MondegarAI
Trajan Wealth LLC

Q1 2025 · 13F-HR

Trajan Wealth LLCholdings as filed

Filed 2025-05-13 · accession 0001085146-25-002998

$1.83B
Reported value
151
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$186.7M10.2%363,214CommonNONE
464287226AGGISHARES TR$123.2M6.72%1,245,729CommonNONE
594918104MSFTMICROSOFT CORP$89.2M4.87%237,549CommonNONE
02079K305GOOGLALPHABET INC$72.9M3.98%471,309CommonNONE
57636Q104MAMASTERCARD INCORPORATED$63.8M3.48%116,317CommonNONE
30303M102METAMETA PLATFORMS INC$61.7M3.36%106,987CommonNONE
921937835BNDVANGUARD BD INDEX FDS$58.9M3.21%801,342CommonNONE
037833100AAPLAPPLE INC$47.8M2.61%215,385CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$40.4M2.21%243,655CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$39.0M2.13%41,225CommonNONE
023135106AMZNAMAZON COM INC$38.3M2.09%201,252CommonNONE
337738108FISVFISERV INC$36.5M1.99%165,243CommonNONE
03073E105CORCENCORA INC$32.1M1.75%115,562CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$30.9M1.69%6,709CommonNONE
29250N105ENBENBRIDGE INC$28.3M1.54%638,885CommonNONE
036752103ELVELEVANCE HEALTH INC$28.2M1.54%64,781CommonNONE
921937827BSVVANGUARD BD INDEX FDS$27.5M1.50%351,061CommonNONE
92826C839VVISA INC$26.0M1.42%74,241CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$24.8M1.35%46,539CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$23.4M1.28%44,619CommonNONE
464287689IWVISHARES TR$22.5M1.23%70,947CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$20.7M1.13%627,731CommonNONE
H2906T109GRMNGARMIN LTD$19.9M1.09%91,639CommonNONE
461202103INTUINTUIT$19.5M1.07%31,811CommonNONE
931142103WMTWALMART INC$19.4M1.06%221,441CommonNONE
97717W505DONWISDOMTREE TR$19.3M1.05%390,314CommonNONE
72201R585PYLDPIMCO ETF TR$19.0M1.04%721,097CommonNONE
771049103RBLXROBLOX CORP$19.0M1.03%325,239CommonNONE
742718109PGPROCTER AND GAMBLE CO$18.5M1.01%108,367CommonNONE
19761L706RECSCOLUMBIA ETF TR I$18.4M1.01%554,950CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$18.0M0.98%869,410CommonNONE
79466L302CRMSALESFORCE INC$15.4M0.84%57,459CommonNONE
64110L106NFLXNETFLIX INC$15.3M0.84%16,436CommonNONE
46432F842IEFAISHARES TR$15.1M0.83%200,261CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$14.5M0.79%157,232CommonNONE
46266C105IQVIQVIA HLDGS INC$14.2M0.78%80,632CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$14.2M0.77%194,457CommonNONE
02079K107GOOGALPHABET INC$14.0M0.77%89,831CommonNONE
464286749EWLISHARES INC$14.0M0.76%270,637CommonNONE
718172109PMPHILIP MORRIS INTL INC$13.4M0.73%84,487CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$12.9M0.70%52,528CommonNONE
464288679SHVISHARES TR$12.7M0.69%115,120CommonNONE
464287242LQDISHARES TR$11.6M0.63%106,848CommonNONE
68389X105ORCLORACLE CORP$11.6M0.63%82,638CommonNONE
97717W422EPIWISDOMTREE TR$11.5M0.63%263,811CommonNONE
02507A101AVXCAMERICAN CENTY ETF TR$11.4M0.62%233,541CommonNONE
49177J102KVUEKENVUE INC$10.8M0.59%450,196CommonNONE
46435U853USHYISHARES TR$10.5M0.57%284,934CommonNONE
