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.
Portfolio value
$1.7 Trillion
ETFs: $636 Billion
Technology: $285 Billion
Communication Services: $183 Billion
Financial Services: $136 Billion
Healthcare: $123 Billion
Consumer Defensive: $93.9 Billion
Consumer Cyclical: $83.7 Billion
Energy: $38.8 Billion
Other: $47.3 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
