Trajan Wealth LLC Incresed Positions in Q1 2025

Trajan Wealth LLC

  • $1.83 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.54K
+ 13.08%
$54.25 - $57.64 $192K - $204K
30.6K $1.69B
RTX
Raytheon Technologies Corp

Industrials
763
+ 16.39%
$114.1 - $135.66 $87.1K - $104K
5.42K $718M
AXP
American Express CO

Financial Services
1.96K
+ 13.93%
$255.39 - $325.87 $499K - $637K
16K $4.3B
MRK
Merck & Co., Inc.

Healthcare
6.45K
+ 13.76%
$83.01 - $101.02 $535K - $652K
53.3K $4.79B
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.49K
+ 88.8%
$102.72 - $143.06 $153K - $213K
3.17K $332M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.38K
+ 3.37%
$56.17 - $59.71 $133K - $142K
73K $4.17B
HII
Huntington Ingalls Industries, Inc.

Industrials
322
+ 28.75%
$159.75 - $208.61 $51.4K - $67.2K
1.44K $294M
O
Realty Income Corp

Real Estate
935
+ 22.79%
$51.67 - $58.49 $48.3K - $54.7K
5.04K $292M
DVN
Devon Energy Corp

Energy
935
+ 13.06%
$33.15 - $38.55 $31K - $36K
8.09K $303M
MC
Moelis & CO

Financial Services
1.9K
+ 60.5%
$57.91 - $81.2 $110K - $154K
5.03K $293M
American Centy ETF Tr
5.16K
+ 2.26%
N/A
234K $11.4B
WLY
John Wiley & Sons, Inc.

Communication Services
182
+ 3.92%
$37.91 - $46.73 $6.9K - $8.5K
4.82K $215M
AOS
Smith A O Corp

Industrials
263
+ 7.72%
$65.16 - $72.69 $17.1K - $19.1K
3.67K $240M
NVDA
Nvidia Corp

Technology
1.02K
+ 24.9%
$106.98 - $149.43 $109K - $152K
5.1K $552M
SIG
Signet Jewelers LTD

Consumer Cyclical
1.01K
+ 39.59%
$46.42 - $78.03 $46.7K - $78.5K
3.55K $206M
MCY
Mercury General Corp

Financial Services
498
+ 14.74%
$47.18 - $65.75 $23.5K - $32.7K
3.88K $217M
ARW
Arrow Electronics Inc

Technology
71
+ 3.39%
$101.93 - $119.3 $7.24K - $8.47K
2.17K $225M
BWA
Borgwarner Inc

Consumer Cyclical
353
+ 4.63%
$27.78 - $32.9 $9.81K - $11.6K
7.98K $229M
TOL
Toll Brothers, Inc.

Consumer Cyclical
63
+ 2.82%
$103.02 - $140.69 $6.49K - $8.86K
2.3K $243M
NCR
Ncr Corp

Technology
320
+ 2.09%
N/A
15.6K $152M
MAR
Marriott International Inc

Consumer Cyclical
177
+ 6.84%
$237.01 - $304.45 $42K - $53.9K
2.76K $658M
DELL
Dell Technologies Inc.

Technology
9.99K
+ 24.71%
$90.34 - $124.66 $902K - $1.24M
50.4K $4.59B
RECS
Columbia ETF Tr I

ETFs
16.5K
+ 3.06%
$32.64 - $36.08 $537K - $594K
555K $18.4B
TROW
Price T Rowe Group Inc

Financial Services
992
+ 6.78%
$91.57 - $116.93 $90.8K - $116K
15.6K $1.44B
MS
Morgan Stanley

Financial Services
298
+ 0.66%
$111.68 - $141.08 $33.3K - $42K
45.4K $5.3B
AVUS
American Centy ETF Tr Avantis

ETFs
2.81K
+ 1.82%
$90.7 - $101.57 $255K - $285K
157K $14.5B
ORCL
Oracle Corp

Technology
8.87K
+ 12.03%
$139.81 - $186.47 $1.24M - $1.65M
82.6K $11.6B
ABNB
Airbnb, Inc.

Consumer Cyclical
346
+ 0.4%
$119.38 - $161.42 $41.3K - $55.9K
86.3K $10.3B
DIS
Walt Disney CO

Communication Services
179
+ 0.22%
$96.87 - $114.0 $17.3K - $20.4K
83.1K $8.2B
IWV
Ishares Russell 3000 ETF

ETFs
349
+ 0.49%
$313.1 - $349.83 $109K - $122K
70.9K $22.5B
IQV
Iqvia Holdings Inc.

Healthcare
430
+ 0.54%
$176.3 - $209.96 $75.8K - $90.3K
80.6K $14.2B
GOOG
Alphabet Inc.

Communication Services
7.43K
+ 9.02%
$156.06 - $207.71 $1.16M - $1.54M
89.8K $14B
BKNG
Booking Holdings Inc.

Consumer Cyclical
112
+ 1.7%
$4295.4 - $5141.88 $481K - $576K
6.71K $30.9B
CRM
Salesforce, Inc.

Technology
1.56K
+ 2.79%
$268.36 - $359.95 $419K - $562K
57.5K $15.4B
MSFT
Microsoft Corp

Technology
17K
+ 7.71%
$375.39 - $447.2 $6.39M - $7.61M
238K $89.2B
AMZN
Amazon Com Inc

Consumer Cyclical
6.36K
+ 3.26%
$190.26 - $242.06 $1.21M - $1.54M
201K $38.3B
AAPL
Apple Inc.

Technology
5.62K
+ 2.68%
$209.68 - $247.1 $1.18M - $1.39M
215K $47.8B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.91K
+ 3.8%
$165.25 - $224.62 $1.47M - $2M
244K $40.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.37K
+ 1.5%
$507.05 - $563.67 $2.72M - $3.03M
363K $187B
GOOGL
Alphabet Inc.

Communication Services
20.5K
+ 4.55%
$154.33 - $206.19 $3.16M - $4.23M
471K $72.9B
Activity Summary
Buys All Purchases 105 New Holdings 14 Increased Positions 91 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Trajan Wealth LLC Portfolio

Follow Trajan Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trajan Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trajan Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email