Trajan Wealth LLC Purchases and Sells in Q1 2025

Trajan Wealth LLC

$1.83 Trillion
Q1 2025

Top Buys

Incresed Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	211K + 20.38%	$95.85 - $99.25 $20.2M - $20.9M	1.25M $123B
BND	163K + 25.51%	$71.17 - $73.66 $11.6M - $12M	801K $58.9B
ELV	12.4K + 23.67%	$365.9 - $436.25 $4.54M - $5.41M	64.8K $28.2B
ABC	3.12K + 2.77%	N/A	116K $32.1B
PG	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

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APD	17.4K New	$283.24 - $338.07 $4.92M - $5.88M	17.4K $5.13B
HPE	314K New	$14.77 - $24.42 $4.64M - $7.66M	314K $4.84B
YUM	30.6K New	$123.25 - $162.53 $3.78M - $4.98M	30.6K $4.82B
JEPQ	74.2K New	$51.45 - $58.51 $3.82M - $4.34M	74.2K $3.84B
PFFV	103K New	$23.51 - $24.14 $2.42M - $2.48M	103K $2.43B
IDV	77.8K New	$27.0 - $31.7 $2.1M - $2.47M	77.8K $2.41B

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHY	-114K - 96.24%	$81.83 - $82.73 $9.36M - $9.46M	4.47K $370M
TGT	-31.4K - 53.4%	$103.65 - $142.5 $3.25M - $4.47M	27.4K $2.86B
SHV	-41.7K - 26.57%	$110.11 - $110.51 $4.59M - $4.6M	115K $12.7B
SGOV	-33.5K - 30.64%	$100.34 - $100.68 $3.36M - $3.37M	75.8K $7.63B
DON	-40.7K - 9.45%	$48.02 - $53.02 $1.96M - $2.16M	390K $19.3B
PIMCO ETF TR	-18.3K - 26.72%	N/A	50.3K $5.09B

Activity Summary All Purchases 105 New Holdings 14 Increased Positions 91 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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