$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RJF | RAYMOND JAMES FINL INC | $1,973,010 | -18.7% | 22,067 | 0.0% | 1.10% | +2.5% | |
| SYK | STRYKER CORPORATION | $1,128,928 | -25.6% | 5,675 | 0.0% | 0.63% | -6.3% | |
| JNJ | JOHNSON & JOHNSON | $789,250 | +0.2% | 4,446 | 0.0% | 0.44% | +26.1% | |
| OSK | OSHKOSH CORP | $656,134 | -18.4% | 7,988 | 0.0% | 0.36% | +2.8% | |
| IYW | ISHARES TRu.s. tech etf | $574,361 | -22.4% | 7,184 | 0.0% | 0.32% | -2.1% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $573,233 | -6.4% | 4,470 | 0.0% | 0.32% | +17.7% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $551,182 | -15.7% | 1,333 | 0.0% | 0.31% | +6.2% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $470,964 | -17.9% | 14,975 | 0.0% | 0.26% | +3.1% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $364,459 | -11.2% | 1,184 | 0.0% | 0.20% | +12.2% | |
| PG | PROCTER AND GAMBLE CO | $348,259 | -5.9% | 2,422 | 0.0% | 0.19% | +18.3% | |
| CSX | CSX CORP | $329,802 | -22.4% | 11,349 | 0.0% | 0.18% | -2.1% | |
| ORCL | ORACLE CORP | $325,315 | -15.5% | 4,656 | 0.0% | 0.18% | +6.5% | |
| LMT | LOCKHEED MARTIN CORP | $309,141 | -2.6% | 719 | 0.0% | 0.17% | +22.9% | |
| OIA | INVESCO MUNI INCOME OPP TRST | $86,178 | -9.2% | 13,361 | 0.0% | 0.05% | +14.3% |
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.