Trajan Wealth LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 25, 2024
Value $: $1.7B
Signature - Title: John DeMarco - CCO
Location: Scottsdale, AZ
Summary: This page shows a list of all the recent 13F filings made by Trajan Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Trajan Wealth LLC reported 181 stock holdings with total value $1.7B as of Q3 2024. Top holdings included VOO, AGG, MSFT, GOOGL, and META.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	181	$1.7B	+$124M	-$61.9M	+$62.1M	VOO, AGG, MSFT, GOOGL, META	13F-HR	10/25/2024, 04:08 PM
Q2 2024	164	$1.56B	+$72.7M	-$23.5M	+$49.2M	VOO, AGG, MSFT, GOOGL, META	13F-HR	7/26/2024, 03:11 PM
Q1 2024	183	$1.48B	$0	$0		VOO, AGG, MSFT, GOOGL, MA	13F-HR	5/14/2024, 01:03 PM