Sponsored

The Analysis of Kaydan Wealth Management, Inc.'s Holdings & P&L

Currently, Kaydan Wealth Management, Inc. holds 109 types of securities in its portfolio with a total value $299.0M. In the most recent quarter, they have increased their positions in N/A (+387.7K shares, valued at $14.7M), IJH (+4.0K shares, valued at $268.3K), N/A (+726 shares, valued at $259.7K); decreased their positions in N/A (-253.6K shares, valued at $22.4M), VEA (-228.7K shares, valued at $14.7M), ITOT (-99.0K shares, valued at $14.1M); initiated new positions in N/A (+387.7K shares, valued at $14.7M), N/A (+726 shares, valued at $259.7K), COP (+1.9K shares, valued at $252.4K).

1M P&L

+3.5M+1.32%

3M P&L

-18.6M-6.55%

HY P&L

-3.2M-1.20%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A219.8M

89.1%

2Farm & Heavy Construction Machinery3.3M

1.4%

3Asset Management3.1M

1.2%

Top Industries by Stock Count

1N/A62 stocks

62.6%

2Drug Manufacturers - General3 stocks

3.0%

3Farm & Heavy Construction Machinery3 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS166.0K shares-0.20%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS443.4K shares-34.03%2026-03-312026-04-29

FTSM FIRST TR EXCHANGE-TRADED FD419.5K shares0.98%2026-03-312026-04-29

IEF ISHARES TR193.8K shares-28.16%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T95.9K shares0.19%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR178.0K shares-58.76%2026-03-312026-04-29

PROSHARES TR PROSHARES TR387.7K sharesnew addition2026-03-312026-04-29

ITOT ISHARES TR103.1K shares-48.98%2026-03-312026-04-29

Sponsored

TLT ISHARES TR148.4K shares-0.30%2026-03-312026-04-29

FTA FIRST TR EXCHANGE-TRADED ALP88.8K shares-0.48%2026-03-312026-04-29

IJH ISHARES TR95.4K shares4.34%2026-03-312026-04-29

OEF ISHARES TR18.7K shares4.14%2026-03-312026-04-29

IEFA ISHARES TR58.4K shares4.63%2026-03-312026-04-29

VTI VANGUARD INDEX FDS16.1K shares-1.55%2026-03-312026-04-29

IWM ISHARES TR17.0K shares3.25%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS19.5K shares0.16%2026-03-312026-04-29

Sponsored

IVV ISHARES TR6.4K shares2.55%2026-03-312026-04-29

FVD FIRST TR EXCHANGE-TRADED FD86.0K shares2.28%2026-03-312026-04-29

VUG VANGUARD INDEX FDS8.9K shares1.81%2026-03-312026-04-29

RJF RAYMOND JAMES FINL INC21.2K shares0.00%2026-03-312026-04-29

TDIV FIRST TR EXCHANGE TRADED FD30.0K shares-0.36%2026-03-312026-04-29

AAPL APPLE INC10.4K shares3.03%2026-03-312026-04-29

DVY ISHARES TR16.2K shares1.43%2026-03-312026-04-29

IVW ISHARES TR20.5K shares0.10%2026-03-312026-04-29

Sponsored

MSFT MICROSOFT CORP5.4K shares3.01%2026-03-312026-04-29

SYK STRYKER CORPORATION5.7K shares0.07%2026-03-312026-04-29

FNX FIRST TR EXCHANGE-TRADED ALP12.0K shares-1.45%2026-03-312026-04-29

IYY ISHARES TR9.3K shares-0.13%2026-03-312026-04-29

USMV ISHARES TR15.4K shares-1.08%2026-03-312026-04-29

RDVY FIRST TR EXCHANGE TRADED FD19.6K shares2.40%2026-03-312026-04-29

IYW ISHARES TR7.2K shares0.00%2026-03-312026-04-29

FEX FIRST TR EXCHANGE-TRADED ALP10.6K shares-0.51%2026-03-312026-04-29

Sponsored

GM GENERAL MTRS CO16.9K shares-33.22%2026-03-312026-04-29

VXUS VANGUARD STAR FDS16.3K shares7.93%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO4.2K shares1.99%2026-03-312026-04-29

