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Kaydan Wealth Management

Latest statistics and disclosures from Kaydan Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTV, IEF, TLT, RSP, IAU, and represent 41.29% of Kaydan Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VEA (+$17M), SLV (+$15M), IAU (+$7.6M), SH (+$6.8M), TLT (+$6.8M), OEF, IEFA, IVV, CI, IJH.
Started 5 new stock positions in SLV, SH, OEF, CI, VEA.
Reduced shares in these 10 stocks: IWM (-$17M), SPDN (-$11M), RSP (-$6.9M), VBR (-$6.6M), , DIAL, FTCS, CMI, ETN, DIS.
Sold out of its positions in DIAL, CMI, SPDN, DIS, BOND, ETN.
Kaydan Wealth Management was a net buyer of stock by $12M.
Kaydan Wealth Management has $312M in assets under management (AUM), dropping by 3.63%.
Central Index Key (CIK): 0001964532

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Portfolio Holdings for Kaydan Wealth Management

Kaydan Wealth Management holds 107 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	9.2	$29M		167k	172.74	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	8.6	$27M		282k	95.37	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	8.4	$26M	+34%	289k	91.03	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	8.0	$25M	-21%	145k	173.23	View chart
Ishares Gold Tr Ishares New (IAU)	6.9	$22M	+54%	367k	58.96	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	6.8	$21M		277k	76.72	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	6.4	$20M	-24%	107k	186.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.3	$17M	NEW	327k	50.83	View chart
Ishares Silver Tr Ishares (SLV)	4.8	$15M	NEW	486k	30.99	View chart
Proshares Tr Short Qqq (PSQ)	3.7	$12M		282k	40.63	View chart
Proshares Tr Short S&p 500 Ne (SH)	2.2	$6.8M	NEW	152k	44.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$4.5M	-2%	16k	274.84	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.4	$4.3M	-5%	48k	89.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.3	$4.0M	+5%	69k	58.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$3.7M		19k	193.99	View chart
First Tr Value Line Divid In SHS (FVD)	1.2	$3.7M		82k	44.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$3.2M		6.8k	468.92	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$3.1M	+14%	41k	75.65	View chart
Raymond James Financial (RJF)	1.0	$3.0M		21k	138.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$2.8M	+10%	4.9k	561.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$2.6M	-86%	13k	199.49	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$2.4M	+5%	6.5k	370.82	View chart
Apple (AAPL)	0.7	$2.3M		10k	222.13	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.7	$2.2M		30k	73.61	View chart
Stryker Corporation (SYK)	0.7	$2.1M		5.7k	372.25	View chart
Ishares Tr Select Divid Etf (DVY)	0.7	$2.1M		16k	134.29	View chart
Microsoft Corporation (MSFT)	0.6	$2.0M	+6%	5.2k	375.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.9M		20k	92.83	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.6M	-2%	17k	93.66	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.5	$1.4M	-3%	13k	108.98	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.4	$1.3M		9.3k	136.10	View chart
General Motors Company (GM)	0.4	$1.2M	+21%	25k	47.03	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.4	$1.1M		11k	102.46	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$1.1M		22k	49.52	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$1.1M		18k	58.54	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$1.0M		7.2k	140.44	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.0M		4.1k	245.30	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$976k	-3%	16k	62.10	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$944k		23k	40.41	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.3	$913k	-6%	26k	35.39	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$908k		4.4k	206.48	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.3	$820k		12k	69.89	View chart
Ishares Tr U S Equity Factr (LRGF)	0.3	$807k	-5%	14k	57.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$806k	+9%	2.2k	361.09	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$780k	+9%	6.4k	122.01	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$775k		8.8k	88.00	View chart
Oshkosh Corporation (OSK)	0.2	$752k		8.0k	94.08	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$720k		9.1k	79.37	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$685k		5.1k	135.68	View chart
Fortinet (FTNT)	0.2	$669k	-5%	7.0k	96.26	View chart
