MondegarAI
Trajan Wealth LLC

Q4 2024 · 13F-HR

Trajan Wealth LLCholdings as filed

Filed 2025-02-13 · accession 0001934415-25-000002

$1.81B
Reported value
178
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$192.8M10.7%357,846CommonNONE
464287226AGGISHARES TR$100.3M5.55%1,034,804CommonNONE
594918104MSFTMICROSOFT CORP$93.0M5.15%220,536CommonNONE
02079K305GOOGLALPHABET INC CAP STK$85.3M4.73%450,816CommonNONE
30303M102METAMETA PLATFORMS INC$60.8M3.37%103,850CommonNONE
57636Q104MAMASTERCARD INCORPORATED$59.2M3.28%112,336CommonNONE
037833100AAPLAPPLE INC$52.5M2.91%209,769CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$46.4M2.57%234,745CommonNONE
921937835BNDVANGUARD BD INDEX FDS$45.9M2.54%638,470CommonNONE
023135106AMZNAMAZON COM INC$42.8M2.37%194,896CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$35.2M1.95%38,394CommonNONE
337738108FISVFISERV INC$33.0M1.83%160,647CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$32.8M1.81%6,597CommonNONE
84858T509SPINNAKER ETF SERIES$29.1M1.61%3,250,939CommonNONE
29250N105ENBENBRIDGE INC$25.6M1.42%603,362CommonNONE
03073E105CORCENCORA INC$25.3M1.40%112,446CommonNONE
464287689IWVISHARES TR$23.6M1.31%70,598CommonNONE
92826C839VVISA INC$22.6M1.25%71,663CommonNONE
97717W505DONWISDOMTREE TR$22.0M1.22%431,033CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$21.8M1.21%629,278CommonNONE
921937827BSVVANGUARD BD INDEX FDS$21.6M1.19%278,998CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$19.8M1.09%39,047CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$19.4M1.08%921,520CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$19.4M1.07%42,742CommonNONE
036752103ELVELVANCE HEALTH INC$19.3M1.07%52,381CommonNONE
931142103WMTWALMART INC$19.2M1.06%212,212CommonNONE
771049103RBLXROBLOX CORP$18.7M1.04%323,390CommonNONE
79466L302CRMSALESFORCE INC$18.7M1.03%55,898CommonNONE
19761L706RECSCOLUMBIA ETF TR I$18.6M1.03%538,484CommonNONE
H2906T109GRMNGARMIN LTD$18.2M1.01%88,162CommonNONE
461202103INTUINTUIT$18.0M1.00%28,653CommonNONE
464288679SHVISHARES TR$17.3M0.96%156,778CommonNONE
72201R585PYLDPIMCO ETF TR$16.2M0.90%625,745CommonNONE
46266C105IQVIQVIA HLDGS INC$15.8M0.87%80,202CommonNONE
02079K107GOOGALPHABET INC CAP STK$15.7M0.87%82,400CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$15.0M0.83%154,425CommonNONE
64110L106NFLXNETFLIX INC$14.6M0.81%16,339CommonNONE
46432F842IEFAISHARES TR CORE$14.1M0.78%200,748CommonNONE
464286749EWLISHARES INC$12.8M0.71%277,623CommonNONE
68389X105ORCLORACLE CORP$12.3M0.68%73,767CommonNONE
46625H100JPMJPMORGAN CHASE & CO$11.8M0.65%49,319CommonNONE
742718109PGPROCTER AND GAMBLE CO$11.8M0.65%70,309CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$11.7M0.65%193,668CommonNONE
02507A101AVXCAMERICAN CENTY ETF TR$11.3M0.63%228,382CommonNONE
009066101ABNBAIRBNB INC$11.3M0.63%85,924CommonNONE
97717W422EPIWISDOMTREE TR$11.3M0.62%249,249CommonNONE
46436E718SGOVISHARES TR$11.0M0.61%109,348CommonNONE
464287242LQDISHARES TR$10.3M0.57%96,518CommonNONE
464287457SHYISHARES TR$9.7M0.54%118,796CommonNONE
254687106DISDISNEY WALT CO$9.2M0.51%82,931CommonNONE
718172109PMPHILIP MORRIS INTL INC$9.0M0.50%74,955CommonNONE
46435U853USHYISHARES TR$8.7M0.48%235,767CommonNONE
655844108NSCNORFOLK SOUTHN CORP$7.9M0.44%33,853CommonNONE
87612E106TGTTARGET CORP$7.9M0.44%58,722CommonNONE
464288513HYGISHARES TR$7.8M0.43%99,738CommonNONE
58155Q103MCKMCKESSON CORP$7.8M0.43%13,632CommonNONE
369550108GDGENERAL DYNAMICS CORP$7.7M0.43%29,291CommonNONE
