Trajan Wealth LLC Portfolio Holdings
Trajan Wealth LLC
- $1.48 Trillion
- Q1 2024
Trajan Wealth LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.48 Trillion distributed in 186 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 $190B, Ishares Core U.S. Aggregate Bo with a value of $89.5B, Microsoft Corp with a value of $76.6B, Alphabet Inc. with a value of $61.4B, and Mastercard Inc with a value of $44.7B.
Examining the 13F form we can see an increase of $1.48T in the current position value.
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
$1.48 Trillion
ETFs: $606 Billion
Technology: $224 Billion
Communication Services: $148 Billion
Healthcare: $119 Billion
Financial Services: $115 Billion
Consumer Cyclical: $79.4 Billion
Consumer Defensive: $65 Billion
Energy: $32.8 Billion
Other: $45.7 Billion
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 186
- Current Value $1.48 Trillion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 183 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks