Traveka Wealth, LLC Reduced Holdings in Q3 2025

Traveka Wealth, LLC

  • $224 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
-31.7K
- 22.92%
$37.2 - $39.61 $1.18M - $1.26M
107K $4.23B
CMF
Ishares California Muni Bond E

ETFs
-12K
- 15.95%
$55.16 - $57.13 $663K - $687K
63.3K $3.61B
KO
Coca Cola CO

Consumer Defensive
-503
- 0.99%
$65.67 - $71.67 $33K - $36.1K
50.5K $3.35B
NFLX
Netflix Inc

Communication Services
-3
- 0.18%
$1147.87 - $1297.18 $3.44K - $3.89K
1.64K $1.97B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.87K
- 6.38%
$78.11 - $79.07 $224K - $227K
42.1K $3.32B
COST
Costco Wholesale Corp

Consumer Defensive
-47
- 2.55%
$915.95 - $994.57 $43K - $46.7K
1.8K $1.66B
NVO
Novo Nordisk A S

Healthcare
-815
- 10.72%
$45.38 - $71.7 $37K - $58.4K
6.79K $377M
VTV
Vanguard Value ETF

ETFs
-4.15K
- 6.34%
$175.51 - $186.57 $729K - $775K
61.3K $11.4B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.65K
- 15.6%
$76.16 - $78.59 $125K - $129K
8.9K $695M
ADBE
Adobe Inc.

Technology
-197
- 24.38%
$333.65 - $392.1 $65.7K - $77.2K
611 $216M
ACN
Accenture PLC

Technology
-62
- 4.46%
$232.56 - $304.78 $14.4K - $18.9K
1.33K $327M
ISRG
Intuitive Surgical Inc

Healthcare
-30
- 4.12%
$433.66 - $544.47 $13K - $16.3K
699 $312M
INTU
Intuit Inc

Technology
-4
- 0.58%
$646.03 - $807.39 $2.58K - $3.23K
690 $471M
LLY
Eli Lilly & CO

Healthcare
-40
- 1.64%
$625.65 - $812.69 $25K - $32.5K
2.4K $1.83B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-845
- 19.57%
$108.46 - $120.63 $91.6K - $102K
3.47K $413M
RELX
Relx PLC

Communication Services
-257
- 4.3%
$45.13 - $54.19 $11.6K - $13.9K
5.71K $273M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.1K
- 2.96%
$24.11 - $24.94 $50.6K - $52.3K
68.8K $1.72B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.35K
- 7.62%
$567.77 - $614.76 $767K - $831K
16.4K $10B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-597
- 1.87%
$72.57 - $74.72 $43.3K - $44.6K
31.3K $2.33B
VNQI
Vanguard Global Ex U.S. Real

ETFs
-4.57K
- 3.63%
$45.22 - $48.34 $207K - $221K
122K $5.8B
VNQ
Vanguard Specialized Funds Van

ETFs
-1.7K
- 2.91%
$88.47 - $93.24 $150K - $158K
56.6K $5.17B
UL
Unilever PLC

Consumer Defensive
-122
- 2.41%
$58.43 - $65.01 $7.13K - $7.93K
4.94K $293M
ABEV
Ambev S.A.

Consumer Defensive
-2.94K
- 16.98%
$2.15 - $2.49 $6.33K - $7.33K
14.4K $32.1M
ABT
Abbott Laboratories

Healthcare
-3
- 0.07%
$120.51 - $136.62 $362 - $410
4.28K $574M
SHEL
Shell PLC

Energy
-182
- 4.03%
$69.82 - $73.93 $12.7K - $13.5K
4.34K $310M
UNH
Unitedhealth Group Inc

Healthcare
-103
- 12.5%
$237.77 - $353.61 $24.5K - $36.4K
721 $249M
VEU
Vanguard Ftse All World Ex Us

ETFs
-841
- 6.32%
$66.38 - $71.68 $55.8K - $60.3K
12.5K $890M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-318
- 5.33%
$43.65 - $46.42 $13.9K - $14.8K
5.65K $262M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-191
- 0.5%
$47.76 - $48.46 $9.12K - $9.26K
38.4K $1.85B
SCHC
Schwab Strategic Tr Intl Small

ETFs
-7K
- 6.26%
$42.28 - $45.71 $296K - $320K
105K $4.77B
UBER
Uber Technologies, Inc

Technology
-68
- 1.82%
$86.91 - $99.57 $5.91K - $6.77K
3.66K $359M
MCD
Mcdonalds Corp

Consumer Cyclical
-24
- 1.39%
$291.67 - $316.99 $7K - $7.61K
1.7K $518M
MSI
Motorola Solutions, Inc.

Technology
-13
- 2.33%
$408.73 - $490.3 $5.31K - $6.37K
545 $249M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-66
- 2.66%
$135.0 - $146.02 $8.91K - $9.64K
2.41K $352M
TM
Toyota Motor Corp

Consumer Cyclical
-84
- 4.68%
$167.86 - $202.79 $14.1K - $17K
1.71K $327M
VBR
Vanguard Small Cap Value ETF

ETFs
-4.89K
- 6.4%
$195.41 - $212.37 $956K - $1.04M
71.5K $14.9B
AMAT
Applied Materials Inc

Technology
-4
- 0.29%
$156.25 - $204.95 $625 - $820
1.37K $280M
MUB
Ishares National Muni Bond ETF

ETFs
-581
- 1.22%
$103.24 - $106.68 $60K - $62K
46.9K $4.99B
BHP
Bhp Group LTD

Basic Materials
-23
- 0.47%
$48.67 - $56.22 $1.12K - $1.29K
4.86K $271M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-645
- 3.83%
$133.48 - $144.38 $86.1K - $93.1K
16.2K $2.31B
IDEV
Ishares Core Msci Intl Develop

ETFs
-29
- 0.23%
$74.68 - $80.26 $2.17K - $2.33K
12.4K $993M
TJX
Tjx Companies Inc

Consumer Cyclical
-31
- 1.21%
$121.35 - $144.54 $3.76K - $4.48K
2.53K $366M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-68
- 1.33%
$459.11 - $506.91 $31.2K - $34.5K
5.04K $2.53B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-204
- 0.54%
$13.29 - $16.05 $2.71K - $3.27K
37.3K $595M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-199
- 6.71%
$103.83 - $179.9 $20.7K - $35.8K
2.77K $494M
GOOG
Alphabet Inc.

Communication Services
-1.34K
- 11.96%
$175.16 - $255.24 $235K - $343K
9.89K $2.41B
VTI
Vanguard Total Stock Market Et

ETFs
-48
- 0.27%
$303.93 - $329.86 $14.6K - $15.8K
17.8K $5.84B
Activity Summary
Buys All Purchases 112 New Holdings 38 Increased Positions 74 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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