All Stocks Held By Traverso Chambers Private Wealth Management LLC

As of 12/31/2023, we find all stocks held by Traverso Chambers Private Wealth Management LLC to be as follows, presented in the table below with each row detailing each Traverso Chambers Private Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Traverso Chambers Private Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Traverso Chambers Private Wealth Management LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
SPDR S&P 500 ETF TR (SPY)	83,117	+1,284	$39,506
SPY	83,117	+1,284	$39,506
SPDR SER TR (SPAB)	1,134,340	+1,134,340	$29,084
SPAB	1,134,340	+1,134,340	$29,084
VANGUARD SCOTTSDALE FDS (VGSH)	484,487	-32,621	$28,260
VGSH	484,487	-32,621	$28,260
ISHARES TR (TLH)	211,855	+211,855	$22,935
TLH	211,855	+211,855	$22,935
INVESCO QQQ TR	51,341	+848	$21,025
QQQ	51,341	+848	$21,025
SCHWAB STRATEGIC TR	396,034	-233,113	$19,188
SCHO	396,034	-233,113	$19,188
SCHWAB STRATEGIC TR	492,278	+14,914	$18,195
SCHF	492,278	+14,914	$18,195
WISDOMTREE TR	254,800	+5,290	$16,914
DLN	254,800	+5,290	$16,914
VANGUARD INDEX FDS (VUG)	46,409	+797	$14,428
VUG	46,409	+797	$14,428
SCHWAB STRATEGIC TR	190,094	+10,826	$13,326
SCHV	190,094	+10,826	$13,326
ISHARES TR (IWM)	54,045	+928	$10,847
IWM	54,045	+928	$10,847
DIMENSIONAL ETF TRUST (DFAI)	345,262	+16,651	$9,888
DFAI	345,262	+16,651	$9,888
APPLE INC	47,783	+7,722	$9,200
AAPL	47,783	+7,722	$9,200
AMERICAN CENTY ETF TR (AVUV)	90,740	+1,204	$8,148
AVUV	90,740	+1,204	$8,148
DIMENSIONAL ETF TRUST (DFAS)	136,000	+5,671	$8,108
DFAS	136,000	+5,671	$8,108
ISHARES TR (PFF)	258,799	+14,618	$8,072
PFF	258,799	+14,618	$8,072
INVESCO ACTVELY MNGD ETC FD	597,364	+38,240	$7,945
PDBC	597,364	+38,240	$7,945
PROCTER AND GAMBLE CO	49,473	-1,859	$7,250
PG	49,473	-1,859	$7,250
INVESCO EXCH TRADED FD TR II (PGX)	577,155	+12,902	$6,620
PGX	577,155	+12,902	$6,620
ISHARES TR (IWD)	39,159	+1,290	$6,471
IWD	39,159	+1,290	$6,471
FLEXSHARES TR (GUNR)	150,707	+1,583	$6,171
GUNR	150,707	+1,583	$6,171
VANGUARD INTL EQUITY INDEX F (VEU)	105,210	+3,184	$5,906
VEU	105,210	+3,184	$5,906
ISHARES TR (AGG)	50,821	-353,942	$5,044
AGG	50,821	-353,942	$5,044
VANGUARD INDEX FDS (VTV)	33,594	+1,417	$5,022
VTV	33,594	+1,417	$5,022
EXXON MOBIL CORP	43,892	+22	$4,388
XOM	43,892	+22	$4,388
MICROSOFT CORP	9,002	-295	$3,385
MSFT	9,002	-295	$3,385
AMAZON COM INC	20,144	-66	$3,061
AMZN	20,144	-66	$3,061
ISHARES TR (IVV)	6,273	-23	$2,996
IVV	6,273	-23	$2,996
ISHARES TR (IJR)	27,593	-1,574	$2,987
IJR	27,593	-1,574	$2,987
AMERICAN EXPRESS CO	13,191	UNCH	$2,471
AXP	13,191	UNCH	$2,471
ISHARES TR (IWF)	7,244	-142	$2,196
IWF	7,244	-142	$2,196
T ROWE PRICE ETF INC (TBUX)	40,589	-14,527	$1,996
TBUX	40,589	-14,527	$1,996
PHILIP MORRIS INTL INC	20,413	+3	$1,920
PM	20,413	+3	$1,920
MONDELEZ INTL INC	24,852	+2	$1,800
MDLZ	24,852	+2	$1,800
ISHARES TR (SHY)	21,760	-3,706	$1,785
SHY	21,760	-3,706	$1,785
JPMORGAN CHASE & CO	10,454	+506	$1,778
JPM	10,454	+506	$1,778
BLACKSTONE INC	13,145	-66	$1,721
BX	13,145	-66	$1,721
CHEVRON CORP NEW	10,841	+59	$1,617
CVX	10,841	+59	$1,617
WISDOMTREE TR	16,326	-165	$1,566
AIVL	16,326	-165	$1,566
SELECT SECTOR SPDR TR (XLE)	18,275	+7	$1,532
XLE	18,275	+7	$1,532
JOHNSON & JOHNSON	9,545	-117	$1,496
JNJ	9,545	-117	$1,496
NORFOLK SOUTHN CORP	5,659	UNCH	$1,338
NSC	5,659	UNCH	$1,338
ALTRIA GROUP INC	33,074	UNCH	$1,334
MO	33,074	UNCH	$1,334
INTERNATIONAL BUSINESS MACHS	7,914	-87	$1,294
IBM	7,914	-87	$1,294
ISHARES TR (CMF)	21,079	UNCH	$1,221
CMF	21,079	UNCH	$1,221
VANGUARD INTL EQUITY INDEX F (VWO)	29,575	+4,051	$1,216
VWO	29,575	+4,051	$1,216
WELLS FARGO CO NEW	23,504	+3	$1,157
WFC	23,504	+3	$1,157
VANGUARD INDEX FDS (VB)	5,351	UNCH	$1,142
VB	5,351	UNCH	$1,142
INTEL CORP	22,528	-738	$1,132
INTC	22,528	-738	$1,132
VANGUARD STAR FDS (VXUS)	18,774	-348	$1,088
VXUS	18,774	-348	$1,088
HOME DEPOT INC	3,120	+3	$1,081
HD	3,120	+3	$1,081
SUMMIT ST BK SANTA ROSA CALI	88,065	UNCH	$1,057
