Traveka Wealth, LLC Portfolio Holdings

Traveka Wealth, LLC

  • $181 Billion
  • Q4 2024

Traveka Wealth, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $181 Billion distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap Value ETF with a value of $14.5B, Vanguard Value ETF with a value of $11B, Vanguard Index Fds S&P 500 ETF with a value of $9.85B, Apple Inc. with a value of $6.72B, and Microsoft Corp with a value of $6.61B.

Examining the 13F form we can see an decrease of $15.6B in the current position value, from $197B to 181B.

Traveka Wealth, LLC is based out at San Jose, CA

Below you can find more details about Traveka Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $181 Billion
ETFs: $103 Billion
Technology: $26 Billion
Communication Services: $10.5 Billion
Financial Services: $10.3 Billion
Healthcare: $9.04 Billion
Consumer Defensive: $8.75 Billion
Consumer Cyclical: $7.96 Billion
Industrials: $3.3 Billion
Other: $1.88 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $181 Billion
  • Prior Value $197 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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