Kaydan Wealth Management

Kaydan Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Kaydan Wealth Management

Kaydan Wealth Management holds 108 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 10.7 $32M 184k 175.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.4 $28M 142k 198.18
Vanguard Index Fds Value Etf (VTV) 9.4 $28M 166k 169.30
Ishares Tr 7-10 Yr Trsy Bd (IEF) 8.7 $26M 282k 92.45
Ishares Tr Russell 2000 Etf (IWM) 7.0 $21M 96k 220.96
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 7.0 $21M 276k 76.46
Ishares Tr 20 Yr Tr Bd Etf (TLT) 6.2 $19M 215k 87.33
Ishares Gold Tr Ishares New (IAU) 3.9 $12M 237k 49.51
Proshares Tr Short Qqq (PSQ) 3.6 $11M 287k 37.40
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 3.5 $11M 962k 11.01
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $4.9M 17k 289.81
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.5 $4.5M 51k 87.82
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $4.1M 65k 62.31
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $3.7M 19k 195.83
First Tr Value Line Divid In SHS (FVD) 1.2 $3.6M 83k 43.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $3.4M 6.7k 511.23
Raymond James Financial (RJF) 1.1 $3.3M 21k 155.33
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.6M 4.4k 588.71
Apple (AAPL) 0.8 $2.5M 10k 250.42
Vanguard Index Fds Growth Etf (VUG) 0.8 $2.5M 6.2k 410.44
Ishares Tr Core Msci Eafe (IEFA) 0.8 $2.5M 36k 70.28
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.8 $2.3M 30k 78.46
Microsoft Corporation (MSFT) 0.7 $2.1M 4.9k 421.53
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $2.1M 20k 101.53
Stryker Corporation (SYK) 0.7 $2.0M 5.7k 360.05
Ishares Tr Select Divid Etf (DVY) 0.7 $2.0M 16k 131.30
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.5 $1.6M 14k 115.72
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.6M 18k 88.79
Ishares Tr Dow Jones Us Etf (IYY) 0.4 $1.3M 9.3k 143.09
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.4 $1.2M 11k 104.30
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.1M 7.2k 159.52
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $1.1M 22k 50.97
General Motors Company (GM) 0.4 $1.1M 21k 53.27
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.4 $1.1M 18k 59.14
Select Sector Spdr Tr Technology (XLK) 0.3 $1.0M 4.3k 232.52
JPMorgan Chase & Co. (JPM) 0.3 $978k 4.1k 239.71
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $957k 16k 58.93
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $942k 23k 40.34
Dbx Etf Tr Xtrack Msci All (DBAW) 0.3 $941k 28k 33.96
Ishares Tr U S Equity Factr (LRGF) 0.3 $893k 15k 60.35
Flexshares Tr Qlt Div Def Idx (QDEF) 0.3 $822k 12k 70.22
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $817k 8.8k 92.72
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $816k 2.0k 401.58
Oshkosh Corporation (OSK) 0.3 $759k 8.0k 95.07
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $748k 5.8k 128.64
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $704k 1.2k 569.58
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $698k 9.0k 77.79
Fortinet (FTNT) 0.2 $692k 7.3k 94.48
Oracle Corporation (ORCL) 0.2 $678k 4.1k 166.64
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $668k 5.1k 132.10
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $620k 6.9k 90.42
Wal-Mart Stores (WMT) 0.2 $610k 6.8k 90.35
Caterpillar (CAT) 0.2 $608k 1.7k 362.76
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.2 $593k 34k 17.53
Select Sector Spdr Tr Financial (XLF) 0.2 $591k 12k 48.33
Johnson & Johnson (JNJ) 0.2 $590k 4.1k 144.63
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $572k 13k 42.97
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $556k 15k 37.42
Home Depot (HD) 0.2 $525k 1.3k 389.03
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $504k 1.2k 425.50
Exxon Mobil Corporation (XOM) 0.2 $501k 4.7k 107.57
Alphabet Cap Stk Cl C (GOOG) 0.2 $494k 2.6k 190.44
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $453k 3.3k 137.57
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $444k 7.5k 59.06
Amgen (AMGN) 0.1 $432k 1.7k 260.64
Ford Motor Company (F) 0.1 $425k 43k 9.90
At&t (T) 0.1 $423k 19k 22.77
Coca-Cola Company (KO) 0.1 $419k 6.7k 62.26
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $418k 5.2k 79.99
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $411k 5.4k 76.15
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $408k 8.0k 51.01
Trinet (TNET) 0.1 $382k 4.2k 90.77
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $374k 5.0k 75.53
Mastercard Incorporated Cl A (MA) 0.1 $371k 705.00 526.57
CSX Corporation (CSX) 0.1 $366k 11k 32.27
UnitedHealth (UNH) 0.1 $353k 697.00 505.86
Procter & Gamble Company (PG) 0.1 $344k 2.1k 167.65
DTE Energy Company (DTE) 0.1 $338k 2.8k 120.75
Lockheed Martin Corporation (LMT) 0.1 $331k 682.00 485.94
Texas Instruments Incorporated (TXN) 0.1 $318k 1.7k 187.51
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $310k 2.7k 115.22
Cisco Systems (CSCO) 0.1 $305k 5.2k 59.20
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $303k 16k 19.43
Deere & Company (DE) 0.1 $292k 689.00 423.70
Merck & Co (MRK) 0.1 $289k 2.9k 99.48
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $284k 14k 20.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $273k 603.00 453.28
Southern Company (SO) 0.1 $273k 3.3k 82.34
AFLAC Incorporated (AFL) 0.1 $270k 2.6k 103.47
Canadian Natl Ry (CNI) 0.1 $263k 2.6k 101.51
Amazon (AMZN) 0.1 $262k 1.2k 219.39
Ishares Tr Morningstar Grwt (ILCG) 0.1 $247k 2.8k 89.60
Vanguard World Mega Grwth Ind (MGK) 0.1 $246k 717.00 343.41
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $243k 13k 19.48
Ishares Core Msci Emkt (IEMG) 0.1 $235k 4.5k 52.22
Pepsi (PEP) 0.1 $228k 1.5k 152.13
Raytheon Technologies Corp (RTX) 0.1 $223k 1.9k 115.72
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) 0.1 $220k 4.4k 49.53
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.1 $216k 2.4k 89.77
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $216k 3.5k 62.51
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $215k 3.7k 58.28
Abbott Laboratories (ABT) 0.1 $214k 1.9k 113.16
Cummins (CMI) 0.1 $207k 595.00 348.60
Abbvie (ABBV) 0.1 $205k 1.2k 177.79
ConocoPhillips (COP) 0.1 $203k 2.1k 99.17
Eaton Corp SHS (ETN) 0.1 $203k 612.00 331.87
Walt Disney Company (DIS) 0.1 $201k 1.8k 111.35
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $178k 22k 8.28