Traverso Chambers Private Wealth Management, LLC Buys Schwab U.S. Large-Cap Value, PowerShares DB Optimum Yield Diversified Commoditi, SPDR Series Trust Portfolio S&P 500 High Dividend, Sells iPath Bloomberg Commodity Index Total Return ETN, WisdomTree In

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Jul 10, 2020
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Investment company Traverso Chambers Private Wealth Management, LLC (Current Portfolio) buys Schwab U.S. Large-Cap Value, PowerShares DB Optimum Yield Diversified Commoditi, SPDR Series Trust Portfolio S&P 500 High Dividend, Vanguard FTSE All World Ex US, Boeing Co, sells iPath Bloomberg Commodity Index Total Return ETN, WisdomTree International Equity Fund, iShares MSCI EAFE, iShares 7-10 Year Treasury Bond ETF, ProShares Short Dow30 during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Traverso Chambers Private Wealth Management, LLC. As of 2020Q2, Traverso Chambers Private Wealth Management, LLC owns 98 stocks with a total value of $238 million. These are the details of the buys and sells.

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
  1. Vanguard Short-Term Government Bond ETF (VGSH) - 400,985 shares, 10.48% of the total portfolio. Shares added by 6.05%
  2. SPDR S&P 500 (SPY) - 79,626 shares, 10.31% of the total portfolio. Shares reduced by 4.14%
  3. Schwab Short-Term U.S. Treasury (SCHO) - 448,684 shares, 9.73% of the total portfolio. Shares added by 5.43%
  4. iShares Core U.S. Aggregate Bond (AGG) - 151,021 shares, 7.50% of the total portfolio. Shares added by 3.77%
  5. iShares 1-3 Year Treasury Bond ETF (SHY) - 170,405 shares, 6.20% of the total portfolio. Shares added by 5.08%
New Purchase: Schwab U.S. Large-Cap Value (SCHV)

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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