Traverso Chambers Private Wealth Management
Latest statistics and disclosures from Traverso Chambers Private Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VGSH, SCHO, SHY, SCHF, and represent 39.74% of Traverso Chambers Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHZ (+$11M), PDBC, AXP, VGSH, PG, SHY, SCHO, SCHF, IWM, VUG.
- Started 2 new stock positions in JOBY, SCHZ.
- Reduced shares in these 10 stocks: AGG (-$9.7M), SPY, SCHV, DLR, , SBUX, VTV, NKE, XOM, CVX.
- Sold out of its positions in DLR, ISRG, NKE, ONCT, SBUX.
- Traverso Chambers Private Wealth Management was a net buyer of stock by $7.6M.
- Traverso Chambers Private Wealth Management has $335M in assets under management (AUM), dropping by -0.52%.
- Central Index Key (CIK): 0001767346
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Portfolio Holdings for Traverso Chambers Private Wealth Management
Companies in the Traverso Chambers Private Wealth Management portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.2 | $34M | 76k | 451.64 | ||
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 9.9 | $33M | +2% | 558k | 59.26 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 9.3 | $31M | +2% | 627k | 49.54 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 6.3 | $21M | +3% | 253k | 83.35 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.2 | $14M | +2% | 380k | 36.72 | |
Vanguard Index Fds Growth Etf (VUG) | 3.8 | $13M | +2% | 44k | 287.61 | |
Ishares Tr Russell 2000 Etf (IWM) | 3.5 | $12M | +3% | 57k | 205.27 | |
Ishares Tr Core Us Aggbd Et (AGG) | 3.3 | $11M | -46% | 104k | 107.10 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 3.3 | $11M | -2% | 155k | 71.39 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 3.1 | $11M | NEW | 209k | 50.57 | |
Invesco Activly Mangd Etc Optimum Yield (PDBC) | 2.8 | $9.3M | +38% | 525k | 17.64 | |
Wisdomtree Tr Us Largecap Divd (DLN) | 2.7 | $9.0M | 138k | 65.72 | ||
Procter & Gamble Company (PG) | 2.4 | $7.9M | +9% | 52k | 152.81 | |
Flexshares Tr Mornstar Upstr (GUNR) | 2.2 | $7.5M | 160k | 46.83 | ||
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Ishares Tr Pfd And Incm Sec (PFF) | 2.1 | $7.1M | 194k | 36.42 | ||
Apple (AAPL) | 2.0 | $6.6M | 38k | 174.60 | ||
Ishares Tr Rus 1000 Val Etf (IWD) | 1.8 | $6.0M | 36k | 165.97 | ||
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 1.7 | $5.6M | +4% | 414k | 13.57 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.6 | $5.2M | +3% | 91k | 57.59 | |
Vanguard Index Fds Value Etf (VTV) | 1.3 | $4.3M | -4% | 29k | 147.78 | |
Exxon Mobil Corporation (XOM) | 1.1 | $3.7M | 44k | 82.59 | ||
Amazon (AMZN) | 1.0 | $3.2M | 979.00 | 3259.45 | ||
Spdr Ser Tr Spdr Bloomberg (BIL) | 0.8 | $2.8M | 31k | 91.44 | ||
Microsoft Corporation (MSFT) | 0.8 | $2.7M | 8.8k | 308.34 | ||
Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $2.6M | 5.7k | 453.66 | ||
American Express Company (AXP) | 0.7 | $2.5M | +102% | 13k | 186.98 | |
Johnson & Johnson (JNJ) | 0.6 | $2.2M | 12k | 177.22 | ||
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $2.1M | 7.4k | 277.65 | ||
Philip Morris International (PM) | 0.6 | $1.9M | 20k | 93.96 | ||
