Traveka Wealth, LLC Purchases in Q3 2024

Traveka Wealth, LLC

  • $197 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
12K
+ 27.04%
$159.75 - $174.57 $1.92M - $2.09M
56.3K $9.84B
VBR
Vanguard Small Cap Value ETF

ETFs
6.99K
+ 11.26%
$179.99 - $201.6 $1.26M - $1.41M
69K $13.9B
VNQI
Vanguard Global Ex U.S. Real

ETFs
4.72K
+ 4.64%
$40.45 - $47.24 $191K - $223K
107K $5B
BND
Vanguard Bd Index Fd Inc Total

ETFs
11K
+ 289.02%
$71.45 - $75.64 $784K - $830K
14.8K $1.11B
SCHC
Schwab Strategic Tr Intl Small

ETFs
13.8K
+ 20.37%
$34.48 - $38.87 $478K - $538K
81.8K $3.15B
VNQ
Vanguard Specialized Funds Van

ETFs
258
+ 0.51%
$82.97 - $98.97 $21.4K - $25.5K
51.3K $5B
AAPL
Apple Inc.

Technology
657
+ 2.72%
$207.23 - $234.82 $136K - $154K
24.8K $5.79B
META
Meta Platforms, Inc.

Communication Services
281
+ 7.25%
$453.41 - $572.44 $127K - $161K
4.16K $2.38B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.75K
+ 25.72%
$58.03 - $65.37 $217K - $245K
18.3K $1.19B
NOW
Service Now, Inc.

Technology
323
New
$730.87 - $937.36 $236K - $303K
323 $289M
TFC
Truist Financial Corp

Financial Services
5.71K
New
$38.22 - $44.94 $218K - $257K
5.71K $244M
VZ
Verizon Communications Inc

Communication Services
5.39K
New
$38.89 - $45.0 $210K - $243K
5.39K $242M
NEE
Nextera Energy Inc

Utilities
2.86K
New
$69.9 - $84.97 $200K - $243K
2.86K $242M
ABT
Abbott Laboratories

Healthcare
2.05K
New
$100.07 - $118.13 $205K - $242K
2.05K $234M
TSLA
Tesla, Inc.

Consumer Cyclical
312
+ 13.2%
$191.76 - $263.26 $59.8K - $82.1K
2.68K $700M
CMCSA
Comcast Corp

Communication Services
5.35K
New
$37.33 - $41.78 $200K - $223K
5.35K $223M
PGR
Progressive Corp

Financial Services
860
New
$209.46 - $259.24 $180K - $223K
860 $218M
T
At&T Inc.

Communication Services
9.86K
New
$18.21 - $22.28 $179K - $220K
9.86K $217M
CRH.L
Crh PLC

Basic Materials
2.31K
New
N/A
2.31K $214M
COF
Capital One Financial Corp

Financial Services
1.39K
New
$131.42 - $153.05 $183K - $213K
1.39K $208M
PLD
Prologis, Inc.

Real Estate
1.65K
New
$111.95 - $132.43 $184K - $218K
1.65K $208M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
75
+ 2.43%
$405.19 - $478.57 $30.4K - $35.9K
3.16K $1.46B
SAP
Sap Se

Technology
460
+ 21.84%
$197.21 - $231.0 $90.7K - $106K
2.57K $588M
IXUS
Ishares Tr

ETFs
800
+ 4.67%
$64.9 - $73.35 $51.9K - $58.7K
17.9K $1.3B
WMT
Walmart Inc.

Consumer Defensive
518
+ 7.01%
$66.91 - $81.4 $34.7K - $42.2K
7.91K $639M
MUB
Ishares National Muni Bond ETF

ETFs
131
+ 0.22%
$106.13 - $108.7 $13.9K - $14.2K
59K $6.4B
HD
Home Depot, Inc.

Consumer Cyclical
75
+ 5.4%
$333.64 - $405.2 $25K - $30.4K
1.47K $594M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
229
+ 1.2%
$116.79 - $133.54 $26.7K - $30.6K
19.4K $2.56B
AVGO
Broadcom Inc.

Technology
5.26K
+ 943.19%
$136.27 - $1745.86 $717K - $9.19M
5.82K $1B
AMD
Advanced Micro Devices Inc

Technology
635
+ 29.84%
$128.67 - $183.96 $81.7K - $117K
2.76K $453M
UNH
Unitedhealth Group Inc

Healthcare
50
+ 5.13%
$488.01 - $604.18 $24.4K - $30.2K
1.03K $599M
JPM
Jpmorgan Chase & CO

Financial Services
252
+ 5.27%
$194.9 - $224.8 $49.1K - $56.6K
5.04K $1.06B
MA
Mastercard Inc

Financial Services
38
+ 2.68%
$429.6 - $500.99 $16.3K - $19K
1.46K $720M
XOM
Exxon Mobil Corp

Energy
591
+ 8.68%
$109.72 - $119.0 $64.8K - $70.3K
7.4K $867M
CAT
Caterpillar Inc

Industrials
41
+ 3.61%
$316.8 - $391.12 $13K - $16K
1.18K $461M
ORCL
Oracle Corp

Technology
132
+ 6.83%
$125.9 - $170.35 $16.6K - $22.5K
2.06K $352M
RTX
Raytheon Technologies Corp

Industrials
193
+ 7.69%
$99.55 - $123.34 $19.2K - $23.8K
2.7K $328M
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 2.51%
$245.82 - $304.51 $8.11K - $10K
1.35K $410M
ABBV
Abb Vie Inc.

Healthcare
83
+ 3.85%
$163.84 - $199.33 $13.6K - $16.5K
2.24K $442M
SPGI
S&P Global Inc.

Financial Services
46
+ 7.34%
$446.32 - $527.38 $20.5K - $24.3K
673 $348M
DHR
Danaher Corp

Healthcare
115
+ 9.91%
$239.25 - $280.76 $27.5K - $32.3K
1.28K $355M
NFLX
Netflix Inc

Communication Services
20
+ 1.39%
$598.55 - $722.26 $12K - $14.4K
1.46K $1.04B
KO
Coca Cola CO

Consumer Defensive
280
+ 5.48%
$62.69 - $73.01 $17.6K - $20.4K
5.39K $387M
GE
General Electric CO

Industrials
103
+ 7.35%
$156.66 - $189.66 $16.1K - $19.5K
1.5K $284M
Linde PLC
44
+ 4.25%
N/A
1.08K $515M
ISRG
Intuitive Surgical Inc

Healthcare
60
+ 9.26%
$416.14 - $494.01 $25K - $29.6K
708 $348M
UL
Unilever PLC

Consumer Defensive
296
+ 7.39%
$54.7 - $65.59 $16.2K - $19.4K
4.3K $280M
ITOT
Ishares Core S&P Total U.S. St

ETFs
321
+ 14.87%
$113.41 - $125.62 $36.4K - $40.3K
2.48K $311M
V
Visa Inc.

Financial Services
85
+ 3.37%
$253.74 - $291.56 $21.6K - $24.8K
2.61K $717M
Activity Summary
Buys All Purchases 90 New Holdings 12 Increased Positions 78 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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