13F Filings History of Traverso Chambers Private Wealth Management, LLC

Latest 13F report
Q4 2023 - 09 Jan 2024
Value $
$411,764,672
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 $411,764,672 as of Q4 2023. Top holdings included SPY, SPAB, VGSH, TLH, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2023 123 $411,764,672 +$61,811,392 -$50,500,746 +$11,310,646 SPY, SPAB, VGSH, TLH, QQQ 13F-HR 08 Jan 2024, 21:57
Q3 2023 114 $373,918,556 +$20,919,535 -$17,831,508 +$3,088,027 AGG, SPY, SCHO, VGSH, QQQ 13F-HR 26 Oct 2023, 17:13
Q2 2023 116 $380,766,871 +$15,324,440 -$10,867,619 +$4,456,821 SPY, SCHO, VGSH, AGG, QQQ 13F-HR 13 Jul 2023, 21:47
Q1 2023 114 $364,799,131 +$6,479,668 -$2,687,843 +$3,791,825 SPY, SCHO, VGSH, AGG, SHY 13F-HR 12 Apr 2023, 21:53
Q4 2022 108 $347,918,153 +$20,792,449 -$18,254,939 +$2,537,510 SPY, VGSH, SCHO, AGG, SHY 13F-HR 27 Jan 2023, 18:01
Q3 2022 110 $326,375,000 +$68,058,852 -$24,612,634 +$43,446,218 SPY, VGSH, SCHO, SHY, QQQ 13F-HR 11 Oct 2022, 19:50
Q2 2022 106 $299,087,000 +$21,279,104 -$25,096,155 -$3,817,051 SPY, VGSH, SCHO, AGG, SHY 13F-HR 13 Jul 2022, 13:17
Q1 2022 107 $335,376,000 +$19,470,758 -$11,845,885 +$7,624,873 SPY, VGSH, SCHO, SHY, SCHF 13F-HR 12 Apr 2022, 19:45
Q4 2021 110 $337,138,000 +$10,480,075 -$1,496,075 +$8,984,000 SPY, VGSH, SCHO, AGG, SHY 13F-HR 19 Jan 2022, 13:48
Q3 2021 108 $321,155,000 +$11,676,359 -$6,825,805 +$4,850,554 SPY, VGSH, SCHO, AGG, SHY 13F-HR 07 Oct 2021, 18:16
Q2 2021 107 $317,478,000 +$9,242,707 -$980,855 +$8,261,852 SPY, VGSH, SCHO, AGG, SHY 13F-HR 11 Aug 2021, 21:29
Q1 2021 107 $296,495,000 +$9,344,365 -$2,051,512 +$7,292,853 SPY, VGSH, SCHO, AGG, SHY 13F-HR 14 Apr 2021, 21:18
Q4 2020 107 $278,327,000 +$3,366,655 -$3,113,658 +$252,997 VGSH, SPY, SCHO, AGG, SHY 13F-HR 19 Jan 2021, 09:32
Q3 2020 105 $258,706,000 +$18,699,179 -$5,413,069 +$13,286,110 VGSH, SCHO, SPY, AGG, SHY 13F-HR 20 Oct 2020, 16:56
Q2 2020 99 $238,415,000 +$21,033,073 -$16,066,113 +$4,966,960 VGSH, SPY, SCHO, AGG, SHY 13F-HR 08 Jul 2020, 18:02
Q1 2020 94 $212,288,000 +$84,301,453 -$74,145,227 +$10,156,226 VGSH, SCHO, SPY, AGG, SHY 13F-HR 09 Apr 2020, 17:39
Q4 2019 105 $235,349,000 +$25,141,212 -$9,038,992 +$16,102,220 VCSH, SPY, AGG, IJR, AIVI 13F-HR 09 Jan 2020, 14:35
Q3 2019 98 $209,242,000 +$6,439,167 -$2,066,730 +$4,372,437 VCSH, SPY, AGG, IJR, DLN 13F-HR 31 Oct 2019, 15:27
Q2 2019 97 $204,819,000 +$7,093,053 -$10,523,954 -$3,430,901 VCSH, SPY, AGG, IJR, DLN 13F-HR 16 Jul 2019, 19:48
Q1 2019 99 $203,964,000 +$3,979,727 -$2,185,775 +$1,793,952 SPY, VCSH, AGG, IJR, DLN 13F-HR 10 Apr 2019, 14:40
Q4 2018 95 $185,105,000 $0 $0 $0 VCSH, SPY, AGG, IJR, DLN 13F-HR 11 Feb 2019, 20:49