72201R577BILZPIMCO ETF TR$6.9M0.38%68,625CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$6.7M0.37%260,341CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.8M0.32%26,434CommonSOLE
617446448MSMORGAN STANLEY$5.7M0.31%45,089CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5.5M0.31%138,349CommonSOLE
59156R108METMETLIFE INC$5.5M0.30%66,832CommonNONE
00287Y109ABBVABBVIE INC$5.4M0.30%30,512CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.3M0.29%36,664CommonNONE
682680103OKEONEOK INC NEW COM$5.3M0.29%52,295CommonNONE
H1467J104CBCHUBB LIMITED$5.1M0.28%18,615CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$5.1M0.28%182,393CommonNONE
219350105GLWCORNING INC$5.1M0.28%106,580CommonNONE
025072687AVSFAMERICAN CENTY ETF TR$5.0M0.27%107,547CommonNONE
166764100CVXCHEVRON CORP NEW$4.9M0.27%33,567CommonNONE
74460D109PSAPUBLIC STORAGE$4.8M0.27%16,072CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$4.8M0.27%64,745CommonNONE
149123101CATCATERPILLAR INC$4.8M0.26%13,167CommonNONE
832696405SJMSMUCKER J M CO$4.8M0.26%43,342CommonNONE
949746101WMT2WELLS FARGO CO NEW$4.8M0.26%67,690CommonNONE
548661107LOWLOWES COS INC$4.8M0.26%19,249CommonNONE
464288588MBBISHARES TR$4.7M0.26%51,439CommonNONE
G5960L103MDTMEDTRONIC PLC$4.7M0.26%58,956CommonNONE
58933Y105MRKMERCK & CO INC$4.7M0.26%46,869CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$4.7M0.26%40,416CommonNONE
134429109CPBCAMPBELL SOUP CO$4.6M0.25%108,882CommonNONE
205887102CAGCONAGRA BRANDS INC$4.5M0.25%161,947CommonNONE
842587107SOSOUTHERN CO$4.5M0.25%54,494CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$4.5M0.25%48,576CommonNONE
12572Q105CMECME GROUP INC$4.5M0.25%19,197CommonNONE
718546104PSXPHILLIPS 66$4.5M0.25%39,120CommonNONE
49177J102KVUEKENVUE INC$4.4M0.24%204,966CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$4.3M0.24%106,988CommonNONE
031162100AMGNAMGEN INC$4.3M0.24%16,596CommonNONE
025816109AXPAMERICAN EXPRESS CO$4.2M0.23%14,032CommonNONE
464288646IGSBISHARES TR$4.1M0.23%79,720CommonNONE
580135101MCDMCDONALDS CORP$4.1M0.23%14,077CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.1M0.22%70,592CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$4.0M0.22%54,409CommonNONE
904767704UNILEVER PLC$3.8M0.21%67,308CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.6M0.20%12,289CommonNONE
92189F643MOATVANECK ETF TRUST$3.6M0.20%38,780CommonNONE
464288612GVIISHARES TR$3.3M0.18%31,349CommonNONE
464288661IEIISHARES TR$3.1M0.17%26,715CommonNONE
126650100CVSCVS HEALTH CORP$3.0M0.16%65,886CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.6M0.14%51,388CommonNONE
78468R788SPYDSPDR SER TR$2.5M0.14%57,632CommonNONE
464288281EMBISHARES TR$1.8M0.10%20,646CommonNONE
464289511IGLBISHARES TR$1.8M0.10%36,458CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1.7M0.09%14,629CommonNONE
46434G764EMXCISHARES INC MSCI$1.5M0.08%27,071CommonNONE
922908629VOVANGUARD INDEX FDS$1.3M0.07%4,895CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$1.3M0.07%13,316CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$1.3M0.07%14,329CommonNONE
46090E103QQQINVESCO QQQ TR$1.1M0.06%2,135CommonNONE
53700T827DBMFLITMAN GREGORY FDS TR$923,6570.05%35,308CommonNONE
172967424CCITIGROUP INC$784,5670.04%11,146CommonSOLE
670837103OGEOGE ENERGY CORP$742,9540.04%18,011CommonSOLE
969457100WMBWILLIAMS CO INC$734,4630.04%13,571CommonSOLE
571903202MARMARRIOTT INTL INC NEW$721,3440.04%2,586CommonNONE
09260D107BXBLACKSTONE INC$704,8530.04%4,088CommonSOLE
487836108KKELLANOVA$680,0670.04%8,399CommonSOLE
092113109BKHBLACK HILLS CORP$659,0520.04%11,262CommonSOLE
