MondegarAI
Trajan Wealth LLC

Q2 2024 · 13F-HR

Trajan Wealth LLCholdings as filed

Filed 2024-07-26 · accession 0001934415-24-000004

$1.56B
Reported value
164
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$193.3M12.4%386,584CommonNONE
464287226AGGISHARES TR$93.2M5.98%960,450CommonNONE
594918104MSFTMICROSOFT CORP$87.8M5.64%196,477CommonNONE
02079K305GOOGLALPHABET INC CAP STK$78.2M5.02%429,446CommonNONE
30303M102METAMETA PLATFORMS INC$48.7M3.12%96,540CommonNONE
57636Q104MAMASTERCARD INCORPORATED$43.0M2.76%97,580CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$38.6M2.47%221,812CommonNONE
037833100AAPLAPPLE INC$36.9M2.37%175,213CommonNONE
023135106AMZNAMAZON COM INC$32.6M2.09%168,448CommonNONE
921937835BNDVANGUARD BD INDEX FDS$29.7M1.91%412,520CommonNONE
84858T509SPINNAKER ETF SERIES$29.5M1.90%3,322,098CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$27.3M1.75%53,545CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$27.2M1.75%32,043CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$26.0M1.67%6,561CommonNONE
03073E105CORCENCORA INC$23.5M1.51%104,198CommonNONE
46432F842IEFAISHARES TR CORE$22.3M1.43%307,629CommonNONE
464287689IWVISHARES TR$22.3M1.43%72,186CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$21.4M1.37%662,933CommonNONE
337738108FISVFISERV INC$21.3M1.36%142,596CommonNONE
97717W505DONWISDOMTREE TR$20.4M1.31%436,950CommonNONE
036752103ELVELVANCE HEALTH INC$18.7M1.20%34,517CommonNONE
29250N105ENBENBRIDGE INC$17.9M1.15%502,405CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$17.7M1.14%840,941CommonNONE
92826C839VVISA INC$17.1M1.09%64,962CommonNONE
46266C105IQVIQVIA HLDGS INC$16.4M1.06%77,780CommonNONE
464288679SHVISHARES TR$16.1M1.03%145,320CommonNONE
461202103INTUINTUIT$14.9M0.96%22,727CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$14.8M0.95%163,839CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13.8M0.89%33,921CommonNONE
921937827BSVVANGUARD BD INDEX FDS$13.8M0.88%179,615CommonNONE
464287242LQDISHARES TR$13.2M0.85%123,321CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$13.0M0.83%178,877CommonNONE
46434G764EMXCISHARES INC MSCI$12.9M0.83%217,416CommonNONE
931142103WMTWALMART INC$12.6M0.81%186,729CommonNONE
79466L302CRMSALESFORCE INC$12.4M0.80%48,383CommonNONE
H2906T109GRMNGARMIN LTD$12.3M0.79%75,484CommonNONE
02079K107GOOGALPHABET INC CAP STK$12.0M0.77%65,192CommonNONE
97717W422EPIWISDOMTREE TR$11.9M0.76%246,021CommonNONE
464286749EWLISHARES INC$11.2M0.72%232,468CommonNONE
771049103RBLXROBLOX CORP$11.0M0.70%294,521CommonNONE
64110L106NFLXNETFLIX INC$10.1M0.65%14,955CommonNONE
464288513HYGISHARES TR$9.9M0.64%128,819CommonNONE
46436E718SGOVISHARES TR$9.7M0.62%96,104CommonNONE
46625H100JPMJPMORGAN CHASE & CO$9.5M0.61%47,037CommonNONE
464287457SHYISHARES TR$9.2M0.59%112,908CommonNONE
143130102KMXCARMAX INC$8.9M0.57%121,235CommonNONE
742718109PGPROCTER AND GAMBLE CO$8.5M0.54%51,318CommonNONE
68389X105ORCLORACLE CORP$8.1M0.52%57,653CommonNONE
009066101ABNBAIRBNB INC$8.1M0.52%53,509CommonNONE
369550108GDGENERAL DYNAMICS CORP$7.4M0.47%25,362CommonNONE
46435U853USHYISHARES TR$7.3M0.47%201,727CommonNONE
46435G334EWUISHARES TR$7.0M0.45%200,578CommonNONE
87612E106TGTTARGET CORP$6.7M0.43%45,557CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$6.6M0.42%47,712CommonNONE
