$250 Million is the total value of Kaydan Wealth Management, Inc.'s 85 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $1,387,481 | +20.7% | 5,675 | 0.0% | 0.56% | -12.5% | |
| DON | WISDOMTREE TRus midcap divid | $936,634 | +9.2% | 22,767 | 0.0% | 0.38% | -20.7% | |
| IYY | ISHARES TRdow jones us etf | $868,337 | +6.6% | 9,292 | 0.0% | 0.35% | -22.9% | |
| OSK | OSHKOSH CORP | $704,462 | +25.5% | 7,988 | 0.0% | 0.28% | -9.0% | |
| QDEF | FLEXSHARES TRqlt div def idx | $584,935 | +12.0% | 11,369 | 0.0% | 0.23% | -18.8% | |
| IYW | ISHARES TRu.s. tech etf | $535,136 | +1.5% | 7,184 | 0.0% | 0.21% | -26.5% | |
| HD | HOME DEPOT INC | $472,842 | +14.5% | 1,497 | 0.0% | 0.19% | -17.1% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $392,295 | +15.3% | 1,184 | 0.0% | 0.16% | -16.5% | |
| IMCB | ISHARES TRmrgstr md cp etf | $388,395 | +8.9% | 6,620 | 0.0% | 0.16% | -21.3% | |
| ORCL | ORACLE CORP | $377,067 | +33.8% | 4,613 | 0.0% | 0.15% | -3.2% | |
| KO | COCA COLA CO | $376,124 | +13.5% | 5,913 | 0.0% | 0.15% | -18.0% | |
| CSX | CSX CORP | $351,592 | +16.3% | 11,349 | 0.0% | 0.14% | -15.6% | |
| LMT | LOCKHEED MARTIN CORP | $349,786 | +25.9% | 719 | 0.0% | 0.14% | -8.5% | |
| IMCG | ISHARES TRmrgstr md cp grw | $266,706 | +6.9% | 4,950 | 0.0% | 0.11% | -22.5% | |
| PEP | PEPSICO INC | $251,059 | +10.7% | 1,390 | 0.0% | 0.10% | -20.0% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $195,103 | +11.1% | 21,654 | 0.0% | 0.08% | -19.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-06
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.