Traveka Wealth, LLC Incresed Positions in Q2 2025

Traveka Wealth, LLC

  • $189 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5.72K
+ 205.35%
$498.8 - $620.9 $2.85M - $3.55M
8.5K $5.28B
IEFA
Ishares Tr

ETFs
16.7K
+ 59.65%
$67.83 - $84.09 $1.14M - $1.41M
44.8K $3.74B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
165
+ 0.94%
$456.74 - $568.03 $75.4K - $93.7K
17.7K $10.1B
VBR
Vanguard Small Cap Value ETF

ETFs
1.46K
+ 1.95%
$162.76 - $195.77 $237K - $286K
76.4K $14.9B
VTI
Vanguard Total Stock Market Et

ETFs
1.36K
+ 8.25%
$243.75 - $303.93 $332K - $414K
17.9K $5.43B
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.59K
+ 2.37%
$32.41 - $42.59 $83.8K - $110K
112K $4.76B
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.56K
+ 1.25%
$37.77 - $46.15 $58.7K - $71.8K
126K $5.82B
IEMG
Ishares Inc

ETFs
8.61K
+ 27.05%
N/A
40.4K $2.43B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.63K
+ 31.48%
$72.02 - $73.82 $550K - $563K
31.9K $2.35B
AMZN
Amazon Com Inc

Consumer Cyclical
239
+ 1.71%
$167.32 - $223.3 $40K - $53.4K
14.2K $3.12B
JPM
Jpmorgan Chase & CO

Financial Services
44
+ 0.65%
$210.28 - $289.91 $9.25K - $12.8K
6.8K $1.97B
GOOG
Alphabet Inc.

Communication Services
69
+ 0.62%
$146.58 - $180.01 $10.1K - $12.4K
11.2K $1.99B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.3K
+ 42.17%
$108.06 - $135.3 $141K - $176K
4.39K $594M
ORCL
Oracle Corp

Technology
153
+ 7.05%
$122.82 - $218.63 $18.8K - $33.5K
2.32K $508M
PLTR
Palantir Technologies Inc.

Technology
130
+ 3.71%
$74.01 - $144.25 $9.62K - $18.8K
3.64K $496M
IXUS
Ishares Tr

ETFs
288
+ 1.44%
$62.37 - $77.63 $18K - $22.4K
20.3K $1.57B
AMD
Advanced Micro Devices Inc

Technology
345
+ 11.66%
$78.21 - $143.81 $27K - $49.6K
3.31K $469M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
97
+ 4.15%
$141.37 - $228.57 $13.7K - $22.2K
2.43K $551M
CAT
Caterpillar Inc

Industrials
148
+ 12.18%
$273.94 - $388.21 $40.5K - $57.5K
1.36K $529M
INTU
Intuit Inc

Technology
1
+ 0.14%
$544.07 - $787.63 $544 - $788
694 $547M
APH
Amphenol Corp

Technology
123
+ 3.9%
$59.09 - $98.75 $7.27K - $12.1K
3.28K $324M
WFC
Wells Fargo & Company

Financial Services
888
+ 18.57%
$60.98 - $80.12 $54.2K - $71.1K
5.67K $454M
UBER
Uber Technologies, Inc

Technology
285
+ 8.27%
$64.62 - $93.3 $18.4K - $26.6K
3.73K $348M
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 0.88%
$908.13 - $1056.85 $14.5K - $16.9K
1.84K $1.82B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.38K
+ 3.71%
$47.02 - $47.83 $64.8K - $66K
38.5K $1.84B
IBM
International Business Machines Corp

Technology
66
+ 6.75%
$221.03 - $294.78 $14.6K - $19.5K
1.04K $308M
MA
Mastercard Inc

Financial Services
70
+ 4.74%
$479.92 - $590.74 $33.6K - $41.4K
1.55K $870M
PM
Philip Morris International Inc.

Consumer Defensive
34
+ 1.62%
$149.23 - $184.95 $5.07K - $6.29K
2.14K $389M
UL
Unilever PLC

Consumer Defensive
641
+ 14.5%
$57.9 - $65.43 $37.1K - $41.9K
5.06K $310M
SCHW
Schwab Charles Corp

Financial Services
117
+ 4.3%
$69.06 - $91.24 $8.08K - $10.7K
2.84K $259M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
974
+ 19.52%
$38.18 - $45.52 $37.2K - $44.3K
5.96K $261M
HD
Home Depot, Inc.

Consumer Cyclical
115
+ 7.39%
$335.24 - $380.78 $38.6K - $43.8K
1.67K $613M
BBD
Bank Bradesco

Financial Services
7.01K
+ 32.85%
$2.02 - $3.09 $14.2K - $21.7K
28.3K $87.6M
CRM
Salesforce, Inc.

Technology
114
+ 5.98%
$236.26 - $291.15 $26.9K - $33.2K
2.02K $551M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6
+ 0.24%
$108.12 - $135.04 $649 - $810
2.48K $335M
ING
Ing Groep Nv

Financial Services
155
+ 1.36%
$16.62 - $21.98 $2.58K - $3.41K
11.6K $254M
HON
Honeywell International Inc

Industrials
12
+ 1.01%
$182.86 - $232.88 $2.19K - $2.79K
1.2K $280M
SONY
Sony Group Corp

Technology
664
+ 4.65%
$21.24 - $26.88 $14.1K - $17.8K
14.9K $389M
ABEV
Ambev S.A.

Consumer Defensive
6.87K
+ 65.68%
$2.15 - $2.55 $14.8K - $17.5K
17.3K $41.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
14
+ 0.52%
$141.87 - $164.49 $1.99K - $2.3K
2.71K $446M
T
At&T Inc.

Communication Services
179
+ 1.61%
$26.33 - $28.94 $4.71K - $5.18K
11.3K $326M
TJX
Tjx Companies Inc

Consumer Cyclical
42
+ 1.67%
$119.13 - $135.03 $5K - $5.67K
2.56K $316M
ACN
Accenture PLC

Technology
75
+ 5.71%
$279.23 - $323.21 $20.9K - $24.2K
1.39K $415M
BHP
Bhp Group LTD

Basic Materials
137
+ 2.89%
$40.22 - $50.88 $5.51K - $6.97K
4.89K $235M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
22
+ 0.12%
$24.66 - $25.17 $543 - $554
17.8K $449M
MFG
Mizuho Financial Group Inc

Financial Services
411
+ 3.06%
$4.25 - $5.66 $1.75K - $2.33K
13.8K $76.9M
MSI
Motorola Solutions, Inc.

Technology
28
+ 5.28%
$394.72 - $440.39 $11.1K - $12.3K
558 $235M
CL
Colgate Palmolive CO

Consumer Defensive
140
+ 3.01%
$87.57 - $96.0 $12.3K - $13.4K
4.8K $436M
SHEL
Shell PLC

Energy
49
+ 1.1%
$59.75 - $73.05 $2.93K - $3.58K
4.52K $318M
Activity Summary
Buys All Purchases 62 New Holdings 9 Increased Positions 53 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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