Kaizen Financial Strategies Purchases in Q3 2024

Kaizen Financial Strategies

  • $167 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWO
Ishares Russell 2000 Gwt ETF

ETFs
70
+ 7.0%
$256.4 - $289.78 $17.9K - $20.3K
1.07K $303K
FIW
First Trust Water ETF

ETFs
6
+ 0.15%
$98.0 - $109.33 $588 - $656
4.03K $440K
SCHA
Schwab Strategic Tr Us Small C

ETFs
217
+ 3.31%
$46.9 - $51.96 $10.2K - $11.3K
6.78K $349K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.1%
$520.18 - $576.82 $520 - $577
1.02K $586K
ZTS
Zoetis Inc.

Healthcare
2
+ 0.15%
$172.58 - $196.48 $345 - $393
1.38K $269K
HESM
Hess Midstream LP

Energy
1.18K
+ 10.72%
$34.91 - $38.61 $41.2K - $45.6K
12.2K $429K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
10
+ 0.17%
$116.79 - $133.54 $1.17K - $1.34K
5.82K $768K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2
+ 0.02%
$52.1 - $59.66 $104 - $119
8.35K $494K
XLC
Select Sector Spdr Tr Communic

ETFs
2
+ 0.04%
$82.16 - $90.4 $164 - $181
4.86K $439K
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.07%
$86.95 - $97.09 $174 - $194
2.72K $261K
MS
Morgan Stanley

Financial Services
23
+ 0.93%
$92.07 - $106.96 $2.12K - $2.46K
2.5K $260K
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.15%
$194.9 - $224.8 $585 - $674
2.02K $426K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
159
+ 1.18%
$10.38 - $11.34 $1.65K - $1.8K
13.6K $154K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
51
+ 2.11%
$82.41 - $92.06 $4.2K - $4.7K
2.47K $222K
LAND
Gladstone Land Corp

Real Estate
120
+ 1.0%
$13.38 - $15.2 $1.61K - $1.82K
12.2K $169K
ET
Energy Transfer LP

Energy
242
+ 1.9%
$15.43 - $16.44 $3.73K - $3.98K
13K $208K
NEEPRR
Nextera Energy Inc Corporate U
7.24K
New
N/A
7.24K $0
Vanguard Malvern Fds
1.43K
+ 31.59%
N/A
5.95K $0
Vanguard Malvern Fds
7.03K
+ 7.13%
N/A
106K $0
Arm Holdings PLC
300
+ 12.0%
N/A
2.8K $0
Amplify ETF Tr
202
+ 4.1%
N/A
5.13K $0
Priority Technology Hldgs In
20K
New
N/A
20K $0
HON
Honeywell International Inc

Industrials
7
+ 0.57%
$196.73 - $220.21 $1.38K - $1.54K
1.24K $256K
AMZN
Amazon Com Inc

Consumer Cyclical
505
+ 3.11%
$161.02 - $200.0 $81.3K - $101K
16.7K $3.12M
MSFT
Microsoft Corp

Technology
156
+ 2.15%
$395.15 - $467.56 $61.6K - $72.9K
7.4K $3.18M
QCOM
Qualcomm Inc

Technology
104
+ 3.88%
$156.12 - $209.64 $16.2K - $21.8K
2.78K $473K
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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