Trajan Wealth LLC Purchases in Q4 2024

Trajan Wealth LLC

  • $1.81 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RECS
Columbia ETF Tr I

ETFs
538K
New
$33.61 - $36.42 $18.1M - $19.6M
538K $18.6B
GOOGL
Alphabet Inc.

Communication Services
29.5K
+ 7.0%
$161.86 - $196.66 $4.77M - $5.8M
451K $85.3B
AMZN
Amazon Com Inc

Consumer Cyclical
11.1K
+ 6.04%
$180.88 - $232.93 $2.01M - $2.59M
195K $42.8B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13.8K
+ 6.26%
$172.07 - $207.36 $2.38M - $2.87M
235K $46.4B
AAPL
Apple Inc.

Technology
17.8K
+ 9.3%
$221.69 - $259.02 $3.96M - $4.62M
210K $52.5B
BND
Vanguard Bd Index Fd Inc Total

ETFs
125K
+ 24.45%
$71.75 - $75.11 $9M - $9.42M
638K $45.9B
MA
Mastercard Inc

Financial Services
7.21K
+ 6.86%
$491.3 - $536.15 $3.54M - $3.87M
112K $59.2B
BKNG
Booking Holdings Inc.

Consumer Cyclical
319
+ 5.08%
$4100.99 - $5300.34 $1.31M - $1.69M
6.6K $32.8B
MSFT
Microsoft Corp

Technology
17.6K
+ 8.69%
$406.35 - $454.46 $7.17M - $8.01M
221K $93B
FISV
Fiserv Inc

Technology
8.1K
+ 5.31%
N/A
161K $33B
CAT
Caterpillar Inc

Industrials
13.2K
New
$360.37 - $416.88 $4.74M - $5.49M
13.2K $4.78B
META
Meta Platforms, Inc.

Communication Services
5.88K
+ 6.01%
$554.08 - $632.68 $3.26M - $3.72M
104K $60.8B
CRM
Salesforce, Inc.

Technology
2.63K
+ 4.95%
$270.87 - $367.87 $713K - $969K
55.9K $18.7B
V
Visa Inc.

Financial Services
3.85K
+ 5.68%
$273.87 - $320.91 $1.05M - $1.24M
71.7K $22.6B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
55K
+ 24.56%
$77.02 - $78.58 $4.24M - $4.32M
279K $21.6B
COST
Costco Wholesale Corp

Consumer Defensive
3.08K
+ 8.71%
$873.59 - $994.69 $2.69M - $3.06M
38.4K $35.2B
GRMN
Garmin LTD

Technology
5.8K
+ 7.04%
$161.91 - $220.77 $939K - $1.28M
88.2K $18.2B
NFLX
Netflix Inc

Communication Services
612
+ 3.89%
$687.65 - $936.56 $421K - $573K
16.3K $14.6B
GOOG
Alphabet Inc.

Communication Services
7.78K
+ 10.42%
$163.08 - $198.16 $1.27M - $1.54M
82.4K $15.7B
WMT
Walmart Inc.

Consumer Defensive
12.7K
+ 6.38%
$79.1 - $95.7 $1.01M - $1.22M
212K $19.2B
ENB
Enbridge Inc

Energy
37.1K
+ 6.55%
$40.4 - $43.92 $1.5M - $1.63M
603K $25.6B
INTU
Intuit Inc

Technology
3.14K
+ 12.3%
$602.01 - $706.25 $1.89M - $2.22M
28.7K $18B
MCK
Mckesson Corp

Healthcare
1.38K
+ 11.3%
$482.27 - $628.5 $667K - $870K
13.6K $7.77B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.12K
+ 10.68%
$442.29 - $483.08 $1.82M - $1.99M
42.7K $19.4B
DIS
Walt Disney CO

Communication Services
3.28K
+ 4.11%
$92.39 - $117.6 $303K - $385K
82.9K $9.23B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
71.9K
+ 8.46%
$20.98 - $21.19 $1.51M - $1.52M
922K $19.4B
WFC
Wells Fargo & Company

Financial Services
6.85K
+ 11.26%
$54.98 - $77.35 $377K - $530K
67.7K $4.75B
ABC
Amerisourcebergen Corp

Healthcare
5.89K
+ 5.52%
N/A
112K $25.3B
PG
Procter & Gamble CO

Consumer Defensive
8.39K
+ 13.55%
$161.05 - $179.7 $1.35M - $1.51M
70.3K $11.8B
SCHW
Schwab Charles Corp

Financial Services
6.5K
+ 11.15%
$63.31 - $82.85 $411K - $538K
64.7K $4.79B
ORCL
Oracle Corp

Technology
7.26K
+ 10.91%
$165.41 - $192.43 $1.2M - $1.4M
73.8K $12.3B
PM
Philip Morris International Inc.

Consumer Defensive
7.68K
+ 11.42%
$118.38 - $133.06 $909K - $1.02M
75K $9.02B
ABNB
Airbnb, Inc.

Consumer Cyclical
3.4K
+ 4.12%
$125.36 - $147.37 $426K - $501K
85.9K $11.3B
AXP
American Express CO

Financial Services
1.42K
+ 11.23%
$267.35 - $305.57 $379K - $433K
14K $4.16B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
22.4K
+ 10.51%
$36.54 - $37.53 $819K - $841K
236K $8.67B
NVDA
Nvidia Corp

Technology
4.08K
New
$117.0 - $148.88 $477K - $607K
4.08K $548M
Pimco ETF Tr
37.1K
+ 6.31%
N/A
626K $16.2B
ADP
Automatic Data Processing Inc

Industrials
1.08K
+ 9.65%
$280.08 - $307.97 $303K - $333K
12.3K $3.6B
EWL
Ishares Inc Msci Switzerlnd

ETFs
41.6K
+ 17.64%
$45.73 - $51.84 $1.9M - $2.16M
278K $12.8B
American Centy ETF Tr
26.7K
+ 13.25%
N/A
228K $11.3B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.64K
+ 12.15%
$51.54 - $52.55 $445K - $454K
79.7K $4.12B
KO
Coca Cola CO

Consumer Defensive
5.88K
+ 166.81%
$61.74 - $71.71 $363K - $422K
9.41K $586M
SPY
Spdr S&P 500 ETF Trust

ETFs
540
New
$567.81 - $607.81 $307K - $328K
540 $316M
CME
Cme Group Inc.

Financial Services
407
+ 2.17%
$221.17 - $246.02 $90K - $100K
19.2K $4.46B
MAR
Marriott International Inc

Consumer Cyclical
784
+ 43.51%
$246.06 - $292.59 $193K - $229K
2.59K $721M
CVX
Chevron Corp

Energy
2.37K
+ 7.6%
$141.15 - $162.53 $335K - $386K
33.6K $4.86B
RTX
Raytheon Technologies Corp

Industrials
2.16K
+ 86.61%
$114.45 - $127.21 $247K - $275K
4.66K $539M
MCD
Mcdonalds Corp

Consumer Cyclical
1.41K
+ 11.1%
$288.47 - $316.54 $406K - $445K
14.1K $4.08B
RHI
Robert Half International Inc.

Industrials
3.08K
New
$65.55 - $76.8 $202K - $236K
3.08K $217M
Activity Summary
Buys All Purchases 110 New Holdings 10 Increased Positions 100 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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