Sponsored
The Analysis of Kaydan Wealth Management, Inc.'s Holdings & P&L
Currently, Kaydan Wealth Management, Inc. holds 115 types of securities in its portfolio with a total value $328.1M. In the most recent quarter, they have increased their positions in IWM (+53.5K shares, valued at $16.1M), EEM (+232.5K shares, valued at $15.9M), N/A (+20.5K shares, valued at $7.6M); decreased their positions in IAU (-173.0K shares, valued at $13.1M), TLT (-85.8K shares, valued at $7.4M), IEF (-74.6K shares, valued at $7.1M); initiated new positions in EEM (+232.5K shares, valued at $15.9M), QQQ (+6.7K shares, valued at $4.9M), FTCS (+10.9K shares, valued at $1.0M).
1M P&L
-3.4M-1.13%
3M P&L
+3.8M+1.29%
HY P&L
+15.4M+5.41%
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/A271.0M
90.7%
2Farm & Heavy Construction Machinery4.1M
1.4%
3Asset Management3.2M
1.1%
Top Industries by Stock Count
1N/A64 stocks
62.7%
2Drug Manufacturers - General4 stocks
3.9%
3Farm & Heavy Construction Machinery3 stocks
2.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VTV
2.79%VANGUARD INDEX FDS
Shares170.6K
Event2026-06-30
Filed2026-07-24
VEA
0.74%VANGUARD TAX-MANAGED FDS
Shares446.7K
Event2026-06-30
Filed2026-07-24
FTSM
-1.71%FIRST TR EXCHANGE-TRADED FD
Shares412.4K
Event2026-06-30
Filed2026-07-24
IWM
314.93%ISHARES TR
Shares70.4K
Event2026-06-30
Filed2026-07-24
RSP
1.52%INVESCO EXCHANGE TRADED FD T
Shares97.3K
Event2026-06-30
Filed2026-07-24
ITOT
1.45%ISHARES TR
Shares104.6K
Event2026-06-30
Filed2026-07-24
EEM
NewISHARES TR
Shares232.5K
Event2026-06-30
Filed2026-07-24
VANGUARD INDEX FDS
126.91%VANGUARD INDEX FDS
Shares36.6K
Event2026-06-30
Filed2026-07-24
IEF
-38.47%ISHARES TR
Shares119.3K
Event2026-06-30
Filed2026-07-24
FTA
-2.49%FIRST TR EXCHANGE-TRADED ALP
Shares86.6K
Event2026-06-30
Filed2026-07-24
IJH
2.33%ISHARES TR
Shares97.7K
Event2026-06-30
Filed2026-07-24
OEF
1.64%ISHARES TR
Shares19.0K
Event2026-06-30
Filed2026-07-24
ISHARES TR
1.99%ISHARES TR
Shares59.6K
Event2026-06-30
Filed2026-07-24
TLT
-57.85%ISHARES TR
Shares62.5K
Event2026-06-30
Filed2026-07-24
QQQ
NewINVESCO QQQ TR
Shares6.7K
Event2026-06-30
Filed2026-07-24
ISHARES TR
2.19%ISHARES TR
Shares6.5K
Event2026-06-30
Filed2026-07-24
VIG
0.93%VANGUARD SPECIALIZED FUNDS
Shares19.7K
Event2026-06-30
Filed2026-07-24
VUG
503.35%VANGUARD INDEX FDS
Shares53.5K
Event2026-06-30
Filed2026-07-24
FVD
0.99%FIRST TR EXCHANGE-TRADED FD
Shares86.9K
Event2026-06-30
Filed2026-07-24
TDIV
-0.17%FIRST TR EXCHANGE TRADED FD
Shares29.9K
Event2026-06-30
Filed2026-07-24
RJF
0.00%RAYMOND JAMES FINL INC
Shares21.2K
Event2026-06-30
Filed2026-07-24
AAPL
0.91%APPLE INC
Shares10.5K
Event2026-06-30
Filed2026-07-24
IVW
2.13%ISHARES TR
Shares20.9K
Event2026-06-30
Filed2026-07-24
DVY
0.20%ISHARES TR
Shares16.2K
Event2026-06-30
Filed2026-07-24
MSFT
-5.22%MICROSOFT CORP
Shares5.2K
Event2026-06-30
Filed2026-07-24
IYW
0.00%ISHARES TR
Shares7.2K
Event2026-06-30
Filed2026-07-24
FNX
0.98%FIRST TR EXCHANGE-TRADED ALP
Shares12.1K
Event2026-06-30
Filed2026-07-24
CAT
0.43%CATERPILLAR INC
Shares1.6K
Event2026-06-30
Filed2026-07-24
IYY
0.00%ISHARES TR
Shares9.3K