OSK OSHKOSH CORP8.0K shares0.00%2026-03-312026-04-29

CAT CATERPILLAR INC1.6K shares0.00%2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR8.7K shares-1.24%2026-03-312026-04-29

DON WISDOMTREE TR19.6K shares1.95%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T21.5K shares0.00%2026-03-312026-04-29

Sponsored

DE DEERE & CO1.8K shares0.00%2026-03-312026-04-29

DBAW DBX ETF TR23.4K shares-1.72%2026-03-312026-04-29

QDEF FLEXSHARES TR11.5K shares0.42%2026-03-312026-04-29

IWF ISHARES TR2.1K shares0.78%2026-03-312026-04-29

IEMG ISHARES INC12.3K shares6.25%2026-03-312026-04-29

MOAT VANECK ETF TRUST8.8K shares0.00%2026-03-312026-04-29

WMT WALMART INC6.8K shares0.83%2026-03-312026-04-29

XOM EXXON MOBIL CORP4.8K shares6.66%2026-03-312026-04-29

Sponsored

LRGF ISHARES TR12.0K shares-2.79%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON3.2K shares4.95%2026-03-312026-04-29

DLN WISDOMTREE TR8.5K shares0.32%2026-03-312026-04-29

MDY STATE STR SPDR S&P MIDCAP 401.2K shares0.00%2026-03-312026-04-29

ALPHABET INC ALPHABET INC2.6K shares8.45%2026-03-312026-04-29

SDY SPDR SERIES TRUST5.0K shares4.32%2026-03-312026-04-29

BKCG BNY MELLON ETF TRUST II20.2K shares0.00%2026-03-312026-04-29

SDVY FIRST TR EXCHANGE TRADED FD17.4K shares18.54%2026-03-312026-04-29

Sponsored

VIGI VANGUARD WHITEHALL FDS7.1K shares25.80%2026-03-312026-04-29

ORCL ORACLE CORP4.1K shares0.66%2026-03-312026-04-29

AMGN AMGEN INC1.6K shares0.00%2026-03-312026-04-29

T AT&T INC19.2K shares6.57%2026-03-312026-04-29

XLF SELECT SECTOR SPDR TR11.2K shares4.36%2026-03-312026-04-29

RSPT INVESCO EXCHANGE TRADED FD T12.2K shares-7.52%2026-03-312026-04-29

DIA STATE STR SPDR DOW JONES IND1.2K shares0.00%2026-03-312026-04-29

KO COCA COLA CO6.6K shares0.00%2026-03-312026-04-29

Sponsored

XLV SELECT SECTOR SPDR TR3.2K shares7.11%2026-03-312026-04-29

CSX CSX CORP11.3K shares0.00%2026-03-312026-04-29

IMCB ISHARES TR5.4K shares0.00%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE1.6K shares0.00%2026-03-312026-04-29

HD HOME DEPOT INC1.4K shares2.82%2026-03-312026-04-29

FV FIRST TR EXCHANGE TRADED FD7.2K shares0.00%2026-03-312026-04-29

DTE DTE ENERGY CO2.8K shares0.00%2026-03-312026-04-29

F FORD MTR CO35.4K shares0.00%2026-03-312026-04-29

Sponsored

CSCO CISCO SYS INC5.2K shares3.04%2026-03-312026-04-29

NVDA NVIDIA CORPORATION2.3K shares36.73%2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP659 shares0.92%2026-03-312026-04-29

IJR ISHARES TR3.2K shares1.11%2026-03-312026-04-29

IMCG ISHARES TR5.0K shares0.00%2026-03-312026-04-29

EFA ISHARES TR3.8K shares-0.87%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC2.9K shares-0.07%2026-03-312026-04-29