72201R577BILZPIMCO ETF TR$6.5M0.42%64,083CommonNONE
58155Q103MCKMCKESSON CORP$6.0M0.38%10,249CommonNONE
025072687AVSFAMERICAN CENTY ETF TR$6.0M0.38%129,113CommonNONE
718172109PMPHILIP MORRIS INTL INC$5.9M0.38%57,979CommonNONE
655844108NSCNORFOLK SOUTHN CORP$5.8M0.38%27,230CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$5.4M0.35%103,977CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5.2M0.33%125,407CommonSOLE
00287Y109ABBVABBVIE INC$5.0M0.32%29,249CommonSOLE
025072562AVIGAMERICAN CENTY ETF TR$4.8M0.31%118,915CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.8M0.31%27,515CommonSOLE
59156R108METMETLIFE INC$4.7M0.30%66,291CommonNONE
031162100AMGNAMGEN INC$4.6M0.30%14,849CommonNONE
682680103OKEONEOK INC NEW COM$4.6M0.30%56,714CommonNONE
219350105GLWCORNING INC$4.6M0.30%118,597CommonNONE
74460D109PSAPUBLIC STORAGE$4.5M0.29%15,712CommonSOLE
617446448MSMORGAN STANLEY$4.5M0.29%46,455CommonNONE
H1467J104CBCHUBB LIMITED$4.5M0.29%17,662CommonNONE
134429109CPBCAMPBELL SOUP CO$4.5M0.29%99,484CommonNONE
464288588MBBISHARES TR$4.5M0.29%48,685CommonNONE
718546104PSXPHILLIPS 66$4.4M0.28%31,378CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.4M0.28%77,686CommonNONE
58933Y105MRKMERCK & CO INC$4.4M0.28%35,482CommonNONE
149123101CATCATERPILLAR INC$4.3M0.28%13,020CommonNONE
478160104JNJJOHNSON & JOHNSON$4.3M0.28%29,651CommonNONE
842587107SOSOUTHERN CO$4.3M0.27%54,804CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$4.1M0.26%141,420CommonNONE
548661107LOWLOWES COS INC$4.1M0.26%18,424CommonNONE
166764100CVXCHEVRON CORP NEW$4.1M0.26%25,913CommonNONE
464288612GVIISHARES TR$4.0M0.26%39,012CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$4.0M0.26%46,002CommonNONE
G5960L103MDTMEDTRONIC PLC$4.0M0.26%51,251CommonNONE
205887102CAGCONAGRA BRANDS INC$4.0M0.26%140,955CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$3.9M0.25%40,448CommonNONE
832696405SJMSMUCKER J M CO$3.8M0.24%34,922CommonNONE
254687106DISDISNEY WALT CO$3.8M0.24%38,283CommonNONE
808513105SCHWSCHWAB CHARLES CORP$3.7M0.24%50,642CommonNONE
464288646IGSBISHARES TR$3.6M0.23%70,690CommonNONE
92189F643MOATVANECK ETF TRUST$3.4M0.22%39,449CommonNONE
12572Q105CMECME GROUP INC$3.3M0.21%16,885CommonNONE
464288661IEIISHARES TR$3.2M0.21%28,056CommonNONE
949746101WMT2WELLS FARGO CO NEW$3.1M0.20%52,480CommonNONE
126650100CVSCVS HEALTH CORP$3.1M0.20%51,737CommonNONE
49177J102KVUEKENVUE INC$3.0M0.19%162,767CommonNONE
904767704UNILEVER PLC$2.9M0.19%52,424CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.9M0.18%56,341CommonNONE
78468R788SPYDSPDR SER TR$2.8M0.18%70,776CommonNONE
580135101MCDMCDONALDS CORP$2.6M0.17%10,217CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.5M0.16%10,823CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.2M0.14%9,166CommonNONE
464288281EMBISHARES TR$2.0M0.13%22,545CommonNONE
464289511IGLBISHARES TR$1.9M0.12%37,614CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1.4M0.09%11,794CommonNONE
53700T827DBMFLITMAN GREGORY FDS TR$1.4M0.09%45,013CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$1.2M0.08%13,331CommonNONE
922908629VOVANGUARD INDEX FDS$1.1M0.07%4,554CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$1.1M0.07%13,215CommonNONE
