StockDriftsStockDriftsTop 50 Traverso Chambers Private Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 9.59% | 83.1K | $39.5M | — | — | — | 2023-12-31 |
| SPAB | SPDR SER TR | 7.06% | 1.13M | $29.1M | — | — | — | 2023-12-31 |
| VGSH | VANGUARD SCOTTSDALE FDS | 6.86% | 484.5K | $28.3M | — | — | — | 2023-12-31 |
| TLH | ISHARES TR | 5.57% | 211.9K | $22.9M | — | — | — | 2023-12-31 |
| QQQ | INVESCO QQQ TR | 5.11% | 51.3K | $21.0M | — | — | — | 2023-12-31 |
| SCHO | SCHWAB STRATEGIC TR | 4.66% | 396.0K | $19.2M | — | — | — | 2023-12-31 |
| SCHF | SCHWAB STRATEGIC TR | 4.42% | 492.3K | $18.2M | — | — | — | 2023-12-31 |
| DLN | WISDOMTREE TR | 4.11% | 254.8K | $16.9M | — | — | — | 2023-12-31 |
| VUG | VANGUARD INDEX FDS | 3.5% | 46.4K | $14.4M | — | — | — | 2023-12-31 |
| SCHV | SCHWAB STRATEGIC TR | 3.24% | 190.1K | $13.3M | — | — | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Traverso Chambers Private Wealth Management, Llc reports $411.76M in US-listed equity holdings across 123 positions in its most recent 13F filing. Its largest disclosed positions are SPY (9.6%), SPAB (7.1%) and VGSH (6.9%). Figures reflect the Q4 2023 filing.
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Holdings on this page are parsed from Traverso Chambers Private Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767346). View Traverso Chambers Private Wealth Management, Llc’s 13F filings on SEC