$251 Million is the total value of Kaydan Wealth Management, Inc.'s 93 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RJF | RAYMOND JAMES FINL INC | $2,146,691 | -3.2% | 21,375 | 0.0% | 0.86% | -7.8% | |
| SYK | STRYKER CORPORATION | $1,550,807 | -10.4% | 5,675 | 0.0% | 0.62% | -14.7% | |
| IYY | ISHARES TRdow jones us etf | $970,828 | -3.6% | 9,292 | 0.0% | 0.39% | -8.1% | |
| OSK | OSHKOSH CORP | $762,295 | +10.2% | 7,988 | 0.0% | 0.30% | +4.8% | |
| IYW | ISHARES TRu.s. tech etf | $753,745 | -3.6% | 7,184 | 0.0% | 0.30% | -8.2% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $719,325 | -5.7% | 4,388 | 0.0% | 0.29% | -10.3% | |
| JNJ | JOHNSON & JOHNSON | $693,591 | -5.9% | 4,453 | 0.0% | 0.28% | -10.4% | |
| JPM | JPMORGAN CHASE & CO | $580,950 | -0.3% | 4,006 | 0.0% | 0.23% | -4.9% | |
| CAT | CATERPILLAR INC | $457,821 | +11.0% | 1,677 | 0.0% | 0.18% | +5.8% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $396,581 | -2.6% | 1,184 | 0.0% | 0.16% | -7.6% | |
| DE | DEERE & CO | $379,267 | -6.9% | 1,005 | 0.0% | 0.15% | -11.7% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $365,608 | -5.6% | 8,253 | 0.0% | 0.15% | -9.9% | |
| CSX | CSX CORP | $348,982 | -9.8% | 11,349 | 0.0% | 0.14% | -14.2% | |
| GINKGO BIOWORKS HOLDINGS INC | $340,416 | -2.7% | 188,075 | 0.0% | 0.14% | -7.5% | ||
| KO | COCA COLA CO | $329,161 | -7.0% | 5,880 | 0.0% | 0.13% | -11.5% | |
| PG | PROCTER AND GAMBLE CO | $295,512 | -3.9% | 2,026 | 0.0% | 0.12% | -8.5% | |
| MA | MASTERCARD INCORPORATEDcl a | $287,035 | +0.7% | 725 | 0.0% | 0.12% | -4.2% | |
| CSCO | CISCO SYS INC | $284,390 | +3.9% | 5,290 | 0.0% | 0.11% | -0.9% | |
| IMCG | ISHARES TRmrgstr md cp grw | $282,794 | -6.3% | 4,950 | 0.0% | 0.11% | -10.3% | |
| CNI | CANADIAN NATL RY CO | $280,791 | -10.5% | 2,592 | 0.0% | 0.11% | -15.2% | |
| LMT | LOCKHEED MARTIN CORP | $280,138 | -11.2% | 685 | 0.0% | 0.11% | -15.2% | |
| DTE | DTE ENERGY CO | $277,686 | -9.8% | 2,797 | 0.0% | 0.11% | -14.0% | |
| PEP | PEPSICO INC | $258,172 | -8.5% | 1,524 | 0.0% | 0.10% | -12.7% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $211,231 | +2.7% | 603 | 0.0% | 0.08% | -2.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-02
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.