GEV GE VERNOVA INC395 shares0.00%2026-03-312026-04-29

Sponsored

MA MASTERCARD INCORPORATED687 shares2.38%2026-03-312026-04-29

AMZN AMAZON COM INC1.6K shares23.24%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL653 shares0.00%2026-03-312026-04-29

CMI CUMMINS INC574 shares0.88%2026-03-312026-04-29

CTAS CINTAS CORP1.8K shares-0.17%2026-03-312026-04-29

BSCQ INVESCO EXCH TRD SLF IDX FD15.4K shares0.00%2026-03-312026-04-29

PG PROCTER & GAMBLE CO2.1K shares3.56%2026-03-312026-04-29

TXN TEXAS INSTRS INC1.5K shares1.54%2026-03-312026-04-29

Sponsored

SO SOUTHERN CO3.1K shares0.00%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.0K shares4.04%2026-03-312026-04-29

AFL AFLAC INC2.6K shares0.00%2026-03-312026-04-29

ABBV ABBVIE INC1.3K shares8.05%2026-03-312026-04-29

CNI CANADIAN NATL RY CO2.6K shares0.00%2026-03-312026-04-29

ILCG ISHARES TR2.8K shares0.00%2026-03-312026-04-29

EATON CORP PLC EATON CORP PLC726 sharesnew addition2026-03-312026-04-29

RZG INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2026-03-312026-04-29

Sponsored

COP CONOCOPHILLIPS1.9K sharesnew addition2026-03-312026-04-29

BSCR INVESCO EXCH TRD SLF IDX FD12.5K shares0.01%2026-03-312026-04-29

MGK VANGUARD WORLD FD663 shares-0.75%2026-03-312026-04-29

QQQE DIREXION SHARES ETF TRUST2.4K shares-0.29%2026-03-312026-04-29

EZM WISDOMTREE TR3.5K shares0.00%2026-03-312026-04-29

IYH ISHARES TR3.7K shares0.00%2026-03-312026-04-29

SPYM SPDR SERIES TRUST3.0K shares0.85%2026-03-312026-04-29

IBB ISHARES TR1.3K shares0.00%2026-03-312026-04-29

Sponsored

SMH VANECK ETF TRUST552 sharesnew addition2026-03-312026-04-29

LMBS FIRST TR EXCHANGE-TRADED FD4.1K shares0.00%2026-03-312026-04-29

ABT ABBOTT LABORATORIES2.0K shares3.75%2026-03-312026-04-29

V VISA INC664 sharesnew addition2026-03-312026-04-29

BDJ BLACKROCK ENHANCED EQUITY DI21.5K shares0.00%2026-03-312026-04-29

VTV

VANGUARD INDEX FDS

-0.20%

Shares166.0K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

-34.03%

Shares443.4K

Event2026-03-31

Filed2026-04-29

FTSM

FIRST TR EXCHANGE-TRADED FD

0.98%

Shares419.5K

Event2026-03-31

Filed2026-04-29

IEF

ISHARES TR

-28.16%

Shares193.8K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

0.19%

Shares95.9K

Event2026-03-31

Filed2026-04-29

ISHARES GOLD TR

-58.76%

Shares178.0K

Event2026-03-31

Filed2026-04-29

PROSHARES TR

New

Shares387.7K

Event2026-03-31

Filed2026-04-29

ITOT

ISHARES TR

-48.98%

Shares103.1K

Event2026-03-31

Filed2026-04-29

TLT

ISHARES TR

-0.30%

Shares148.4K

Event2026-03-31

Filed2026-04-29

FTA

FIRST TR EXCHANGE-TRADED ALP

-0.48%

Shares88.8K

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

4.34%

Shares95.4K

Event2026-03-31

Filed2026-04-29

OEF

ISHARES TR

4.14%

Shares18.7K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

4.63%

Shares58.4K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

-1.55%

Shares16.1K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

3.25%

Shares17.0K

Event2026-03-31

Filed2026-04-29

VIG

VANGUARD SPECIALIZED FUNDS

0.16%

Shares19.5K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

2.55%

Shares6.4K

Event2026-03-31

Filed2026-04-29

FVD

FIRST TR EXCHANGE-TRADED FD

2.28%

Shares86.0K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

