Trajan Wealth LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.7 Trillion distributed in 185 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $197B, Ishares Core U.S. Aggregate Bo with a value of $100B, Microsoft Corp with a value of $87.3B, Alphabet Inc. with a value of $69.9B, and Meta Platforms, Inc. with a value of $56.1B.
Examining the 13F form we can see an increase of $137B in the current position value, from $1.56T to 1.7T.
Trajan Wealth LLC is based out at Scottsdale, AZ
Below you can find more details about Trajan Wealth LLC portfolio as well as his latest detailed transactions.
