Trajan Wealth LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.83 Trillion distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $187B, Ishares Core U.S. Aggregate Bo with a value of $123B, Microsoft Corp with a value of $89.2B, Alphabet Inc. with a value of $72.9B, and Mastercard Inc with a value of $63.8B.
Examining the 13F form we can see an increase of $26.4B in the current position value, from $1.81T to 1.83T.
Trajan Wealth LLC is based out at Scottsdale, AZ
Below you can find more details about Trajan Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.83 Trillion
ETFs: $673 Billion
Technology: $315 Billion
Communication Services: $197 Billion
Financial Services: $172 Billion
Healthcare: $133 Billion
Consumer Defensive: $103 Billion
Consumer Cyclical: $95.5 Billion
Energy: $44.4 Billion
Other: $50.2 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