SSBI	88,065	UNCH	$1,057
GENERAL MLS INC	16,156	+156	$1,052
GIS	16,156	+156	$1,052
ALPHABET INC	7,158	+25	$1,000
GOOGL	7,158	+25	$1,000
CISCO SYS INC	19,476	-32	$984
CSCO	19,476	-32	$984
COSTCO WHSL CORP NEW	1,448	+92	$956
COST	1,448	+92	$956
SPDR SER TR (SPYD)	24,168	+24	$947
SPYD	24,168	+24	$947
PFIZER INC	32,618	+589	$939
PFE	32,618	+589	$939
VERIZON COMMUNICATIONS INC	24,461	-1,001	$922
VZ	24,461	-1,001	$922
QUALCOMM INC	6,345	-92	$918
QCOM	6,345	-92	$918
VISA INC	3,272	-22	$852
V	3,272	-22	$852
SOUTHERN CO	11,002	-16	$771
SO	11,002	-16	$771
RTX CORPORATION	9,077	-46	$764
RTX	9,077	-46	$764
AMGEN INC	2,627	-48	$757
AMGN	2,627	-48	$757
KIMBERLY CLARK CORP	5,638	+72	$685
KMB	5,638	+72	$685
ISHARES TR (EEM)	15,477	UNCH	$622
EEM	15,477	UNCH	$622
CATERPILLAR INC	2,098	+6	$620
CAT	2,098	+6	$620
GSK PLC	16,681	-317	$618
GSK	16,681	-317	$618
BLACKROCK INC	756	-20	$614
BLK	756	-20	$614
ISHARES TR (EFA)	7,504	+11	$565
EFA	7,504	+11	$565
PNC FINL SVCS GROUP INC	3,528	-43	$546
PNC	3,528	-43	$546
CLOROX CO DEL	3,725	UNCH	$531
CLX	3,725	UNCH	$531
ISHARES TR (IEF)	5,381	+5,381	$519
IEF	5,381	+5,381	$519
BOEING CO	1,946	UNCH	$507
BA	1,946	UNCH	$507
UNILEVER PLC	10,462	+151	$507
UL	10,462	+151	$507
SPDR SER TR (SDY)	3,927	-83	$491
SDY	3,927	-83	$491
UNITED PARCEL SERVICE INC	3,065	+8	$482
UPS	3,065	+8	$482
AMERIPRISE FINL INC	1,242	UNCH	$472
AMP	1,242	UNCH	$472
MERCK & CO INC	4,298	-48	$469
MRK	4,298	-48	$469
META PLATFORMS INC	1,246	-80	$441
META	1,246	-80	$441
SPDR SER TR (SHM)	8,605	UNCH	$411
SHM	8,605	UNCH	$411
CARRIER GLOBAL CORPORATION	7,131	UNCH	$410
CARR	7,131	UNCH	$410
VANGUARD INDEX FDS (VO)	1,743	-20	$405
VO	1,743	-20	$405
ISHARES TR (EFAV)	5,800	UNCH	$402
EFAV	5,800	UNCH	$402
ELI LILLY & CO	683	-22	$398
LLY	683	-22	$398
WASTE MGMT INC DEL	2,173	-35	$389
WM	2,173	-35	$389
BERKSHIRE HATHAWAY INC DEL			$388
BRK.B	1,087	-78	$388
SPDR SER TR (SPSM)	9,027	+9,027	$381
SPSM	9,027	+9,027	$381
ROCKWELL AUTOMATION INC	1,213	UNCH	$377
ROK	1,213	UNCH	$377
SPDR DOW JONES INDL AVERAGE (DIA)	983	+4	$370
DIA	983	+4	$370
OTIS WORLDWIDE CORP	4,086	UNCH	$366
OTIS	4,086	UNCH	$366
ALPHABET INC	2,580	UNCH	$364
GOOG	2,580	UNCH	$364
NVIDIA CORPORATION	726	-28	$360
NVDA	726	-28	$360
ISHARES TR (MUB)	3,285	UNCH	$356
MUB	3,285	UNCH	$356
SPDR SER TR (BIL)	3,872	UNCH	$354
BIL	3,872	UNCH	$354
SPDR GOLD TR (GLD)	1,846	UNCH	$353
GLD	1,846	UNCH	$353
BANK NEW YORK MELLON CORP	6,701	+6	$349
BK	6,701	+6	$349
PEPSICO INC	1,955	-30	$332
PEP	1,955	-30	$332
COMCAST CORP NEW	7,519	+73	$330
CMCSA	7,519	+73	$330
3M CO	2,855	UNCH	$312
MMM	2,855	UNCH	$312
VANGUARD WORLD FDS (VFH)	3,292	UNCH	$304
VFH	3,292	UNCH	$304
ISHARES TR (IWB)	1,126	UNCH	$295
IWB	1,126	UNCH	$295
KRAFT HEINZ CO	7,835	UNCH	$290
KHC	7,835	UNCH	$290
SALESFORCE INC	1,072	-29	$282
CRM	1,072	-29	$282
ALLSTATE CORP	2,010	UNCH	$281
ALL	2,010	UNCH	$281
VANGUARD SCOTTSDALE FDS (VCSH)	3,584	+32	$277
VCSH	3,584	+32	$277
HP INC	9,084	UNCH	$273
HPQ	9,084	UNCH	$273
VANGUARD INDEX FDS (VOO)	622	UNCH	$272
VOO	622	UNCH	$272
MCDONALDS CORP	897	+15	$266
MCD	897	+15	$266
GENERAL ELECTRIC CO	2,005	UNCH	$256
GE	2,005	UNCH	$256
BOOKING HOLDINGS INC	71	UNCH	$252
BKNG	71	UNCH	$252
STARBUCKS CORP	2,608	+2	$250
SBUX	2,608	+2	$250
UNITEDHEALTH GROUP INC	450	-11	$237
UNH	450	-11	$237
BANK AMERICA CORP	6,553	+6,553	$221
BAC	6,553	+6,553	$221
DISNEY WALT CO	2,392	-208	$216
DIS	2,392	-208	$216
INTUITIVE SURGICAL INC	639	+639	$216
ISRG	639	+639	$216
SPDR INDEX SHS FDS (DWX)	5,900	+5,900	$210
DWX	5,900	+5,900	$210
FRONTIER COMMUNICATIONS PARE	8,072	+8,072	$205
FYBR	8,072	+8,072	$205
AT&T INC	12,216	+41	$205
T	12,216	+41	$205
BARCLAYS BANK PLC	6,728	UNCH	$204
DJP	6,728	UNCH	$204
MORGAN STANLEY	2,183	+2,183	$204
MS	2,183	+2,183	$204
WILLIAMS SONOMA INC	1,008	+1,008	$203
WSM	1,008	+1,008	$203
JOBY AVIATION INC	11,780	+0	$78
JOBY	11,780	UNCH	$78
MYRIAD GENETICS INC	0	-10,357	$0 (exited)
MYGN	0	-10,357	$0