Event2026-06-30
Filed2026-07-24
XLK
-1.34%SELECT SECTOR SPDR TR
Shares8.6K
Event2026-06-30
Filed2026-07-24
RDVY
2.38%FIRST TR EXCHANGE TRADED FD
Shares20.1K
Event2026-06-30
Filed2026-07-24
VXUS
13.04%VANGUARD STAR FDS
Shares18.4K
Event2026-06-30
Filed2026-07-24
FEX
-0.54%FIRST TR EXCHANGE-TRADED ALP
Shares10.6K
Event2026-06-30
Filed2026-07-24
USMV
-5.72%ISHARES TR
Shares14.5K
Event2026-06-30
Filed2026-07-24
JPMORGAN CHASE & CO
-0.76%JPMORGAN CHASE & CO
Shares4.2K
Event2026-06-30
Filed2026-07-24
SYK
-28.24%STRYKER CORPORATION
Shares4.1K
Event2026-06-30
Filed2026-07-24
GM
-2.02%GENERAL MTRS CO
Shares16.5K
Event2026-06-30
Filed2026-07-24
OSK
0.00%OSHKOSH CORP
Shares8.0K
Event2026-06-30
Filed2026-07-24
PRF
0.00%INVESCO EXCHANGE TRADED FD T
Shares21.5K
Event2026-06-30
Filed2026-07-24
DON
2.34%WISDOMTREE TR
Shares20.0K
Event2026-06-30
Filed2026-07-24
DE
0.00%DEERE & CO
Shares1.8K
Event2026-06-30
Filed2026-07-24
DBAW
-1.82%DBX ETF TR
Shares23.0K
Event2026-06-30
Filed2026-07-24
IEMG
1.56%ISHARES INC
Shares12.5K
Event2026-06-30
Filed2026-07-24
QDEF
2.59%FLEXSHARES TR
Shares11.8K
Event2026-06-30
Filed2026-07-24
IWF
299.81%ISHARES TR
Shares8.2K
Event2026-06-30
Filed2026-07-24
FTCS
NewFIRST TR EXCHANGE-TRADED FD
Shares10.9K
Event2026-06-30
Filed2026-07-24
MOAT
0.00%VANECK ETF TRUST
Shares8.8K
Event2026-06-30
Filed2026-07-24
LRGF
0.33%ISHARES TR
Shares12.1K
Event2026-06-30
Filed2026-07-24
GOOG
-4.09%ALPHABET INC
Shares2.5K
Event2026-06-30
Filed2026-07-24
JNJ
3.46%JOHNSON & JOHNSON
Shares3.3K
Event2026-06-30
Filed2026-07-24
MDY
-2.54%STATE STR SPDR S&P MIDCAP 40
Shares1.2K
Event2026-06-30
Filed2026-07-24
DLN
0.74%WISDOMTREE TR
Shares8.6K
Event2026-06-30
Filed2026-07-24
SDVY
9.33%FIRST TR EXCHANGE TRADED FD
Shares19.0K
Event2026-06-30
Filed2026-07-24
RSPT
1.67%INVESCO EXCHANGE TRADED FD T
Shares12.4K
Event2026-06-30
Filed2026-07-24
BKCG
0.00%BNY MELLON ETF TRUST II
Shares20.2K
Event2026-06-30
Filed2026-07-24
SDY
-1.98%SPDR SERIES TRUST
Shares4.9K
Event2026-06-30
Filed2026-07-24
WMT
-3.05%WALMART INC
Shares6.6K
Event2026-06-30
Filed2026-07-24
VIGI
6.71%VANGUARD WHITEHALL FDS
Shares7.6K
Event2026-06-30
Filed2026-07-24
FTNT
NewFORTINET INC
Shares4.6K
Event2026-06-30
Filed2026-07-24
EXXON MOBIL CORP
0.00%EXXON MOBIL CORP
Shares4.8K
Event2026-06-30
Filed2026-07-24
DIA
0.00%STATE STR SPDR DOW JONES IND
Shares1.2K
Event2026-06-30
Filed2026-07-24
XLF
1.93%SELECT SECTOR SPDR TR
Shares11.4K
Event2026-06-30
Filed2026-07-24
CISCO SYS INC
0.00%CISCO SYS INC
Shares5.2K
Event2026-06-30
Filed2026-07-24
ORACLE CORP
-0.32%ORACLE CORP
Shares4.1K
Event2026-06-30
Filed2026-07-24
AMGN
0.00%AMGEN INC
Shares1.6K
Event2026-06-30
Filed2026-07-24
XLV
10.15%SELECT SECTOR SPDR TR
Shares3.5K
Event2026-06-30
Filed2026-07-24
CSX
0.00%CSX CORP
Shares11.3K
Event2026-06-30
Filed2026-07-24
KO
0.00%COCA COLA CO
Shares6.6K
Event2026-06-30
Filed2026-07-24
FV
-1.75%FIRST TR EXCHANGE TRADED FD
Shares7.1K
Event2026-06-30
Filed2026-07-24
IMCB
0.00%ISHARES TR
Shares5.4K
Event2026-06-30
Filed2026-07-24
F
3.82%FORD MTR CO
Shares36.8K
Event2026-06-30
Filed2026-07-24
GE
-14.08%GE AEROSPACE
Shares1.4K
Event2026-06-30
Filed2026-07-24
