Kaizen Financial Strategies Purchases in Q1 2025

Kaizen Financial Strategies

  • $162 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
460
+ 13.86%
$74.7 - $80.27 $34.4K - $36.9K
3.78K $294K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
740
+ 13.68%
$99.49 - $112.88 $73.6K - $83.5K
6.15K $618K
SLM
Slm Corp

Financial Services
639
+ 7.48%
$26.95 - $32.54 $17.2K - $20.8K
9.18K $265K
JPM
Jpmorgan Chase & CO

Financial Services
7
+ 0.34%
$225.19 - $279.95 $1.58K - $1.96K
2.06K $505K
NOW
Service Now, Inc.

Technology
74
+ 36.45%
$783.83 - $1170.39 $58K - $86.6K
277 $220K
NEEPRR
Nextera Energy Inc Corporate U
3.21K
+ 28.84%
N/A
14.4K $0
Vanguard Malvern Fds
20.4K
+ 20.54%
N/A
119K $0
ALCC
Alt C Acquisition Corp.

Financial Services
2.85K
+ 26.71%
N/A
13.5K $0
OKE
Oneok Inc

Energy
69
+ 1.03%
$89.57 - $109.85 $6.18K - $7.58K
6.79K $673K
SPG
Simon Property Group Inc

Real Estate
27
+ 1.27%
$159.48 - $187.78 $4.31K - $5.07K
2.15K $356K
MS
Morgan Stanley

Financial Services
86
+ 3.4%
$111.68 - $141.08 $9.6K - $12.1K
2.62K $305K
HON
Honeywell International Inc

Industrials
10
+ 0.8%
$202.75 - $226.52 $2.03K - $2.27K
1.26K $266K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
34
+ 0.3%
$25.58 - $29.24 $870 - $994
11.3K $296K
FRT
Federal Realty Investment Trust

Real Estate
23
+ 1.06%
$94.7 - $111.82 $2.18K - $2.57K
2.2K $214K
AXON
Axon Enterprise, Inc.

Industrials
1
+ 0.17%
$496.65 - $710.01 $497 - $710
578 $303K
LEN
Lennar Corp

Consumer Cyclical
178
+ 6.24%
$113.93 - $141.54 $20.3K - $25.2K
3.03K $347K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13
+ 0.54%
$507.05 - $563.67 $6.59K - $7.33K
2.41K $1.23M
ADBE
Adobe Inc.

Technology
52
+ 2.93%
$377.84 - $464.11 $19.6K - $24.1K
1.83K $701K
AMD
Advanced Micro Devices Inc

Technology
23
+ 0.35%
$96.63 - $129.55 $2.22K - $2.98K
6.62K $680K
USLM
United States Lime & Minerals Inc

Basic Materials
433
+ 7.93%
$85.17 - $125.32 $36.9K - $54.3K
5.89K $524K
MSFT
Microsoft Corp

Technology
191
+ 2.55%
$375.39 - $447.2 $71.7K - $85.4K
7.67K $2.88M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
244
+ 2.15%
$211.47 - $267.17 $51.6K - $65.2K
11.6K $2.46M
GOOG
Alphabet Inc.

Communication Services
2.66K
+ 12.72%
$156.06 - $207.71 $416K - $553K
23.6K $3.69M
GOOGL
Alphabet Inc.

Communication Services
262
+ 2.21%
$154.33 - $206.19 $40.4K - $54K
12.1K $1.87M
CRM
Salesforce, Inc.

Technology
71
+ 1.12%
$268.36 - $359.95 $19.1K - $25.6K
6.4K $1.72M
AMZN
Amazon Com Inc

Consumer Cyclical
91
+ 0.52%
$190.26 - $242.06 $17.3K - $22K
17.7K $3.36M
SCHG
Schwab Strategic Tr Us Large C

ETFs
21.7K
+ 4.29%
$24.91 - $29.02 $541K - $631K
528K $13.2M
BX
Blackstone Inc.

Financial Services
279
+ 0.97%
$136.53 - $186.74 $38.1K - $52.1K
29.1K $4.06M
NVDA
Nvidia Corp

Technology
1.72K
+ 2.97%
$106.98 - $149.43 $184K - $257K
59.6K $6.46M
Activity Summary
Buys All Purchases 80 New Holdings 17 Increased Positions 63 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 1 Puts 0
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