$264 Million is the total value of Kaydan Wealth Management, Inc.'s 106 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 11 | Q2 2024 | 14.2% |
| ISHARES TR | 11 | Q2 2024 | 10.7% |
| FIRST TR VALUE LINE DIVID IN | 11 | Q2 2024 | 14.2% |
| ISHARES TR | 11 | Q2 2024 | 12.6% |
| ISHARES TR | 11 | Q2 2024 | 13.2% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 3.8% |
| FIRST TR MID CAP CORE ALPHAD | 11 | Q2 2024 | 8.2% |
| VANGUARD SPECIALIZED FUNDS | 11 | Q2 2024 | 1.9% |
| FIRST TR EXCHANGE-TRADED FD | 11 | Q2 2024 | 1.7% |
| ISHARES TR | 11 | Q2 2024 | 3.7% |
View Kaydan Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-18 |
| 13F-HR | 2024-07-11 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-02-24 |
| 13F-HR | 2023-02-24 |
| 13F-HR | 2023-02-24 |
View Kaydan Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.