MondegarAI
Trajan Wealth LLC

Q3 2024 · 13F-HR

Trajan Wealth LLCholdings as filed

Filed 2024-10-25 · accession 0001934415-24-000006

$1.70B
Reported value
181
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$196.6M11.6%372,673CommonNONE
464287226AGGISHARES TR$100.2M5.91%989,922CommonNONE
594918104MSFTMICROSOFT CORP$87.3M5.15%202,902CommonNONE
02079K305GOOGLALPHABET INC CAP STK$69.9M4.12%421,320CommonNONE
30303M102METAMETA PLATFORMS INC$56.1M3.31%97,967CommonNONE
57636Q104MAMASTERCARD INCORPORATED$51.9M3.06%105,124CommonNONE
037833100AAPLAPPLE INC$44.7M2.64%191,920CommonNONE
921937835BNDVANGUARD BD INDEX FDS$38.5M2.27%513,047CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$38.4M2.26%220,924CommonNONE
023135106AMZNAMAZON COM INC$34.2M2.02%183,791CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$31.3M1.85%35,319CommonNONE
84858T509SPINNAKER ETF SERIES$29.9M1.76%3,197,420CommonNONE
337738108FISVFISERV INC$27.4M1.62%152,547CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$26.4M1.56%6,278CommonNONE
036752103ELVELVANCE HEALTH INC$25.8M1.52%49,542CommonNONE
03073E105CORCENCORA INC$24.0M1.41%106,561CommonNONE
46432F842IEFAISHARES TR CORE$23.8M1.41%305,519CommonNONE
464287689IWVISHARES TR$23.7M1.40%72,470CommonNONE
29250N105ENBENBRIDGE INC$23.0M1.36%566,256CommonNONE
97717W505DONWISDOMTREE TR$22.5M1.33%440,000CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$22.3M1.32%651,543CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$20.1M1.18%34,300CommonNONE
464288679SHVISHARES TR$18.9M1.11%170,643CommonNONE
92826C839VVISA INC$18.6M1.10%67,812CommonNONE
46266C105IQVIQVIA HLDGS INC$18.3M1.08%77,023CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$17.9M1.05%849,665CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$17.8M1.05%38,619CommonNONE
921937827BSVVANGUARD BD INDEX FDS$17.6M1.04%223,994CommonNONE
931142103WMTWALMART INC$16.1M0.95%199,480CommonNONE
461202103INTUINTUIT$15.8M0.93%25,514CommonNONE
72201R585PYLDPIMCO ETF TR$15.7M0.93%588,617CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$15.5M0.91%162,803CommonNONE
79466L302CRMSALESFORCE INC$14.6M0.86%53,264CommonNONE
H2906T109GRMNGARMIN LTD$14.5M0.85%82,362CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$14.0M0.82%185,839CommonNONE
771049103RBLXROBLOX CORP$13.8M0.81%310,836CommonNONE
02079K107GOOGALPHABET INC CAP STK$12.5M0.74%74,625CommonNONE
464286749EWLISHARES INC$12.3M0.73%236,002CommonNONE
97717W422EPIWISDOMTREE TR$11.6M0.68%229,241CommonNONE
68389X105ORCLORACLE CORP$11.3M0.67%66,512CommonNONE
46436E718SGOVISHARES TR$11.3M0.67%112,424CommonNONE
64110L106NFLXNETFLIX INC$11.2M0.66%15,727CommonNONE
02507A101AVXCAMERICAN CENTY ETF TR$10.9M0.64%201,653CommonNONE
742718109PGPROCTER AND GAMBLE CO$10.7M0.63%61,920CommonNONE
464287242LQDISHARES TR$10.6M0.63%94,218CommonNONE
009066101ABNBAIRBNB INC$10.5M0.62%82,522CommonNONE
46625H100JPMJPMORGAN CHASE & CO$10.4M0.61%49,439CommonNONE
464287457SHYISHARES TR$9.9M0.59%119,579CommonNONE
87612E106TGTTARGET CORP$8.2M0.48%52,650CommonNONE
369550108GDGENERAL DYNAMICS CORP$8.2M0.48%27,135CommonNONE
718172109PMPHILIP MORRIS INTL INC$8.2M0.48%67,273CommonNONE
46435U853USHYISHARES TR$8.0M0.47%213,354CommonNONE
655844108NSCNORFOLK SOUTHN CORP$7.8M0.46%31,509CommonNONE
464288513HYGISHARES TR$7.8M0.46%97,064CommonNONE
254687106DISDISNEY WALT CO$7.7M0.45%79,654CommonNONE
46435G334EWUISHARES TR$7.6M0.45%203,090CommonNONE
72201R577BILZPIMCO ETF TR$7.6M0.45%74,802CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$6.9M0.41%129,230CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$6.1M0.36%27,410CommonSOLE
