Trajan Wealth LLC Purchases and Sells in Q4 2024

Trajan Wealth LLC

$1.81 Trillion
Q4 2024

Top Buys

Incresed Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	29.5K + 7.0%	$161.86 - $196.66 $4.77M - $5.8M	451K $85.3B
AMZN	11.1K + 6.04%	$180.88 - $232.93 $2.01M - $2.59M	195K $42.8B
TSM	13.8K + 6.26%	$172.07 - $207.36 $2.38M - $2.87M	235K $46.4B
AAPL	17.8K + 9.3%	$221.69 - $259.02 $3.96M - $4.62M	210K $52.5B
BND	125K + 24.45%	$71.75 - $75.11 $9M - $9.42M	638K $45.9B
MA	7.21K + 6.86%	$491.3 - $536.15 $3.54M - $3.87M	112K $59.2B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RECS	538K New	$33.61 - $36.42 $18.1M - $19.6M	538K $18.6B
CAT	13.2K New	$360.37 - $416.88 $4.74M - $5.49M	13.2K $4.78B
NVDA	4.08K New	$117.0 - $148.88 $477K - $607K	4.08K $548M
SPY	540 New	$567.81 - $607.81 $307K - $328K	540 $316M
RHI	3.08K New	$65.55 - $76.8 $202K - $236K	3.08K $217M
NBIX	1.56K New	$111.62 - $139.44 $174K - $218K	1.56K $213M

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-105K - 34.29%	$70.06 - $77.43 $7.34M - $8.11M	201K $14.1B
VOO	-14.8K - 3.98%	$521.84 - $558.82 $7.74M - $8.29M	358K $193B
SHV	-13.9K - 8.13%	$109.92 - $110.57 $1.52M - $1.53M	157K $17.3B
AVSF	-13.9K - 11.46%	$46.02 - $47.0 $640K - $654K	108K $4.96B
PIMCO ETF TR	-6.18K - 8.26%	N/A	68.6K $6.92B
GVI	-4.76K - 13.18%	$103.89 - $107.05 $494K - $509K	31.3K $3.27B

Activity Summary All Purchases 110 New Holdings 10 Increased Positions 100 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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