Traveka Wealth, LLC Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$178.4M
Holdings
148
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (148 positions)
| Stock | Value |
|---|---|
VBRVANGUARD INDEX FDS | $14.0M |
VTVVANGUARD INDEX FDS | $11.6M |
VOOVANGUARD INDEX FDS | $9.0M |
AAPLAPPLE INC | $5.4M |
MSFTMICROSOFT CORP | $5.3M |
VNQVANGUARD INDEX FDS | $5.2M |
HEFAISHARES TR | $5.1M |
MUBISHARES TR | $5.1M |
VNQIVANGUARD INTL EQUITY INDEX F | $5.0M |
VTIVANGUARD INDEX FDS | $4.5M |
CMFISHARES TR | $4.4M |
NVDANVIDIA CORPORATION | $4.3M |
KOCOCA COLA CO | $4.2M |
SCHCSCHWAB STRATEGIC TR | $3.9M |
BSVVANGUARD BD INDEX FDS | $3.7M |
GOOGLALPHABET INC | $3.5M |
METAMETA PLATFORMS INC | $2.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.7M |
AMZNAMAZON COM INC | $2.7M |
IUSGISHARES TR | $2.5M |
LLYELI LILLY & CO | $2.1M |
VBVANGUARD INDEX FDS | $2.1M |
AQLTISHARES TR | $2.1M |
HYMBSPDR SER TR | $2.0M |
VSSVANGUARD INTL EQUITY INDEX F | $2.0M |
BNDVANGUARD BD INDEX FDS | $1.8M |
SHMSPDR SER TR | $1.8M |
PGPROCTER AND GAMBLE CO | $1.8M |
GOOGALPHABET INC | $1.7M |
COSTCOSTCO WHSL CORP NEW | $1.7M |
IEMGISHARES INC | $1.7M |
JPMJPMORGAN CHASE & CO | $1.7M |
NFLXNETFLIX INC | $1.6M |
IVVISHARES TR | $1.6M |
BIVVANGUARD BD INDEX FDS | $1.5M |
IXUSISHARES TR | $1.4M |
JNJJOHNSON & JOHNSON | $1.3M |
XOMEXXON MOBIL CORP | $1.1M |
UNPUNION PAC CORP | $1.1M |
AVGOBROADCOM INC | $981K |
SCHBSCHWAB STRATEGIC TR | $965K |
VVISA INC | $926K |
IDEVISHARES TR | $857K |
EMREMERSON ELEC CO | $847K |
ABBVABBVIE INC | $823K |
WMTWALMART INC | $822K |
VEUVANGUARD INTL EQUITY INDEX F | $811K |
MAMASTERCARD INCORPORATED | $810K |
SAPSAP SE | $712K |
VXUSVANGUARD STAR FDS | $708K |
TSLATESLA INC | $677K |
NVONOVO-NORDISK A S | $622K |
HBC2HSBC HLDGS PLC | $621K |
VXFVANGUARD INDEX FDS | $609K |
SPYSPDR S&P 500 ETF TR | $577K |
ABTABBOTT LABS | $571K |
HDHOME DEPOT INC | $570K |
UNHUNITEDHEALTH GROUP INC | $550K |
MCDMCDONALDS CORP | $543K |
LINLINDE PLC | $533K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $525K |
CRMSALESFORCE INC | $512K |
BACBANK AMERICA CORP | $511K |
BABAALIBABA GROUP HLDG LTD | $500K |
AZNASTRAZENECA PLC | $499K |
ASMLASML HOLDING N V | $498K |
CVXCHEVRON CORP NEW | $471K |
IJRISHARES TR | $467K |
SUSBISHARES TR | $445K |
CLCOLGATE PALMOLIVE CO | $436K |
VOEVANGUARD INDEX FDS | $433K |
NVSNNOVARTIS AG | $432K |
SMFGSUMITOMO MITSUI FINL GROUP I | $432K |
INTUINTUIT | $425K |
ACNACCENTURE PLC IRELAND | $410K |
CATCATERPILLAR INC | $401K |
BKNGBOOKING HOLDINGS INC | $397K |
ISRGINTUITIVE SURGICAL INC | $388K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $388K |
RTXRTX CORPORATION | $382K |
ESGUISHARES TR | $377K |
SONYSONY GROUP CORP | $362K |
SPGIS&P GLOBAL INC | $357K |
CMGCHIPOTLE MEXICAN GRILL INC | $355K |
TMTOYOTA MOTOR CORP | $355K |
ADBEADOBE SYSTEMS INCORPORATED | $351K |
BSXBOSTON SCIENTIFIC CORP | $351K |
SUBISHARES TR | $348K |
WFCWELLS FARGO CO NEW | $343K |
CSCOCISCO SYS INC | $334K |
4I1PHILIP MORRIS INTL INC | $333K |
GEGENERAL ELECTRIC CO | $330K |
SHELSHELL PLC | $327K |
BACVERIZON COMMUNICATIONS INC | $323K |
TXNTEXAS INSTRS INC | $323K |
TAT&T INC | $314K |
RELXRELX PLC | $309K |
TMOTHERMO FISHER SCIENTIFIC INC | $308K |
TJXTJX COS INC NEW | $307K |
SYKSTRYKER CORPORATION | $306K |
Page 1 of 2Next