1.81%

Shares8.9K

Event2026-03-31

Filed2026-04-29

RJF

RAYMOND JAMES FINL INC

0.00%

Shares21.2K

Event2026-03-31

Filed2026-04-29

TDIV

FIRST TR EXCHANGE TRADED FD

-0.36%

Shares30.0K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

3.03%

Shares10.4K

Event2026-03-31

Filed2026-04-29

DVY

ISHARES TR

1.43%

Shares16.2K

Event2026-03-31

Filed2026-04-29

IVW

ISHARES TR

0.10%

Shares20.5K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

3.01%

Shares5.4K

Event2026-03-31

Filed2026-04-29

SYK

STRYKER CORPORATION

0.07%

Shares5.7K

Event2026-03-31

Filed2026-04-29

FNX

FIRST TR EXCHANGE-TRADED ALP

-1.45%

Shares12.0K

Event2026-03-31

Filed2026-04-29

IYY

ISHARES TR

-0.13%

Shares9.3K

Event2026-03-31

Filed2026-04-29

USMV

ISHARES TR

-1.08%

Shares15.4K

Event2026-03-31

Filed2026-04-29

RDVY

FIRST TR EXCHANGE TRADED FD

2.40%

Shares19.6K

Event2026-03-31

Filed2026-04-29

IYW

ISHARES TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-29

FEX

FIRST TR EXCHANGE-TRADED ALP

-0.51%

Shares10.6K

Event2026-03-31

Filed2026-04-29

GENERAL MTRS CO

-33.22%

Shares16.9K

Event2026-03-31

Filed2026-04-29

VXUS

VANGUARD STAR FDS

7.93%

Shares16.3K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

1.99%

Shares4.2K

Event2026-03-31

Filed2026-04-29

OSK

OSHKOSH CORP

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-29

XLK

SELECT SECTOR SPDR TR

-1.24%

Shares8.7K

Event2026-03-31

Filed2026-04-29

DON

WISDOMTREE TR

1.95%

Shares19.6K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

0.00%

Shares21.5K

Event2026-03-31

Filed2026-04-29

DEERE & CO

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-29

DBAW

DBX ETF TR

-1.72%

Shares23.4K

Event2026-03-31

Filed2026-04-29

QDEF

FLEXSHARES TR

0.42%

Shares11.5K

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

0.78%

Shares2.1K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

6.25%

Shares12.3K

Event2026-03-31

Filed2026-04-29

MOAT

VANECK ETF TRUST

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

0.83%

Shares6.8K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

6.66%

Shares4.8K

Event2026-03-31

Filed2026-04-29

LRGF

ISHARES TR

-2.79%

Shares12.0K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

4.95%

Shares3.2K

Event2026-03-31

Filed2026-04-29

DLN

WISDOMTREE TR

0.32%

Shares8.5K

Event2026-03-31

Filed2026-04-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

8.45%

Shares2.6K

Event2026-03-31

Filed2026-04-29

SDY

SPDR SERIES TRUST

4.32%

Shares5.0K

Event2026-03-31

Filed2026-04-29

BKCG

BNY MELLON ETF TRUST II

0.00%

Shares20.2K

Event2026-03-31

Filed2026-04-29

SDVY

FIRST TR EXCHANGE TRADED FD

18.54%

Shares17.4K

Event2026-03-31

Filed2026-04-29

VIGI

VANGUARD WHITEHALL FDS

25.80%

Shares7.1K

Event2026-03-31

Filed2026-04-29

ORCL

ORACLE CORP

0.66%

Shares4.1K

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-29

AT&T INC

6.57%

Shares19.2K

Event2026-03-31

Filed2026-04-29

XLF

SELECT SECTOR SPDR TR

4.36%

Shares11.2K

Event2026-03-31

Filed2026-04-29

RSPT

INVESCO EXCHANGE TRADED FD T

-7.52%

Shares12.2K

Event2026-03-31

Filed2026-04-29

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-29

COCA COLA CO

