Trajan Wealth LLC Sells in Q3 2025

Trajan Wealth LLC

  • $2.32 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
-12.3K
- 6.54%
N/A
175K $22.6B
INTU
Intuit Inc

Technology
-1.4K
- 4.37%
$646.03 - $807.39 $907K - $1.13M
30.7K $21B
COST
Costco Wholesale Corp

Consumer Defensive
-374
- 0.93%
$915.95 - $994.57 $343K - $372K
39.9K $36.9B
AVSF
American Centy ETF Tr Avantis

ETFs
-27.4K
- 22.71%
$46.71 - $47.3 $1.28M - $1.3M
93.2K $4.4B
EPI
Wisdomtree Tr India Earnings F

ETFs
-2.64K
- 0.75%
$43.79 - $47.63 $116K - $126K
349K $15.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-25.1K
- 1.95%
$97.75 - $100.75 $2.46M - $2.53M
1.26M $127B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-18.9K
- 20.69%
$50.53 - $50.82 $953K - $959K
72.3K $3.67B
SHV
Ishares Tr

ETFs
-8.65K
- 6.91%
$110.06 - $110.49 $952K - $955K
116K $12.9B
MBB
Ishares Tr

ETFs
-8K
- 22.53%
$92.46 - $95.73 $740K - $766K
27.5K $2.62B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-5.71K
- 6.93%
$100.37 - $100.74 $573K - $575K
76.7K $7.72B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.54K
- 1.23%
$211.65 - $238.24 $538K - $606K
205K $45B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-21.6K
- 2.51%
$20.84 - $21.03 $451K - $455K
840K $17.6B
Pimco ETF Tr
-3.79K
- 6.94%
N/A
50.9K $5.15B
GVI
Ishares Tr

ETFs
-3.09K
- 11.13%
$105.8 - $107.81 $327K - $333K
24.7K $2.65B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.15K
- 8.27%
$117.65 - $120.08 $253K - $258K
23.8K $2.84B
IBM
International Business Machines Corp

Technology
-3
- 0.02%
$234.77 - $292.47 $704 - $877
19K $5.37B
MCK
Mckesson Corp

Healthcare
-938
- 6.87%
$659.01 - $772.54 $618K - $725K
12.7K $9.83B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.22K
- 3.12%
$107.66 - $112.36 $347K - $362K
100K $11.2B
CWB
Spdr Bloomberg Convertible Sec

ETFs
-2.25K
- 30.49%
$82.29 - $90.77 $185K - $205K
5.14K $465M
PFFV
Global X Variable Rate Preferr

Technology
-7.59K
- 7.84%
$22.87 - $23.38 $174K - $177K
89.2K $2.06B
AVIG
American Centy ETF Tr Avantis

ETFs
-5.17K
- 2.88%
$41.02 - $42.32 $212K - $219K
174K $7.33B
EWL
Ishares Inc Msci Switzerlnd

ETFs
-4.89K
- 1.51%
$52.43 - $56.33 $256K - $276K
318K $17.6B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-9.68K
- 8.25%
$18.82 - $19.8 $182K - $192K
108K $2.09B
CME
Cme Group Inc.

Financial Services
-1
- 0.01%
$258.83 - $287.1 $259 - $287
19.7K $5.31B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.29K
- 25.85%
$82.38 - $83.0 $106K - $107K
3.7K $307M
HYG
Ishares Tr

ETFs
-1.95K
- 2.01%
$79.85 - $81.32 $156K - $159K
95.1K $7.72B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-5.08K
- 20.09%
$25.43 - $27.31 $129K - $139K
20.2K $552M
IDV
Ishares Tr

ETFs
-6.14K
- 8.64%
$34.54 - $37.28 $212K - $229K
64.9K $2.37B
HGER
Harbor ETF Tr All Weather Infl
-3.72K
- 24.93%
$24.26 - $25.91 $90.3K - $96.4K
11.2K $289M
WTMF
Wisdomtree Tr Managed Futures

ETFs
-2.32K
- 21.52%
$35.27 - $37.96 $81.7K - $88K
8.45K $320M
EMB
Ishares Tr

ETFs
-1.15K
- 5.69%
$91.52 - $95.59 $105K - $109K
19K $1.81B
NCR
Ncr Corp

Technology
-5.26K
- 28.0%
N/A
13.5K $170M
FMF
First Trust Managed Futures St

ETFs
-1.5K
- 20.41%
$45.19 - $48.75 $67.6K - $72.9K
5.83K $284M
VO
Vanguard Mid Cap ETF

ETFs
-360
- 7.82%
$279.83 - $293.74 $101K - $106K
4.24K $1.25B
ALLY
Ally Financial Inc.

Financial Services
-1.11K
- 16.07%
$36.95 - $44.58 $40.9K - $49.3K
5.78K $226M
ARW
Arrow Electronics Inc

Technology
-233
- 12.22%
$114.66 - $133.24 $26.7K - $31K
1.67K $202M
BWA
Borgwarner Inc

Consumer Cyclical
-2.21K
- 30.44%
$34.53 - $44.44 $76.4K - $98.3K
5.06K $222M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-556
- 22.66%
$113.78 - $148.0 $63.3K - $82.3K
1.9K $262M
MTZ
Mastec Inc

Industrials
-352
- 25.79%
$168.23 - $212.81 $59.2K - $74.9K
1.01K $216M
MC
Moelis & CO

Financial Services
-980
- 16.09%
$64.0 - $77.75 $62.7K - $76.2K
5.11K $365M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.16K
- 5.73%
N/A
35.6K $3.53B
MCY
Mercury General Corp

Financial Services
-737
- 23.74%
$65.82 - $84.78 $48.5K - $62.5K
2.37K $201M
CMA
Comerica Inc

Financial Services
-554
- 14.96%
$60.93 - $71.05 $33.8K - $39.4K
3.15K $216M
HII
Huntington Ingalls Industries, Inc.

Industrials
-171
- 17.89%
$246.31 - $287.91 $42.1K - $49.2K
785 $226M
HLI
Houlihan Lokey, Inc.

Financial Services
-283
- 13.38%
$181.55 - $209.19 $51.4K - $59.2K
1.83K $376M
ACM
Aecom

Industrials
-304
- 14.58%
$111.08 - $132.99 $33.8K - $40.4K
1.78K $232M
AA
Alcoa Corp

Basic Materials
-849
- 10.92%
$28.4 - $33.85 $24.1K - $28.7K
6.93K $228M
WSM
Williams Sonoma Inc

Consumer Cyclical
-207
- 14.07%
$163.62 - $210.2 $33.9K - $43.5K
1.26K $247M
AOS
Smith A O Corp

Industrials
-244
- 7.68%
$67.24 - $74.3 $16.4K - $18.1K
2.93K $216M
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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