Kaydan Wealth Management, Inc. Portfolio Holdings

Kaydan Wealth Management, Inc.

  • $339 Billion
  • Q3 2024

Kaydan Wealth Management, Inc. has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $339 Billion distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $36.1B, First Tr Large Cap Value with a value of $29.6B, Vanguard Small Cap Value ETF with a value of $29B, Ishares Barclays 20+ Year Trea with a value of $28.5B, and Ishares Barclays with a value of $28B.

Examining the 13F form we can see an increase of $56.6B in the current position value, from $282B to 339B.

Kaydan Wealth Management, Inc. is based out at Fenton, MI

Below you can find more details about Kaydan Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $339 Billion
ETFs: $301 Billion
Technology: $6.46 Billion
Healthcare: $4.99 Billion
Financial Services: $4.58 Billion
Industrials: $3.53 Billion
Consumer Cyclical: $2.35 Billion
Consumer Defensive: $1.64 Billion
Communication Services: $830 Million
Other: $1.18 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35.5B
$2.62 Billion 0.77% of portfolio
21,375
Q4 2021 Added 3.24%
$146B
$2.05 Billion 0.61% of portfolio
5,675
Q3 2024 Reduced 0.75%
$83.2B
$1.06 Billion 0.31% of portfolio
23,549
Q3 2024 Reduced 4.64%
$73.2B
$603 Million 0.18% of portfolio
7,772
Q1 2024 Reduced 4.64%
$158B
$535 Million 0.16% of portfolio
1,659
Q2 2024 Added 116.3%
$44.2B
$487 Million 0.14% of portfolio
46,110
Q3 2024 Reduced 7.59%
$142B
$399 Million 0.12% of portfolio
682
Q1 2024 Added 0.59%
$75.2B
$392 Million 0.12% of portfolio
11,349
Q4 2022 New
$165B
$397 Million 0.12% of portfolio
18,037
Q3 2024 Added 5.88%
$24.1B
$359 Million 0.11% of portfolio
2,797
Q2 2023 Reduced 1.76%
$177B
$350 Million 0.1% of portfolio
1,693
Q3 2024 Reduced 2.76%
$135B
$339 Million 0.1% of portfolio
812
Q3 2024 Reduced 2.99%
$71B
$291 Million 0.09% of portfolio
2,605
Q1 2024 Reduced 0.04%
$75.4B
$304 Million 0.09% of portfolio
2,592
Q2 2023 New
$144B
$287 Million 0.08% of portfolio
9,917
Q3 2024 Reduced 22.18%
$95.4B
$285 Million 0.08% of portfolio
3,155
Q3 2024 New
$178B
$233 Million 0.07% of portfolio
1,927
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $339 Billion
  • Prior Value $282 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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