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%
Stock Holdings
VTV
VANGUARD INDEX FDS
2.79%
Shares170.6K
Event2026-06-30
Filed2026-07-24
VEA
VANGUARD TAX-MANAGED FDS
0.74%
Shares446.7K
Event2026-06-30
Filed2026-07-24
FTSM
FIRST TR EXCHANGE-TRADED FD
-1.71%
Shares412.4K
Event2026-06-30
Filed2026-07-24
IWM
ISHARES TR
314.93%
Shares70.4K
Event2026-06-30
Filed2026-07-24
RSP
INVESCO EXCHANGE TRADED FD T
1.52%
Shares97.3K
Event2026-06-30
Filed2026-07-24
ITOT
ISHARES TR
1.45%
Shares104.6K
Event2026-06-30
Filed2026-07-24
EEM
ISHARES TR
New
Shares232.5K
Event2026-06-30
Filed2026-07-24
VANGUARD INDEX FDS
VANGUARD INDEX FDS
126.91%
Shares36.6K
Event2026-06-30
Filed2026-07-24
IEF
ISHARES TR
-38.47%
Shares119.3K
Event2026-06-30
Filed2026-07-24
FTA
FIRST TR EXCHANGE-TRADED ALP
-2.49%
Shares86.6K
Event2026-06-30
Filed2026-07-24
IJH
ISHARES TR
2.33%
Shares97.7K
Event2026-06-30
Filed2026-07-24
OEF
ISHARES TR
1.64%
Shares19.0K
Event2026-06-30
Filed2026-07-24
ISHARES TR
ISHARES TR
1.99%
Shares59.6K
Event2026-06-30
Filed2026-07-24
TLT
ISHARES TR
-57.85%
Shares62.5K
Event2026-06-30
Filed2026-07-24
QQQ
INVESCO QQQ TR
New
Shares6.7K
Event2026-06-30
Filed2026-07-24
ISHARES TR
ISHARES TR
2.19%
Shares6.5K
Event2026-06-30
Filed2026-07-24
VIG
VANGUARD SPECIALIZED FUNDS
0.93%
Shares19.7K
Event2026-06-30
Filed2026-07-24
VUG
VANGUARD INDEX FDS
503.35%
Shares53.5K
Event2026-06-30
Filed2026-07-24
FVD
FIRST TR EXCHANGE-TRADED FD
0.99%
Shares86.9K
Event2026-06-30
Filed2026-07-24
TDIV
FIRST TR EXCHANGE TRADED FD
-0.17%
Shares29.9K
Event2026-06-30
Filed2026-07-24
RJF
RAYMOND JAMES FINL INC
0.00%
Shares21.2K
Event2026-06-30
Filed2026-07-24
AAPL
APPLE INC
0.91%
Shares10.5K
Event2026-06-30
Filed2026-07-24
IVW
ISHARES TR
2.13%
Shares20.9K
Event2026-06-30
Filed2026-07-24
DVY
ISHARES TR
0.20%
Shares16.2K
Event2026-06-30
Filed2026-07-24
MSFT
MICROSOFT CORP
-5.22%
Shares5.2K
Event2026-06-30
Filed2026-07-24
IYW
ISHARES TR
0.00%
Shares7.2K
Event2026-06-30
Filed2026-07-24
FNX
FIRST TR EXCHANGE-TRADED ALP
0.98%
Shares12.1K
Event2026-06-30
Filed2026-07-24
CAT
CATERPILLAR INC
0.43%
Shares1.6K
Event2026-06-30
Filed2026-07-24
IYY
ISHARES TR
0.00%
Shares9.3K
Event2026-06-30
Filed2026-07-24
XLK
SELECT SECTOR SPDR TR
-1.34%
Shares8.6K
Event2026-06-30
Filed2026-07-24
RDVY
FIRST TR EXCHANGE TRADED FD
2.38%
Shares20.1K
Event2026-06-30
Filed2026-07-24
VXUS
VANGUARD STAR FDS
13.04%
Shares18.4K
Event2026-06-30
Filed2026-07-24
FEX
FIRST TR EXCHANGE-TRADED ALP
-0.54%
Shares10.6K
Event2026-06-30
Filed2026-07-24
USMV
ISHARES TR
-5.72%
Shares14.5K
Event2026-06-30
Filed2026-07-24
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-0.76%
Shares4.2K
Event2026-06-30
Filed2026-07-24
SYK
STRYKER CORPORATION
-28.24%
Shares4.1K
Event2026-06-30
Filed2026-07-24
GM
GENERAL MTRS CO
-2.02%
Shares16.5K
Event2026-06-30
Filed2026-07-24
OSK
OSHKOSH CORP
0.00%
Shares8.0K
Event2026-06-30
Filed2026-07-24
