Traverso Chambers Private Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2023 - Jan 9, 2024
Value $
$412M
Signature - Title
Audra Nay - Chief Compliance Officer
Location
Santa Rosa, CA
Summary
This page shows a list of all the recent 13F filings made by Traverso Chambers Private Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Traverso Chambers Private Wealth Management, LLC reported 123 stock holdings with total value $412M as of Q4 2023. Top holdings included SPY, SPAB, VGSH, TLH, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 123 $412M +$61.8M -$50.5M +$11.3M SPY, SPAB, VGSH, TLH, QQQ 13F-HR 1/8/2024, 09:57 PM
Q3 2023 114 $374M +$20.9M -$17.8M +$3.09M AGG, SPY, SCHO, VGSH, QQQ 13F-HR 10/26/2023, 05:13 PM
Q2 2023 116 $381M +$15.3M -$10.9M +$4.46M SPY, SCHO, VGSH, AGG, QQQ 13F-HR 7/13/2023, 09:47 PM
Q1 2023 114 $365M +$6.48M -$2.69M +$3.79M SPY, SCHO, VGSH, AGG, SHY 13F-HR 4/12/2023, 09:53 PM
Q4 2022 108 $348M +$20.8M -$18.3M +$2.54M SPY, VGSH, SCHO, AGG, SHY 13F-HR 1/27/2023, 06:01 PM
Q3 2022 110 $326M +$68.1M -$24.6M +$43.4M SPY, VGSH, SCHO, SHY, QQQ 13F-HR 10/11/2022, 07:50 PM
Q2 2022 106 $299M +$21.3M -$25.1M -$3.82M SPY, VGSH, SCHO, AGG, SHY 13F-HR 7/13/2022, 01:17 PM
Q1 2022 107 $335M +$19.5M -$11.8M +$7.62M SPY, VGSH, SCHO, SHY, SCHF 13F-HR 4/12/2022, 07:45 PM
Q4 2021 110 $337M +$10.5M -$1.5M +$8.98M SPY, VGSH, SCHO, AGG, SHY 13F-HR 1/19/2022, 01:48 PM
Q3 2021 108 $321M +$11.7M -$6.83M +$4.85M SPY, VGSH, SCHO, AGG, SHY 13F-HR 10/7/2021, 06:16 PM
Q2 2021 107 $317M +$9.24M -$981K +$8.26M SPY, VGSH, SCHO, AGG, SHY 13F-HR 8/11/2021, 09:29 PM
Q1 2021 107 $296M +$9.34M -$2.05M +$7.29M SPY, VGSH, SCHO, AGG, SHY 13F-HR 4/14/2021, 09:18 PM
Q4 2020 107 $278M +$3.37M -$3.11M +$253K VGSH, SPY, SCHO, AGG, SHY 13F-HR 1/19/2021, 09:32 AM
Q3 2020 105 $259M +$18.7M -$5.41M +$13.3M VGSH, SCHO, SPY, AGG, SHY 13F-HR 10/20/2020, 04:56 PM
Q2 2020 99 $238M +$21M -$16.1M +$4.97M VGSH, SPY, SCHO, AGG, SHY 13F-HR 7/8/2020, 06:02 PM
Q1 2020 94 $212M +$84.3M -$74.1M +$10.2M VGSH, SCHO, SPY, AGG, SHY 13F-HR 4/9/2020, 05:39 PM
Q4 2019 105 $235M +$25.1M -$9.04M +$16.1M VCSH, SPY, AGG, IJR, AIVI 13F-HR 1/9/2020, 02:35 PM
Q3 2019 98 $209M +$6.44M -$2.07M +$4.37M VCSH, SPY, AGG, IJR, DLN 13F-HR 10/31/2019, 03:27 PM
Q2 2019 97 $205M +$7.09M -$10.5M -$3.43M VCSH, SPY, AGG, IJR, DLN 13F-HR 7/16/2019, 07:48 PM
Q1 2019 99 $204M +$3.98M -$2.19M +$1.79M SPY, VCSH, AGG, IJR, DLN 13F-HR 4/10/2019, 02:40 PM
Q4 2018 95 $185M $0 $0 VCSH, SPY, AGG, IJR, DLN 13F-HR 2/11/2019, 08:49 PM