Chevron Corporation (CVX) | 0.5 | $1.7M | -2% | 11k | 162.84 | |
Altria (MO) | 0.5 | $1.7M | 33k | 52.24 | ||
Wisdomtree Tr Us Divid Ex Fncl (AIVL) | 0.5 | $1.6M | 17k | 99.07 | ||
Norfolk Southern (NSC) | 0.5 | $1.6M | 5.7k | 285.21 | ||
Mondelez Intl Cl A (MDLZ) | 0.5 | $1.6M | 25k | 62.76 | ||
Pfizer (PFE) | 0.5 | $1.6M | 30k | 51.77 | ||
Blackstone Group Inc Com Cl A (BX) | 0.5 | $1.5M | 12k | 126.96 | ||
Summit State Bank (SSBI) | 0.4 | $1.5M | 86k | 17.10 | ||
Select Sector Spdr Tr Energy (XLE) | 0.4 | $1.4M | 19k | 76.45 | ||
Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.2M | 5.7k | 212.60 | ||
Ishares Tr Calif Mun Bd Etf (CMF) | 0.4 | $1.2M | 20k | 58.16 | ||
JPMorgan Chase & Co. (JPM) | 0.4 | $1.2M | +2% | 8.7k | 136.28 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.1M | 3.1k | 362.57 | ||
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.3 | $1.1M | 24k | 43.95 | ||
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.1M | 23k | 46.14 | ||
General Mills (GIS) | 0.3 | $1.0M | 15k | 67.74 | ||
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $983k | 9.1k | 107.93 | ||
Cisco Systems (CSCO) | 0.3 | $948k | 17k | 55.77 | ||
Verizon Communications (VZ) | 0.3 | $923k | 18k | 50.96 | ||
International Business Machines (IBM) | 0.3 | $917k | 7.1k | 130.05 | ||
Raytheon Technologies Corp (RTX) | 0.3 | $885k | 8.9k | 99.03 | ||
Home Depot (HD) | 0.3 | $873k | 2.9k | 299.28 | ||
Intel Corporation (INTC) | 0.3 | $864k | 17k | 49.54 | ||
Wells Fargo & Company (WFC) | 0.3 | $850k | 18k | 48.45 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $832k | 299.00 | 2782.61 | ||
Visa Com Cl A (V) | 0.2 | $772k | +13% | 3.5k | 221.78 | |
Southern Company (SO) | 0.2 | $743k | 10k | 72.55 | ||
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $703k | 12k | 59.70 | ||
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $699k | 16k | 45.16 | ||
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $663k | 9.0k | 73.57 | ||
Glaxosmithkline Sponsored Adr (GSK) | 0.2 | $663k | 15k | 43.58 | ||
Qualcomm (QCOM) | 0.2 | $637k | -3% | 4.2k | 152.79 | |
Costco Wholesale Corporation (COST) | 0.2 | $636k | 1.1k | 576.09 | ||
Umpqua Holdings Corporation (UMPQ) | 0.2 | $631k | 34k | 18.85 | ||
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $617k | -2% | 12k | 51.74 | |
At&t (T) | 0.2 | $601k | +3% | 25k | 23.64 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $593k | 4.8k | 123.13 | ||
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $590k | 13k | 47.29 | ||
Amgen (AMGN) | 0.2 | $573k | 2.4k | 241.67 | ||
United Parcel Service CL B (UPS) | 0.2 | $569k | 2.7k | 214.39 | ||
Clorox Company (CLX) | 0.2 | $527k | 3.8k | 138.98 | ||
Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $514k | 4.0k | 128.18 | ||
BlackRock (BLK) | 0.1 | $486k | +3% | 636.00 | 764.15 | |
Caterpillar (CAT) | 0.1 | $461k | 2.1k | 222.71 | ||
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $419k | 1.8k | 237.66 | ||
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $418k | 5.8k | 72.07 | ||
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $418k | 2.3k | 180.72 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $397k | 1.1k | 353.20 | ||
