$180 Million is the total value of Kaydan Wealth Management, Inc.'s 91 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 17.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SH | New | PROSHARES TRshort s&p 500 ne | $29,101,578 | – | 1,763,732 | +100.0% | 16.20% | – |
| PSQ | New | PROSHARES TRshort qqq new | $28,683,533 | – | 1,991,912 | +100.0% | 15.97% | – |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $25,437,307 | -0.7% | 655,432 | +8.3% | 14.16% | +25.1% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $23,039,407 | +239.7% | 1,277,129 | +232.2% | 12.83% | +327.9% |
| DVY | Buy | ISHARES TRselect divid etf | $2,052,885 | -7.3% | 17,446 | +0.9% | 1.14% | +16.8% |
| TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $1,905,265 | -14.6% | 37,976 | +0.3% | 1.06% | +7.6% |
| MSFT | Buy | MICROSOFT CORP | $1,460,079 | -14.9% | 5,685 | +2.1% | 0.81% | +7.1% |
| DON | Buy | WISDOMTREE TRus midcap divid | $971,771 | -11.8% | 24,930 | +0.5% | 0.54% | +11.1% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $881,333 | -12.8% | 21,538 | +4.4% | 0.49% | +9.8% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $686,503 | -11.0% | 10,006 | +2.5% | 0.38% | +12.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $604,603 | -17.2% | 5,369 | +0.2% | 0.34% | +4.3% |
| FTNT | Buy | FORTINET INC | $545,997 | +8.8% | 9,650 | +556.9% | 0.30% | +36.9% |
| F | Buy | FORD MTR CO DEL | $534,236 | -13.0% | 48,000 | +32.1% | 0.30% | +9.2% |
| SDY | Buy | SPDR SER TRs&p divid etf | $491,531 | +6.9% | 4,141 | +15.3% | 0.27% | +35.0% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $367,757 | -7.9% | 4,390 | +11.0% | 0.20% | +16.5% |
| ABT | Buy | ABBOTT LABS | $299,722 | -8.2% | 2,759 | +0.0% | 0.17% | +16.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $253,020 | -16.1% | 6,448 | +0.2% | 0.14% | +6.0% |
| IDV | Buy | ISHARES TRintl sel div etf | $232,870 | -9.0% | 8,574 | +6.4% | 0.13% | +15.0% |
| CSCO | Buy | CISCO SYS INC | $233,312 | -23.5% | 5,472 | +0.1% | 0.13% | -3.7% |
| ZY | New | ZYMERGEN INC | $18,836 | – | 15,314 | +100.0% | 0.01% | – |
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 |
|---|---|---|---|
| FIRST TR VALUE LINE DIVID IN | 8 | Q3 2023 | 14.2% |
| ISHARES TR | 8 | Q3 2023 | 10.7% |
| INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 14.2% |
| ISHARES TR | 8 | Q3 2023 | 12.6% |
| ISHARES TR | 8 | Q3 2023 | 13.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.8% |
| VANGUARD SPECIALIZED FUNDS | 8 | Q3 2023 | 1.9% |
| FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 1.7% |
| ISHARES TR | 8 | Q3 2023 | 3.7% |
| ISHARES TR | 8 | Q3 2023 | 6.0% |
View Kaydan Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2023-02-24 |
| 13F-HR | 2023-02-06 |
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.