Trajan Wealth LLC Incresed Positions in Q1 2025

Trajan Wealth LLC

  • $1.83 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
211K
+ 20.38%
$95.85 - $99.25 $20.2M - $20.9M
1.25M $123B
BND
Vanguard Bd Index Fd Inc Total

ETFs
163K
+ 25.51%
$71.17 - $73.66 $11.6M - $12M
801K $58.9B
ELV
Elevance Health, Inc.

Healthcare
12.4K
+ 23.67%
$365.9 - $436.25 $4.54M - $5.41M
64.8K $28.2B
ABC
Amerisourcebergen Corp

Healthcare
3.12K
+ 2.77%
N/A
116K $32.1B
PG
Procter & Gamble CO

Consumer Defensive
38.1K
+ 54.13%
$158.56 - $176.26 $6.03M - $6.71M
108K $18.5B
Kenvue Inc
245K
+ 119.64%
N/A
450K $10.8B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
72.1K
+ 25.83%
$76.94 - $78.28 $5.54M - $5.64M
351K $27.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.8K
+ 8.88%
$442.66 - $534.52 $1.68M - $2.03M
46.5K $24.8B
KO
Coca Cola CO

Consumer Defensive
64.2K
+ 682.62%
$60.81 - $72.32 $3.9M - $4.64M
73.6K $5.27B
C
Citigroup Inc

Financial Services
65.1K
+ 583.99%
$67.23 - $84.63 $4.38M - $5.51M
76.2K $5.41B
PM
Philip Morris International Inc.

Consumer Defensive
9.53K
+ 12.72%
$117.15 - $158.79 $1.12M - $1.51M
84.5K $13.4B
COST
Costco Wholesale Corp

Consumer Defensive
2.83K
+ 7.37%
$890.62 - $1076.86 $2.52M - $3.05M
41.2K $39B
UNH
Unitedhealth Group Inc

Healthcare
5.57K
+ 14.27%
$461.52 - $548.18 $2.57M - $3.05M
44.6K $23.4B
FISV
Fiserv Inc

Technology
4.6K
+ 2.86%
N/A
165K $36.5B
V
Visa Inc.

Financial Services
2.58K
+ 3.6%
$306.92 - $362.71 $791K - $935K
74.2K $26B
AVIG
American Centy ETF Tr Avantis

ETFs
75.8K
+ 70.85%
$40.06 - $41.55 $3.04M - $3.15M
183K $7.57B
Pimco ETF Tr
95.4K
+ 15.24%
N/A
721K $19B
ENB
Enbridge Inc

Energy
35.5K
+ 5.89%
$41.54 - $45.45 $1.48M - $1.61M
639K $28.3B
UBER
Uber Technologies, Inc

Technology
789
+ 0.41%
$63.17 - $81.49 $49.8K - $64.3K
194K $14.2B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
44.3K
+ 86.25%
$50.48 - $51.04 $2.24M - $2.26M
95.7K $4.85B
MCK
Mckesson Corp

Healthcare
704
+ 5.16%
$566.21 - $672.99 $399K - $474K
14.3K $9.65B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
49.2K
+ 20.85%
$36.63 - $37.45 $1.8M - $1.84M
285K $10.5B
GRMN
Garmin LTD

Technology
3.48K
+ 3.94%
$204.55 - $241.93 $711K - $841K
91.6K $19.9B
GD
General Dynamics Corp

Industrials
4.98K
+ 17.01%
$241.94 - $272.58 $1.21M - $1.36M
34.3K $9.34B
INTU
Intuit Inc

Technology
3.16K
+ 11.02%
$555.63 - $630.23 $1.75M - $1.99M
31.8K $19.5B
LQD
Ishares Iboxx $ Investment Gra

ETFs
10.3K
+ 10.7%
$105.1 - $109.61 $1.09M - $1.13M
107K $11.6B
AVSF
American Centy ETF Tr Avantis

ETFs
23.5K
+ 21.86%
$45.96 - $46.74 $1.08M - $1.1M
131K $6.13B
JPM
Jpmorgan Chase & CO

Financial Services
3.21K
+ 6.51%
$225.19 - $279.95 $723K - $898K
52.5K $12.9B
NSC
Norfolk Southern Corp

Industrials
3.64K
+ 10.75%
$227.69 - $259.76 $829K - $946K
37.5K $8.88B
SCHW
Schwab Charles Corp

Financial Services
7.81K
+ 12.06%
$71.24 - $83.64 $556K - $653K
72.6K $5.68B
META
Meta Platforms, Inc.

Communication Services
3.14K
+ 3.02%
$576.36 - $736.67 $1.81M - $2.31M
107K $61.7B
CME
Cme Group Inc.

Financial Services
519
+ 2.7%
$225.82 - $266.54 $117K - $138K
19.7K $5.23B
WFC
Wells Fargo & Company

Financial Services
9.28K
+ 13.7%
$66.78 - $81.42 $619K - $755K
77K $5.53B
NFLX
Netflix Inc

Communication Services
97
+ 0.59%
$828.4 - $1058.6 $80.4K - $103K
16.4K $15.3B
UL
Unilever PLC

Consumer Defensive
8.19K
+ 12.16%
$54.72 - $60.29 $448K - $494K
75.5K $4.5B
MCD
Mcdonalds Corp

Consumer Cyclical
914
+ 6.49%
$279.74 - $321.29 $256K - $294K
15K $4.68B
PSX
Phillips 66

Energy
1.52K
+ 3.89%
$113.93 - $131.55 $173K - $200K
40.6K $5.02B
IGLB
Ishares 10+ Year Investment Gr

ETFs
10.5K
+ 28.93%
$48.32 - $51.22 $510K - $540K
47K $2.36B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
11.3K
+ 19.62%
$42.18 - $45.16 $477K - $511K
68.9K $3.05B
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.59K
+ 2.15%
$25.69 - $26.89 $144K - $150K
266K $7.15B
ADP
Automatic Data Processing Inc

Industrials
837
+ 6.81%
$286.85 - $318.64 $240K - $267K
13.1K $4.01B
WMT
Walmart Inc.

Consumer Defensive
9.23K
+ 4.35%
$84.5 - $105.05 $780K - $970K
221K $19.4B
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.32K
+ 99.34%
$75.99 - $81.58 $252K - $271K
6.66K $511M
EPI
Wisdomtree Tr India Earnings F

ETFs
14.6K
+ 5.84%
$40.08 - $45.85 $584K - $668K
264K $11.5B
RBLX
Roblox Corp

Communication Services
1.85K
+ 0.57%
$53.77 - $75.47 $99.4K - $140K
325K $19B
PSA
Public Storage

Real Estate
825
+ 5.13%
$288.99 - $313.98 $238K - $259K
16.9K $5.06B
CAT
Caterpillar Inc

Industrials
2.04K
+ 15.49%
$326.75 - $407.63 $667K - $832K
15.2K $5.02B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.43K
+ 5.35%
$114.57 - $118.14 $164K - $169K
28.1K $3.32B
LOW
Lowes Companies Inc

Consumer Cyclical
2.07K
+ 10.73%
$222.66 - $268.42 $460K - $555K
21.3K $4.97B
Activity Summary
Buys All Purchases 105 New Holdings 14 Increased Positions 91 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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