Traveka Wealth, LLC Sells in Q1 2025

Traveka Wealth, LLC

  • $178 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.61K
- 10.24%
$375.39 - $447.2 $603K - $718K
14.1K $5.28B
AAPL
Apple Inc.

Technology
-2.44K
- 9.09%
$209.68 - $247.1 $511K - $602K
24.4K $5.42B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.36K
- 14.42%
$190.26 - $242.06 $449K - $571K
14K $2.66B
LLY
Eli Lilly & CO

Healthcare
-1.33K
- 33.84%
$725.72 - $929.72 $962K - $1.23M
2.59K $2.14B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-723
- 3.95%
$507.05 - $563.67 $367K - $408K
17.6K $9.03B
MUB
Ishares National Muni Bond ETF

ETFs
-6.4K
- 11.72%
$104.71 - $107.69 $671K - $690K
48.2K $5.09B
AVGO
Broadcom Inc.

Technology
-938
- 13.79%
$167.43 - $244.7 $157K - $230K
5.86K $981M
TSLA
Tesla, Inc.

Consumer Cyclical
-491
- 15.82%
$222.15 - $428.22 $109K - $210K
2.61K $677M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.41K
- 37.69%
$165.25 - $224.62 $233K - $317K
2.34K $388M
VB
Vanguard Small Cap ETF

ETFs
-462
- 4.59%
$217.89 - $252.64 $101K - $117K
9.61K $2.13B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.29K
- 6.54%
$76.94 - $78.28 $253K - $257K
47K $3.68B
WMT
Walmart Inc.

Consumer Defensive
-1.71K
- 15.43%
$84.5 - $105.05 $144K - $179K
9.36K $822M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-914
- 16.98%
$102.49 - $119.96 $93.7K - $110K
4.47K $467M
ASML
Asml Holding Nv

Technology
-139
- 15.6%
$662.63 - $776.99 $92.1K - $108K
752 $498M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-637
- 17.09%
$120.24 - $134.3 $76.6K - $85.5K
3.09K $377M
CMF
Ishares California Muni Bond E

ETFs
-224
- 0.29%
$55.93 - $57.47 $12.5K - $12.9K
78.1K $4.4B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.37K
- 2.88%
$25.12 - $26.05 $59.5K - $61.7K
79.7K $2.01B
SUB
Ishares Short Term National Mu

ETFs
-846
- 20.42%
$105.3 - $106.24 $89.1K - $89.9K
3.3K $348M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.23K
- 5.67%
$47.33 - $47.92 $106K - $107K
37.2K $1.77B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-866
- 4.84%
$110.75 - $119.78 $95.9K - $104K
17K $1.97B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2.16K
- 30.23%
$41.61 - $44.72 $90K - $96.7K
4.99K $216M
IVV
Ishares Core S&P 500 ETF

ETFs
-9
- 0.32%
$554.06 - $615.85 $4.99K - $5.54K
2.79K $1.56B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-106
- 1.48%
$47.79 - $59.89 $5.07K - $6.35K
7.08K $355M
ACN
Accenture PLC

Technology
-52
- 3.81%
$300.91 - $398.25 $15.6K - $20.7K
1.31K $410M
HEFA
Ishares Currency Hedged Msci E

ETFs
-8.18K
- 5.48%
$34.83 - $37.52 $285K - $307K
141K $5.12B
MRK
Merck & Co., Inc.

Healthcare
-343
- 10.6%
$83.01 - $101.02 $28.5K - $34.6K
2.89K $260M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 6.52%
$4295.4 - $5141.88 $25.8K - $30.9K
86 $397M
CAT
Caterpillar Inc

Industrials
-36
- 2.88%
$326.75 - $407.63 $11.8K - $14.7K
1.22K $401M
SPY
Spdr S&P 500 ETF Trust

ETFs
-41
- 3.82%
$551.42 - $612.93 $22.6K - $25.1K
1.03K $577M
DHR
Danaher Corp

Healthcare
-99
- 9.07%
$201.62 - $250.59 $20K - $24.8K
992 $203M
HD
Home Depot, Inc.

Consumer Cyclical
-19
- 1.21%
$347.25 - $424.87 $6.6K - $8.07K
1.56K $570M
HON
Honeywell International Inc

Industrials
-76
- 5.99%
$202.75 - $226.52 $15.4K - $17.2K
1.19K $252M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-893
- 4.3%
$73.78 - $76.59 $65.9K - $68.4K
19.9K $1.52B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.08K
- 8.66%
$58.01 - $64.46 $62.7K - $69.7K
11.4K $708M
MSI
Motorola Solutions, Inc.

Technology
-30
- 5.36%
$411.73 - $482.1 $12.4K - $14.5K
530 $232M
SPGI
S&P Global Inc.

Financial Services
-49
- 6.52%
$478.26 - $543.77 $23.4K - $26.6K
702 $357M
UL
Unilever PLC

Consumer Defensive
-472
- 9.65%
$54.72 - $60.29 $25.8K - $28.5K
4.42K $263M
CMA
Comerica Inc

Financial Services
-10
- 0.24%
$56.11 - $68.38 $561 - $684
4.18K $247M
WFC
Wells Fargo & Company

Financial Services
-114
- 2.33%
$66.78 - $81.42 $7.61K - $9.28K
4.78K $343M
ABEV
Ambev S.A.

Consumer Defensive
-1.93K
- 15.57%
$1.77 - $2.37 $3.41K - $4.57K
10.5K $24.4M
IEFA
Ishares Tr

ETFs
-2.12K
- 7.03%
$69.57 - $78.65 $148K - $167K
28.1K $2.12B
TEF
Telefonica S A

Communication Services
-1
- 0.01%
$3.89 - $4.73 $3.89 - $4.73
14.9K $69.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
-573
- 4.4%
$63.77 - $71.36 $36.5K - $40.9K
12.4K $857M
RELX
Relx PLC

Communication Services
-39
- 0.63%
$45.34 - $51.91 $1.77K - $2.02K
6.12K $309M
ING
Ing Groep Nv

Financial Services
-354
- 3.0%
$15.51 - $20.74 $5.49K - $7.34K
11.4K $224M
IEMG
Ishares Inc

ETFs
-306
- 0.95%
N/A
31.8K $1.72B
VEU
Vanguard Ftse All World Ex Us

ETFs
-60
- 0.45%
$56.51 - $62.98 $3.39K - $3.78K
13.4K $811M
SHEL
Shell PLC

Energy
-1
- 0.02%
$62.84 - $73.29 $62.8 - $73.3
4.47K $327M
SAP
Sap Se

Technology
-12
- 0.45%
$241.4 - $293.69 $2.9K - $3.52K
2.65K $712M
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
Track This Portfolio

Track Traveka Wealth, LLC Portfolio

Follow Traveka Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Traveka Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traveka Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email