Traveka Wealth, LLC Purchases in Q1 2025

Traveka Wealth, LLC

  • $178 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
1.17K
+ 2.05%
$60.81 - $72.32 $71.2K - $84.7K
58.3K $4.17B
VTV
Vanguard Value ETF

ETFs
2.05K
+ 3.14%
$167.73 - $179.21 $344K - $367K
67.2K $11.6B
VNQ
Vanguard Specialized Funds Van

ETFs
4.45K
+ 8.39%
$85.55 - $94.34 $380K - $419K
57.4K $5.2B
VNQI
Vanguard Global Ex U.S. Real

ETFs
8.52K
+ 7.35%
$38.22 - $41.19 $326K - $351K
125K $5.04B
SCHC
Schwab Strategic Tr Intl Small

ETFs
7.79K
+ 7.68%
$33.57 - $37.22 $261K - $290K
109K $3.92B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 0.34%
$442.66 - $534.52 $7.53K - $9.09K
5.09K $2.71B
META
Meta Platforms, Inc.

Communication Services
756
+ 18.26%
$576.36 - $736.67 $436K - $557K
4.9K $2.82B
JNJ
Johnson & Johnson

Healthcare
1.38K
+ 21.71%
$142.06 - $167.7 $196K - $232K
7.75K $1.29B
XOM
Exxon Mobil Corp

Energy
2.33K
+ 31.8%
$105.44 - $118.93 $246K - $277K
9.65K $1.15B
PLTR
Palantir Technologies Inc.

Technology
3.51K
New
$64.98 - $124.62 $228K - $437K
3.51K $296M
NFLX
Netflix Inc

Communication Services
242
+ 16.12%
$828.4 - $1058.6 $200K - $256K
1.74K $1.63B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.26K
+ 49.62%
$80.53 - $147.57 $101K - $185K
3.78K $500M
NEE
Nextera Energy Inc

Utilities
3.97K
New
$66.96 - $76.16 $266K - $302K
3.97K $281M
PEP
Pepsico Inc

Consumer Defensive
1.87K
New
$142.64 - $156.42 $266K - $292K
1.87K $280M
UBER
Uber Technologies, Inc

Technology
3.45K
New
$63.17 - $81.49 $218K - $281K
3.45K $251M
TMUS
T Mobile Us, Inc.

Communication Services
914
New
$211.3 - $272.83 $193K - $249K
914 $244M
SPOT
Spotify Technology S.A.

Communication Services
436
New
$457.79 - $648.32 $200K - $283K
436 $240M
SO
Southern CO

Utilities
2.54K
New
$80.96 - $92.96 $205K - $236K
2.54K $233M
BHP
Bhp Group LTD

Basic Materials
4.75K
New
$48.18 - $52.11 $229K - $247K
4.75K $230M
AMGN
Amgen Inc

Healthcare
735
New
$258.59 - $327.36 $190K - $241K
735 $229M
ELV
Elevance Health, Inc.

Healthcare
497
New
$365.9 - $436.25 $182K - $217K
497 $216M
SCHW
Schwab Charles Corp

Financial Services
2.72K
New
$71.24 - $83.64 $194K - $228K
2.72K $213M
EUSB
Ishares Tr Esg Advanced Total

Technology
4.86K
New
$42.05 - $43.43 $204K - $211K
4.86K $210M
APH
Amphenol Corp

Technology
3.15K
New
$61.62 - $78.55 $194K - $248K
3.15K $207M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
422
New
$402.49 - $513.76 $170K - $217K
422 $205M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
141
New
$1187.71 - $1432.58 $167K - $202K
141 $202M
RIO
Rio Tinto PLC

Basic Materials
3.33K
New
$58.19 - $64.29 $194K - $214K
3.33K $200M
GOOG
Alphabet Inc.

Communication Services
3.05K
+ 37.59%
$156.06 - $207.71 $476K - $633K
11.2K $1.74B
ABT
Abbott Laboratories

Healthcare
663
+ 18.2%
$111.1 - $140.22 $73.7K - $93K
4.31K $571M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5.9K
+ 49.53%
$24.6 - $24.99 $145K - $147K
17.8K $445M
HSBC
Hsbc Holdings PLC

Financial Services
978
+ 9.95%
$48.68 - $61.58 $47.6K - $60.2K
10.8K $621M
CSCO
Cisco Systems, Inc.

Technology
2.02K
+ 59.6%
$58.74 - $64.87 $119K - $131K
5.42K $334M
BAC
Bank Of America Corp

Financial Services
3.57K
+ 41.11%
$39.61 - $47.74 $141K - $170K
12.3K $511M
ABBV
Abb Vie Inc.

Healthcare
23
+ 0.59%
$169.2 - $216.66 $3.89K - $4.98K
3.93K $823M
AZN
Astrazeneca PLC

Healthcare
1.07K
+ 18.65%
$65.37 - $77.96 $69.7K - $83.2K
6.79K $499M
PM
Philip Morris International Inc.

Consumer Defensive
319
+ 17.9%
$117.15 - $158.79 $37.4K - $50.7K
2.1K $333M
COST
Costco Wholesale Corp

Consumer Defensive
66
+ 3.75%
$890.62 - $1076.86 $58.8K - $71.1K
1.83K $1.73B
PG
Procter & Gamble CO

Consumer Defensive
486
+ 4.92%
$158.56 - $176.26 $77.1K - $85.7K
10.4K $1.77B
NVS
Novartis Ag

Healthcare
567
+ 17.16%
$97.14 - $115.57 $55.1K - $65.5K
3.87K $432M
CVX
Chevron Corp

Energy
249
+ 9.71%
$146.71 - $167.97 $36.5K - $41.8K
2.81K $471M
GE
General Electric CO

Industrials
189
+ 12.94%
$168.59 - $212.13 $31.9K - $40.1K
1.65K $330M
JPM
Jpmorgan Chase & CO

Financial Services
186
+ 2.83%
$225.19 - $279.95 $41.9K - $52.1K
6.76K $1.66B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
257
+ 0.67%
$11.66 - $14.98 $3K - $3.85K
38.5K $525M
VZ
Verizon Communications Inc

Communication Services
889
+ 14.26%
$37.81 - $46.49 $33.6K - $41.3K
7.12K $323M
IXUS
Ishares Tr

ETFs
3
+ 0.01%
$65.06 - $72.31 $195 - $217
20.1K $1.4B
SONY
Sony Group Corp

Technology
604
+ 4.42%
$19.88 - $25.64 $12K - $15.5K
14.3K $362M
T
At&T Inc.

Communication Services
478
+ 4.51%
$21.56 - $28.28 $10.3K - $13.5K
11.1K $314M
Linde PLC
34
+ 3.06%
N/A
1.14K $533M
TXN
Texas Instruments Inc

Technology
428
+ 31.26%
N/A
1.8K $323M
Activity Summary
Buys All Purchases 85 New Holdings 16 Increased Positions 69 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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