Kaizen Financial Strategies Incresed Positions in Q4 2024

Kaizen Financial Strategies

  • $165 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.08K
+ 8.31%
$567.81 - $607.81 $1.18M - $1.27M
27.1K $15.9M
GOOG
Alphabet Inc.

Communication Services
4.17K
+ 24.9%
$163.08 - $198.16 $681K - $827K
20.9K $3.99M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
50.7K
+ 670.07%
$22.63 - $47.53 $1.15M - $2.41M
58.3K $1.32M
SCHG
Schwab Strategic Tr Us Large C

ETFs
379K
+ 298.72%
$25.93 - $105.3 $9.83M - $39.9M
506K $14.1M
AMZN
Amazon Com Inc

Consumer Cyclical
859
+ 5.13%
$180.88 - $232.93 $155K - $200K
17.6K $3.86M
CGDV
Capital Group Divid Value ETF

ETFs
20K
+ 23.22%
$35.16 - $37.12 $702K - $742K
106K $3.74M
GOOGL
Alphabet Inc.

Communication Services
1.07K
+ 9.92%
$161.86 - $196.66 $174K - $211K
11.9K $2.25M
SCHR
Schwab Intermediate Term Us Tr

ETFs
44K
+ 174.51%
$24.19 - $50.58 $1.07M - $2.23M
69.3K $1.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
378
+ 8.45%
$481.22 - $538.17 $182K - $203K
4.85K $2.48M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
2.41K
+ 80.33%
$99.11 - $111.9 $239K - $270K
5.41K $579K
FNDB
Schwab Fundamental U S Broad M

ETFs
81.6K
+ 220.15%
$23.07 - $70.32 $1.88M - $5.74M
119K $2.76M
TEI
Templeton Emerging Markets Income Fund

Financial Services
32.1K
+ 93.02%
$5.09 - $5.89 $163K - $189K
66.6K $341K
PANW
Palo Alto Networks Inc

Technology
1.4K
+ 175.0%
$181.96 - $405.9 $255K - $568K
2.2K $400K
VBK
Vanguard Small Cap Growth ETF

ETFs
352
+ 21.84%
$264.18 - $304.19 $93K - $107K
1.96K $550K
V
Visa Inc.

Financial Services
5
+ 0.19%
$273.87 - $320.91 $1.37K - $1.6K
2.69K $848K
JOBY
Joby Aviation, Inc.

Industrials
5.5K
+ 48.66%
$4.8 - $9.16 $26.4K - $50.4K
16.8K $136K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.54K
+ 6.14%
$17.93 - $18.8 $63.5K - $66.6K
61.3K $1.12M
JPM
Jpmorgan Chase & CO

Financial Services
32
+ 1.58%
$205.18 - $250.29 $6.57K - $8.01K
2.05K $492K
OKE
Oneok Inc

Energy
23
+ 0.34%
$92.28 - $117.05 $2.12K - $2.69K
6.72K $674K
MS
Morgan Stanley

Financial Services
34
+ 1.36%
$104.42 - $134.99 $3.55K - $4.59K
2.53K $318K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
514
+ 9.2%
$72.18 - $81.41 $37.1K - $41.8K
6.1K $460K
ETR
Entergy Corp

Utilities
2.45K
+ 100.0%
$73.19 - $156.4 $179K - $383K
4.9K $371K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
200
+ 2.4%
$58.39 - $67.04 $11.7K - $13.4K
8.55K $542K
XYLD
Global X Fds S&P 500 Covered C

ETFs
821
+ 2.86%
$40.86 - $43.42 $33.5K - $35.6K
29.5K $1.24M
IWM
Ishares Russell 2000 ETF

ETFs
203
+ 14.04%
$216.13 - $242.4 $43.9K - $49.2K
1.65K $364K
FNDA
Schwab Fundamental U S Small C

ETFs
29.2K
+ 105.93%
$29.26 - $59.11 $855K - $1.73M
56.8K $1.69M
AMGN
Amgen Inc

Healthcare
410
+ 35.87%
$258.78 - $328.31 $106K - $135K
1.55K $404K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
105
+ 9.81%
$278.19 - $315.36 $29.2K - $33.1K
1.18K $338K
XLF
Financial Sector Spdr

ETFs
45
+ 0.42%
$44.89 - $51.34 $2.02K - $2.31K
10.9K $525K
HESM
Hess Midstream LP

Energy
235
+ 1.93%
$34.2 - $37.9 $8.04K - $8.91K
12.4K $459K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.08%
$521.84 - $558.82 $1.04K - $1.12K
2.39K $1.29M
HON
Honeywell International Inc

Industrials
6
+ 0.48%
$202.84 - $236.0 $1.22K - $1.42K
1.25K $281K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.18K
+ 105.87%
$25.33 - $51.16 $182K - $367K
14K $361K
SPG
Simon Property Group Inc

Real Estate
24
+ 1.14%
$167.23 - $183.84 $4.01K - $4.41K
2.12K $365K
VB
Vanguard Small Cap ETF

ETFs
13
+ 0.67%
$233.76 - $261.58 $3.04K - $3.4K
1.96K $471K
GLD
Spdr Gold Trust

ETFs
22
+ 1.46%
$236.59 - $257.5 $5.2K - $5.67K
1.53K $371K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 2.91%
$442.29 - $483.08 $8.85K - $9.66K
707 $320K
TLT
Ishares Barclays 20+ Year Trea

ETFs
435
+ 13.21%
$87.1 - $98.49 $37.9K - $42.8K
3.73K $325K
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 0.22%
$278.49 - $315.16 $557 - $630
907 $257K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.55K
+ 201.23%
$27.54 - $83.04 $208K - $627K
11.3K $313K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
9
+ 0.36%
$89.01 - $96.24 $801 - $866
2.48K $222K
Amplify ETF Tr
604
+ 11.77%
N/A
5.74K $0
NEEPRR
Nextera Energy Inc Corporate U
3.9K
+ 53.87%
N/A
11.1K $0
Bank America Corp
5
+ 1.67%
N/A
305 $0
QCOM
Qualcomm Inc

Technology
281
+ 10.09%
$150.4 - $178.04 $42.3K - $50K
3.07K $470K
FRT
Federal Realty Investment Trust

Real Estate
21
+ 0.98%
$109.55 - $117.53 $2.3K - $2.47K
2.17K $243K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
248
+ 1.82%
$10.56 - $11.31 $2.62K - $2.8K
13.8K $148K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
21
+ 0.42%
$51.09 - $55.27 $1.07K - $1.16K
5.07K $259K
FIW
First Trust Water ETF

ETFs
85
+ 2.11%
$102.02 - $110.91 $8.67K - $9.43K
4.11K $419K
Activity Summary
Buys All Purchases 75 New Holdings 15 Increased Positions 60 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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