58155Q103MCKMCKESSON CORP$6.1M0.36%12,248CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5.9M0.35%131,972CommonSOLE
025072687AVSFAMERICAN CENTY ETF TR$5.7M0.34%121,461CommonNONE
74460D109PSAPUBLIC STORAGE$5.7M0.34%15,645CommonSOLE
00287Y109ABBVABBVIE INC$5.7M0.34%28,810CommonSOLE
59156R108METMETLIFE INC$5.6M0.33%68,163CommonNONE
478160104JNJJOHNSON & JOHNSON$5.3M0.32%32,992CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$5.3M0.31%44,319CommonNONE
H1467J104CBCHUBB LIMITED$5.2M0.31%18,132CommonNONE
548661107LOWLOWES COS INC$5.2M0.31%19,204CommonNONE
219350105GLWCORNING INC$5.2M0.30%114,460CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$5.1M0.30%161,738CommonNONE
682680103OKEONEOK INC NEW COM$5.1M0.30%56,109CommonNONE
617446448MSMORGAN STANLEY$5.1M0.30%48,737CommonNONE
G5960L103MDTMEDTRONIC PLC$5.0M0.29%55,189CommonNONE
134429109CPBCAMPBELL SOUP CO$4.8M0.29%99,061CommonNONE
031162100AMGNAMGEN INC$4.8M0.28%14,921CommonNONE
842587107SOSOUTHERN CO$4.8M0.28%53,225CommonNONE
205887102CAGCONAGRA BRANDS INC$4.7M0.28%145,878CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$4.7M0.28%46,168CommonNONE
832696405SJMSMUCKER J M CO$4.7M0.28%39,035CommonNONE
718546104PSXPHILLIPS 66$4.6M0.27%35,217CommonNONE
166764100CVXCHEVRON CORP NEW$4.6M0.27%31,195CommonNONE
58933Y105MRKMERCK & CO INC$4.6M0.27%40,085CommonNONE
464288588MBBISHARES TR$4.5M0.27%47,293CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$4.5M0.27%105,797CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$4.4M0.26%45,525CommonNONE
49177J102KVUEKENVUE INC$4.3M0.25%185,169CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.3M0.25%71,496CommonNONE
12572Q105CMECME GROUP INC$4.1M0.24%18,790CommonNONE
904767704UNILEVER PLC$3.9M0.23%60,561CommonNONE
464288612GVIISHARES TR$3.9M0.23%36,106CommonNONE
580135101MCDMCDONALDS CORP$3.9M0.23%12,671CommonNONE
92189F643MOATVANECK ETF TRUST$3.8M0.22%39,325CommonNONE
808513105SCHWSCHWAB CHARLES CORP$3.8M0.22%58,248CommonNONE
126650100CVSCVS HEALTH CORP$3.7M0.22%59,574CommonNONE
464288646IGSBISHARES TR$3.7M0.22%71,085CommonNONE
949746101WMT2WELLS FARGO CO NEW$3.4M0.20%60,838CommonNONE
025816109AXPAMERICAN EXPRESS CO$3.4M0.20%12,615CommonNONE
464288661IEIISHARES TR$3.2M0.19%26,669CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.1M0.18%11,207CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.7M0.16%53,378CommonNONE
78468R788SPYDSPDR SER TR$2.7M0.16%59,060CommonNONE
464288281EMBISHARES TR$2.1M0.12%22,332CommonNONE
464289511IGLBISHARES TR$1.8M0.11%33,922CommonNONE
46434G764EMXCISHARES INC MSCI$1.7M0.10%28,141CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1.5M0.09%13,461CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$1.3M0.08%13,892CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$1.3M0.08%14,479CommonNONE
922908629VOVANGUARD INDEX FDS$1.3M0.08%4,899CommonNONE
46090E103QQQINVESCO QQQ TR$1.1M0.07%2,267CommonNONE
53700T827DBMFLITMAN GREGORY FDS TR$1.1M0.06%37,937CommonNONE
172967424CCITIGROUP INC$780,2460.05%12,464CommonSOLE
670837103OGEOGE ENERGY CORP$769,1660.05%18,751CommonSOLE
Y8162K204SBLKSTAR BULK CARRIERS CORP.$742,5390.04%31,344CommonSOLE
092113109BKHBLACK HILLS CORP$688,3330.04%11,262CommonSOLE
487836108KKELLANOVA$677,8830.04%8,399CommonSOLE
09260D107BXBLACKSTONE INC$653,5590.04%4,268CommonSOLE
835495102SONSONOCO PRODS CO$636,9860.04%11,660CommonSOLE
969457100WMBWILLIAMS CO INC$632,2070.04%13,849CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$594,4810.04%8,118CommonSOLE
30231G102XOMEXXON MOBIL CORP$585,7480.03%4,997CommonSOLE
