$181 Million is the total value of Kaydan Wealth Management, Inc.'s 84 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MUA | Exit | BLACKROCK MUNIASSETS FD INC | $0 | – | -15,829 | -100.0% | -0.11% | – |
QQQE | Exit | DIREXION SHS ETF TRnas100 eql wgt | $0 | – | -3,243 | -100.0% | -0.11% | – |
T | Exit | AT&T INC | $0 | – | -9,818 | -100.0% | -0.12% | – |
IBB | Exit | ISHARES TRishares biotech | $0 | – | -1,780 | -100.0% | -0.12% | – |
IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -6,518 | -100.0% | -0.12% | – |
IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -8,574 | -100.0% | -0.13% | – |
CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -6,448 | -100.0% | -0.14% | – |
PDBC | Exit | INVESCO ACTVELY MNGD ETC FDoptimum yield | $0 | – | -1,277,129 | -100.0% | -12.83% | – |
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.