The Analysis of Kaydan Wealth Management, Inc.'s Holdings
Currently, Kaydan Wealth Management, Inc. holds 113 types of securities in its portfolio with a total value $350.0M. In the most recent quarter, they have increased their positions in IEF (+127.7K shares, valued at $12.3M), ITOT (+49.0K shares, valued at $7.1M), IEMG (+106.3K shares, valued at $7.0M); decreased their positions in SLV (-219.2K shares, valued at $9.3M), SHY (-107.1K shares, valued at $8.9M), VEA (-15.9K shares, valued at $950.0K); initiated new positions in VO (+23.1K shares, valued at $6.8M), GE (+1.6K shares, valued at $476.5K), CTAS (+1.8K shares, valued at $369.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS678.6K shares-2.28%2025-09-302025-10-17
IAU ISHARES GOLD TR446.1K shares24.17%2025-09-302025-10-17 VTV VANGUARD INDEX FDS168.4K shares1.25%2025-09-302025-10-17 ITOT ISHARES TR206.2K shares31.19%2025-09-302025-10-17 IEF ISHARES TR270.8K shares89.29%2025-09-302025-10-17 RSP INVESCO EXCHANGE TRADED FD T96.3K shares-3.22%2025-09-302025-10-17 SHY ISHARES TR199.5K shares-34.93%2025-09-302025-10-17 SLV ISHARES SILVER TR257.3K shares-46.00%2025-09-302025-10-17 IEMG ISHARES INC116.2K shares1075.39%2025-09-302025-10-17 FTA FIRST TR EXCHANGE-TRADED ALP89.1K shares-2.33%2025-09-302025-10-17 VO VANGUARD INDEX FDS23.1K sharesnew addition2025-09-302025-10-17 OEF ISHARES TR17.7K shares10.13%2025-09-302025-10-17 IJH ISHARES TR89.8K shares9.40%2025-09-302025-10-17 VTI VANGUARD INDEX FDS16.8K shares-3.28%2025-09-302025-10-17 TLT ISHARES TR59.7K shares-1.99%2025-09-302025-10-17 IEFA ISHARES TR54.6K shares10.37%2025-09-302025-10-17 VUG VANGUARD INDEX FDS8.7K shares6.75%2025-09-302025-10-17 VIG VANGUARD SPECIALIZED FUNDS19.2K shares0.40%2025-09-302025-10-17 IVV ISHARES TR6.1K shares4.35%2025-09-302025-10-17 QQQ INVESCO QQQ TR6.6K shares-2.81%2025-09-302025-10-17 IWM ISHARES TR16.3K shares5.95%2025-09-302025-10-17 FVD FIRST TR EXCHANGE-TRADED FD80.5K shares-1.98%2025-09-302025-10-17 RJF RAYMOND JAMES FINL INC21.2K shares0.00%2025-09-302025-10-17 FTSM FIRST TR EXCHANGE-TRADED FD55.3K shares11.69%2025-09-302025-10-17 TDIV FIRST TR EXCHANGE TRADED FD30.0K shares1.83%2025-09-302025-10-17 MSFT MICROSOFT CORP5.1K shares-1.99%2025-09-302025-10-17 AAPL APPLE INC10.1K shares-2.09%2025-09-302025-10-17 IVW ISHARES TR20.4K shares0.29%2025-09-302025-10-17 DVY ISHARES TR15.5K shares0.14%2025-09-302025-10-17 SYK STRYKER CORPORATION5.7K shares0.00%2025-09-302025-10-17 FNX FIRST TR EXCHANGE-TRADED ALP12.6K shares-1.74%2025-09-302025-10-17 USMV ISHARES TR16.3K shares-4.18%2025-09-302025-10-17 IYY ISHARES TR9.3K shares0.13%2025-09-302025-10-17 GM GENERAL MTRS CO24.5K shares-2.54%2025-09-302025-10-17 IYW ISHARES TR7.2K shares0.00%2025-09-302025-10-17 JPM JPMORGAN CHASE & CO.4.1K shares0.34%2025-09-302025-10-17 RDVY FIRST TR EXCHANGE TRADED FD18.9K shares0.31%2025-09-302025-10-17 FEX FIRST TR EXCHANGE-TRADED ALP10.8K shares-2.16%2025-09-302025-10-17 XLK SELECT SECTOR SPDR TR4.4K shares0.46%2025-09-302025-10-17 ORCL ORACLE CORP4.1K shares0.00%2025-09-302025-10-17 VXUS VANGUARD STAR FDS15.6K shares-0.11%2025-09-302025-10-17 OSK OSHKOSH CORP8.0K shares0.00%2025-09-302025-10-17 FTCS FIRST TR EXCHANGE-TRADED FD11.0K shares-2.18%2025-09-302025-10-17 DON WISDOMTREE TR19.3K shares-0.56%2025-09-302025-10-17 DBAW DBX ETF TR24.7K shares-2.47%2025-09-302025-10-17 PRF INVESCO EXCHANGE TRADED FD T21.5K shares-7.92%2025-09-302025-10-17 IWF ISHARES TR2.0K shares0.00%2025-09-302025-10-17 QDEF FLEXSHARES TR11.4K shares0.57%2025-09-302025-10-17 LRGF ISHARES TR12.9K shares-0.56%2025-09-302025-10-17 MOAT VANECK ETF TRUST8.8K shares0.00%2025-09-302025-10-17 CAT CATERPILLAR INC1.6K shares0.00%2025-09-302025-10-17 