Traverso Chambers Private Wealth Management, LLC current holdings: USA Stocks
Traverso Chambers Private Wealth Management, LLC reported $0.07 billion in share positions in stocks (listed in the US), 70 positions, in its Form 13F for the quarter ended 2023-12-31; the largest are AAPL, PG, XOMXXXX.
- AAPL: Country of operation United States; Class COM; Shares 47,783; Value $9,199,720.
- PG: Country of operation United States; Class COM; Shares 49,473; Value $7,249,747.
- XOMXXXX: Country of operation —; Class COM; Shares 43,892; Value $4,388,280.
- MSFT: Country of operation United States; Class COM; Shares 9,002; Value $3,384,940.
Form 13F-HR as filed (SEC CIK 1767346): quarter ended 2023-12-31, filed 2024-01-09. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AAPL
APPLE INC | United States | COM | 47,783 | $9,199,720 | 12.58% | 2023-12-31 | 2024-01-09 | |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 49,473 | $7,249,747 | 9.91% | 2023-12-31 | 2024-01-09 | +1.21% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 43,892 | $4,388,280 | 6.00% | 2023-12-31 | 2024-01-09 | |
|---|
MSFT
MICROSOFT CORP | United States | COM | 9,002 | $3,384,940 | 4.63% | 2023-12-31 | 2024-01-09 | +35.35% |
|---|
AMZN
AMAZON COM INC | United States | COM | 20,144 | $3,060,679 | 4.18% | 2023-12-31 | 2024-01-09 | +62.35% |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 13,191 | $2,471,202 | 3.38% | 2023-12-31 | 2024-01-09 | +63.02% |
|---|
PM
PHILIP MORRIS INTL INC | United States | COM | 20,413 | $1,920,461 | 2.63% | 2023-12-31 | 2024-01-09 | +106.10% |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 24,852 | $1,800,018 | 2.46% | 2023-12-31 | 2024-01-09 | -18.10% |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 10,454 | $1,778,166 | 2.43% | 2023-12-31 | 2024-01-09 | +96.93% |
|---|
BX
BLACKSTONE INC | United States | COM | 13,145 | $1,720,947 | 2.35% | 2023-12-31 | 2024-01-09 | -12.92% |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 10,841 | $1,617,083 | 2.21% | 2023-12-31 | 2024-01-09 | +37.02% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 9,545 | $1,496,111 | 2.05% | 2023-12-31 | 2024-01-09 | +70.71% |
|---|
NSC
NORFOLK SOUTHN CORP | United States | COM | 5,659 | $1,337,674 | 1.83% | 2023-12-31 | 2024-01-09 | +32.41% |
|---|
MO
ALTRIA GROUP INC | United States | COM | 33,074 | $1,334,205 | 1.82% | 2023-12-31 | 2024-01-09 | +70.35% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 7,914 | $1,294,374 | 1.77% | 2023-12-31 | 2024-01-09 | +34.51% |
|---|
WFC
WELLS FARGO CO NEW | United States | COM | 23,504 | $1,156,850 | 1.58% | 2023-12-31 | 2024-01-09 | +63.51% |
|---|
INTC
INTEL CORP | United States | COM | 22,528 | $1,132,046 | 1.55% | 2023-12-31 | 2024-01-09 | +130.71% |
|---|
HD
HOME DEPOT INC | United States | COM | 3,120 | $1,081,064 | 1.48% | 2023-12-31 | 2024-01-09 | -16.88% |
|---|
SSBI
SUMMIT ST BK SANTA ROSA CALI | United States | COM | 88,065 | $1,056,780 | 1.44% | 2023-12-31 | 2024-01-09 | |
