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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, FTA, VBR, TLT, IEF, and represent 44.62% of Kaydan Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VBR (+$22M), TLT (+$14M), RSP (+$7.3M), IEF (+$7.0M), PSQ (+$5.6M), MRK, SO, RTX, ABBV, EZM.
Started 5 new stock positions in SO, MRK, RTX, EZM, ABBV.
Reduced shares in these 10 stocks: EFA (-$16M), FTA, VTV, SPDN, IAU, USMV, FVD, TDIV, PFE, IMCB.
Sold out of its positions in DNA, EFA.
Kaydan Wealth Management was a net buyer of stock by $40M.
Kaydan Wealth Management has $339M in assets under management (AUM), dropping by 20.07%.
Central Index Key (CIK): 0001964532

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Portfolio Holdings for Kaydan Wealth Management

Kaydan Wealth Management holds 106 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	10.6	$36M		207k	174.57	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	8.7	$30M		374k	79.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	8.6	$29M	+291%	145k	200.78	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	8.4	$29M	+99%	291k	98.10	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	8.3	$28M	+33%	285k	98.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	7.9	$27M	+37%	149k	179.16	View chart
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN)	6.5	$22M		2.0M	11.20	View chart
Ishares Gold Tr Ishares New (IAU)	5.6	$19M		385k	49.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.5	$19M		240k	78.05	View chart
Proshares Tr Short Qqq (PSQ)	3.3	$11M	+99%	287k	39.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$5.0M		18k	283.16	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.3	$4.4M		48k	90.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$3.8M		19k	198.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$3.7M	+2%	60k	62.32	View chart
First Tr Value Line Divid In SHS (FVD)	1.1	$3.7M	-2%	81k	45.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$3.3M		6.7k	488.07	View chart
Raymond James Financial (RJF)	0.8	$2.6M		21k	122.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$2.5M	+2%	11k	220.90	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.7	$2.4M	-3%	30k	80.30	View chart
Apple (AAPL)	0.7	$2.4M	-2%	10k	233.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.2M	+7%	5.6k	383.93	View chart
Microsoft Corporation (MSFT)	0.6	$2.2M		5.0k	430.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.1M	+11%	3.6k	576.82	View chart
Stryker Corporation (SYK)	0.6	$2.1M		5.7k	361.26	View chart
Ishares Tr Select Divid Etf (DVY)	0.6	$2.0M		15k	135.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.9M		20k	95.75	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.5	$1.7M		15k	117.15	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.6M	-9%	18k	91.31	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.4	$1.3M		9.3k	139.59	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.4	$1.2M	-4%	12k	104.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.1M		18k	64.74	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$1.1M		22k	51.13	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$1.1M		7.2k	151.62	View chart
General Motors Company (GM)	0.3	$1.1M	-4%	24k	44.84	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$1.1M		18k	59.21	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.3	$1.0M		29k	34.90	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$990k		4.4k	225.76	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.3	$949k		23k	40.63	View chart
Ishares Tr U S Equity Factr (LRGF)	0.3	$940k		16k	58.77	View chart
JPMorgan Chase & Co. (JPM)	0.3	$861k		4.1k	210.86	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$854k		8.8k	96.95	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.2	$835k		12k	71.51	View chart
Oshkosh Corporation (OSK)	0.2	$801k		8.0k	100.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$770k		2.1k	375.38	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$713k	+2%	5.7k	125.63	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$704k		5.0k	142.04	View chart
Oracle Corporation (ORCL)	0.2	$702k		4.1k	170.40	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$700k		1.2k	569.66	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$684k	+2%	8.7k	78.56	View chart
Johnson & Johnson (JNJ)	0.2	$672k	-3%	4.1k	162.07	View chart
Caterpillar (CAT)	0.2	$656k		1.7k	391.12	View chart
Fortinet (FTNT)	0.2	$603k		7.8k	77.55	View chart
Home Depot (HD)	0.2	$550k		1.4k	405.25	View chart
Wal-Mart Stores (WMT)	0.2	$545k		6.8k	80.75	View chart
Exxon Mobil Corporation (XOM)	0.2	$539k		4.6k	117.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$538k		14k	37.70	View chart
Amgen (AMGN)	0.2	$535k		1.7k	322.21	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$522k		12k	45.32	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$501k		1.2k	423.12	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$493k		5.6k	88.28	View chart
Ford Motor Company (F)	0.1	$487k	-7%	46k	10.56	View chart
Coca-Cola Company (KO)	0.1	$483k		6.7k	71.87	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$470k	-2%	8.1k	58.27	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$464k		3.0k	154.02	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.1	$436k	-7%	8.4k	51.96	View chart
UnitedHealth (UNH)	0.1	$434k	-4%	743.00	584.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$434k	-2%	2.6k	167.19	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$410k	-16%	5.4k	76.02	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.1	$410k	+36%	22k	18.48	View chart
Trinet (TNET)	0.1	$408k		4.2k	96.97	View chart
Lockheed Martin Corporation (LMT)	0.1	$399k		682.00	584.56	View chart
At&t (T)	0.1	$397k	+5%	18k	22.00	View chart
CSX Corporation (CSX)	0.1	$392k		11k	34.53	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$361k		5.0k	72.97	View chart
DTE Energy Company (DTE)	0.1	$359k		2.8k	128.41	View chart
Procter & Gamble Company (PG)	0.1	$353k		2.0k	173.20	View chart
Texas Instruments Incorporated (TXN)	0.1	$350k	-2%	1.7k	206.57	View chart
Mastercard Incorporated Cl A (MA)	0.1	$348k		705.00	493.80	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$347k	+49%	3.7k	94.61	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$341k		16k	21.12	View chart
Deere & Company (DE)	0.1	$339k	-2%	812.00	417.33	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$336k	+51%	7.4k	45.24	View chart
Merck & Co (MRK)	0.1	$330k	NEW	2.9k	113.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$305k	-6%	16k	19.56	View chart
Canadian Natl Ry (CNI)	0.1	$304k		2.6k	117.15	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$298k		2.5k	116.96	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$297k	-7%	14k	20.65	View chart
AFLAC Incorporated (AFL)	0.1	$291k		2.6k	111.83	View chart
Pfizer (PFE)	0.1	$287k	-22%	9.9k	28.94	View chart
Southern Company (SO)	0.1	$285k	NEW	3.2k	90.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$278k		603.00	460.26	View chart
Cisco Systems (CSCO)	0.1	$274k		5.2k	53.22	View chart
Pepsi (PEP)	0.1	$255k		1.5k	170.13	View chart
Amazon (AMZN)	0.1	$254k	-2%	1.4k	186.33	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$246k	+2%	13k	19.72	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$239k		3.7k	65.01	View chart
Cigna Corp (CI)	0.1	$235k		678.00	346.44	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$235k		729.00	321.95	View chart
Raytheon Technologies Corp (RTX)	0.1	$234k	NEW	1.9k	121.16	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$231k		2.8k	84.04	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$229k	-21%	4.4k	51.48	View chart
Abbvie (ABBV)	0.1	$226k	NEW	1.1k	197.55	View chart
Abbott Laboratories (ABT)	0.1	$216k	-8%	1.9k	114.02	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$215k	NEW	3.5k	62.34	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$206k		2.3k	90.20	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$186k		22k	8.65	View chart

Past Filings by Kaydan Wealth Management

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

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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