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-29

XLV

SELECT SECTOR SPDR TR

7.11%

Shares3.2K

Event2026-03-31

Filed2026-04-29

CSX

CSX CORP

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-29

IMCB

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-29

GE AEROSPACE

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

2.82%

Shares1.4K

Event2026-03-31

Filed2026-04-29

FIRST TR EXCHANGE TRADED FD

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-29

DTE

DTE ENERGY CO

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-29

FORD MTR CO

0.00%

Shares35.4K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

3.04%

Shares5.2K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

36.73%

Shares2.3K

Event2026-03-31

Filed2026-04-29

LMT

LOCKHEED MARTIN CORP

0.92%

Shares659

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

1.11%

Shares3.2K

Event2026-03-31

Filed2026-04-29

IMCG

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-29

EFA

ISHARES TR

-0.87%

Shares3.8K

Event2026-03-31

Filed2026-04-29

MERCK & CO INC

-0.07%

Shares2.9K

Event2026-03-31

Filed2026-04-29

GEV

GE VERNOVA INC

0.00%

Shares395

Event2026-03-31

Filed2026-04-29

MASTERCARD INCORPORATED

2.38%

Shares687

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

23.24%

Shares1.6K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares653

Event2026-03-31

Filed2026-04-29

CMI

CUMMINS INC

0.88%

Shares574

Event2026-03-31

Filed2026-04-29

CTAS

CINTAS CORP

-0.17%

Shares1.8K

Event2026-03-31

Filed2026-04-29

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares15.4K

Event2026-03-31

Filed2026-04-29

PROCTER & GAMBLE CO

3.56%

Shares2.1K

Event2026-03-31

Filed2026-04-29

TXN

TEXAS INSTRS INC

1.54%

Shares1.5K

Event2026-03-31

Filed2026-04-29

SOUTHERN CO

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

4.04%

Shares1.0K

Event2026-03-31

Filed2026-04-29

AFL

AFLAC INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

8.05%

Shares1.3K

Event2026-03-31

Filed2026-04-29

CNI

CANADIAN NATL RY CO

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-29

ILCG

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-29

EATON CORP PLC

New

Shares726

Event2026-03-31

Filed2026-04-29

RZG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-29

COP

CONOCOPHILLIPS

New

Shares1.9K

Event2026-03-31

Filed2026-04-29

BSCR

INVESCO EXCH TRD SLF IDX FD

0.01%

Shares12.5K

Event2026-03-31

Filed2026-04-29

MGK

VANGUARD WORLD FD

-0.75%

Shares663

Event2026-03-31

Filed2026-04-29

QQQE

DIREXION SHARES ETF TRUST

-0.29%

Shares2.4K

Event2026-03-31

Filed2026-04-29

EZM

WISDOMTREE TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-29

IYH

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

0.85%

Shares3.0K

Event2026-03-31

Filed2026-04-29

IBB

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-29

SMH

VANECK ETF TRUST

New

Shares552

Event2026-03-31

Filed2026-04-29

LMBS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-29

ABT

ABBOTT LABORATORIES

3.75%

Shares2.0K

Event2026-03-31

Filed2026-04-29

VISA INC

New

Shares664

Event2026-03-31

Filed2026-04-29

BDJ

BLACKROCK ENHANCED EQUITY DI

0.00%

Shares21.5K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available