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Anthony Blagrove

@Traveka Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$181.352MTotal holdings141
Assets growth rate-7.94%Assets growth rate (2-Q avg)-5.89%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Traveka Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 141 positions.

Assets under management

The assets under management (AUM) of Traveka Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 181.352M in assets, with a quarterly growth rate of -7.94% and a 2-quarter average growth rate of -5.89%. The portfolio is managed by Anthony Blagrove, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JNKSpdr Ser Tr
Recent Activity
Exited
0%
$636,403
6,508 shares@ $97.79 avg price
BHPBhp Group Ltd
Recent Activity
Exited
0%
$316,947
5,103 shares@ $62.11 avg price
AMATApplied Matls Inc
Recent Activity
Exited
0%
$279,878
1,385 shares@ $202.08 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$268,008
515 shares@ $520.41 avg price
AMGNAmgen Inc
Recent Activity
Exited
0%
$260,119
807 shares@ $322.33 avg price
PEPPepsico Inc
Recent Activity
Exited
0%
$247,382
1,455 shares@ $170.03 avg price
NEENextera Energy Inc
Recent Activity
Exited
0%
$241,854
2,861 shares@ $84.54 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$215,031
2,861 shares@ $75.16 avg price
PBRPetroleo Brasileiro Sa Petro
Recent Activity
Exited
0%
$212,965
14,779 shares@ $14.41 avg price
PLDPrologis Inc.
Recent Activity
Exited
0%
$207,762
1,645 shares@ $126.3 avg price