PRF
INVESCO EXCHANGE TRADED FD T
0.00%
Shares21.5K
Event2026-06-30
Filed2026-07-24
DON
WISDOMTREE TR
2.34%
Shares20.0K
Event2026-06-30
Filed2026-07-24
DE
DEERE & CO
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-24
DBAW
DBX ETF TR
-1.82%
Shares23.0K
Event2026-06-30
Filed2026-07-24
IEMG
ISHARES INC
1.56%
Shares12.5K
Event2026-06-30
Filed2026-07-24
QDEF
FLEXSHARES TR
2.59%
Shares11.8K
Event2026-06-30
Filed2026-07-24
IWF
ISHARES TR
299.81%
Shares8.2K
Event2026-06-30
Filed2026-07-24
FTCS
FIRST TR EXCHANGE-TRADED FD
New
Shares10.9K
Event2026-06-30
Filed2026-07-24
MOAT
VANECK ETF TRUST
0.00%
Shares8.8K
Event2026-06-30
Filed2026-07-24
LRGF
ISHARES TR
0.33%
Shares12.1K
Event2026-06-30
Filed2026-07-24
GOOG
ALPHABET INC
-4.09%
Shares2.5K
Event2026-06-30
Filed2026-07-24
JNJ
JOHNSON & JOHNSON
3.46%
Shares3.3K
Event2026-06-30
Filed2026-07-24
MDY
STATE STR SPDR S&P MIDCAP 40
-2.54%
Shares1.2K
Event2026-06-30
Filed2026-07-24
DLN
WISDOMTREE TR
0.74%
Shares8.6K
Event2026-06-30
Filed2026-07-24
SDVY
FIRST TR EXCHANGE TRADED FD
9.33%
Shares19.0K
Event2026-06-30
Filed2026-07-24
RSPT
INVESCO EXCHANGE TRADED FD T
1.67%
Shares12.4K
Event2026-06-30
Filed2026-07-24
BKCG
BNY MELLON ETF TRUST II
0.00%
Shares20.2K
Event2026-06-30
Filed2026-07-24
SDY
SPDR SERIES TRUST
-1.98%
Shares4.9K
Event2026-06-30
Filed2026-07-24
WMT
WALMART INC
-3.05%
Shares6.6K
Event2026-06-30
Filed2026-07-24
VIGI
VANGUARD WHITEHALL FDS
6.71%
Shares7.6K
Event2026-06-30
Filed2026-07-24
FTNT
FORTINET INC
New
Shares4.6K
Event2026-06-30
Filed2026-07-24
EXXON MOBIL CORP
EXXON MOBIL CORP
0.00%
Shares4.8K
Event2026-06-30
Filed2026-07-24
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-24
XLF
SELECT SECTOR SPDR TR
1.93%
Shares11.4K
Event2026-06-30
Filed2026-07-24
CISCO SYS INC
CISCO SYS INC
0.00%
Shares5.2K
Event2026-06-30
Filed2026-07-24
ORACLE CORP
ORACLE CORP
-0.32%
Shares4.1K
Event2026-06-30
Filed2026-07-24
AMGN
AMGEN INC
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-24
XLV
SELECT SECTOR SPDR TR
10.15%
Shares3.5K
Event2026-06-30
Filed2026-07-24
CSX
CSX CORP
0.00%
Shares11.3K
Event2026-06-30
Filed2026-07-24
KO
COCA COLA CO
0.00%
Shares6.6K
Event2026-06-30
Filed2026-07-24
FV
FIRST TR EXCHANGE TRADED FD
-1.75%
Shares7.1K
Event2026-06-30
Filed2026-07-24
IMCB
ISHARES TR
0.00%
Shares5.4K
Event2026-06-30
Filed2026-07-24
F
FORD MTR CO
3.82%
Shares36.8K
Event2026-06-30
Filed2026-07-24
GE
GE AEROSPACE
-14.08%
Shares1.4K
Event2026-06-30
Filed2026-07-24
IMCG
ISHARES TR
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-24
IJR
ISHARES TR
0.50%
Shares3.2K
Event2026-06-30
Filed2026-07-24
HD
HOME DEPOT INC
-1.41%
Shares1.3K
Event2026-06-30
Filed2026-07-24
TXN
TEXAS INSTRS INC
1.91%
Shares1.5K
Event2026-06-30
Filed2026-07-24
DTE
DTE ENERGY CO
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-24
NVDA
NVIDIA CORPORATION
-10.18%
Shares2.1K
Event2026-06-30
Filed2026-07-24
CMI