41151J505HGERHARBOR ETF TRUST$565,5320.03%25,018CommonNONE
302635206FSKFS KKR CAP CORP$552,5390.03%28,005CommonSOLE
97717W125WTMFWISDOMTREE TR$551,1350.03%15,516CommonNONE
33739G103FMFFIRST TR EXCHANGE-TRADED$538,8880.03%11,345CommonNONE
571903202MARMARRIOTT INTL INC NEW$447,9770.03%1,802CommonNONE
441593100HLIHOULIHAN LOKEY INC$378,7740.02%2,397CommonNONE
969904101WSMWILLIAMS SONOMA INC$350,4290.02%2,262CommonNONE
889478103TOLTOLL BROTHERS INC$343,5860.02%2,224CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$311,7270.02%1,608CommonNONE
75513E101RTXRTX CORPORATION$302,2940.02%2,495CommonNONE
013872106AAALCOA CORP$299,3420.02%7,759CommonNONE
78464A359CWBSPDR SER TR$282,6170.02%3,690CommonNONE
200340107CMACOMERICA INC$281,3970.02%4,697CommonNONE
831865209AOSSMITH A O CORP$276,0480.02%3,073CommonNONE
02005N100ALLYALLY FINL INC$268,3490.02%7,540CommonNONE
00766T100ACMAECOM$265,3010.02%2,569CommonNONE
576323109MTZMASTEC INC$261,8340.02%2,127CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$259,5800.02%2,994CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$258,3000.02%1,587CommonNONE
G81276100SIGSIGNET JEWELERS LIMITED$258,2630.02%2,504CommonNONE
589400100MCYMERCURY GENL CORP NEW$256,8320.02%4,078CommonNONE
000957100ABMABM IINDS INC$255,7280.02%4,847CommonNONE
48020Q107JLLJONES LANG LASALLE INC$254,7010.02%944CommonNONE
546347105LPXLOUISIANA PAC CORP$254,4650.02%2,368CommonNONE
117043109BCBRUSNWICK CORP$253,6390.01%3,026CommonNONE
042735100ARWARROW ELECTRS INC$253,3070.01%1,907CommonNONE
191216100KOCOCA COLA CO$253,3070.01%3,525CommonSOLE
26969P108EXPEAGLE MATLS INC$251,4060.01%874CommonNONE
98954M200ZZILLOW GROUP INC$249,8450.01%3,913CommonNONE
099724106BWABROGWARNER INC$247,6430.01%6,824CommonNONE
19247A100CNSCOHEN & STEERS INC$246,8790.01%2,573CommonNONE
31847R102FAFFIRST AMERN FINL CORP$245,2270.01%3,715CommonNONE
171779309CIENCIENA CORP$245,0050.01%3,978CommonNONE
608190104MHKMOHAWK INDS INC$243,7520.01%1,517CommonNONE
G7S00T104PNRPENTAIR PLC$243,4970.01%2,490CommonNONE
04316A108APAMARTISAN PARTNERS ASSET MGMT$242,9390.01%5,608CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$242,7010.01%918CommonNONE
34964C106FBINFORTUNE BRANDS INNNOVATIONS I$241,5520.01%2,698CommonNONE
756109104OREALTY INCOME CORP$241,2500.01%3,804CommonNONE
731068102PIIPOLARIS INC$239,1490.01%2,873CommonNONE
60786M105MCMOELIS & CO$238,2780.01%3,478CommonNONE
968223206WLYWILEY JOHN & SONS INC$237,3420.01%4,919CommonNONE
552690109MDUMDU RES GROUP INC$230,9290.01%8,425CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$228,4220.01%5,839CommonNONE
589889104MMSIMERIT MED SYS INC$225,0360.01%2,277CommonNONE
690742101OCOWNES CORNING NEW$222,4150.01%1,260CommonNONE
443510607HUBBHUBBELL INC$218,0300.01%509CommonNONE
749685103RPMRPM INTL INC$214,4120.01%1,772CommonNONE
405217100HAINHAIN CELESTIAL GROUP INC$210,2270.01%24,360CommonNONE
858119100STLDSTEEL DYNAMICS INC$209,0410.01%1,658CommonNONE
960413102WLKWESTLAKE CORPORATION$208,7530.01%1,389CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$207,8230.01%4,979CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$206,8310.01%1,799CommonNONE
76171L106REYNREYNOLDS CONSUMER PRODS INC$205,6640.01%6,613CommonNONE
73278L105POOLPOOL CORP$205,3560.01%545CommonNONE
83304A106SNAPSNAP INC$203,9310.01%19,059CommonNONE
298736109EEFTEURONET WORLDWIDE INC$203,1240.01%2,047CommonNONE
759509102RSRELIANCE INC$203,0250.01%702CommonNONE
76009N100UPBDUPBOUND GROUP INC$200,4170.01%6,265CommonNONE
62886E108VYXNCR VOYIX CORPORATION$190,6040.01%14,046CommonNONE

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.