Traverso Chambers Private Wealth Management, LLC Reduced Holdings in Q4 2023

Traverso Chambers Private Wealth Management, LLC

  • $411 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-354K
- 87.44%
$91.67 - $99.66 $32.4M - $35.3M
50.8K $5.04M
SCHO
Schwab Short Term Us Treasury

ETFs
-233K
- 37.05%
$47.66 - $48.45 $11.1M - $11.3M
396K $19.2M
VGSH
Vanguard

ETFs
-32.6K
- 6.31%
$57.34 - $58.41 $1.87M - $1.91M
484K $28.3M
TBUX
T Rowe Price Exchange Traded F

ETFs
-14.5K
- 26.36%
$48.82 - $49.38 $709K - $717K
40.6K $2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.71K
- 14.55%
$80.62 - $82.04 $299K - $304K
21.8K $1.79M
PG
Procter & Gamble CO

Consumer Defensive
-1.86K
- 3.62%
$143.0 - $153.52 $266K - $285K
49.5K $7.25M
CSCO
Cisco Systems, Inc.

Technology
-32
- 0.16%
$47.7 - $54.39 $1.53K - $1.74K
19.5K $983K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-78
- 6.7%
$331.71 - $362.68 $25.9K - $28.3K
1.09K $387K
JNJ
Johnson & Johnson

Healthcare
-117
- 1.21%
$145.6 - $158.88 $17K - $18.6K
9.55K $1.5M
PEP
Pepsico Inc

Consumer Defensive
-30
- 1.51%
$158.08 - $172.01 $4.74K - $5.16K
1.96K $332K
UNH
Unitedhealth Group Inc

Healthcare
-11
- 2.39%
$509.47 - $552.97 $5.6K - $6.08K
450 $236K
DIS
Walt Disney CO

Communication Services
-208
- 8.0%
$79.32 - $96.06 $16.5K - $20K
2.39K $215K
LLY
Eli Lilly & CO

Healthcare
-22
- 3.12%
$525.19 - $619.13 $11.6K - $13.6K
683 $398K
MRK
Merck & Co., Inc.

Healthcare
-48
- 1.1%
$100.18 - $109.02 $4.81K - $5.23K
4.3K $468K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-83
- 2.07%
$110.2 - $125.58 $9.15K - $10.4K
3.93K $490K
NVDA
Nvidia Corp

Technology
-28
- 3.71%
$403.26 - $504.09 $11.3K - $14.1K
726 $359K
VO
Vanguard Mid Cap ETF

ETFs
-20
- 1.13%
$195.66 - $233.95 $3.91K - $4.68K
1.74K $405K
AMGN
Amgen Inc

Healthcare
-48
- 1.79%
$255.7 - $288.46 $12.3K - $13.8K
2.63K $756K
META
Meta Platforms, Inc.

Communication Services
-80
- 6.03%
$288.35 - $358.32 $23.1K - $28.7K
1.25K $441K
WM
Waste Management Inc

Industrials
-35
- 1.59%
$151.21 - $179.1 $5.29K - $6.27K
2.17K $389K
SO
Southern CO

Utilities
-16
- 0.15%
$62.71 - $73.08 $1K - $1.17K
11K $771K
CRM
Salesforce, Inc.

Technology
-29
- 2.63%
$196.25 - $267.25 $5.69K - $7.75K
1.07K $282K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-348
- 1.82%
$51.06 - $57.96 $17.8K - $20.2K
18.8K $1.09M
V
Visa Inc.

Financial Services
-22
- 0.67%
$228.81 - $262.38 $5.03K - $5.77K
3.27K $851K
VZ
Verizon Communications Inc

Communication Services
-1K
- 3.93%
$30.67 - $38.65 $30.7K - $38.7K
24.5K $922K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-165
- 1.0%
$83.54 - $96.2 $13.8K - $15.9K
16.3K $1.57M
RTX
Raytheon Technologies Corp

Industrials
-46
- 0.5%
$69.38 - $84.17 $3.19K - $3.87K
9.08K $763K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-43
- 1.2%
$109.71 - $155.63 $4.72K - $6.69K
3.53K $546K
BLK
Black Rock Inc.

Financial Services
-20
- 2.58%
$598.08 - $819.0 $12K - $16.4K
756 $613K
IBM
International Business Machines Corp

Technology
-87
- 1.09%
$136.38 - $164.71 $11.9K - $14.3K
7.91K $1.29M
QCOM
Qualcomm Inc

Technology
-92
- 1.43%
$104.78 - $145.86 $9.64K - $13.4K
6.35K $917K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-142
- 1.92%
$256.94 - $304.21 $36.5K - $43.2K
7.24K $2.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.57K
- 5.4%
$87.61 - $110.11 $138K - $173K
27.6K $2.99M
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 0.37%
$412.55 - $479.0 $9.49K - $11K
6.27K $3M
INTC
Intel Corp

Technology
-738
- 3.17%
$32.52 - $50.76 $24K - $37.5K
22.5K $1.13M
BX
Blackstone Inc.

Financial Services
-66
- 0.5%
$89.61 - $133.13 $5.91K - $8.79K
13.1K $1.72M
MSFT
Microsoft Corp

Technology
-295
- 3.17%
$313.39 - $382.7 $92.5K - $113K
9K $3.39M
AMZN
Amazon Com Inc

Consumer Cyclical
-66
- 0.33%
$119.57 - $154.07 $7.89K - $10.2K
20.1K $3.06M
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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