Trajan Wealth LLC Incresed Positions in Q3 2025

Trajan Wealth LLC

  • $2.32 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
36.5K
+ 13.76%
$224.68 - $282.71 $8.19M - $10.3M
302K $84.2B
BND
Vanguard Bd Index Fd Inc Total

ETFs
256K
+ 26.96%
$72.57 - $74.72 $18.6M - $19.1M
1.21M $89.7B
UBER
Uber Technologies, Inc

Technology
7.97K
+ 3.98%
$86.91 - $99.57 $693K - $794K
208K $20.4B
AAPL
Apple Inc.

Technology
24.9K
+ 10.11%
$202.38 - $256.87 $5.04M - $6.39M
271K $69.1B
GOOG
Alphabet Inc.

Communication Services
27.9K
+ 25.75%
$175.16 - $255.24 $4.88M - $7.11M
136K $33.1B
RBLX
Roblox Corp

Communication Services
12.9K
+ 3.83%
$100.65 - $141.56 $1.3M - $1.82M
349K $48.3B
MSFT
Microsoft Corp

Technology
10.1K
+ 4.1%
$491.09 - $535.64 $4.97M - $5.42M
257K $133B
ORCL
Oracle Corp

Technology
19.7K
+ 27.5%
$218.96 - $328.33 $4.3M - $6.45M
91.1K $25.6B
UNH
Unitedhealth Group Inc

Healthcare
21.6K
+ 33.93%
$237.77 - $353.61 $5.14M - $7.64M
85.3K $29.5B
ENB
Enbridge Inc

Energy
107K
+ 15.31%
$43.79 - $50.46 $4.68M - $5.39M
804K $40.6B
IQV
Iqvia Holdings Inc.

Healthcare
17.7K
+ 13.45%
$157.68 - $200.82 $2.8M - $3.56M
150K $28.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10K
+ 19.53%
$459.11 - $506.91 $4.61M - $5.09M
61.5K $30.9B
WMT
Walmart Inc.

Consumer Defensive
43.5K
+ 23.01%
$94.4 - $104.27 $4.11M - $4.54M
233K $24B
ABC
Amerisourcebergen Corp

Healthcare
12.3K
+ 10.04%
N/A
135K $42.3B
META
Meta Platforms, Inc.

Communication Services
7.57K
+ 6.77%
$695.21 - $791.73 $5.26M - $5.99M
119K $87.7B
JPM
Jpmorgan Chase & CO

Financial Services
7.92K
+ 15.46%
$282.78 - $316.06 $2.24M - $2.5M
59.1K $18.6B
Pimco ETF Tr
121K
+ 17.1%
N/A
826K $22.2B
GD
General Dynamics Corp

Industrials
4.47K
+ 12.11%
$293.92 - $341.0 $1.31M - $1.52M
41.4K $14.1B
PM
Philip Morris International Inc.

Consumer Defensive
31.5K
+ 31.24%
$157.77 - $183.27 $4.97M - $5.77M
132K $21.5B
CAT
Caterpillar Inc

Industrials
3.14K
+ 20.6%
$390.92 - $477.15 $1.23M - $1.5M
18.4K $8.77B
SCHW
Schwab Charles Corp

Financial Services
25.4K
+ 29.38%
$91.03 - $98.69 $2.31M - $2.5M
112K $10.7B
MA
Mastercard Inc

Financial Services
3.37K
+ 2.89%
$550.18 - $598.96 $1.85M - $2.02M
120K $68.1B
WFC
Wells Fargo & Company

Financial Services
26.8K
+ 29.24%
$77.05 - $85.16 $2.07M - $2.28M
118K $9.93B
AXP
American Express CO

Financial Services
5.88K
+ 30.92%
$294.27 - $342.31 $1.73M - $2.01M
24.9K $8.27B
V
Visa Inc.

Financial Services
9.61K
+ 12.06%
$332.09 - $358.86 $3.19M - $3.45M
89.3K $30.5B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
33.5K
+ 10.82%
$37.14 - $37.85 $1.24M - $1.27M
343K $13B
JNJ
Johnson & Johnson

Healthcare
483
+ 1.35%
$155.17 - $185.42 $74.9K - $89.6K
36.3K $6.73B
ABBV
Abb Vie Inc.

Healthcare
473
+ 1.92%
$184.85 - $231.54 $87.4K - $110K
25.1K $5.8B
SCHP
Schwab Strategic Us Tips ETF

ETFs
36.6K
+ 13.15%
$26.44 - $27.1 $968K - $992K
315K $8.49B
BKNG
Booking Holdings Inc.

Consumer Cyclical
683
+ 9.71%
$5364.25 - $5815.92 $3.66M - $3.97M
7.72K $41.7B
RTX
Raytheon Technologies Corp

Industrials
4.8K
+ 73.38%
$144.19 - $167.33 $692K - $803K
11.3K $1.9B
PSX
Phillips 66

Energy
127
+ 0.3%
$118.37 - $139.46 $15K - $17.7K
41.8K $5.68B
CVX
Chevron Corp

Energy
590
+ 1.76%
$145.57 - $161.83 $85.9K - $95.5K
34.1K $5.29B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.46K
+ 6.3%
$53.81 - $57.52 $240K - $256K
75.2K $4.33B
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.16K
+ 10.38%
$55.61 - $57.37 $398K - $411K
76.1K $4.35B
MAR
Marriott International Inc

Consumer Cyclical
1.77K
+ 54.77%
$255.35 - $282.87 $452K - $500K
5K $1.3B
MRK
Merck & Co., Inc.

Healthcare
866
+ 1.56%
$77.6 - $87.37 $67.2K - $75.7K
56.5K $4.74B
MCD
Mcdonalds Corp

Consumer Cyclical
499
+ 3.26%
$291.67 - $316.99 $146K - $158K
15.8K $4.81B
TROW
Price T Rowe Group Inc

Financial Services
2.03K
+ 12.37%
$98.67 - $111.52 $200K - $226K
18.4K $1.89B
QQQ
Invesco Qqq Trust, Series 1

ETFs
349
+ 17.5%
$546.99 - $602.2 $191K - $210K
2.34K $1.41B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.24K
+ 4.07%
$62.54 - $68.42 $77.7K - $85K
31.7K $2.14B
MET
Metlife Inc

Financial Services
409
+ 0.63%
$73.82 - $82.37 $30.2K - $33.7K
65.7K $5.42B
YUM
Yum Brands Inc

Consumer Cyclical
224
+ 0.72%
$139.5 - $153.94 $31.2K - $34.5K
31.5K $4.78B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.02K
+ 1.59%
$42.43 - $45.05 $43.4K - $46.1K
65.5K $2.88B
VZ
Verizon Communications Inc

Communication Services
578
+ 0.48%
$40.84 - $45.06 $23.6K - $26K
121K $5.31B
AMGN
Amgen Inc

Healthcare
148
+ 0.9%
$271.18 - $309.22 $40.1K - $45.8K
16.7K $4.71B
IGLB
Ishares 10+ Year Investment Gr

ETFs
131
+ 0.26%
$48.96 - $52.08 $6.41K - $6.82K
49.6K $2.56B
PG
Procter & Gamble CO

Consumer Defensive
4.77K
+ 4.02%
$150.47 - $161.22 $717K - $769K
123K $19B
BAH
Booz Allen Hamilton Holding Corp

Industrials
603
+ 20.69%
$97.53 - $115.95 $58.8K - $69.9K
3.52K $352M
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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