$239 Million is the total value of Kaydan Wealth Management, Inc.'s 90 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RJF | RAYMOND JAMES FINL INC | $2,218,084 | +11.3% | 21,375 | 0.0% | 0.93% | +13.8% | |
| SYK | STRYKER CORPORATION | $1,731,386 | +6.9% | 5,675 | 0.0% | 0.73% | +9.3% | |
| IYY | ISHARES TRdow jones us etf | $1,006,602 | +8.3% | 9,292 | 0.0% | 0.42% | +10.8% | |
| IYW | ISHARES TRu.s. tech etf | $782,122 | +17.3% | 7,184 | 0.0% | 0.33% | +20.1% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $762,898 | +15.1% | 4,388 | 0.0% | 0.32% | +17.6% | |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $742,526 | +8.1% | 9,306 | 0.0% | 0.31% | +10.3% | |
| OSK | OSHKOSH CORP | $691,681 | +4.1% | 7,988 | 0.0% | 0.29% | +6.6% | |
| JPM | JPMORGAN CHASE & CO | $582,633 | +11.6% | 4,006 | 0.0% | 0.24% | +14.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $578,979 | +12.6% | 2,104 | 0.0% | 0.24% | +15.2% | |
| ORCL | ORACLE CORP | $511,492 | +28.2% | 4,295 | 0.0% | 0.21% | +30.5% | |
| IMCB | ISHARES TRmrgstr md cp etf | $418,980 | +4.4% | 6,620 | 0.0% | 0.18% | +6.7% | |
| CAT | CATERPILLAR INC | $412,626 | +7.5% | 1,677 | 0.0% | 0.17% | +10.2% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $407,118 | +3.4% | 1,184 | 0.0% | 0.17% | +6.2% | |
| TNET | TRINET GROUP INC | $406,567 | +17.8% | 4,281 | 0.0% | 0.17% | +20.6% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $387,148 | +4.1% | 8,253 | 0.0% | 0.16% | +5.9% | |
| CSX | CSX CORP | $387,001 | +13.9% | 11,349 | 0.0% | 0.16% | +16.5% | |
| TXN | TEXAS INSTRS INC | $355,540 | -3.2% | 1,975 | 0.0% | 0.15% | -1.3% | |
| KO | COCA COLA CO | $354,092 | -2.9% | 5,880 | 0.0% | 0.15% | -1.3% | |
| GINKGO BIOWORKS HOLDINGS INC | $349,820 | +39.8% | 188,075 | 0.0% | 0.15% | +42.7% | ||
| PG | PROCTER AND GAMBLE CO | $307,425 | +2.1% | 2,026 | 0.0% | 0.13% | +4.9% | |
| IMCG | ISHARES TRmrgstr md cp grw | $301,653 | +5.9% | 4,950 | 0.0% | 0.13% | +7.7% | |
| CSCO | CISCO SYS INC | $273,705 | -1.0% | 5,290 | 0.0% | 0.12% | +1.8% | |
| IYH | ISHARES TRus hlthcare etf | $206,386 | +2.6% | 736 | 0.0% | 0.09% | +6.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-17
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.