See Summary: Traverso Chambers Private Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Traverso Chambers Private Wealth Management LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
SPAB	+1,134,340	+$29,084
TLH	+211,855	+$22,935
IEF	+5,381	+$519
SPSM	+9,027	+$381
BAC	+6,553	+$221
ISRG	+639	+$216
DWX	+5,900	+$210
FYBR	+8,072	+$205
MS	+2,183	+$204
WSM	+1,008	+$203

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
MYGN	-10,357	-$166

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
PDBC	+38,240	-$414
DFAI	+16,651	+$1,308
SCHF	+14,914	+$1,984
PFF	+14,618	+$710
PGX	+12,902	+$441
SCHV	+10,826	+$1,770
AAPL	+7,722	+$2,341
DFAS	+5,671	+$1,267
DLN	+5,290	+$1,572
VWO	+4,051	+$215

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
AGG	-353,942	-$33,020
SCHO	-233,113	-$10,942
VGSH	-32,621	-$1,525
TBUX	-14,527	-$698
SHY	-3,706	-$277
PG	-1,859	-$237
IJR	-1,574	+$236
VZ	-1,001	+$97
INTC	-738	+$305

Traverso Chambers Private Wealth Management LLC Info

Size ($ in 1000's)
At 12/31/2023: $411,763
At 09/30/2023: $373,916

Traverso Chambers Private Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Traverso Chambers Private Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

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