Trajan Wealth LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.81 Trillion distributed in 182 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 $193B, Ishares Core U.S. Aggregate Bo with a value of $100B, Microsoft Corp with a value of $93B, Alphabet Inc. with a value of $85.3B, and Meta Platforms, Inc. with a value of $60.8B.
Examining the 13F form we can see an increase of $110B in the current position value, from $1.7T to 1.81T.
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.
Portfolio value
$1.81 Trillion
ETFs: $641 Billion
Technology: $321 Billion
Communication Services: $216 Billion
Financial Services: $154 Billion
Healthcare: $116 Billion
Consumer Defensive: $102 Billion
Consumer Cyclical: $98.4 Billion
Energy: $41.7 Billion
Other: $48.5 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