009066101ABNBAIRBNB INC$10.3M0.56%86,270CommonNONE
58155Q103MCKMCKESSON CORP$9.6M0.53%14,336CommonNONE
369550108GDGENERAL DYNAMICS CORP$9.3M0.51%34,274CommonNONE
655844108NSCNORFOLK SOUTHN CORP$8.9M0.48%37,493CommonNONE
254687106DISDISNEY WALT CO$8.2M0.45%83,110CommonNONE
464288513HYGISHARES TR$7.9M0.43%99,715CommonNONE
46436E718SGOVISHARES TR$7.6M0.42%75,839CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$7.6M0.41%182,789CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$7.2M0.39%265,934CommonNONE
025072687AVSFAMERICAN CENTY ETF TR$6.1M0.33%131,052CommonNONE
478160104JNJJOHNSON & JOHNSON$5.8M0.32%35,259CommonNONE
808513105SCHWSCHWAB CHARLES CORP$5.7M0.31%72,554CommonNONE
949746101WMT2WELLS FARGO CO NEW$5.5M0.30%76,965CommonNONE
166764100CVXCHEVRON CORP NEW$5.5M0.30%32,643CommonNONE
172967424CCITIGROUP INC$5.4M0.30%76,238CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5.4M0.29%119,106CommonNONE
H1467J104CBCHUBB LIMITED$5.4M0.29%17,880CommonNONE
682680103OKEONEOK INC NEW$5.3M0.29%53,498CommonNONE
617446448MSMORGAN STANLEY$5.3M0.29%45,387CommonNONE
191216100KOCOCA COLA CO$5.3M0.29%73,605CommonNONE
12572Q105CMECME GROUP INC$5.2M0.29%19,716CommonNONE
59156R108METMETLIFE INC$5.2M0.28%64,603CommonNONE
009158106APDAIR PRODS & CHEMS INC$5.1M0.28%17,381CommonNONE
72201R577BILZPIMCO ETF TR$5.1M0.28%50,291CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$5.1M0.28%16,897CommonNONE
718546104PSXPHILLIPS 66$5.0M0.27%40,641CommonNONE
031162100AMGNAMGEN INC$5.0M0.27%16,104CommonNONE
149123101CATCATERPILLAR INC$5.0M0.27%15,207CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$5.0M0.27%45,683CommonNONE
00287Y109ABBVABBVIE INC$5.0M0.27%23,795CommonNONE
548661107LOWLOWES COS INC$5.0M0.27%21,315CommonNONE
G5960L103MDTMEDTRONIC PLC$4.9M0.27%54,742CommonNONE
842587107SOSOUTHERN CO$4.9M0.27%53,204CommonNONE
47103U845JAAAJANUS DETROIT STR TR$4.9M0.26%95,712CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$4.8M0.26%313,826CommonNONE
988498101YUMYUM BRANDS INC$4.8M0.26%30,640CommonNONE
58933Y105MRKMERCK & CO INC$4.8M0.26%53,320CommonNONE
219350105GLWCORNING INC$4.8M0.26%104,285CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.8M0.26%19,191CommonNONE
580135101MCDMCDONALDS CORP$4.7M0.26%14,991CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$4.6M0.25%50,402CommonNONE
904767704UNILEVER PLC$4.5M0.25%75,496CommonNONE
025816109AXPAMERICAN EXPRESS CO$4.3M0.23%15,987CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.2M0.23%72,968CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$4.0M0.22%13,126CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$3.8M0.21%74,194CommonNONE
464288588MBBISHARES TR$3.6M0.20%38,476CommonNONE
92189F643MOATVANECK ETF TRUST$3.4M0.18%38,303CommonNONE
464288661IEIISHARES TR$3.3M0.18%28,144CommonNONE
464288612GVIISHARES TR$3.2M0.17%30,164CommonNONE
78468R788SPYDSPDR SER TR$3.1M0.17%68,941CommonNONE
464288646IGSBISHARES TR$2.9M0.16%55,955CommonNONE
87612E106TGTTARGET CORP$2.9M0.16%27,364CommonNONE
