News + Filings Holdings
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Traverso Chambers Private Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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BRISTOL MYERS SQUIBB CO
| BMY | Common | 3,257 | -67 | 234,341,000 | 234,105,000 | 0.07 | 0.00 |
Hist
| 12/31/2022 |
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AT&T CORP
| T | Common | 12,920 | -22,171 | 237,864,000 | 237,326,000 | 0.07 | |
Hist
| 12/31/2022 |
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SPDR GOLD TRUST
| GLD | GOLD SHS | 1,461 | -233 | 247,844,000 | 247,582,000 | 0.07 | |
Hist
| 12/31/2022 |
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STARBUCKS CORP
| SBUX | Common | 2,583 | -5 | 256,184,000 | 255,966,000 | 0.07 | 0.00 |
Hist
| 12/31/2022 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 1,047 | -75 | 323,418,000 | 323,118,000 | 0.09 | |
Hist
| 12/31/2022 |
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Merck & Co., Inc.
| MRK | COM | 3,443 | -12 | 382,001,000 | 381,703,000 | 0.11 | 0.00 |
Hist
| 12/31/2022 |
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CATERPILLAR INC
| CAT | Common | 2,062 | -8 | 493,973,000 | 493,633,000 | 0.14 | |
Hist
| 12/31/2022 |
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CLOROX CO /DE/
| CLX | Common | 3,725 | -266 | 522,729,000 | 522,217,000 | 0.15 | 0.00 |
Hist
| 12/31/2022 |
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BlackRock Inc.
| BLK | Common | 776 | -4 | 549,897,000 | 549,468,000 | 0.16 | 0.00 |
Hist
| 12/31/2022 |
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COSTCO WHOLESALE CORP /NEW
| COST | Common | 1,252 | -2 | 571,538,000 | 570,946,000 | 0.16 | 0.00 |
Hist
| 12/31/2022 |
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Alphabet Inc.
| GOOGL | COM | 6,515 | -175 | 574,818,000 | 574,178,000 | 0.17 | 0.00 |
Hist
| 12/31/2022 |
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AMGEN INC
| AMGN | Common | 2,509 | -25 | 658,964,000 | 658,393,000 | 0.19 | 0.00 |
Hist
| 12/31/2022 |
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VISA INC.
| V | CL A | 3,188 | -54 | 662,298,000 | 661,722,000 | 0.19 | |
Hist
| 12/31/2022 |
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UMPQUA HOLDINGS CORP
| UMPQ | Common | 37,306 | -259 | 665,917,000 | 665,275,000 | 0.19 | 0.02 |
Hist
| 12/31/2022 |
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SOUTHERN CO
| SO | Common | 10,777 | -89 | 769,586,000 | 768,847,000 | 0.22 | 0.00 |
Hist
| 12/31/2022 |
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RAYTHEON TECHNOLOGIES CORP
| RTX | COM | 9,028 | -81 | 911,106,000 | 910,360,000 | 0.26 | |
Hist
| 12/31/2022 |
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HOME DEPOT, INC.
| HD | Common | 2,910 | -7 | 919,153,000 | 918,348,000 | 0.26 | 0.00 |
Hist
| 12/31/2022 |
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WELLS FARGO & COMPANY/MN
| WFC | Common | 23,463 | -179 | 968,779,000 | 967,828,000 | 0.28 | 0.00 |
Hist
| 12/31/2022 |
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JPMORGAN CHASE & CO
| JPM | Common | 9,500 | -29 | 1,273,950,000 | 1,272,954,000 | 0.37 | |
Hist
| 12/31/2022 |
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PFIZER INC
| PFE | Common | 30,533 | -164 | 1,564,519,000 | 1,563,176,000 | 0.45 | 0.00 |
Hist
| 12/31/2022 |
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JOHNSON & JOHNSON
| JNJ | Common | 9,099 | -81 | 1,607,410,000 | 1,605,910,000 | 0.46 | 0.00 |
Hist
| 12/31/2022 |
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CHEVRON CORP
| CVX | Common | 10,644 | -165 | 1,910,448,000 | 1,908,895,000 | 0.55 | |
Hist
| 12/31/2022 |
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AMERICAN EXPRESS CO
| AXP | Common | 13,200 | -15 | 1,950,300,000 | 1,948,517,000 | 0.56 | 0.00 |
Hist
| 12/31/2022 |
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iSHARES TRUST
| IVV | Common | 5,534 | -104 | 2,126,033,000 | 2,124,011,000 | 0.61 | |
Hist
| 12/31/2022 |
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VANGUARD INDEX FUNDS
| VTV | Common | 29,104 | -660 | 4,085,373,000 | 4,081,698,000 | 1.17 | |
Hist
| 12/31/2022 |
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EXXON MOBIL CORP
| XOM | Common | 43,768 | -126 | 4,827,604,000 | 4,823,772,000 | 1.39 | |
Hist
| 12/31/2022 |
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FLEXSHARES TRUST
| GUNR | Common | 157,396 | -613 | 6,842,000,000 | 6,836,060,000 | 1.97 | |
Hist
| 12/31/2022 |
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PROCTER & GAMBLE Co
| PG | Common | 53,151 | -162 | 8,055,605,000 | 8,048,874,000 | 2.32 | 0.00 |
Hist
| 12/31/2022 |
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iSHARES TRUST
| IWM | Common | 59,175 | -464 | 10,317,823,000 | 10,307,987,000 | 2.97 | |
Hist
| 12/31/2022 |
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SCHWAB STRATEGIC TRUST
| SCHV | Common | 162,242 | -2,074 | 10,711,219,000 | 10,701,605,000 | 3.08 | |
Hist
| 12/31/2022 |
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WisdomTree Trust
| DLN | LARGECAP DIVID | 243,941 | -558 | 15,112,157,000 | 15,098,646,000 | 4.34 | |
Hist
| 12/31/2022 |
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SCHWAB STRATEGIC TRUST
| SCHF | Common | 480,540 | -2,665 | 15,478,185,000 | 15,464,592,000 | 4.45 | |
Hist
| 12/31/2022 |
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