Traveka Wealth, LLC Incresed Positions 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
TSLA
Tesla, Inc.

Consumer Cyclical
312
+ 13.2%
$191.76 - $263.26 $59.8K - $82.1K
2.68K $700M
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
HSBC
Hsbc Holdings PLC

Financial Services
904
+ 10.96%
$40.42 - $45.91 $36.5K - $41.5K
9.16K $414M
TMO
Thermo Fisher Scientific Inc.

Healthcare
22
+ 3.65%
$531.86 - $624.21 $11.7K - $13.7K
625 $387M
CRM
Salesforce, Inc.

Technology
77
+ 4.01%
$238.42 - $276.53 $18.4K - $21.3K
2K $546M
GOOG
Alphabet Inc.

Communication Services
784
+ 16.22%
$149.54 - $192.66 $117K - $151K
5.62K $939M
ADBE
Adobe Inc.

Technology
155
+ 20.37%
$508.13 - $586.55 $78.8K - $90.9K
916 $474M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
3.51K
+ 31.17%
$13.31 - $15.65 $46.7K - $55K
14.8K $213M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 7.59%
$3305.62 - $4268.05 $19.8K - $25.6K
85 $359M
NVS
Novartis Ag

Healthcare
128
+ 3.77%
$106.13 - $120.89 $13.6K - $15.5K
3.53K $405M
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 1.8%
$517.38 - $573.86 $9.83K - $10.9K
1.07K $615M
PG
Procter & Gamble CO

Consumer Defensive
60
+ 1.72%
$160.76 - $177.82 $9.65K - $10.7K
3.55K $616M
UNP
Union Pacific Corp

Industrials
45
+ 3.43%
$221.78 - $256.09 $9.98K - $11.5K
1.36K $335M
TXN
Texas Instruments Inc

Technology
93
+ 7.36%
$194.6 - $194.6 $18.1K - $18.1K
1.36K $280M
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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