Kaizen Financial Strategies Incresed Positions in Q1 2025

Kaizen Financial Strategies

  • $162 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
129K
+ 121.37%
$34.95 - $37.36 $4.5M - $4.81M
235K $8.32M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
26.5K
+ 9.55%
$21.77 - $22.56 $578K - $599K
304K $6.82M
XYLD
Global X Fds S&P 500 Covered C

ETFs
12.7K
+ 42.92%
$39.02 - $42.89 $495K - $544K
42.2K $1.66M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
28.4K
+ 46.34%
$16.57 - $18.85 $471K - $535K
89.7K $1.49M
TEI
Templeton Emerging Markets Income Fund

Financial Services
48.5K
+ 72.82%
$5.15 - $5.57 $250K - $270K
115K $621K
SCHQ
Schwab Strategic Tr Long Term

ETFs
3.37K
+ 2.73%
$30.72 - $33.22 $103K - $112K
127K $4.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.7K
+ 6.26%
$551.42 - $612.93 $937K - $1.04M
28.8K $16.1M
COST
Costco Wholesale Corp

Consumer Defensive
207
+ 22.7%
$890.62 - $1076.86 $184K - $223K
1.12K $1.06M
IWM
Ishares Russell 2000 ETF

ETFs
1.2K
+ 72.89%
$198.1 - $229.79 $238K - $276K
2.85K $571K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
524
+ 11.61%
$408.78 - $448.82 $214K - $235K
5.04K $2.12M
XLK
Technology Sector Spdr

ETFs
1.6K
+ 28.12%
$206.38 - $242.18 $330K - $388K
7.3K $1.51M
ABBV
Abb Vie Inc.

Healthcare
200
+ 5.0%
$169.2 - $216.66 $33.8K - $43.3K
4.2K $879K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
950
+ 84.44%
$202.1 - $270.08 $192K - $257K
2.08K $419K
LLY
Eli Lilly & CO

Healthcare
114
+ 16.31%
$725.72 - $929.72 $82.7K - $106K
813 $671K
V
Visa Inc.

Financial Services
12
+ 0.45%
$306.92 - $362.71 $3.68K - $4.35K
2.7K $945K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
9.08K
+ 65.63%
$10.53 - $11.08 $95.7K - $101K
22.9K $245K
ACHR
Archer Aviation Inc.

Industrials
24.3K
+ 73.95%
$6.8 - $11.51 $165K - $280K
57.2K $414K
GE
General Electric CO

Industrials
10
+ 0.4%
$168.59 - $212.13 $1.69K - $2.12K
2.52K $503K
AMGN
Amgen Inc

Healthcare
12
+ 0.77%
$258.59 - $327.36 $3.1K - $3.93K
1.57K $487K
CVX
Chevron Corp

Energy
179
+ 7.83%
$146.71 - $167.97 $26.3K - $30.1K
2.47K $412K
HESM
Hess Midstream LP

Energy
172
+ 1.38%
$37.59 - $43.88 $6.47K - $7.55K
12.6K $535K
PGR
Progressive Corp

Financial Services
4
+ 0.24%
$235.61 - $291.22 $942 - $1.16K
1.65K $468K
UNH
Unitedhealth Group Inc

Healthcare
122
+ 30.27%
$461.52 - $548.18 $56.3K - $66.9K
525 $274K
META
Meta Platforms, Inc.

Communication Services
152
+ 9.88%
$576.74 - $736.67 $87.7K - $112K
1.69K $974K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
448
+ 72.14%
$283.06 - $421.16 $127K - $189K
1.07K $302K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.22K
+ 6.68%
$39.18 - $43.52 $47.9K - $53.2K
19.5K $807K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
873
+ 5.98%
$42.5 - $46.71 $37.1K - $40.8K
15.5K $701K
AJG
Arthur J. Gallagher & Co.

Financial Services
4
+ 0.44%
$275.89 - $345.24 $1.1K - $1.38K
911 $314K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.64K
+ 26.09%
$23.16 - $27.04 $84.3K - $98.5K
17.6K $413K
FNF
Fidelity National Financial, Inc.

Financial Services
188
+ 4.76%
$54.25 - $65.27 $10.2K - $12.3K
4.14K $269K
PDI
Pimco Dynamic Income Fund

Financial Services
80
+ 0.25%
$18.51 - $20.05 $1.48K - $1.6K
32.3K $638K
NFLX
Netflix Inc

Communication Services
28
+ 5.53%
$828.4 - $1058.6 $23.2K - $29.6K
534 $497K
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
Vanguard Malvern Fds
20.4K
+ 20.54%
N/A
119K $0
NEEPRR
Nextera Energy Inc Corporate U
3.21K
+ 28.84%
N/A
14.4K $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
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 0.66%
$497.6 - $606.74 $1.99K - $2.43K
607 $302K
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
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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