Kaydan Wealth Management, Inc. Portfolio Holdings

Kaydan Wealth Management, Inc.

  • $301 Billion
  • Q4 2024

Kaydan Wealth Management, Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $301 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $32.3B, Vanguard Small Cap Value ETF with a value of $28.2B, Vanguard Value ETF with a value of $28.1B, Ishares Barclays with a value of $26B, and Ishares Russell 2000 ETF with a value of $21.1B.

Examining the 13F form we can see an decrease of $38B in the current position value, from $339B to 301B.

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 $301 Billion
ETFs: $264 Billion
Technology: $6.61 Billion
Financial Services: $5.39 Billion
Healthcare: $4.13 Billion
Industrials: $3.64 Billion
Consumer Cyclical: $2.32 Billion
Consumer Defensive: $1.6 Billion
Communication Services: $1.12 Billion
Other: $1.32 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $301 Billion
  • Prior Value $339 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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