Trajan Wealth LLC Incresed Positions in Q2 2025

Trajan Wealth LLC

  • $2.04 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
9.29K
+ 3.91%
$354.56 - $497.45 $3.29M - $4.62M
247K $123B
META
Meta Platforms, Inc.

Communication Services
4.81K
+ 4.49%
$484.66 - $738.09 $2.33M - $3.55M
112K $82.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21.4K
+ 8.79%
$141.37 - $228.57 $3.03M - $4.9M
265K $60B
RBLX
Roblox Corp

Communication Services
10.8K
+ 3.32%
$51.22 - $105.59 $552K - $1.14M
336K $35.3B
GOOGL
Alphabet Inc.

Communication Services
32.5K
+ 6.9%
$144.7 - $178.6 $4.71M - $5.81M
504K $88.8B
BND
Vanguard Bd Index Fd Inc Total

ETFs
149K
+ 18.59%
$72.02 - $73.82 $10.7M - $11M
950K $70B
BKNG
Booking Holdings Inc.

Consumer Cyclical
326
+ 4.86%
$4164.15 - $5789.24 $1.36M - $1.89M
7.04K $40.7B
NFLX
Netflix Inc

Communication Services
439
+ 2.67%
$855.86 - $1339.13 $376K - $588K
16.9K $22.6B
AMZN
Amazon Com Inc

Consumer Cyclical
6.25K
+ 3.11%
$167.32 - $223.3 $1.05M - $1.4M
208K $45.5B
IQV
Iqvia Holdings Inc.

Healthcare
51.2K
+ 63.47%
$137.0 - $174.37 $7.01M - $8.92M
132K $20.8B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
64.7K
+ 18.44%
$77.74 - $78.78 $5.03M - $5.1M
416K $32.7B
GOOG
Alphabet Inc.

Communication Services
18.4K
+ 20.46%
$146.58 - $180.01 $2.69M - $3.31M
108K $19.2B
EPI
Wisdomtree Tr India Earnings F

ETFs
87.5K
+ 33.16%
$41.3 - $47.52 $3.61M - $4.16M
351K $16.7B
PM
Philip Morris International Inc.

Consumer Defensive
16.3K
+ 19.31%
$149.23 - $184.95 $2.44M - $3.02M
101K $18.4B
ABC
Amerisourcebergen Corp

Healthcare
7.4K
+ 6.4%
N/A
123K $36.9B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
43K
+ 3.45%
$96.84 - $99.46 $4.16M - $4.27M
1.29M $128B
EWL
Ishares Inc Msci Switzerlnd

ETFs
52.5K
+ 19.42%
$47.04 - $56.27 $2.47M - $2.96M
323K $17.7B
ENB
Enbridge Inc

Energy
58.6K
+ 9.17%
$41.09 - $47.16 $2.41M - $2.76M
697K $31.6B
AAPL
Apple Inc.

Technology
30.9K
+ 14.35%
$172.42 - $223.89 $5.33M - $6.92M
246K $50.5B
DIS
Walt Disney CO

Communication Services
2.8K
+ 3.37%
$81.72 - $124.01 $229K - $347K
85.9K $10.7B
V
Visa Inc.

Financial Services
5.44K
+ 7.33%
$308.27 - $373.31 $1.68M - $2.03M
79.7K $28.3B
SCHW
Schwab Charles Corp

Financial Services
13.8K
+ 18.97%
$69.06 - $91.24 $950K - $1.26M
86.3K $7.88B
RECS
Columbia ETF Tr I

ETFs
670
+ 0.12%
$29.4 - $36.79 $19.7K - $24.6K
556K $20.4B
AVUS
American Centy ETF Tr Avantis

ETFs
5.69K
+ 3.62%
$81.38 - $100.82 $463K - $573K
163K $16.4B
WFC
Wells Fargo & Company

Financial Services
14.7K
+ 19.13%
$60.98 - $80.12 $898K - $1.18M
91.7K $7.35B
AXP
American Express CO

Financial Services
3.03K
+ 18.97%
$231.39 - $318.98 $702K - $967K
19K $6.07B
ABNB
Airbnb, Inc.

Consumer Cyclical
2.68K
+ 3.11%
$105.69 - $140.64 $284K - $377K
89K $11.8B
GD
General Dynamics Corp

Industrials
2.63K
+ 7.67%
$247.68 - $291.66 $651K - $766K
36.9K $10.8B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
24.5K
+ 8.59%
$35.3 - $37.51 $864K - $918K
309K $11.6B
SHV
Ishares Tr

ETFs
10K
+ 8.71%
$110.06 - $110.46 $1.1M - $1.11M
125K $13.8B
CRM
Salesforce, Inc.

Technology
2.96K
+ 5.16%
$236.26 - $291.15 $700K - $863K
60.4K $16.5B
NSC
Norfolk Southern Corp

Industrials
1.22K
+ 3.25%
$206.34 - $257.46 $251K - $313K
38.7K $9.91B
CAT
Caterpillar Inc

Industrials
33
+ 0.22%
$273.94 - $388.21 $9.04K - $12.8K
15.2K $5.92B
TGT
Target Corp

Consumer Defensive
8.91K
+ 32.56%
$88.76 - $105.77 $791K - $942K
36.3K $3.58B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.57K
+ 8.66%
$100.35 - $100.71 $659K - $661K
82.4K $8.3B
Pimco ETF Tr
4.37K
+ 8.7%
N/A
54.7K $5.53B
PG
Procter & Gamble CO

Consumer Defensive
10.3K
+ 9.49%
$157.66 - $172.39 $1.62M - $1.77M
119K $18.9B
ELV
Elevance Health, Inc.

Healthcare
8.64K
+ 13.34%
$372.27 - $452.69 $3.22M - $3.91M
73.4K $28.6B
SCHP
Schwab Strategic Us Tips ETF

ETFs
12.4K
+ 4.66%
$26.18 - $26.93 $325K - $334K
278K $7.43B
RTX
Raytheon Technologies Corp

Industrials
1.12K
+ 20.61%
$113.75 - $148.48 $127K - $166K
6.54K $954M
MAR
Marriott International Inc

Consumer Cyclical
467
+ 16.9%
$211.12 - $274.14 $98.6K - $128K
3.23K $882M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.91K
+ 10.55%
$483.48 - $539.8 $2.37M - $2.65M
51.4K $25B
TROW
Price T Rowe Group Inc

Financial Services
776
+ 4.97%
$80.27 - $98.06 $62.3K - $76.1K
16.4K $1.58B
IGLB
Ishares 10+ Year Investment Gr

ETFs
2.51K
+ 5.35%
$47.55 - $50.44 $119K - $127K
49.5K $2.49B
CWB
Spdr Bloomberg Convertible Sec

ETFs
725
+ 10.88%
$71.86 - $82.66 $52.1K - $59.9K
7.39K $611M
ADP
Automatic Data Processing Inc

Industrials
174
+ 1.33%
$276.76 - $326.81 $48.2K - $56.9K
13.3K $4.1B
MC
Moelis & CO

Financial Services
1.07K
+ 21.19%
$48.86 - $62.99 $52K - $67.1K
6.09K $380M
NCR
Ncr Corp

Technology
3.15K
+ 20.17%
N/A
18.8K $220M
MET
Metlife Inc

Financial Services
730
+ 1.13%
$68.42 - $82.49 $49.9K - $60.2K
65.3K $5.25B
Activity Summary
Buys All Purchases 82 New Holdings 6 Increased Positions 76 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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