Trajan Wealth LLC Purchases in Q3 2025

Trajan Wealth LLC

  • $2.32 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
36.5K
+ 13.76%
$224.68 - $282.71 $8.19M - $10.3M
302K $84.2B
BND
Vanguard Bd Index Fd Inc Total

ETFs
256K
+ 26.96%
$72.57 - $74.72 $18.6M - $19.1M
1.21M $89.7B
UBER
Uber Technologies, Inc

Technology
7.97K
+ 3.98%
$86.91 - $99.57 $693K - $794K
208K $20.4B
AAPL
Apple Inc.

Technology
24.9K
+ 10.11%
$202.38 - $256.87 $5.04M - $6.39M
271K $69.1B
GOOG
Alphabet Inc.

Communication Services
27.9K
+ 25.75%
$175.16 - $255.24 $4.88M - $7.11M
136K $33.1B
RBLX
Roblox Corp

Communication Services
12.9K
+ 3.83%
$100.65 - $141.56 $1.3M - $1.82M
349K $48.3B
Cooper Cos Inc
179K
New
N/A
179K $12.3B
MSFT
Microsoft Corp

Technology
10.1K
+ 4.1%
$491.09 - $535.64 $4.97M - $5.42M
257K $133B
ORCL
Oracle Corp

Technology
19.7K
+ 27.5%
$218.96 - $328.33 $4.3M - $6.45M
91.1K $25.6B
UNH
Unitedhealth Group Inc

Healthcare
21.6K
+ 33.93%
$237.77 - $353.61 $5.14M - $7.64M
85.3K $29.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
112K
+ 27.0%
$78.11 - $79.07 $8.77M - $8.88M
528K $41.7B
IQV
Iqvia Holdings Inc.

Healthcare
17.7K
+ 13.45%
$157.68 - $200.82 $2.8M - $3.56M
150K $28.4B
NVDA
Nvidia Corp

Technology
39.1K
New
$153.3 - $186.58 $6M - $7.3M
39.1K $7.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10K
+ 19.53%
$459.11 - $506.91 $4.61M - $5.09M
61.5K $30.9B
WMT
Walmart Inc.

Consumer Defensive
43.5K
+ 23.01%
$94.4 - $104.27 $4.11M - $4.54M
233K $24B
ABC
Amerisourcebergen Corp

Healthcare
12.3K
+ 10.04%
N/A
135K $42.3B
META
Meta Platforms, Inc.

Communication Services
7.57K
+ 6.77%
$695.21 - $791.73 $5.26M - $5.99M
119K $87.7B
JPM
Jpmorgan Chase & CO

Financial Services
7.92K
+ 15.46%
$282.78 - $316.06 $2.24M - $2.5M
59.1K $18.6B
Pimco ETF Tr
121K
+ 17.1%
N/A
826K $22.2B
GD
General Dynamics Corp

Industrials
4.47K
+ 12.11%
$293.92 - $341.0 $1.31M - $1.52M
41.4K $14.1B
PM
Philip Morris International Inc.

Consumer Defensive
31.5K
+ 31.24%
$157.77 - $183.27 $4.97M - $5.77M
132K $21.5B
CAT
Caterpillar Inc

Industrials
3.14K
+ 20.6%
$390.92 - $477.15 $1.23M - $1.5M
18.4K $8.77B
SCHW
Schwab Charles Corp

Financial Services
25.4K
+ 29.38%
$91.03 - $98.69 $2.31M - $2.5M
112K $10.7B
MA
Mastercard Inc

Financial Services
3.37K
+ 2.89%
$550.18 - $598.96 $1.85M - $2.02M
120K $68.1B
WFC
Wells Fargo & Company

Financial Services
26.8K
+ 29.24%
$77.05 - $85.16 $2.07M - $2.28M
118K $9.93B
AXP
American Express CO

Financial Services
5.88K
+ 30.92%
$294.27 - $342.31 $1.73M - $2.01M
24.9K $8.27B
V
Visa Inc.

Financial Services
9.61K
+ 12.06%
$332.09 - $358.86 $3.19M - $3.45M
89.3K $30.5B
SYY
Sysco Corp

Consumer Defensive
25.1K
New
$76.33 - $82.51 $1.92M - $2.07M
25.1K $2.07B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
33.5K
+ 10.82%
$37.14 - $37.85 $1.24M - $1.27M
343K $13B
JNJ
Johnson & Johnson

Healthcare
483
+ 1.35%
$155.17 - $185.42 $74.9K - $89.6K
36.3K $6.73B
ABBV
Abb Vie Inc.

Healthcare
473
+ 1.92%
$184.85 - $231.54 $87.4K - $110K
25.1K $5.8B
SCHP
Schwab Strategic Us Tips ETF

ETFs
36.6K
+ 13.15%
$26.44 - $27.1 $968K - $992K
315K $8.49B
BKNG
Booking Holdings Inc.

Consumer Cyclical
683
+ 9.71%
$5364.25 - $5815.92 $3.66M - $3.97M
7.72K $41.7B
RTX
Raytheon Technologies Corp

Industrials
4.8K
+ 73.38%
$144.19 - $167.33 $692K - $803K
11.3K $1.9B
PSX
Phillips 66

Energy
127
+ 0.3%
$118.37 - $139.46 $15K - $17.7K
41.8K $5.68B
TSLA
Tesla, Inc.

Consumer Cyclical
1.38K
New
$293.94 - $444.72 $405K - $613K
1.38K $613M
SHW
Sherwin Williams CO

Basic Materials
1.64K
New
$330.88 - $375.23 $544K - $617K
1.64K $569M
CVX
Chevron Corp

Energy
590
+ 1.76%
$145.57 - $161.83 $85.9K - $95.5K
34.1K $5.29B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.46K
+ 6.3%
$53.81 - $57.52 $240K - $256K
75.2K $4.33B
JLL
Jones Lang Lasalle Inc

Real Estate
1.47K
New
$248.95 - $319.66 $365K - $468K
1.47K $437M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.16K
+ 10.38%
$55.61 - $57.37 $398K - $411K
76.1K $4.35B
MAR
Marriott International Inc

Consumer Cyclical
1.77K
+ 54.77%
$255.35 - $282.87 $452K - $500K
5K $1.3B
CDX
Simplify Exch.Trad Fds Simplif

ETFs
17.9K
New
$22.78 - $23.33 $409K - $418K
17.9K $411M
AVGO
Broadcom Inc.

Technology
1.22K
New
$264.74 - $369.57 $324K - $452K
1.22K $404M
CRWD
Crowd Strike Holdings, Inc.

Technology
730
New
$412.46 - $514.1 $301K - $375K
730 $358M
SPY
Spdr S&P 500 ETF Trust

ETFs
528
New
$617.65 - $666.84 $326K - $352K
528 $352M
Nushares ETF Tr
13.5K
New
N/A
13.5K $338M
MRK
Merck & Co., Inc.

Healthcare
866
+ 1.56%
$77.6 - $87.37 $67.2K - $75.7K
56.5K $4.74B
MCD
Mcdonalds Corp

Consumer Cyclical
499
+ 3.26%
$291.67 - $316.99 $146K - $158K
15.8K $4.81B
Activity Summary
Buys All Purchases 86 New Holdings 23 Increased Positions 63 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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