IMCG
0.00%ISHARES TR
Shares5.0K
Event2026-06-30
Filed2026-07-24
IJR
0.50%ISHARES TR
Shares3.2K
Event2026-06-30
Filed2026-07-24
HD
-1.41%HOME DEPOT INC
Shares1.3K
Event2026-06-30
Filed2026-07-24
TXN
1.91%TEXAS INSTRS INC
Shares1.5K
Event2026-06-30
Filed2026-07-24
DTE
0.00%DTE ENERGY CO
Shares2.8K
Event2026-06-30
Filed2026-07-24
NVDA
-10.18%NVIDIA CORPORATION
Shares2.1K
Event2026-06-30
Filed2026-07-24
CMI
0.00%CUMMINS INC
Shares574
Event2026-06-30
Filed2026-07-24
T
0.35%AT&T INC
Shares19.3K
Event2026-06-30
Filed2026-07-24
GEV
-14.18%GE VERNOVA INC
Shares339
Event2026-06-30
Filed2026-07-24
EFA
-2.99%ISHARES TR
Shares3.7K
Event2026-06-30
Filed2026-07-24
MRK
0.00%MERCK & CO INC
Shares2.9K
Event2026-06-30
Filed2026-07-24
IAU
-97.20%ISHARES GOLD TR
Shares5.0K
Event2026-06-30
Filed2026-07-24
RTX CORPORATION
NewRTX CORPORATION
Shares1.9K
Event2026-06-30
Filed2026-07-24
GOOGL
0.60%ALPHABET INC
Shares1.0K
Event2026-06-30
Filed2026-07-24
PG
16.61%PROCTER & GAMBLE CO
Shares2.4K
Event2026-06-30
Filed2026-07-24
LMT
3.95%LOCKHEED MARTIN CORP
Shares685
Event2026-06-30
Filed2026-07-24
MASTERCARD INCORPORATED
-1.31%MASTERCARD INCORPORATED
Shares678
Event2026-06-30
Filed2026-07-24
AMZN
-6.48%AMAZON COM INC
Shares1.5K
Event2026-06-30
Filed2026-07-24
SMH
-9.06%VANECK ETF TRUST
Shares502
Event2026-06-30
Filed2026-07-24
BRK.B
0.00%BERKSHIRE HATHAWAY INC DEL
Shares653
Event2026-06-30
Filed2026-07-24
RZG
0.00%INVESCO EXCHANGE TRADED FD T
Shares4.4K
Event2026-06-30
Filed2026-07-24
ILCG
0.00%ISHARES TR
Shares2.8K
Event2026-06-30
Filed2026-07-24
CNI
0.00%CANADIAN NATL RY CO
Shares2.6K
Event2026-06-30
Filed2026-07-24
AFL
0.00%AFLAC INC
Shares2.6K
Event2026-06-30
Filed2026-07-24
CTAS
0.00%CINTAS CORP
Shares1.8K
Event2026-06-30
Filed2026-07-24
ETN
-2.07%EATON CORP PLC
Shares711
Event2026-06-30
Filed2026-07-24
ABBVIE INC
-6.74%ABBVIE INC
Shares1.2K
Event2026-06-30
Filed2026-07-24
QQQE
-0.17%DIREXION SHARES ETF TRUST
Shares2.4K
Event2026-06-30
Filed2026-07-24
SOUTHERN CO
0.00%SOUTHERN CO
Shares3.1K
Event2026-06-30
Filed2026-07-24
MGK
397.74%VANGUARD WORLD FD
Shares3.3K
Event2026-06-30
Filed2026-07-24
BSCQ
-11.05%INVESCO EXCH TRD SLF IDX FD
Shares13.7K
Event2026-06-30
Filed2026-07-24
VISA INC
15.81%VISA INC
Shares769
Event2026-06-30
Filed2026-07-24
EZM
0.00%WISDOMTREE TR
Shares3.5K
Event2026-06-30
Filed2026-07-24
SPDR SERIES TRUST
-0.81%SPDR SERIES TRUST
Shares2.9K
Event2026-06-30
Filed2026-07-24
IBB
0.61%ISHARES TR
Shares1.3K
Event2026-06-30
Filed2026-07-24
IYH
0.00%ISHARES TR
Shares3.7K
Event2026-06-30
Filed2026-07-24
BSCR
-2.06%INVESCO EXCH TRD SLF IDX FD
Shares12.3K
Event2026-06-30
Filed2026-07-24
MO
NewALTRIA GROUP INC
Shares3.3K
Event2026-06-30
Filed2026-07-24
LLY
NewELI LILLY & CO
Shares199
Event2026-06-30
Filed2026-07-24
BAC
NewBANK OF AMER CORP
Shares4.0K
Event2026-06-30
Filed2026-07-24
TNET
NewTRINET GROUP INC
Shares4.2K
Event2026-06-30
Filed2026-07-24
BDJ
0.00%BLACKROCK ENHANCED EQUITY DI
Shares21.5K
Event2026-06-30
Filed2026-07-24
LMBS
0.00%FIRST TR EXCHANGE-TRADED FD
Shares4.1K
Event2026-06-30
Filed2026-07-24
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available