Traverso Chambers Private Wealth Management, LLC Buys SPDR SERIES TRUST, Amazon.com Inc, ISHARES TRUST, Sells Allstate Corp

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Investment company Traverso Chambers Private Wealth Management, LLC (Current Portfolio) buys SPDR SERIES TRUST, Amazon.com Inc, ISHARES TRUST, SPDR GOLD TRUST, Carrier Global Corp, sells Allstate Corp during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Traverso Chambers Private Wealth Management, LLC. As of 2020Q3, Traverso Chambers Private Wealth Management, LLC owns 105 stocks with a total value of $259 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) - 459,481 shares, 11.03% of the total portfolio. Shares added by 14.59%
  2. SCHWAB STRATEGIC T (SCHO) - 510,141 shares, 10.16% of the total portfolio. Shares added by 13.70%
  3. SSGA SPDR S&P 500 (SPY) - 76,575 shares, 9.91% of the total portfolio. Shares reduced by 3.83%
  4. ISHARES TRUST (AGG) - 155,040 shares, 7.08% of the total portfolio. Shares added by 2.66%
  5. iShares 1-3 Year Treasury Bond ETF (SHY) - 200,570 shares, 6.71% of the total portfolio. Shares added by 17.70%
New Purchase: SPDR SERIES TRUST (BIL)

Traverso Chambers Private Wealth Management, LLC initiated holding in SPDR SERIES TRUST. The purchase prices were between $91.52 and $91.54, with an estimated average price of $91.53. The stock is now traded at around $91.52. The impact to a portfolio due to this purchase was 0.84%. The holding were 23,794 shares as of .

New Purchase: ISHARES TRUST (EFAV)

Traverso Chambers Private Wealth Management, LLC initiated holding in ISHARES TRUST. The purchase prices were between $66.21 and $69.64, with an estimated average price of $68.07. The stock is now traded at around $68.31. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,800 shares as of .

New Purchase: SPDR GOLD TRUST (GLD)

Traverso Chambers Private Wealth Management, LLC initiated holding in SPDR GOLD TRUST. The purchase prices were between $166.62 and $193.89, with an estimated average price of $179.71. The stock is now traded at around $179.25. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,445 shares as of .

New Purchase: Carrier Global Corp (CARR)

Traverso Chambers Private Wealth Management, LLC initiated holding in Carrier Global Corp. The purchase prices were between $22.61 and $31.03, with an estimated average price of $28.24. The stock is now traded at around $33.23. The impact to a portfolio due to this purchase was 0.09%. The holding were 7,265 shares as of .

New Purchase: Alphabet Inc (GOOG)

Traverso Chambers Private Wealth Management, LLC initiated holding in Alphabet Inc. The purchase prices were between $1415.21 and $1728.28, with an estimated average price of $1525.89. The stock is now traded at around $1555.93. The impact to a portfolio due to this purchase was 0.08%. The holding were 136 shares as of .

New Purchase: Ameriprise Financial Inc (AMP)

Traverso Chambers Private Wealth Management, LLC initiated holding in Ameriprise Financial Inc. The purchase prices were between $143.29 and $162.55, with an estimated average price of $153.91. The stock is now traded at around $167.99. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,311 shares as of .

Added: Amazon.com Inc (AMZN)

Traverso Chambers Private Wealth Management, LLC added to a holding in Amazon.com Inc by 27.24%. The purchase prices were between $2878.7 and $3531.45, with an estimated average price of $3151.21. The stock is now traded at around $3217.01. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,023 shares as of .

Added: International Business Machines Corp (IBM)

Traverso Chambers Private Wealth Management, LLC added to a holding in International Business Machines Corp by 29.86%. The purchase prices were between $115.71 and $128.67, with an estimated average price of $123.08. The stock is now traded at around $117.37. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,875 shares as of .

Sold Out: Allstate Corp (ALL)

Traverso Chambers Private Wealth Management, LLC sold out a holding in Allstate Corp. The sale prices were between $85.82 and $97.25, with an estimated average price of $93.31.



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