CUMMINS INC
0.00%
Shares574
Event2026-06-30
Filed2026-07-24
T
AT&T INC
0.35%
Shares19.3K
Event2026-06-30
Filed2026-07-24
GEV
GE VERNOVA INC
-14.18%
Shares339
Event2026-06-30
Filed2026-07-24
EFA
ISHARES TR
-2.99%
Shares3.7K
Event2026-06-30
Filed2026-07-24
MRK
MERCK & CO INC
0.00%
Shares2.9K
Event2026-06-30
Filed2026-07-24
IAU
ISHARES GOLD TR
-97.20%
Shares5.0K
Event2026-06-30
Filed2026-07-24
RTX CORPORATION
RTX CORPORATION
New
Shares1.9K
Event2026-06-30
Filed2026-07-24
GOOGL
ALPHABET INC
0.60%
Shares1.0K
Event2026-06-30
Filed2026-07-24
PG
PROCTER & GAMBLE CO
16.61%
Shares2.4K
Event2026-06-30
Filed2026-07-24
LMT
LOCKHEED MARTIN CORP
3.95%
Shares685
Event2026-06-30
Filed2026-07-24
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-1.31%
Shares678
Event2026-06-30
Filed2026-07-24
AMZN
AMAZON COM INC
-6.48%
Shares1.5K
Event2026-06-30
Filed2026-07-24
SMH
VANECK ETF TRUST
-9.06%
Shares502
Event2026-06-30
Filed2026-07-24
BRK.B
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares653
Event2026-06-30
Filed2026-07-24
RZG
INVESCO EXCHANGE TRADED FD T
0.00%
Shares4.4K
Event2026-06-30
Filed2026-07-24
ILCG
ISHARES TR
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-24
CNI
CANADIAN NATL RY CO
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-24
AFL
AFLAC INC
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-24
CTAS
CINTAS CORP
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-24
ETN
EATON CORP PLC
-2.07%
Shares711
Event2026-06-30
Filed2026-07-24
ABBVIE INC
ABBVIE INC
-6.74%
Shares1.2K
Event2026-06-30
Filed2026-07-24
QQQE
DIREXION SHARES ETF TRUST
-0.17%
Shares2.4K
Event2026-06-30
Filed2026-07-24
SOUTHERN CO
SOUTHERN CO
0.00%
Shares3.1K
Event2026-06-30
Filed2026-07-24
MGK
VANGUARD WORLD FD
397.74%
Shares3.3K
Event2026-06-30
Filed2026-07-24
BSCQ
INVESCO EXCH TRD SLF IDX FD
-11.05%
Shares13.7K
Event2026-06-30
Filed2026-07-24
VISA INC
VISA INC
15.81%
Shares769
Event2026-06-30
Filed2026-07-24
EZM
WISDOMTREE TR
0.00%
Shares3.5K
Event2026-06-30
Filed2026-07-24
SPDR SERIES TRUST
SPDR SERIES TRUST
-0.81%
Shares2.9K
Event2026-06-30
Filed2026-07-24
IBB
ISHARES TR
0.61%
Shares1.3K
Event2026-06-30
Filed2026-07-24
IYH
ISHARES TR
0.00%
Shares3.7K
Event2026-06-30
Filed2026-07-24
BSCR
INVESCO EXCH TRD SLF IDX FD
-2.06%
Shares12.3K
Event2026-06-30
Filed2026-07-24
MO
ALTRIA GROUP INC
New
Shares3.3K
Event2026-06-30
Filed2026-07-24
LLY
ELI LILLY & CO
New
Shares199
Event2026-06-30
Filed2026-07-24
BAC
BANK OF AMER CORP
New
Shares4.0K
Event2026-06-30
Filed2026-07-24
TNET
TRINET GROUP INC
New
Shares4.2K
Event2026-06-30
Filed2026-07-24
BDJ
BLACKROCK ENHANCED EQUITY DI
0.00%
Shares21.5K
Event2026-06-30
Filed2026-07-24
LMBS
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares4.1K
Event2026-06-30
Filed2026-07-24

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Kaydan Wealth Management, Inc. Institutional Holdings, Portfolio & P&L — TradeFomo