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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
515
+ 11.52%
$82.21 - $83.12 $42.3K - $42.8K
4.99K $413M
TOL
Toll Brothers, Inc.

Consumer Cyclical
157
+ 6.84%
$90.5 - $114.3 $14.2K - $17.9K
2.45K $280M
WSM
Williams Sonoma Inc

Consumer Cyclical
145
+ 10.94%
$137.62 - $174.44 $20K - $25.3K
1.47K $240M
AA
Alcoa Corp

Basic Materials
902
+ 13.12%
$22.57 - $30.84 $20.4K - $27.8K
7.78K $229M
SO
Southern CO

Utilities
226
+ 0.42%
$84.91 - $92.56 $19.2K - $20.9K
53.4K $4.91B
CMA
Comerica Inc

Financial Services
74
+ 2.04%
$50.42 - $59.65 $3.73K - $4.41K
3.7K $221M
MDT
Medtronic PLC

Healthcare
1.25K
+ 2.28%
$80.68 - $88.86 $101K - $111K
56K $4.88B
PSX
Phillips 66

Energy
1.02K
+ 2.5%
$92.87 - $125.73 $94.4K - $128K
41.7K $4.97B
KO
Coca Cola CO

Consumer Defensive
170
+ 0.23%
$68.37 - $73.9 $11.6K - $12.6K
73.8K $5.22B
PSA
Public Storage

Real Estate
109
+ 0.65%
$266.31 - $309.77 $29K - $33.8K
17K $4.99B
CB
Chubb LTD

Financial Services
131
+ 0.73%
$274.32 - $302.46 $35.9K - $39.6K
18K $5.22B
YUM
Yum Brands Inc

Consumer Cyclical
606
+ 1.98%
$138.36 - $161.45 $83.8K - $97.8K
31.2K $4.63B
VZ
Verizon Communications Inc

Communication Services
1.11K
+ 0.93%
$41.67 - $45.62 $46.3K - $50.6K
120K $5.2B
MCD
Mcdonalds Corp

Consumer Cyclical
338
+ 2.25%
$285.55 - $321.23 $96.5K - $109K
15.3K $4.48B
AEP
American Electric Power CO Inc

Utilities
327
+ 0.72%
$98.59 - $109.11 $32.2K - $35.7K
46K $4.77B
LOW
Lowes Companies Inc

Consumer Cyclical
45
+ 0.21%
$210.83 - $235.28 $9.49K - $10.6K
21.4K $4.74B
JNJ
Johnson & Johnson

Healthcare
569
+ 1.61%
$146.36 - $159.82 $83.3K - $90.9K
35.8K $5.47B
MRK
Merck & Co., Inc.

Healthcare
2.29K
+ 4.29%
$73.47 - $87.12 $168K - $199K
55.6K $4.4B
AMGN
Amgen Inc

Healthcare
432
+ 2.68%
$262.28 - $309.85 $113K - $134K
16.5K $4.62B
ABBV
Abb Vie Inc.

Healthcare
791
+ 3.32%
$170.16 - $206.27 $135K - $163K
24.6K $4.56B
CVX
Chevron Corp

Energy
863
+ 2.64%
$133.73 - $168.51 $115K - $145K
33.5K $4.8B
OKE
Oneok Inc

Energy
1.81K
+ 3.39%
$78.71 - $100.37 $143K - $182K
55.3K $4.52B
UNH
Unitedhealth Group Inc

Healthcare
19.1K
+ 42.73%
$274.35 - $599.47 $5.23M - $11.4M
63.7K $19.9B
FISV
Fiserv Inc

Technology
22K
+ 13.33%
N/A
187K $32.3B
UBER
Uber Technologies, Inc

Technology
5.74K
+ 2.95%
$64.62 - $93.3 $371K - $535K
200K $1.87B
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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