- New Purchases: SCHV, SPYD, BA, ROK, KHC, FB, OTIS, BMY, CRM, VFH, ALL,
- Added Positions: PDBC, VGSH, SCHO, SHY, AGG, VEU, PFF, VUG, DLN, SSBI, VTV, XLE, HDGE, MSFT, JPM, IBM, PFE, UMPQ, RTX, QQQ, IJR, VWO, CMF, BX, VZ, INTC, T, AMGN, BLK, CSCO, GIS, GSK, JNJ, KMB, QCOM, SO, UL, MMM, WFC, GE, CVX, DIA, DIS,
- Reduced Positions: SPY, EFA, IWD, PGX, DTN, MO, CMCSA, VCSH, IGSB, SHM, VB,
- Sold Out: DJP, DWM, IEF, DOG, SDOG,
For the details of Traverso Chambers Private Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/traverso+chambers+private+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Traverso Chambers Private Wealth Management, LLC- Vanguard Short-Term Government Bond ETF (VGSH) - 400,985 shares, 10.48% of the total portfolio. Shares added by 6.05%
- SPDR S&P 500 (SPY) - 79,626 shares, 10.31% of the total portfolio. Shares reduced by 4.14%
- Schwab Short-Term U.S. Treasury (SCHO) - 448,684 shares, 9.73% of the total portfolio. Shares added by 5.43%
- iShares Core U.S. Aggregate Bond (AGG) - 151,021 shares, 7.50% of the total portfolio. Shares added by 3.77%
- iShares 1-3 Year Treasury Bond ETF (SHY) - 170,405 shares, 6.20% of the total portfolio. Shares added by 5.08%
Traverso Chambers Private Wealth Management, LLC initiated holding in Schwab U.S. Large-Cap Value. The purchase prices were between $42.21 and $55.29, with an estimated average price of $48.9. The stock is now traded at around $49.44. The impact to a portfolio due to this purchase was 3.4%. The holding were 161,535 shares as of .
New Purchase: SPDR Series Trust Portfolio S&P 500 High Dividend (SPYD)Traverso Chambers Private Wealth Management, LLC initiated holding in SPDR Series Trust Portfolio S&P 500 High Dividend. The purchase prices were between $22.98 and $32.18, with an estimated average price of $27.28. The stock is now traded at around $26.79. The impact to a portfolio due to this purchase was 0.32%. The holding were 27,609 shares as of .
New Purchase: The Kraft Heinz Co (KHC)Traverso Chambers Private Wealth Management, LLC initiated holding in The Kraft Heinz Co. The purchase prices were between $23.68 and $33.97, with an estimated average price of $29.92. The stock is now traded at around $31.37. The impact to a portfolio due to this purchase was 0.11%. The holding were 7,916 shares as of .
New Purchase: Boeing Co (BA)Traverso Chambers Private Wealth Management, LLC initiated holding in Boeing Co. The purchase prices were between $120 and $230.5, with an estimated average price of $153.37. The stock is now traded at around $173.28. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,471 shares as of .
New Purchase: Rockwell Automation Inc (ROK)Traverso Chambers Private Wealth Management, LLC initiated holding in Rockwell Automation Inc. The purchase prices were between $143.68 and $227.39, with an estimated average price of $192.53. The stock is now traded at around $211.37. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,213 shares as of .
New Purchase: Facebook Inc (FB)Traverso Chambers Private Wealth Management, LLC initiated holding in Facebook Inc. The purchase prices were between $154.18 and $242.24, with an estimated average price of $208.03. The stock is now traded at around $244.50. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,026 shares as of .
Added: PowerShares DB Optimum Yield Diversified Commoditi (PDBC)Traverso Chambers Private Wealth Management, LLC added to a holding in PowerShares DB Optimum Yield Diversified Commoditi by 71.32%. The purchase prices were between $11.22 and $13.07, with an estimated average price of $12.13. The stock is now traded at around $13.22. The impact to a portfolio due to this purchase was 1.55%. The holding were 685,828 shares as of .
Added: Vanguard FTSE All World Ex US (VEU)Traverso Chambers Private Wealth Management, LLC added to a holding in Vanguard FTSE All World Ex US by 20.35%. The purchase prices were between $39.28 and $49.82, with an estimated average price of $44.69. The stock is now traded at around $49.20. The impact to a portfolio due to this purchase was 0.26%. The holding were 78,082 shares as of .
Added: Summit State Bank (SSBI)Traverso Chambers Private Wealth Management, LLC added to a holding in Summit State Bank by 23.56%. The purchase prices were between $6.59 and $11.5, with an estimated average price of $9.29. The stock is now traded at around $9.36. The impact to a portfolio due to this purchase was 0.06%. The holding were 80,410 shares as of .
Added: SPDR Select Sector Fund - Energy Select Sector (XLE)Traverso Chambers Private Wealth Management, LLC added to a holding in SPDR Select Sector Fund - Energy Select Sector by 21.60%. The purchase prices were between $27.62 and $46.86, with an estimated average price of $37.03. The stock is now traded at around $34.44. The impact to a portfolio due to this purchase was 0.05%. The holding were 18,736 shares as of .
Added: Ranger Equity Bear Bear (HDGE)Traverso Chambers Private Wealth Management, LLC added to a holding in Ranger Equity Bear Bear by 109.36%. The purchase prices were between $4.35 and $7.36, with an estimated average price of $5.65. The stock is now traded at around $5.00. The impact to a portfolio due to this purchase was 0.04%. The holding were 32,476 shares as of .
Added: Umpqua Holdings Corp (UMPQ)Traverso Chambers Private Wealth Management, LLC added to a holding in Umpqua Holdings Corp by 25.18%. The purchase prices were between $9.43 and $13.5, with an estimated average price of $11.2. The stock is now traded at around $9.87. The impact to a portfolio due to this purchase was 0.02%. The holding were 26,072 shares as of .
Sold Out: iPath Bloomberg Commodity Index Total Return ETN (DJP)Traverso Chambers Private Wealth Management, LLC sold out a holding in iPath Bloomberg Commodity Index Total Return ETN. The sale prices were between $15.83 and $17.67, with an estimated average price of $16.85.
Sold Out: WisdomTree International Equity Fund (DWM)Traverso Chambers Private Wealth Management, LLC sold out a holding in WisdomTree International Equity Fund. The sale prices were between $37.3 and $46.71, with an estimated average price of $41.92.
Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)Traverso Chambers Private Wealth Management, LLC sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $119.66 and $122.05, with an estimated average price of $121.27.
Sold Out: ProShares Short Dow30 (DOG)Traverso Chambers Private Wealth Management, LLC sold out a holding in ProShares Short Dow30. The sale prices were between $45.13 and $61.06, with an estimated average price of $51.3.
Sold Out: ALPS Sector Dividend Dogs (SDOG)Traverso Chambers Private Wealth Management, LLC sold out a holding in ALPS Sector Dividend Dogs. The sale prices were between $29.5 and $41.87, with an estimated average price of $34.93.
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