Kaizen Financial Strategies Purchases in Q3 2024

Kaizen Financial Strategies

  • $167 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HPE
Hewlett Packard Enterprise CO

Technology
37.7K
New
$16.1 - $21.44 $606K - $808K
37.7K $770K
SPY
Spdr S&P 500 ETF Trust

ETFs
23
+ 0.09%
$517.38 - $573.86 $11.9K - $13.2K
25.1K $14.4M
CGDV
Capital Group Divid Value ETF

ETFs
12.9K
+ 17.57%
$32.96 - $36.48 $424K - $469K
86K $3.14M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
6.07K
+ 4.65%
$43.73 - $46.29 $266K - $281K
137K $6.31M
LLY
Eli Lilly & CO

Healthcare
629
+ 154.17%
$772.14 - $960.02 $486K - $604K
1.04K $918K
XLU
Utilities Sector Spdr

ETFs
6.34K
New
$67.67 - $80.78 $429K - $512K
6.34K $512K
COST
Costco Wholesale Corp

Consumer Defensive
425
+ 66.41%
$801.83 - $917.05 $341K - $390K
1.07K $944K
FNDB
Schwab Fundamental U S Broad M

ETFs
3.35K
+ 9.92%
$64.17 - $70.37 $215K - $235K
37.1K $2.61M
CVX
Chevron Corp

Energy
2.46K
New
$137.88 - $161.97 $340K - $399K
2.46K $362K
KGC
Kinross Gold Corp

Basic Materials
37K
New
$8.02 - $9.84 $297K - $364K
37K $346K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.29K
New
$89.91 - $101.33 $296K - $334K
3.29K $322K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
3K
New
$77.77 - $100.63 $233K - $302K
3K $301K
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.82K
+ 35.47%
$38.04 - $45.36 $183K - $219K
18.4K $822K
MMM
3 M CO

Industrials
2K
New
$99.69 - $139.42 $199K - $279K
2K $273K
UNH
Unitedhealth Group Inc

Healthcare
419
New
$488.01 - $604.18 $204K - $253K
419 $244K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
350
+ 17.14%
$475.2 - $527.7 $166K - $185K
2.39K $1.26M
AXON
Axon Enterprise, Inc.

Industrials
600
New
$286.16 - $399.6 $172K - $240K
600 $239K
FNDA
Schwab Fundamental U S Small C

ETFs
1.8K
+ 6.98%
$54.26 - $60.01 $97.7K - $108K
27.6K $1.64M
HRB
H&R Block Inc

Consumer Cyclical
3.2K
New
$52.99 - $66.6 $170K - $213K
3.2K $203K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.6K
New
$57.22 - $80.08 $149K - $208K
2.6K $202K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
8.35K
New
$22.25 - $24.44 $186K - $204K
8.35K $201K
ARIS
Aris Water Solutions, Inc.

Utilities
8.84K
+ 57.0%
$14.25 - $18.83 $126K - $166K
24.3K $410K
LEN
Lennar Corp

Consumer Cyclical
196
+ 6.58%
$142.5 - $192.45 $27.9K - $37.7K
3.18K $595K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
801
+ 39.23%
$97.96 - $124.99 $78.5K - $100K
2.84K $354K
XLF
Financial Sector Spdr

ETFs
2K
+ 22.67%
$40.84 - $45.74 $81.7K - $91.5K
10.8K $490K
PLTR
Palantir Technologies Inc.

Technology
244
+ 2.8%
$24.09 - $37.95 $5.88K - $9.26K
8.94K $332K
ABBV
Abb Vie Inc.

Healthcare
17
+ 0.43%
$163.84 - $199.33 $2.79K - $3.39K
3.99K $788K
NEP
Nextera Energy Partners, LP

Utilities
3.87K
+ 46.98%
$23.83 - $28.64 $92.1K - $111K
12.1K $333K
SCHR
Schwab Intermediate Term Us Tr

ETFs
892
+ 3.67%
$48.4 - $50.91 $43.2K - $45.4K
25.2K $1.28M
CAT
Caterpillar Inc

Industrials
5
+ 0.33%
$316.8 - $391.12 $1.58K - $1.96K
1.53K $597K
KIE
Spdr S&P Insurance ETF

ETFs
30
+ 0.25%
$49.44 - $56.87 $1.48K - $1.71K
12.1K $688K
PDI
Pimco Dynamic Income Fund

Financial Services
388
+ 0.76%
$18.7 - $20.25 $7.26K - $7.86K
51.3K $1.04M
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.23K
+ 4.46%
$38.49 - $41.61 $47.2K - $51.1K
28.7K $1.19M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.88K
+ 5.24%
$16.42 - $18.12 $47.2K - $52.1K
57.8K $1.04M
OKE
Oneok Inc

Energy
76
+ 1.15%
$78.62 - $95.27 $5.98K - $7.24K
6.7K $610K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
500
+ 2.91%
$19.62 - $23.55 $9.81K - $11.8K
17.7K $412K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
514
+ 10.14%
$65.15 - $72.97 $33.5K - $37.5K
5.59K $407K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
925
+ 8.6%
$211.47 - $281.27 $196K - $260K
11.7K $2.87M
NEM
Newmont Corp

Basic Materials
22
+ 0.46%
$41.65 - $55.85 $916 - $1.23K
4.84K $258K
JOBY
Joby Aviation, Inc.

Industrials
11.3K
New
$4.77 - $7.46 $53.9K - $84.3K
11.3K $56K
TEI
Templeton Emerging Markets Income Fund

Financial Services
6.79K
+ 24.49%
$5.32 - $5.92 $36.1K - $40.2K
34.5K $201K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.25%
$531.86 - $624.21 $1.06K - $1.25K
808 $499K
ACHR
Archer Aviation Inc.

Industrials
22K
+ 80.0%
$2.91 - $5.39 $64K - $119K
49.5K $149K
FNF
Fidelity National Financial, Inc.

Financial Services
6
+ 0.15%
$48.08 - $62.04 $288 - $372
4.14K $256K
NFLX
Netflix Inc

Communication Services
39
+ 5.85%
$598.55 - $722.26 $23.3K - $28.2K
706 $500K
AMD
Advanced Micro Devices Inc

Technology
229
+ 3.42%
$128.67 - $183.96 $29.5K - $42.1K
6.92K $1.14M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
165
+ 1.31%
$49.82 - $55.29 $8.22K - $9.12K
12.8K $706K
EZA
Ishares Msci South Africa ETF

ETFs
200
+ 4.0%
$42.48 - $51.55 $8.5K - $10.3K
5.2K $262K
NEE
Nextera Energy Inc

Utilities
19
+ 0.58%
$69.9 - $84.97 $1.33K - $1.61K
3.28K $276K
Activity Summary
Buys All Purchases 77 New Holdings 15 Increased Positions 62 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 2
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