46090E103QQQINVESCO QQQ TR$1.0M0.07%2,126CommonNONE
172967424CCITIGROUP INC$799,8500.05%12,604CommonSOLE
Y8162K204SBLKSTAR BULK CARRIERS CORP.$772,8460.05%31,700CommonSOLE
670837103OGEOGE ENERGY CORP$676,9790.04%18,963CommonSOLE
97717W125WTMFWISDOMTREE TR$668,8830.04%18,441CommonNONE
41151J505HGERHARBOR ETF TRUST$662,9510.04%29,471CommonNONE
33739G103FMFFIRST TR EXCHANGE-TRADED$654,1020.04%13,441CommonNONE
H11356104BGBUNGE GLOBAL SA$634,5340.04%5,943CommonSOLE
092113109BKHBLACK HILLS CORP$619,3880.04%11,390CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$609,5100.04%8,210CommonSOLE
835495102SONSONOCO PRODS CO$598,0900.04%11,792CommonSOLE
969457100WMBWILLIAMS CO INC$595,2130.04%14,005CommonSOLE
30231G102XOMEXXON MOBIL CORP$581,7010.04%5,053CommonSOLE
91913Y100VLOVALERO ENERGY CORP$563,3950.04%3,594CommonSOLE
302635206FSKFS KKR CAP CORP$558,8520.04%28,325CommonSOLE
09260D107BXBLACKSTONE INC$534,3210.03%4,316CommonSOLE
191216100KOCOCA COLA CO$529,8860.03%8,325CommonSOLE
487836108KKELLANOVA$489,9920.03%8,495CommonSOLE
922908769VTIVANGUARD INDEX FDS$427,4810.03%1,598CommonNONE
969904101WSMWILLIAMS SONOMA INC$365,1040.02%1,293CommonNONE
02005N100ALLYALLY FINL INC$328,1900.02%8,273CommonNONE
013872106AAALCOA CORP$301,6520.02%7,583CommonNONE
441593100HLIHOULIHAN LOKEY INC$292,1070.02%2,166CommonNONE
78464A359CWBSPDR SER TR$292,0590.02%4,053CommonNONE
589400100MCYMERCURY GENL CORP NEW$262,8300.02%4,946CommonNONE
83304A106SNAPSNAP INC$253,5850.02%15,267CommonNONE
576323109MTZMASTEC INC$247,4680.02%2,313CommonNONE
000957100ABMABM IINDS INC$242,4830.02%4,795CommonNONE
889478103TOLTOLL BROTHERS INC$242,4540.02%2,105CommonNONE
200340107CMACOMERICA INC$241,7250.02%4,736CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$239,4680.02%1,556CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$237,3790.02%5,008CommonNONE
831865209AOSSMITH A O CORP$233,1550.01%2,851CommonNONE
968223206WLYWILEY JOHN & SONS INC$226,6990.01%5,570CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$219,9730.01%893CommonNONE
690742101OCOWNES CORNING NEW$218,0190.01%1,255CommonNONE
48020Q107JLLJONES LANG LASALLE INC$217,3920.01%1,059CommonNONE
546347105LPXLOUISIANA PAC CORP$216,0340.01%2,624CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$210,7980.01%1,523CommonNONE
60786M105MCMOELIS & CO$210,2680.01%3,698CommonNONE
552690109MDUMDU RES GROUP INC$209,5600.01%8,349CommonNONE
00766T100ACMAE, COM$208,4510.01%2,365CommonNONE
04316A108APAMARTISAN PARTNERS ASSET MGMT$206,2260.01%4,997CommonNONE
042735100ARWARROW ELECTRS INC$204,0840.01%1,690CommonNONE
G4705A100ICLRICON PLC$203,4420.01%649CommonNONE
589889104MMSIMERIT MED SYS INC$202,9280.01%2,361CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$202,6620.01%3,115CommonNONE
G7S00T104PNRPENTAIR PLC$201,2590.01%2,625CommonNONE
608190104MHKMOHAWK INDS INC$200,6000.01%1,766CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$200,3100.01%1,455CommonNONE
62886E108VYXNCR VOYIX CORPORATION$138,1100.01%11,183CommonNONE
405217100HAINHAIN CELESTIAL GROUP INC$121,7200.01%17,615CommonNONE
72919P202PLUGPLUG POWER INC$86,9370.01%37,312CommonNONE
576810105MTNBEURMATINAS BIOPHARMA HLDGS INC$1,5830.00%10,000CommonNONE

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.