Kaydan Wealth Management

Kaydan Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Kaydan Wealth Management

Kaydan Wealth Management holds 98 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 10.1 $25M 167k 149.50
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.9 $25M 155k 157.80
Proshares Tr Short Qqq New 8.9 $22M 2.3M 9.48
Ishares Tr 20 Yr Tr Bd Etf (TLT) 6.5 $16M 163k 98.88
Spdr Ser Tr Portfolio S&p600 (SPSM) 6.3 $16M 370k 42.18
Ishares Tr Msci Eafe Etf (EFA) 6.3 $15M 205k 75.35
Ishares Gold Tr Ishares New (IAU) 6.1 $15M 384k 39.03
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 5.2 $13M 964k 13.29
Vanguard Scottsdale Fds Long Term Treas (VGLT) 4.6 $11M 185k 61.53
Ishares Tr Core Msci Eafe (IEFA) 4.2 $10M 146k 70.35
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $4.3M 18k 237.22
Proshares Tr Short S&p 500 Ne 1.7 $4.2M 326k 12.99
First Tr Value Line Divid In SHS (FVD) 1.4 $3.5M 86k 40.56
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $3.3M 19k 170.40
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.3 $3.3M 41k 80.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $2.7M 6.6k 409.52
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $2.6M 9.4k 277.15
Raymond James Financial (RJF) 1.0 $2.4M 21k 111.50
Apple (AAPL) 0.9 $2.1M 11k 192.53
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.8 $2.0M 32k 64.09
Microsoft Corporation (MSFT) 0.8 $1.9M 4.9k 376.04
Ishares Tr Select Divid Etf (DVY) 0.8 $1.9M 16k 117.22
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.8M 9.0k 200.71
Stryker Corporation (SYK) 0.7 $1.7M 5.7k 299.46
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $1.6M 21k 78.03
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.6 $1.5M 15k 104.45
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.5M 20k 75.10
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.4M 4.4k 310.88
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.2M 2.5k 477.58
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.5 $1.1M 13k 90.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $1.1M 19k 57.96
Ishares Tr Dow Jones Us Etf (IYY) 0.4 $1.1M 9.3k 116.53
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $968k 21k 45.69
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.4 $953k 18k 51.67
Dbx Etf Tr Xtrack Msci All (DBAW) 0.4 $895k 30k 30.21
Ishares Tr U.s. Tech Etf (IYW) 0.4 $882k 7.2k 122.75
Oshkosh Corporation (OSK) 0.4 $866k 8.0k 108.41
Select Sector Spdr Tr Technology (XLK) 0.3 $845k 4.4k 192.48
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $822k 23k 35.20
Ishares Tr U S Equity Factr (LRGF) 0.3 $810k 17k 48.29
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $787k 9.3k 84.87
Johnson & Johnson (JNJ) 0.3 $680k 4.3k 156.75
JPMorgan Chase & Co. (JPM) 0.3 $678k 4.0k 170.10
General Motors Company (GM) 0.3 $674k 19k 35.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $662k 2.2k 303.17
Flexshares Tr Qlt Div Def Idx (QDEF) 0.3 $641k 11k 59.06
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $640k 5.1k 124.97
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $589k 1.2k 507.38
Ford Motor Company (F) 0.2 $578k 47k 12.19
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $515k 7.8k 66.38
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $508k 16k 32.64
Trinet (TNET) 0.2 $506k 4.3k 118.93
Caterpillar (CAT) 0.2 $496k 1.7k 295.67
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $478k 9.3k 51.66
Fortinet (FTNT) 0.2 $477k 8.2k 58.53
Home Depot (HD) 0.2 $453k 1.3k 346.55
Select Sector Spdr Tr Financial (XLF) 0.2 $451k 12k 37.60
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $446k 1.2k 376.87
Oracle Corporation (ORCL) 0.2 $444k 4.2k 105.43
UnitedHealth (UNH) 0.2 $440k 836.00 526.47
Pfizer (PFE) 0.2 $437k 15k 28.79
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.2 $433k 6.5k 67.13
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $426k 5.4k 79.34
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.2 $425k 8.3k 51.55
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $417k 3.1k 136.38
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $413k 3.9k 105.23
CSX Corporation (CSX) 0.2 $394k 11k 34.67
Alphabet Cap Stk Cl C (GOOG) 0.2 $393k 2.8k 140.93
Exxon Mobil Corporation (XOM) 0.2 $375k 3.8k 99.98
Comcast Corp Cl A (CMCSA) 0.1 $356k 8.1k 43.85
Wal-Mart Stores (WMT) 0.1 $351k 2.2k 157.65
Deere & Company (DE) 0.1 $349k 873.00 399.87
Coca-Cola Company (KO) 0.1 $347k 5.9k 58.93
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 0.1 $337k 16k 20.88
Canadian Natl Ry (CNI) 0.1 $326k 2.6k 125.63
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $319k 5.0k 64.45
Ginkgo Bioworks Holdings Cl A Shs 0.1 $318k 188k 1.69
DTE Energy Company (DTE) 0.1 $308k 2.8k 110.26
Texas Instruments Incorporated (TXN) 0.1 $308k 1.8k 170.46
Lockheed Martin Corporation (LMT) 0.1 $307k 678.00 453.24
Procter & Gamble Company (PG) 0.1 $299k 2.0k 146.54
Mastercard Incorporated Cl A (MA) 0.1 $297k 696.00 426.51
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $297k 15k 19.30
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $293k 14k 20.45
Cisco Systems (CSCO) 0.1 $265k 5.2k 50.52
Pepsi (PEP) 0.1 $255k 1.5k 169.80
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $247k 2.3k 108.25
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) 0.1 $234k 5.1k 45.54
Abbott Laboratories (ABT) 0.1 $232k 2.1k 110.05
Amazon (AMZN) 0.1 $224k 1.5k 151.94
Amgen (AMGN) 0.1 $221k 767.00 288.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $215k 603.00 356.66
AFLAC Incorporated (AFL) 0.1 $215k 2.6k 82.49
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $211k 736.00 286.41
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $210k 11k 19.45
Walt Disney Company (DIS) 0.1 $206k 2.3k 90.29
Cigna Corp (CI) 0.1 $203k 678.00 299.45
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $165k 22k 7.69