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