37954Y376PFFVGLOBAL X FDS$2.4M0.13%102,760CommonNONE
464288448IDVISHARES TR$2.4M0.13%77,784CommonNONE
37954Y657PFFDGLOBAL X FDS$2.4M0.13%124,213CommonNONE
464289511IGLBISHARES TR$2.4M0.13%47,004CommonNONE
464288281EMBISHARES TR$1.8M0.10%20,194CommonNONE
46434G764EMXCISHARES INC$1.7M0.09%30,613CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1.4M0.08%15,621CommonNONE
922908629VOVANGUARD INDEX FDS$1.2M0.07%4,758CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$1.2M0.06%13,284CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$1.1M0.06%14,019CommonNONE
46090E103QQQINVESCO QQQ TR$976,3190.05%2,082CommonNONE
53700T827DBMFLITMAN GREGORY FDS TR$755,7030.04%29,917CommonNONE
75513E101RTXRTX CORPORATION$717,8010.04%5,419CommonNONE
571903202MARMARRIOTT INTL INC NEW$658,1570.04%2,763CommonNONE
464289859AOAISHARES TR$575,5100.03%7,523CommonNONE
67066G104NVDANVIDIA CORPORATION$552,3180.03%5,096CommonNONE
78464A359CWBSPDR SER TR$510,5960.03%6,664CommonNONE
97717W125WTMFWISDOMTREE TR$437,0690.02%12,806CommonNONE
41151J505HGERHARBOR ETF TRUST$428,6910.02%17,825CommonNONE
33739G103FMFFIRST TR EXCHANGE-TRADED FD$399,8140.02%8,669CommonNONE
464287457SHYISHARES TR$369,9270.02%4,472CommonNONE
441593100HLIHOULIHAN LOKEY INC$360,3070.02%2,231CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$331,5190.02%3,170CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$302,6780.02%8,093CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$294,2260.02%1,442CommonNONE
60786M105MCMOELIS & CO$293,3760.02%5,027CommonNONE
756109104OREALTY INCOME CORP$292,2540.02%5,038CommonNONE
09661T107BKLCBNY MELLON ETF TRUST$288,9780.02%2,718CommonNONE
09661T602BKAGBNY MELLON ETF TRUST$262,0490.01%6,220CommonNONE
02005N100ALLYALLY FINL INC$261,2350.01%7,163CommonNONE
889478103TOLTOLL BROTHERS INC$242,5400.01%2,297CommonNONE
831865209AOSSMITH A O CORP$239,7400.01%3,668CommonNONE
31847R102FAFFIRST AMERN FINL CORP$235,2180.01%3,584CommonNONE
20602D101CNXCCONCENTRIX CORP$230,3500.01%4,140CommonNONE
099724106BWABORGWARNER INC$228,5700.01%7,978CommonNONE
042735100ARWARROW ELECTRS INC$225,1030.01%2,168CommonNONE
298736109EEFTEURONET WORLDWIDE INC$217,9740.01%2,040CommonNONE
000957100ABMABM INDS INC$217,9030.01%4,601CommonNONE
589400100MCYMERCURY GENL CORP NEW$216,7240.01%3,877CommonNONE
00766T100ACMAECOM$216,5250.01%2,335CommonNONE
968223206WLYWILEY JOHN & SONS INC$214,7790.01%4,820CommonNONE
200340107CMACOMERICA INC$214,3290.01%3,629CommonNONE
G02602103DOXAMDOCS LTD$213,4700.01%2,333CommonNONE
969904101WSMWILLIAMS SONOMA INC$209,6410.01%1,326CommonNONE
013872106AAALCOA CORP$209,6270.01%6,873CommonNONE
G81276100SIGSIGNET JEWELERS LIMITED$205,9390.01%3,547CommonNONE
635017106FIZZNATIONAL BEVERAGE CORP$203,7950.01%4,906CommonNONE
759509102RSRELIANCE INC$201,5480.01%698CommonNONE
552690109MDUMDU RES GROUP INC$199,4370.01%11,794CommonNONE
62886E108VYXNCR VOYIX CORPORATION$152,4410.01%15,635CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.