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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, RSP, SPDN, FNX, IAU, and represent 42.50% of Kaydan Wealth Management's stock portfolio.
Added to shares of these 10 stocks: FNX (+$22M), FTA (+$22M), IEF (+$14M), SPDN (+$13M), IAU (+$7.1M), IJH, FTCS, DIAL, WMT, AGG.
Started 11 new stock positions in AGG, QQQE, COP, EZM, FTA, IEF, MGK, BOND, ILCG, ABBV. DIAL.
Reduced shares in these 10 stocks: TLT (-$16M), SPSM (-$16M), PSQ (-$6.6M), SH, RSP, EFA, VGLT, VTV, MSFT, VTI.
Sold out of its positions in TLT, SH, SPSM.
Kaydan Wealth Management was a net buyer of stock by $41M.
Kaydan Wealth Management has $293M in assets under management (AUM), dropping by 19.24%.
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 March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	9.2	$27M		166k	162.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	8.8	$26M	-2%	152k	169.37	View chart
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN)	8.4	$25M	+110%	2.0M	12.17	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	8.2	$24M	+1353%	211k	113.37	View chart
Ishares Gold Tr Ishares New (IAU)	7.9	$23M	+44%	554k	42.01	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	7.5	$22M	NEW	287k	76.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	5.5	$16M	-2%	201k	79.86	View chart
Proshares Tr Short Qqq New (PSQ)	4.7	$14M	-32%	1.6M	8.76	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	4.6	$14M	NEW	143k	94.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.7	$11M		148k	74.22	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	3.7	$11M		182k	59.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$4.7M		18k	259.90	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.3	$3.8M	+9%	45k	85.65	View chart
First Tr Value Line Divid In SHS (FVD)	1.2	$3.6M		86k	42.23	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$3.6M		20k	182.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$3.3M	+477%	54k	60.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$3.0M		6.7k	444.01	View chart
Raymond James Financial (RJF)	0.9	$2.7M		21k	128.42	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.8	$2.2M		32k	69.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$2.1M	+12%	10k	210.30	View chart
Stryker Corporation (SYK)	0.7	$2.0M		5.7k	357.87	View chart
Microsoft Corporation (MSFT)	0.7	$2.0M	-3%	4.8k	420.72	View chart
Ishares Tr Select Divid Etf (DVY)	0.7	$1.9M		16k	123.19	View chart
Apple (AAPL)	0.6	$1.8M	-2%	11k	171.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.7M		20k	84.44	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$1.7M	+10%	4.9k	344.20	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$1.7M	-2%	20k	83.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.5M	+15%	2.9k	525.88	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.4	$1.2M		12k	99.24	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.4	$1.2M		9.3k	128.09	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$1.1M	-2%	18k	60.30	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$1.0M		19k	56.17	View chart
General Motors Company (GM)	0.4	$1.0M	+21%	23k	45.35	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$1.0M		21k	48.77	View chart
Oshkosh Corporation (OSK)	0.3	$996k		8.0k	124.71	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$970k		7.2k	135.06	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.3	$968k		30k	32.82	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$914k		4.4k	208.27	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.3	$899k		23k	38.47	View chart
Ishares Tr U S Equity Factr (LRGF)	0.3	$882k	-2%	16k	53.81	View chart
JPMorgan Chase & Co. (JPM)	0.3	$800k		4.0k	200.30	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$792k	-4%	8.8k	89.90	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$702k	+4%	5.3k	131.24	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.2	$697k		11k	64.21	View chart
Johnson & Johnson (JNJ)	0.2	$689k		4.4k	158.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$685k	-6%	2.0k	337.05	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$684k	+5%	1.2k	556.40	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$628k	+38%	5.4k	115.30	View chart
Ford Motor Company (F)	0.2	$625k		47k	13.28	View chart
Caterpillar (CAT)	0.2	$615k		1.7k	366.43	View chart
Trinet (TNET)	0.2	$562k		4.2k	132.49	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$558k		7.7k	72.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$547k		16k	35.19	View chart
Fortinet (FTNT)	0.2	$531k	-4%	7.8k	68.31	View chart
Exxon Mobil Corporation (XOM)	0.2	$518k	+18%	4.5k	116.24	View chart
Oracle Corporation (ORCL)	0.2	$517k	-2%	4.1k	125.61	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$514k		12k	42.12	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$496k	+13%	6.1k	81.53	View chart
Home Depot (HD)	0.2	$496k		1.3k	383.60	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.2	$472k		8.3k	57.23	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$472k		9.2k	51.36	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$471k		1.2k	397.76	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$470k		6.5k	72.83	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$452k		3.1k	147.73	View chart
CSX Corporation (CSX)	0.1	$421k		11k	37.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$406k	-4%	2.7k	152.26	View chart
Coca-Cola Company (KO)	0.1	$404k	+12%	6.6k	61.19	View chart
UnitedHealth (UNH)	0.1	$404k	-2%	817.00	494.70	View chart
Wal-Mart Stores (WMT)	0.1	$402k	+200%	6.7k	60.17	View chart
Pfizer (PFE)	0.1	$396k	-5%	14k	27.75	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$350k		5.0k	70.68	View chart
Deere & Company (DE)	0.1	$344k	-4%	837.00	410.74	View chart
Canadian Natl Ry (CNI)	0.1	$341k		2.6k	131.71	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$338k		16k	20.97	View chart
Mastercard Incorporated Cl A (MA)	0.1	$335k		696.00	481.57	View chart
Comcast Corp Cl A (CMCSA)	0.1	$335k	-4%	7.7k	43.35	View chart
Procter & Gamble Company (PG)	0.1	$326k		2.0k	162.25	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$314k	+6%	16k	19.21	View chart
DTE Energy Company (DTE)	0.1	$314k		2.8k	112.14	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$312k	+6%	15k	20.43	View chart
Lockheed Martin Corporation (LMT)	0.1	$310k		682.00	454.87	View chart
Texas Instruments Incorporated (TXN)	0.1	$307k	-2%	1.8k	174.21	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.1	$283k	NEW	16k	17.78	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$276k	+10%	5.7k	48.60	View chart
Cisco Systems (CSCO)	0.1	$263k		5.3k	49.91	View chart
Pepsi (PEP)	0.1	$263k		1.5k	175.09	View chart
Walt Disney Company (DIS)	0.1	$261k	-6%	2.1k	122.36	View chart
Amazon (AMZN)	0.1	$259k	-2%	1.4k	180.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$257k		2.3k	110.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$254k		603.00	420.52	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$251k	NEW	2.6k	97.94	View chart
Cigna Corp (CI)	0.1	$246k		678.00	363.19	View chart
Abbott Laboratories (ABT)	0.1	$240k		2.1k	113.68	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$228k	+9%	12k	19.29	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$228k	+400%	3.7k	61.91	View chart
AFLAC Incorporated (AFL)	0.1	$224k		2.6k	85.88	View chart
ConocoPhillips (COP)	0.1	$219k	NEW	1.7k	127.28	View chart
Ginkgo Bioworks Holdings Cl A Shs (DNA)	0.1	$218k		188k	1.16	View chart
Amgen (AMGN)	0.1	$218k		767.00	284.32	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$217k	NEW	758.00	286.61	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$211k	NEW	3.5k	61.02	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$208k	NEW	2.8k	75.48	View chart
Abbvie (ABBV)	0.1	$207k	NEW	1.1k	182.15	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$206k	NEW	2.3k	89.20	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$203k	NEW	2.2k	91.86	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$178k		22k	8.25	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 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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