|---|
GIS
GENERAL MLS INC | United States | COM | 16,156 | $1,052,407 | 1.44% | 2023-12-31 | 2024-01-09 | -48.08% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 7,158 | $999,901 | 1.37% | 2023-12-31 | 2024-01-09 | +144.05% |
|---|
CSCO
CISCO SYS INC | United States | COM | 19,476 | $983,928 | 1.35% | 2023-12-31 | 2024-01-09 | +111.68% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 1,448 | $955,814 | 1.31% | 2023-12-31 | 2024-01-09 | +40.07% |
|---|
PFE
PFIZER INC | United States | COM | 32,618 | $939,085 | 1.28% | 2023-12-31 | 2024-01-09 | -0.24% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 24,461 | $922,163 | 1.26% | 2023-12-31 | 2024-01-09 | +21.96% |
|---|
QCOM
QUALCOMM INC | United States | COM | 6,345 | $917,677 | 1.25% | 2023-12-31 | 2024-01-09 | +27.29% |
|---|
V
VISA INC | United States | COM CL A | 3,272 | $851,804 | 1.16% | 2023-12-31 | 2024-01-09 | +40.53% |
|---|
SO
SOUTHERN CO | United States | COM | 11,002 | $771,460 | 1.05% | 2023-12-31 | 2024-01-09 | +19.01% |
|---|
RTX
RTX CORPORATION | United States | COM | 9,077 | $763,739 | 1.04% | 2023-12-31 | 2024-01-09 | +122.18% |
|---|
AMGN
AMGEN INC | United States | COM | 2,627 | $756,629 | 1.03% | 2023-12-31 | 2024-01-09 | +47.09% |
|---|
KMB
KIMBERLY-CLARK CORP | United States | COM | 5,638 | $685,046 | 0.94% | 2023-12-31 | 2024-01-09 | -18.53% |
|---|
CAT
CATERPILLAR INC | United States | COM | 2,098 | $620,316 | 0.85% | 2023-12-31 | 2024-01-09 | +179.58% |
|---|
PNC
PNC FINL SVCS GROUP INC | United States | COM | 3,528 | $546,311 | 0.75% | 2023-12-31 | 2024-01-09 | +43.14% |
|---|
CLX
CLOROX CO DEL | United States | COM | 3,725 | $531,148 | 0.73% | 2023-12-31 | 2024-01-09 | -42.77% |
|---|
BA
BOEING CO | United States | COM | 1,946 | $507,244 | 0.69% | 2023-12-31 | 2024-01-09 | -28.00% |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 3,065 | $481,964 | 0.66% | 2023-12-31 | 2024-01-09 | -40.26% |
|---|
AMP
AMERIPRISE FINL INC | United States | COM | 1,242 | $471,749 | 0.65% | 2023-12-31 | 2024-01-09 | +30.93% |
|---|
MRK
MERCK & CO INC | United States | COM | 4,298 | $468,568 | 0.64% | 2023-12-31 | 2024-01-09 | +36.93% |
|---|
META
META PLATFORMS INC | United States | CL A | 1,246 | $441,034 | 0.60% | 2023-12-31 | 2024-01-09 | +108.72% |
|---|
CARR
CARRIER GLOBAL CORPORATION | United States | COM | 7,131 | $409,676 | 0.56% | 2023-12-31 | 2024-01-09 | -3.60% |
|---|
LLY
ELI LILLY & CO | United States | COM | 683 | $398,196 | 0.54% | 2023-12-31 | 2024-01-09 | +103.22% |
|---|
WM
WASTE MGMT INC DEL | United States | COM | 2,173 | $389,184 | 0.53% | 2023-12-31 | 2024-01-09 | +15.63% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,087 | $387,689 | 0.53% | 2023-12-31 | 2024-01-09 | |
|---|
ROK
ROCKWELL AUTOMATION INC | United States | COM | 1,213 | $376,612 | 0.51% | 2023-12-31 | 2024-01-09 | +38.99% |
|---|
OTIS