Unilever Spon Adr New (UL) | 0.1 | $378k | +16% | 8.3k | 45.56 | |
Boeing Company (BA) | 0.1 | $377k | 2.0k | 191.56 | ||
Ameriprise Financial (AMP) | 0.1 | $373k | 1.2k | 300.32 | ||
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $367k | 1.1k | 347.21 | ||
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $360k | 4.6k | 78.14 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $360k | 129.00 | 2790.70 | ||
Waste Management (WM) | 0.1 | $354k | 2.2k | 158.67 | ||
Walt Disney Company (DIS) | 0.1 | $352k | 2.6k | 137.12 | ||
3M Company (MMM) | 0.1 | $351k | 2.4k | 148.92 | ||
Comcast Corp Cl A (CMCSA) | 0.1 | $349k | 7.4k | 46.87 | ||
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $347k | 13k | 27.82 | ||
Rockwell Automation (ROK) | 0.1 | $340k | 1.2k | 280.30 | ||
Hp (HPQ) | 0.1 | $333k | 9.2k | 36.26 | ||
Bank of New York Mellon Corporation (BK) | 0.1 | $331k | 6.7k | 49.69 | ||
Carrier Global Corporation (CARR) | 0.1 | $327k | 7.1k | 45.86 | ||
Pepsi (PEP) | 0.1 | $324k | 1.9k | 167.27 | ||
Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $314k | 8.5k | 36.96 | ||
Otis Worldwide Corp (OTIS) | 0.1 | $314k | 4.1k | 76.85 | ||
Kraft Heinz (KHC) | 0.1 | $309k | 7.8k | 39.44 | ||
Vanguard World Fds Financials Etf (VFH) | 0.1 | $307k | 3.3k | 93.26 | ||
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $302k | 3.0k | 100.23 | ||
Merck & Co (MRK) | 0.1 | $283k | 3.5k | 81.91 | ||
Allstate Corporation (ALL) | 0.1 | $278k | 2.0k | 138.31 | ||
Meta Platforms Cl A (FB) | 0.1 | $268k | +5% | 1.2k | 222.41 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $263k | 1.1k | 250.48 | ||
Myriad Genetics (MYGN) | 0.1 | $261k | 10k | 25.20 | ||
Bristol Myers Squibb (BMY) | 0.1 | $238k | 3.3k | 73.07 | ||
Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.1 | $229k | 5.9k | 38.79 | ||
salesforce (CRM) | 0.1 | $227k | 1.1k | 211.95 | ||
Joby Aviation Common Stock (JOBY) | 0.0 | $73k | NEW | 11k | 6.65 |
Past Filings by Traverso Chambers Private Wealth Management
SEC 13F filings are viewable for Traverso Chambers Private Wealth Management going back to 2018
- Traverso Chambers Private Wealth Management 2022 Q1 filed April 13, 2022
- Traverso Chambers Private Wealth Management 2021 Q4 filed Jan. 19, 2022
- Traverso Chambers Private Wealth Management 2021 Q3 filed Oct. 8, 2021
- Traverso Chambers Private Wealth Management 2021 Q2 filed Aug. 12, 2021
- Traverso Chambers Private Wealth Management 2021 Q1 filed April 15, 2021
- Traverso Chambers Private Wealth Management 2020 Q4 filed Jan. 19, 2021
- Traverso Chambers Private Wealth Management 2020 Q3 filed Oct. 20, 2020
- Traverso Chambers Private Wealth Management 2020 Q2 filed July 9, 2020
- Traverso Chambers Private Wealth Management 2020 Q1 filed April 10, 2020
- Traverso Chambers Private Wealth Management 2019 Q4 filed Jan. 9, 2020
- Traverso Chambers Private Wealth Management 2019 Q3 filed Oct. 31, 2019
- Traverso Chambers Private Wealth Management 2019 Q2 filed July 17, 2019
- Traverso Chambers Private Wealth Management 2019 Q1 filed April 10, 2019
- Traverso Chambers Private Wealth Management 2018 Q4 filed Feb. 12, 2019