302635206FSKFS KKR CAP CORP$608,2690.03%28,005CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$590,9900.03%8,118CommonSOLE
191216100KOCOCA COLA CO$585,5550.03%9,405CommonSOLE
835495102SONSONOCO PRODS CO$569,5910.03%11,660CommonSOLE
67066G104NVDANVIDIA CORPORATION$547,9030.03%4,080CommonNONE
75513E101RTXRTX CORPORATION$538,7920.03%4,656CommonNONE
30231G102XOMEXXON MOBIL CORP$537,5270.03%4,997CommonSOLE
97717W125WTMFWISDOMTREE TR$494,4340.03%14,155CommonNONE
41151J505HGERHARBOR ETF TRUST$494,1730.03%22,325CommonNONE
33739G103FMFFIRST TR EXCHANGE-TRADED$493,3090.03%10,368CommonNONE
Y8162K204SBLKSTAR BULK CARRIERS CORP.$468,5930.03%31,344CommonSOLE
441593100HLIHOULIHAN LOKEY INC$403,0650.02%2,321CommonNONE
969904101WSMWILLIAMS SONOMA INC$363,6940.02%1,964CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$316,4830.02%540CommonNONE
171779309CIENCIENA CORP$292,9340.02%3,454CommonNONE
889478103TOLTOLL BROTHERS INC$281,3720.02%2,234CommonNONE
02005N100ALLYALLY FINL INC$277,1330.02%7,696CommonNONE
00766T100ACMAECOM$269,4000.01%2,522CommonNONE
200340107CMACOMERICA INC$268,7380.01%4,345CommonNONE
013872106AAALCOA CORP$268,3890.01%7,104CommonNONE
78464A359CWBSPDR SER TR$260,3860.01%3,343CommonNONE
98954M200ZZILLOW GROUP INC$251,2520.01%3,393CommonNONE
000957100ABMABM IINDS INC$246,3810.01%4,814CommonNONE
099724106BWABROGWARNER INC$242,3990.01%7,625CommonNONE
576323109MTZMASTEC INC$241,3760.01%1,773CommonNONE
04316A108APAMARTISAN PARTNERS ASSET MGMT$240,9510.01%5,597CommonNONE
31847R102FAFFIRST AMERN FINL CORP$238,0210.01%3,812CommonNONE
042735100ARWARROW ELECTRS INC$237,2130.01%2,097CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$234,2810.01%7,158CommonNONE
831865209AOSSMITH A O CORP$232,2550.01%3,405CommonNONE
60786M105MCMOELIS & CO$231,3920.01%3,132CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$227,6870.01%1,593CommonNONE
G7S00T104PNRPENTAIR PLC$227,3460.01%2,259CommonNONE
589400100MCYMERCURY GENL CORP NEW$224,6360.01%3,379CommonNONE
546347105LPXLOUISIANA PAC CORP$219,7330.01%2,122CommonNONE
756109104OREALTY INCOME CORP$219,1410.01%4,103CommonNONE
48020Q107JLLJONES LANG LASALLE INC$218,7130.01%864CommonNONE
19247A100CNSCOHEN & STEERS INC$218,1070.01%2,362CommonNONE
83304A106SNAPSNAP INC$217,4570.01%20,191CommonNONE
770323103RHIROBERT HALF INC.$216,6650.01%3,075CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$216,0870.01%1,679CommonNONE
298736109EEFTEURONET WORLDWIDE INC$215,4500.01%2,095CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$213,0770.01%1,561CommonNONE
62886E108VYXNCR VOYIX CORPORATION$211,9600.01%15,315CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$211,6460.01%1,120CommonNONE
589889104MMSIMERIT MED SYS INC$211,4300.01%2,186CommonNONE
749685103RPMRPM INTL INC$210,9250.01%1,714CommonNONE
443510607HUBBHUBBELL INC$209,8640.01%501CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$209,6820.01%1,873CommonNONE
G02602103DOXAMDOCS LTD$209,6150.01%2,462CommonNONE
23355L106DXCDXC TECHNOLOGY CO$206,2140.01%10,321CommonNONE
690742101OCOWNES CORNING NEW$205,4060.01%1,206CommonNONE
G81276100SIGSIGNET JEWELERS LIMITED$205,0840.01%2,541CommonNONE
731068102PIIPOLARIS INC$204,4930.01%3,549CommonNONE
26969P108EXPEAGLE MATLS INC$203,3300.01%824CommonNONE
968223206WLYWILEY JOHN & SONS INC$202,7270.01%4,638CommonNONE
464288638IGIBISHARES TR$202,0220.01%3,922CommonNONE
29786A106ETSYETSY INC$201,2460.01%3,805CommonNONE
73278L105POOLPOOL CORP$174,5000.01%28,374CommonNONE

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.