Traverso Chambers Private Wealth Management, LLC Portfolio Holdings

Traverso Chambers Private Wealth Management, LLC

  • $411 Million
  • Q4 2023

Traverso Chambers Private Wealth Management, LLC has filed its 13F form on January 08, 2024 for Q4 2023 where it was disclosed a total value porftolio of $411 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $39.5M, Spdr Portfolio Aggregate Bond with a value of $29.1M, Vanguard with a value of $28.3M, Ishares Barclays 10 20 Yr Trea with a value of $22.9M, and Invesco Qqq Trust, Series 1 with a value of $21M.

Examining the 13F form we can see an increase of $37.9M in the current position value, from $373M to 411M.

Below you can find more details about Traverso Chambers Private Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $411 Million
ETFs: $339 Million
Technology: $17.8 Million
Consumer Defensive: $16.7 Million
Financial Services: $12.1 Million
Energy: $6.01 Million
Industrials: $5.89 Million
Consumer Cyclical: $5.11 Million
Healthcare: $4.51 Million
Other: $4.45 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $411 Million
  • Prior Value $373 Million
  • Filing
  • Period Q4 2023
  • Filing Date January 08, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 10 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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