Johnson & Johnson (JNJ)	0.2	$653k	-3%	3.9k	165.85	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$651k		1.2k	533.48	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$598k		12k	49.81	View chart
Wal-Mart Stores (WMT)	0.2	$593k		6.8k	87.79	View chart
Oracle Corporation (ORCL)	0.2	$569k		4.1k	139.81	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$562k	NEW	2.1k	270.83	View chart
Exxon Mobil Corporation (XOM)	0.2	$554k		4.7k	118.93	View chart
Caterpillar (CAT)	0.2	$553k		1.7k	329.80	View chart
Amgen (AMGN)	0.2	$517k		1.7k	311.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$507k		15k	34.20	View chart
At&t (T)	0.2	$505k	-3%	18k	28.28	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$497k		1.2k	419.88	View chart
Home Depot (HD)	0.2	$495k		1.3k	366.53	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$494k	+2%	3.4k	146.01	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$472k	-19%	11k	43.84	View chart
Coca-Cola Company (KO)	0.2	$472k	-2%	6.6k	71.62	View chart
Ford Motor Company (F)	0.1	$430k		43k	10.03	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$418k	-3%	5.0k	82.94	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$413k		7.5k	54.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$406k		2.6k	156.23	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$400k		5.4k	74.08	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$395k	-2%	7.8k	50.42	View chart
DTE Energy Company (DTE)	0.1	$387k		2.8k	138.27	View chart
Mastercard Incorporated Cl A (MA)	0.1	$382k		697.00	548.12	View chart
UnitedHealth (UNH)	0.1	$356k	-2%	680.00	523.75	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$354k		5.0k	71.43	View chart
Procter & Gamble Company (PG)	0.1	$350k		2.1k	170.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$348k	+8%	653.00	532.58	View chart
CSX Corporation (CSX)	0.1	$334k		11k	29.43	View chart
Trinet (TNET)	0.1	$334k		4.2k	79.24	View chart
Deere & Company (DE)	0.1	$323k		689.00	469.35	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$321k	+31%	5.9k	53.97	View chart
Cisco Systems (CSCO)	0.1	$313k		5.1k	61.71	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$307k		16k	19.48	View chart
Texas Instruments Incorporated (TXN)	0.1	$304k		1.7k	179.70	View chart
Lockheed Martin Corporation (LMT)	0.1	$294k	-3%	659.00	446.71	View chart
AFLAC Incorporated (AFL)	0.1	$290k		2.6k	111.17	View chart
Southern Company (SO)	0.1	$286k	-6%	3.1k	91.94	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$264k	-7%	13k	20.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$263k	-6%	2.5k	104.57	View chart
Merck & Co (MRK)	0.1	$261k		2.9k	89.76	View chart
Raytheon Technologies Corp (RTX)	0.1	$255k		1.9k	132.46	View chart
Canadian Natl Ry (CNI)	0.1	$253k		2.6k	97.46	View chart
Abbott Laboratories (ABT)	0.1	$252k		1.9k	132.68	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$245k		13k	19.59	View chart
Abbvie (ABBV)	0.1	$242k		1.2k	209.44	View chart
Amazon (AMZN)	0.1	$236k	+3%	1.2k	190.26	View chart
Pepsi (PEP)	0.1	$225k		1.5k	149.91	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$224k		3.7k	60.90	View chart
Cigna Corp (CI)	0.1	$223k	NEW	678.00	329.00	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$223k		2.8k	80.99	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$219k		708.00	308.88	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$209k		2.4k	87.19	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$208k		4.4k	46.76	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$206k		3.5k	59.60	View chart
ConocoPhillips (COP)	0.1	$201k	-6%	1.9k	105.02	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$185k		22k	8.60	View chart

Past Filings by Kaydan Wealth Management

SEC 13F filings are viewable for Kaydan Wealth Management going back to 2022

Kaydan Wealth Management 2025 Q1 filed April 17, 2025
Kaydan Wealth Management 2024 Q4 filed Jan. 16, 2025
Kaydan Wealth Management 2024 Q3 filed Oct. 16, 2024
Kaydan Wealth Management 2024 Q2 filed July 11, 2024
Kaydan Wealth Management 2024 Q1 filed April 12, 2024
Kaydan Wealth Management 2023 Q4 filed Jan. 16, 2024
Kaydan Wealth Management 2023 Q3 filed Nov. 2, 2023
Kaydan Wealth Management 2023 Q2 filed July 17, 2023
Kaydan Wealth Management 2023 Q1 filed April 10, 2023
Kaydan Wealth Management 2021 Q4 filed Feb. 24, 2023
Kaydan Wealth Management 2022 Q1 filed Feb. 24, 2023
Kaydan Wealth Management 2022 Q2 filed Feb. 24, 2023
Kaydan Wealth Management 2022 Q3 filed Feb. 24, 2023
Kaydan Wealth Management 2022 Q4 filed Feb. 6, 2023

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