51 $3.69K - $4.45K
897 $265K
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.01%
$87.47 - $95.27 $262 - $286
20.4K $1.92M
GIS
General Mills Inc

Consumer Defensive
156
+ 0.98%
$61.53 - $67.84 $9.6K - $10.6K
16.2K $1.05M
T
At&T Inc.

Communication Services
41
+ 0.34%
$14.32 - $17.22 $587 - $706
12.2K $204K
SBUX
Starbucks Corp

Consumer Cyclical
2
+ 0.08%
$89.48 - $107.21 $179 - $214
2.61K $250K
KMB
Kimberly Clark Corp

Consumer Defensive
72
+ 1.29%
$116.86 - $124.17 $8.41K - $8.94K
5.64K $685K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
32
+ 0.9%
$74.49 - $77.37 $2.38K - $2.48K
3.58K $277K
UPS
United Parcel Service Inc

Industrials
8
+ 0.26%
$134.83 - $162.94 $1.08K - $1.3K
3.07K $481K
CMCSA
Comcast Corp

Communication Services
73
+ 0.98%
$39.15 - $44.7 $2.86K - $3.26K
7.52K $329K
UL
Unilever PLC

Consumer Defensive
151
+ 1.46%
$46.26 - $48.94 $6.99K - $7.39K
10.5K $507K
XLE
Energy Sector Spdr

ETFs
7
+ 0.04%
$81.2 - $91.96 $568 - $644
18.3K $1.53M
Activity Summary
Buys All Purchases 54 New Holdings 10 Increased Positions 44 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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