DLN WISDOMTREE TR8.6K shares-0.28%2025-09-302025-10-17 MDY SPDR S&P MIDCAP 400 ETF TR1.2K shares0.00%2025-09-302025-10-17 BKCG BNY MELLON ETF TRUST II20.2K shares0.00%2025-09-302025-10-17 WMT WALMART INC6.7K shares-0.16%2025-09-302025-10-17 SDY SPDR SERIES TRUST4.8K shares-0.08%2025-09-302025-10-17 XLF SELECT SECTOR SPDR TR12.0K shares0.00%2025-09-302025-10-17 RSPT INVESCO EXCHANGE TRADED FD T14.1K shares-5.03%2025-09-302025-10-17 GOOG ALPHABET INC2.5K shares-5.29%2025-09-302025-10-17 FTNT FORTINET INC6.8K shares-0.36%2025-09-302025-10-17 JNJ JOHNSON & JOHNSON3.0K shares-0.23%2025-09-302025-10-17 DIA SPDR DOW JONES INDL AVERAGE1.2K shares0.00%2025-09-302025-10-17 HD HOME DEPOT INC1.3K shares0.08%2025-09-302025-10-17 SDVY FIRST TR EXCHANGE-TRADED FD13.5K shares9.95%2025-09-302025-10-17 T AT&T INC18.0K shares0.26%2025-09-302025-10-17 XOM EXXON MOBIL CORP4.5K shares-2.92%2025-09-302025-10-17 VIGI VANGUARD WHITEHALL FDS5.4K shares1.85%2025-09-302025-10-17 GE GE AEROSPACE1.6K sharesnew addition2025-09-302025-10-17 XLV SELECT SECTOR SPDR TR3.4K shares0.41%2025-09-302025-10-17 F FORD MTR CO39.0K shares-16.85%2025-09-302025-10-17 AMGN AMGEN INC1.6K shares0.00%2025-09-302025-10-17 IMCB ISHARES TR5.4K shares0.00%2025-09-302025-10-17 FV FIRST TR EXCHANGE TRADED FD7.2K shares0.00%2025-09-302025-10-17 KO COCA COLA CO6.6K shares0.35%2025-09-302025-10-17 IMCG ISHARES TR5.0K shares0.00%2025-09-302025-10-17 CSX CSX CORP11.3K shares0.00%2025-09-302025-10-17 DTE DTE ENERGY CO2.8K shares0.00%2025-09-302025-10-17 MA MASTERCARD INCORPORATED675 shares0.00%2025-09-302025-10-17 IJR ISHARES TR3.1K shares-5.25%2025-09-302025-10-17 CTAS CINTAS CORP1.8K sharesnew addition2025-09-302025-10-17 CSCO CISCO SYS INC5.1K shares0.00%2025-09-302025-10-17 EFA ISHARES TR3.6K shares-7.79%2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL653 shares0.00%2025-09-302025-10-17 LMT LOCKHEED MARTIN CORP653 shares-0.31%2025-09-302025-10-17 RTX RTX CORPORATION1.9K shares0.00%2025-09-302025-10-17 DE DEERE & CO694 shares0.73%2025-09-302025-10-17 NVDA NVIDIA CORPORATION1.7K shares0.36%2025-09-302025-10-17 PG PROCTER AND GAMBLE CO2.0K shares0.25%2025-09-302025-10-17 BSCQ INVESCO EXCH TRD SLF IDX FD15.4K shares0.00%2025-09-302025-10-17 AFL AFLAC INC2.6K shares-0.04%2025-09-302025-10-17 SO SOUTHERN CO3.0K shares-1.96%2025-09-302025-10-17 ILCG ISHARES TR2.8K shares0.00%2025-09-302025-10-17 TXN TEXAS INSTRS INC1.5K shares0.00%2025-09-302025-10-17 TNET TRINET GROUP INC4.2K shares0.00%2025-09-302025-10-17 MGK VANGUARD WORLD FD689 shares-2.68%2025-09-302025-10-17 ABBV ABBVIE INC1.2K shares0.43%2025-09-302025-10-17 ABT ABBOTT LABS1.9K shares1.05%2025-09-302025-10-17 AMZN AMAZON COM INC1.2K shares-8.68%2025-09-302025-10-17 BSCR INVESCO EXCH TRD SLF IDX FD12.5K shares0.01%2025-09-302025-10-17 MRK MERCK & CO INC2.9K shares0.65%2025-09-302025-10-17 CNI CANADIAN NATL RY CO2.6K shares0.00%2025-09-302025-10-17 QQQE DIREXION SHS ETF TR2.4K shares0.00%2025-09-302025-10-17 GEV GE VERNOVA INC395 sharesnew addition2025-09-302025-10-17 RZG INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2025-09-302025-10-17 CMI CUMMINS INC569 sharesnew addition2025-09-302025-10-17 BSCP INVESCO EXCH TRD SLF IDX FD11.5K shares0.01%2025-09-302025-10-17 SPYM SPDR SERIES TRUST2.9K shares0.00%2025-09-302025-10-17 GOOGL ALPHABET INC942 sharesnew addition2025-09-302025-10-17 EZM WISDOMTREE TR3.5K shares0.00%2025-09-302025-10-17 IYH ISHARES TR3.7K shares0.00%2025-09-302025-10-17 LMBS FIRST TR EXCHANGE-TRADED FD4.1K shares-5.15%2025-09-302025-10-17 BAC BANK AMERICA CORP3.9K sharesnew addition2025-09-302025-10-17 BDJ BLACKROCK ENHANCED EQUITY DI21.5K shares0.00%2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available