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Home > Institutional Investor > Trajan Wealth Llc > Profile

Instuitional Investor - Trajan Wealth Llc

Fund Profile
Filing Period:
Fund Name: Trajan Wealth Llc
Portfolio Value $1,806,050,222
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 357,846 $192,810,741 10.67%
2.
Ishares Trust
 IEF 1,034,804 $100,272,531 5.55%
3.
Microsoft Corp
 MSFT 220,536 $92,956,009 5.14%
4.
Alphabet Inc.
 GOOGL 450,816 $85,339,393 4.72%
5.
Meta Platforms Inc.
 META 103,850 $60,805,065 3.36%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)