Kaye Capital Management holdings history

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39 is the total number of securities Kaye Capital Management has owned. The longest Kaye Capital Management has owned a single stock is 4 quarters.

Kaye Capital Management historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR4414.09%17.77%24.88%Q4 2022Q3 20234
VTV VANGUARD INDEX FDS4410.78%12.33%15.07%Q4 2022Q3 20234
BSCO INVESCO EXCH TRD SLF I...445.48%8.68%11.36%Q4 2022Q3 20234
PID INVESCO EXCHANGE TRADE...444.95%7.29%9.43%Q4 2022Q3 20234
FVD FIRST TR VALUE LINE DI...445.48%6.98%8.68%Q4 2022Q3 20234
QQQ INVESCO QQQ TR445.08%6.95%9.46%Q4 2022Q3 20234
BSCN INVESCO EXCH TRD SLF I...444.98%5.29%5.51%Q4 2022Q3 20234
IYK ISHARES TR444.35%4.82%5.31%Q4 2022Q3 20234
BSCP INVESCO EXCH TRD SLF I...442.71%4.81%6.33%Q4 2022Q3 20234
IOO ISHARES TR442.46%4.34%6.26%Q4 2022Q3 20234
VXUS VANGUARD STAR FDS442.41%3.72%4.88%Q4 2022Q3 20234
AAPL APPLE INC441.66%1.97%2.45%Q4 2022Q3 20234
BRKB BERKSHIRE HATHAWAY INC...441.25%1.30%1.35%Q4 2022Q3 20234
QQQM INVESCO EXCH TRADED FD...440.79%0.85%0.89%Q4 2022Q3 20234
VTI VANGUARD INDEX FDS440.40%0.81%1.36%Q4 2022Q3 20234
BRKA BERKSHIRE HATHAWAY INC...440.48%0.73%1.47%Q4 2022Q3 20234
GOOG ALPHABET INC440.37%0.49%0.76%Q4 2022Q3 20234
GOOGL ALPHABET INC440.35%0.43%0.56%Q4 2022Q3 20234
MSFT MICROSOFT CORP440.29%0.31%0.33%Q4 2022Q3 20234
HRL HORMEL FOODS CORP440.21%0.24%0.29%Q4 2022Q3 20234
AMZN AMAZON COM INC440.15%0.18%0.22%Q4 2022Q3 20234
PII POLARIS INC440.14%0.16%0.18%Q4 2022Q3 20234
LLY LILLY ELI & CO440.13%0.15%0.17%Q4 2022Q3 20234
AMGN AMGEN INC440.11%0.12%0.14%Q4 2022Q3 20234
AIM ETF PRODUCTS TRUST335.46%5.80%6.33%Q1 2023Q3 20233
QMAR FIRST TR EXCHNG TRADED...332.20%2.56%2.88%Q1 2023Q3 20233
AIM ETF PRODUCTS TRUST331.31%1.38%1.46%Q1 2023Q3 20233
TSLA TESLA INC330.13%0.14%0.15%Q1 2023Q3 20233
AIM ETF PRODUCTS TRUST330.11%0.12%0.13%Q1 2023Q3 20233
XLK SELECT SECTOR SPDR TR220.45%0.50%0.56%Q4 2022Q1 20232
XLP SELECT SECTOR SPDR TR220.45%0.46%0.48%Q4 2022Q1 20232
DIMENSIONAL ETF TRUST220.11%0.12%0.12%Q2 2023Q3 20232
BSJO INVESCO EXCH TRD SLF I...113.58%3.58%3.58%Q3 2023Q3 20231
IXUS ISHARES TR110.54%0.54%0.54%Q4 2022Q4 20221
AZAL AIM ETF PRODUCTS TRUST110.26%0.26%0.26%Q3 2023Q3 20231
QJUN FIRST TR EXCHNG TRADED...110.18%0.18%0.18%Q3 2023Q3 20231
AIM ETF PRODUCTS TRUST110.12%0.12%0.12%Q3 2023Q3 20231
SPY SPDR S&P 500 ETF TR110.11%0.11%0.11%Q3 2023Q3 20231
FB META PLATFORMS INC110.09%0.09%0.09%Q3 2023Q3 20231
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The securities at the top of the list , including ISHARES TR, VANGUARD INDEX FDS, and INVESCO EXCH TRD SLF IDX FD, are the highest-conviction holdings of Kaye Capital Management.

The conviction is calculated by counting the number of quarters a security has been reported by Kaye Capital Management. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Kaye Capital Management owns currently or has owned in the past.