$335 Million is the total value of Traverso Chambers Private Wealth Management, LLC's 107 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ONCT | Exit | ONCTERNAL THERAPEUTICS INC | $0 | – | -12,000 | -100.0% | -0.01% | – |
NKE | Exit | NIKE INCcl b | $0 | – | -1,244 | -100.0% | -0.06% | – |
ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -639 | -100.0% | -0.07% | – |
SBUX | Exit | STARBUCKS CORP | $0 | – | -1,968 | -100.0% | -0.07% | – |
DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -1,317 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 20 | Q3 2023 | 11.1% |
ISHARES TR | 20 | Q3 2023 | 10.2% |
ISHARES TR | 20 | Q3 2023 | 6.7% |
WISDOMTREE TR | 20 | Q3 2023 | 6.4% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 4.1% |
INVESCO ACTVELY MNGD ETC FD | 20 | Q3 2023 | 4.3% |
ISHARES TR | 20 | Q3 2023 | 4.5% |
VANGUARD SCOTTSDALE FDS | 20 | Q3 2023 | 11.6% |
PROCTER & GAMBLE CO | 20 | Q3 2023 | 3.6% |
ISHARES TR | 20 | Q3 2023 | 3.9% |
View Traverso Chambers Private Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-09 |
13F-HR | 2023-10-26 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-30 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-13 |
13F-HR | 2022-01-19 |
13F-HR | 2021-10-08 |
View Traverso Chambers Private Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.