Traveka Wealth, LLC Reduced Holdings in Q2 2025

Traveka Wealth, LLC

  • $189 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-9.31K
- 46.91%
$75.05 - $77.34 $699K - $720K
10.5K $815M
AAPL
Apple Inc.

Technology
-1.05K
- 4.31%
$172.42 - $223.89 $181K - $235K
23.3K $4.79B
KO
Coca Cola CO

Consumer Defensive
-7.32K
- 12.56%
$68.37 - $73.9 $500K - $541K
51K $3.61B
VB
Vanguard Small Cap ETF

ETFs
-2.6K
- 27.04%
$193.73 - $237.37 $504K - $617K
7.01K $1.66B
UNH
Unitedhealth Group Inc

Healthcare
-226
- 21.52%
$274.35 - $599.47 $62K - $135K
824 $257M
XOM
Exxon Mobil Corp

Energy
-1.63K
- 16.87%
$99.93 - $119.04 $163K - $194K
8.03K $865M
JNJ
Johnson & Johnson

Healthcare
-1.13K
- 14.57%
$146.36 - $159.82 $165K - $180K
6.62K $1.01B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-8.83K
- 11.07%
$24.14 - $25.43 $213K - $224K
70.9K $1.76B
PG
Procter & Gamble CO

Consumer Defensive
-829
- 8.0%
$157.66 - $172.39 $131K - $143K
9.54K $1.52B
LLY
Eli Lilly & CO

Healthcare
-148
- 5.71%
$713.71 - $898.95 $106K - $133K
2.44K $1.9B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-820
- 21.67%
$99.37 - $134.05 $81.5K - $110K
2.96K $336M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.95K
- 4.16%
$77.74 - $78.78 $152K - $154K
45K $3.54B
MUB
Ishares National Muni Bond ETF

ETFs
-782
- 1.62%
$102.31 - $105.8 $80K - $82.7K
47.5K $4.96B
AZN
Astrazeneca PLC

Healthcare
-1.42K
- 20.94%
$64.87 - $75.0 $92.2K - $107K
5.37K $375M
BAC
Bank Of America Corp

Financial Services
-3.85K
- 31.42%
$34.39 - $47.46 $132K - $183K
8.4K $398M
CSCO
Cisco Systems, Inc.

Technology
-2.15K
- 39.67%
$53.19 - $69.38 $114K - $149K
3.27K $227M
CVX
Chevron Corp

Energy
-205
- 7.29%
$133.73 - $168.51 $27.4K - $34.5K
2.61K $373M
NVO
Novo Nordisk A S

Healthcare
-1.35K
- 15.11%
$58.08 - $81.05 $78.6K - $110K
7.6K $525M
SAP
Sap Se

Technology
-537
- 20.24%
$237.53 - $309.8 $128K - $166K
2.12K $643M
VZ
Verizon Communications Inc

Communication Services
-1.12K
- 15.72%
$41.67 - $45.62 $46.7K - $51.1K
6K $260M
WMT
Walmart Inc.

Consumer Defensive
-1.6K
- 17.11%
$81.79 - $99.98 $131K - $160K
7.76K $759M
TXN
Texas Instruments Inc

Technology
-489
- 27.21%
N/A
1.31K $272M
TM
Toyota Motor Corp

Consumer Cyclical
-218
- 10.84%
$158.63 - $195.39 $34.6K - $42.6K
1.79K $309M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-2.25K
- 8.04%
$12.23 - $15.46 $27.5K - $34.7K
25.7K $388M
VTV
Vanguard Value ETF

ETFs
-1.76K
- 2.61%
$153.67 - $176.74 $270K - $311K
65.5K $11.6B
ADBE
Adobe Inc.

Technology
-108
- 11.79%
$340.0 - $420.68 $36.7K - $45.4K
808 $313M
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 0.58%
$285.55 - $321.23 $2.86K - $3.21K
1.73K $505M
NVS
Novartis Ag

Healthcare
-616
- 15.91%
$101.96 - $121.01 $62.8K - $74.5K
3.26K $394M
UNP
Union Pacific Corp

Industrials
-38
- 0.82%
$208.27 - $238.46 $7.91K - $9.06K
4.58K $1.05B
UBS
Ubs Group Ag

Financial Services
-1.83K
- 21.29%
$26.12 - $33.82 $47.8K - $61.9K
6.76K $229M
TMUS
T Mobile Us, Inc.

Communication Services
-32
- 3.5%
$220.99 - $268.54 $7.07K - $8.59K
882 $210M
PGR
Progressive Corp

Financial Services
-37
- 4.27%
$255.27 - $288.74 $9.44K - $10.7K
829 $221M
Linde PLC
-55
- 4.81%
N/A
1.09K $511M
DIS
Walt Disney CO

Communication Services
-626
- 24.83%
$81.72 - $124.01 $51.2K - $77.6K
1.9K $235M
SPGI
S&P Global Inc.

Financial Services
-47
- 6.7%
$438.31 - $527.29 $20.6K - $24.8K
655 $345M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-970
- 2.52%
$10.79 - $14.14 $10.5K - $13.7K
37.5K $515M
HSBC
Hsbc Holdings PLC

Financial Services
-706
- 6.53%
$46.68 - $61.09 $33K - $43.1K
10.1K $614M
SO
Southern CO

Utilities
-49
- 1.93%
$84.91 - $92.56 $4.16K - $4.54K
2.49K $229M
CMA
Comerica Inc

Financial Services
-58
- 1.39%
$50.42 - $59.65 $2.92K - $3.46K
4.12K $246M
EUSB
Ishares Tr Esg Advanced Total

Technology
-39
- 0.8%
$42.54 - $43.56 $1.66K - $1.7K
4.82K $210M
LYG
Lloyds Banking Group PLC

Financial Services
-1.88K
- 6.73%
$3.32 - $4.29 $6.24K - $8.06K
26K $111M
V
Visa Inc.

Financial Services
-22
- 0.83%
$308.27 - $373.31 $6.78K - $8.21K
2.62K $930M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-150
- 3.36%
$90.56 - $109.49 $13.6K - $16.4K
4.32K $472M
TEF
Telefonica S A

Communication Services
-382
- 2.56%
$4.37 - $5.39 $1.67K - $2.06K
14.5K $76.1M
ISRG
Intuitive Surgical Inc

Healthcare
-55
- 7.02%
$451.58 - $565.94 $24.8K - $31.1K
729 $396M
ABT
Abbott Laboratories

Healthcare
-21
- 0.49%
$123.95 - $138.08 $2.6K - $2.9K
4.29K $583M
SYK
Stryker Corp

Healthcare
-18
- 2.19%
$337.37 - $395.63 $6.07K - $7.12K
804 $318M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-505
- 3.97%
$11.9 - $15.57 $6.01K - $7.86K
12.2K $188M
RELX
Relx PLC

Communication Services
-153
- 2.5%
$45.31 - $55.66 $6.93K - $8.52K
5.97K $324M
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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