Kaizen Financial Strategies Purchases in Q2 2025

Kaizen Financial Strategies

  • $183 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
2
+ 0.72%
$721.65 - $1040.18 $1.44K - $2.08K
279 $286K
MS
Morgan Stanley

Financial Services
21
+ 0.8%
$99.83 - $140.86 $2.1K - $2.96K
2.64K $371K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
100
+ 8.89%
$224.16 - $285.86 $22.4K - $28.6K
1.23K $350K
LQD
Ishares Iboxx $ Investment Gra

ETFs
381
+ 6.38%
$105.23 - $109.61 $40.1K - $41.8K
6.36K $696K
SLM
Slm Corp

Financial Services
37
+ 0.4%
$24.84 - $34.36 $919 - $1.27K
9.21K $302K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.2K
+ 13.54%
$22.68 - $23.28 $27.2K - $27.9K
10.1K $233K
HON
Honeywell International Inc

Industrials
14
+ 1.11%
$182.86 - $232.88 $2.56K - $3.26K
1.27K $295K
NVO
Novo Nordisk A S

Healthcare
372
+ 12.47%
$58.08 - $81.05 $21.6K - $30.2K
3.35K $231K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
41
+ 0.36%
$22.92 - $28.05 $940 - $1.15K
11.4K $319K
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.09%
$176.34 - $218.59 $176 - $219
1.07K $232K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
93
+ 14.9%
$483.48 - $539.8 $45K - $50.2K
717 $348K
PDI
Pimco Dynamic Income Fund

Financial Services
2.13K
+ 6.58%
$17.02 - $19.87 $36.3K - $42.3K
34.5K $654K
ET
Energy Transfer LP

Energy
1.02K
+ 8.78%
$15.65 - $18.93 $15.9K - $19.3K
12.6K $229K
LEN
Lennar Corp

Consumer Cyclical
233
+ 7.69%
$102.76 - $115.66 $23.9K - $26.9K
3.26K $361K
SPG
Simon Property Group Inc

Real Estate
139
+ 6.47%
$140.37 - $171.44 $19.5K - $23.8K
2.29K $367K
MMM
3 M CO

Industrials
3
+ 0.15%
$126.09 - $154.15 $378 - $462
1.98K $300K
KIE
Spdr S&P Insurance ETF

ETFs
188
+ 2.29%
$53.63 - $61.12 $10.1K - $11.5K
8.39K $501K
ABT
Abbott Laboratories

Healthcare
13
+ 0.81%
$123.95 - $138.08 $1.61K - $1.8K
1.61K $219K
CUBE
Cube Smart

Real Estate
175
+ 3.73%
$35.88 - $43.68 $6.28K - $7.64K
4.87K $206K
OWL
Blue Owl Capital Inc.

Financial Services
730
+ 5.88%
$15.9 - $21.16 $11.6K - $15.4K
13.2K $252K
FRT
Federal Realty Investment Trust

Real Estate
99
+ 4.51%
$83.56 - $99.08 $8.27K - $9.81K
2.29K $217K
ETR
Entergy Corp

Utilities
185
+ 3.8%
$79.01 - $86.61 $14.6K - $16K
5.05K $419K
Vanguard Malvern Fds
3.34K
+ 2.79%
N/A
123K $0
Arm Holdings PLC
1.52K
+ 60.76%
N/A
4.02K $0
Ge Vernova Inc
405
New
N/A
405 $0
FISV
Fiserv Inc

Technology
3
+ 0.17%
N/A
1.74K $217K
Dimensional ETF Trust
4.71K
New
N/A
4.71K $0
Bank America Corp
25
+ 8.74%
N/A
311 $0
AMGN
Amgen Inc

Healthcare
117
+ 7.48%
$262.28 - $309.85 $30.7K - $36.3K
1.68K $469K
AJG
Arthur J. Gallagher & Co.

Financial Services
4
+ 0.44%
$310.86 - $348.77 $1.24K - $1.4K
915 $292K
HESM
Hess Midstream LP

Energy
231
+ 1.83%
$35.23 - $42.89 $8.14K - $9.91K
12.8K $493K
ABBV
Abb Vie Inc.

Healthcare
162
+ 3.86%
$170.16 - $206.27 $27.6K - $33.4K
4.36K $809K
OKE
Oneok Inc

Energy
128
+ 1.89%
$78.71 - $100.37 $10.1K - $12.8K
6.92K $564K
ARIS
Aris Water Solutions, Inc.

Utilities
439
+ 2.21%
$19.97 - $33.53 $8.77K - $14.7K
20.3K $479K
AAPL
Apple Inc.

Technology
294
+ 0.48%
$172.42 - $223.89 $50.7K - $65.8K
61.8K $12.7M
Activity Summary
Buys All Purchases 86 New Holdings 19 Increased Positions 67 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 1 Puts 0
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