Kaydan Wealth Management

Kaydan Wealth Management as of June 30, 2025

Portfolio Holdings for Kaydan Wealth Management

Kaydan Wealth Management holds 112 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 13.0 $40M 695k 57.01
Vanguard Index Fds Value Etf (VTV) 9.6 $29M 166k 176.74
Ishares Tr 1 3 Yr Treas Bd (SHY) 8.3 $25M 307k 82.86
Ishares Gold Tr Ishares New (IAU) 7.3 $22M 359k 62.36
Ishares Tr Core S&p Ttl Stk (ITOT) 7.0 $21M 157k 135.04
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.9 $18M 100k 181.74
Ishares Silver Tr Ishares (SLV) 5.1 $16M 476k 32.81
Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.5 $14M 143k 95.77
First Tr Exchange-traded A Com Shs (FTA) 2.4 $7.2M 91k 78.63
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.8 $5.4M 61k 88.25
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $5.3M 17k 303.93
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $5.1M 82k 62.02
Ishares Tr S&p 100 Etf (OEF) 1.6 $4.9M 16k 304.36
Ishares Tr Core Msci Eafe (IEFA) 1.4 $4.1M 49k 83.48
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $3.9M 19k 204.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $3.8M 6.8k 551.64
First Tr Exchange-traded SHS (FVD) 1.2 $3.7M 82k 44.70
Ishares Tr Core S&p500 Etf (IVV) 1.2 $3.7M 5.9k 620.95
Vanguard Index Fds Growth Etf (VUG) 1.2 $3.6M 8.1k 438.40
Ishares Tr Russell 2000 Etf (IWM) 1.1 $3.3M 15k 215.79
Raymond James Financial (RJF) 1.1 $3.2M 21k 153.37
First Tr Exchange-traded First Tr Enh New (FTSM) 1.0 $3.0M 50k 59.87
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.9 $2.7M 30k 90.17
Microsoft Corporation (MSFT) 0.9 $2.6M 5.2k 497.44
Stryker Corporation (SYK) 0.7 $2.2M 5.7k 395.63
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $2.2M 20k 110.10
Apple (AAPL) 0.7 $2.1M 10k 205.17
Ishares Tr Select Divid Etf (DVY) 0.7 $2.1M 16k 132.81
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.6M 17k 93.87
First Tr Exchange-traded A Com Shs (FNX) 0.5 $1.5M 13k 114.85
Ishares Tr Dow Jones Us Etf (IYY) 0.5 $1.4M 9.3k 150.87
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.2M 7.2k 173.27
General Motors Company (GM) 0.4 $1.2M 25k 49.21
First Tr Exchange-traded A Com Shs (FEX) 0.4 $1.2M 11k 109.96
JPMorgan Chase & Co. (JPM) 0.4 $1.2M 4.1k 289.91
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $1.2M 19k 62.74
Select Sector Spdr Tr Technology (XLK) 0.4 $1.1M 4.4k 253.23
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $1.1M 16k 69.09
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $1.0M 11k 90.89
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $987k 23k 42.27
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $975k 19k 50.12
Dbx Etf Tr Xtrack Msci All (DBAW) 0.3 $929k 25k 36.62
Oshkosh Corporation (OSK) 0.3 $907k 8.0k 113.54
Oracle Corporation (ORCL) 0.3 $893k 4.1k 218.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $870k 2.0k 424.58
Flexshares Tr Qlt Div Def Idx (QDEF) 0.3 $838k 11k 74.05
Ishares Tr U S Equity Factr (LRGF) 0.3 $831k 13k 64.13
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $826k 8.8k 93.79
Fortinet (FTNT) 0.2 $727k 6.9k 105.72
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $706k 8.6k 82.14
Bny Mellon Etf Trust Ii Concentrated Grw (BKCG) 0.2 $699k 20k 34.60
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $691k 1.2k 566.48
Wal-Mart Stores (WMT) 0.2 $660k 6.8k 97.78
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $650k 4.8k 135.73
Caterpillar (CAT) 0.2 $638k 1.6k 388.21
Select Sector Spdr Tr Financial (XLF) 0.2 $628k 12k 52.37
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $604k 15k 40.78
Ishares Core Msci Emkt (IEMG) 0.2 $594k 9.9k 60.03
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $522k 1.2k 440.65
At&t (T) 0.2 $518k 18k 28.94
Ford Motor Company (F) 0.2 $509k 47k 10.85
Exxon Mobil Corporation (XOM) 0.2 $495k 4.6k 107.80
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $482k 5.3k 90.12
Home Depot (HD) 0.2 $482k 1.3k 366.68
Coca-Cola Company (KO) 0.2 $466k 6.6k 70.75
Johnson & Johnson (JNJ) 0.2 $464k 3.0k 152.76
Alphabet Cap Stk Cl C (GOOG) 0.2 $459k 2.6k 177.39
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $456k 3.4k 134.79
Amgen (AMGN) 0.1 $453k 1.6k 279.21
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $432k 12k 35.28
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $430k 5.4k 79.66
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $426k 7.2k 59.26
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $397k 5.0k 80.23
Mastercard Incorporated Cl A (MA) 0.1 $379k 675.00 561.94
DTE Energy Company (DTE) 0.1 $371k 2.8k 132.46
CSX Corporation (CSX) 0.1 $370k 11k 32.63
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $363k 3.3k 109.29
Cisco Systems (CSCO) 0.1 $352k 5.1k 69.38
Ishares Tr Msci Eafe Etf (EFA) 0.1 $351k 3.9k 89.39
Deere & Company (DE) 0.1 $350k 689.00 508.49
Texas Instruments Incorporated (TXN) 0.1 $319k 1.5k 207.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $317k 653.00 485.77
Procter & Gamble Company (PG) 0.1 $317k 2.0k 159.32
Trinet (TNET) 0.1 $308k 4.2k 73.14
Lockheed Martin Corporation (LMT) 0.1 $303k 655.00 463.14
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $300k 15k 19.52
Southern Company (SO) 0.1 $286k 3.1k 91.82
Raytheon Technologies Corp (RTX) 0.1 $281k 1.9k 146.02
Amazon (AMZN) 0.1 $278k 1.3k 219.39
AFLAC Incorporated (AFL) 0.1 $275k 2.6k 105.45
Canadian Natl Ry (CNI) 0.1 $270k 2.6k 104.04
NVIDIA Corporation (NVDA) 0.1 $267k 1.7k 157.99
Ishares Tr Morningstar Grwt (ILCG) 0.1 $267k 2.8k 96.90
Vanguard World Mega Grwth Ind (MGK) 0.1 $259k 708.00 366.17
Abbott Laboratories (ABT) 0.1 $258k 1.9k 136.01
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $245k 13k 19.65
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $238k 12k 20.68
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.1 $236k 2.4k 98.31
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $231k 4.6k 49.82
Merck & Co (MRK) 0.1 $230k 2.9k 79.16
Philip Morris International (PM) 0.1 $226k 1.2k 182.13
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) 0.1 $225k 4.4k 50.56
Cigna Corp (CI) 0.1 $224k 678.00 330.58
Thomson Reuters Corp. (TRI) 0.1 $216k 1.1k 201.13
Abbvie (ABBV) 0.1 $215k 1.2k 185.59
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $214k 4.4k 49.26
Walt Disney Company (DIS) 0.1 $214k 1.7k 124.01
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $213k 3.5k 61.77
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $213k 2.9k 72.69
UnitedHealth (UNH) 0.1 $209k 669.00 311.97
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $208k 3.7k 56.49
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $191k 22k 8.89