Trajan Wealth LLC Portfolio Holdings
Trajan Wealth LLC
- $1.56 Trillion
- Q2 2024
Trajan Wealth LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.56 Trillion distributed in 168 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 $93.2B, Microsoft Corp with a value of $87.8B, Alphabet Inc. with a value of $78.2B, and Meta Platforms, Inc. with a value of $48.7B.
Examining the 13F form we can see an increase of $80.3B in the current position value, from $1.48T to 1.56T.
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.