OTIS WORLDWIDE CORP | United States | COM | 4,086 | $365,574 | 0.50% | 2023-12-31 | 2024-01-09 | -26.65% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 2,580 | $363,599 | 0.50% | 2023-12-31 | 2024-01-09 | +139.35% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 726 | $359,547 | 0.49% | 2023-12-31 | 2024-01-09 | +358.82% |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 1,846 | $352,900 | 0.48% | 2023-12-31 | 2024-01-09 | +100.29% |
|---|
BNY
BANK NEW YORK MELLON CORP | United States | COM | 6,701 | $348,793 | 0.48% | 2023-12-31 | 2024-01-09 | +182.38% |
|---|
PEP
PEPSICO INC | United States | COM | 1,955 | $332,074 | 0.45% | 2023-12-31 | 2024-01-09 | -24.23% |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 7,519 | $329,708 | 0.45% | 2023-12-31 | 2024-01-09 | -47.45% |
|---|
MMM
3M CO | United States | COM | 2,855 | $312,139 | 0.43% | 2023-12-31 | 2024-01-09 | +84.34% |
|---|
KHC
KRAFT HEINZ CO | United States | COM | 7,835 | $289,738 | 0.40% | 2023-12-31 | 2024-01-09 | -36.59% |
|---|
CRM
SALESFORCE INC | United States | COM | 1,072 | $282,086 | 0.39% | 2023-12-31 | 2024-01-09 | -14.38% |
|---|
ALL
ALLSTATE CORP | United States | COM | 2,010 | $281,360 | 0.38% | 2023-12-31 | 2024-01-09 | +61.04% |
|---|
HPQ
HP INC | United States | COM | 9,084 | $273,338 | 0.37% | 2023-12-31 | 2024-01-09 | +2.13% |
|---|
MCD
MCDONALDS CORP | United States | COM | 897 | $266,029 | 0.36% | 2023-12-31 | 2024-01-09 | -21.09% |
|---|
GE
GENERAL ELECTRIC CO | United States | COM NEW | 2,005 | $255,923 | 0.35% | 2023-12-31 | 2024-01-09 | +212.09% |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 71 | $251,853 | 0.34% | 2023-12-31 | 2024-01-09 | +14.41% |
|---|
SBUX
STARBUCKS CORP | United States | COM | 2,608 | $250,382 | 0.34% | 2023-12-31 | 2024-01-09 | -0.60% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 450 | $236,945 | 0.32% | 2023-12-31 | 2024-01-09 | -28.78% |
|---|
BAC
BANK AMERICA CORP | United States | COM | 6,553 | $220,627 | 0.30% | 2023-12-31 | 2024-01-09 | +63.23% |
|---|
DIS
DISNEY WALT CO | United States | COM | 2,392 | $215,974 | 0.30% | 2023-12-31 | 2024-01-09 | +16.75% |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 639 | $215,573 | 0.29% | 2023-12-31 | 2024-01-09 | +22.18% |
|---|
T
AT&T INC | United States | COM | 12,216 | $204,989 | 0.28% | 2023-12-31 | 2024-01-09 | +45.89% |
|---|
FYBR
FRONTIER COMMUNICATIONS PARE | United States | COM | 8,072 | $204,544 | 0.28% | 2023-12-31 | 2024-01-09 | |
|---|
DJP
BARCLAYS BANK PLC | United Kingdom | DJUBS CMDT ETN36 | 6,728 | $204,464 | 0.28% | 2023-12-31 | 2024-01-09 | +68.61% |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 2,183 | $203,565 | 0.28% | 2023-12-31 | 2024-01-09 | +106.71% |
|---|
WSM
WILLIAMS SONOMA INC | United States | COM | 1,008 | $203,394 | 0.28% | 2023-12-31 | 2024-01-09 | +127.93% |
|---|
JOBY
JOBY AVIATION INC | United States | COMMON STOCK | 11,780 | $78,337 | 0.11% | 2023-12-31 | 2024-01-09 | -9.92% |
|---|
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