Kaizen Financial Strategies Incresed Positions in Q2 2025

Kaizen Financial Strategies

  • $183 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.84K
+ 1.3%
$22.27 - $29.21 $152K - $200K
535K $15.6M
CGDV
Capital Group Divid Value ETF

ETFs
12.8K
+ 5.44%
$31.93 - $39.49 $408K - $504K
247K $9.77M
AMZN
Amazon Com Inc

Consumer Cyclical
3.71K
+ 20.98%
$167.32 - $223.3 $621K - $828K
21.4K $4.69M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
13.6K
+ 25.65%
$56.88 - $70.77 $771K - $959K
66.4K $4.7M
MSFT
Microsoft Corp

Technology
162
+ 2.11%
$354.56 - $497.45 $57.4K - $80.6K
7.84K $3.9M
LLY
Eli Lilly & CO

Healthcare
1.24K
+ 152.52%
$713.71 - $898.95 $885K - $1.11M
2.05K $1.6M
VGSH
Vanguard

ETFs
9.9K
+ 89.68%
$58.32 - $58.95 $577K - $584K
20.9K $1.23M
NFLX
Netflix Inc

Communication Services
257
+ 48.13%
$855.86 - $1339.13 $220K - $344K
791 $1.06M
BX
Blackstone Inc.

Financial Services
884
+ 3.04%
$120.07 - $151.11 $106K - $134K
29.9K $4.48M
GOOGL
Alphabet Inc.

Communication Services
836
+ 6.88%
$144.7 - $178.6 $121K - $149K
13K $2.29M
META
Meta Platforms, Inc.

Communication Services
176
+ 10.41%
$484.66 - $738.09 $85.3K - $130K
1.87K $1.38M
SMR
Nuscale Power Corp

Industrials
1.2K
+ 8.31%
$12.6 - $43.24 $15.1K - $51.9K
15.6K $618K
TEI
Templeton Emerging Markets Income Fund

Financial Services
48.7K
+ 42.25%
$4.91 - $6.0 $239K - $292K
164K $983K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
8.93K
+ 2.93%
$21.85 - $22.76 $195K - $203K
313K $7.13M
ACHR
Archer Aviation Inc.

Industrials
8.8K
+ 15.4%
$6.2 - $13.3 $54.6K - $117K
66K $715K
PGR
Progressive Corp

Financial Services
890
+ 53.81%
$255.27 - $288.74 $227K - $257K
2.54K $678K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.91K
+ 18.79%
$39.89 - $49.46 $116K - $144K
18.4K $909K
JPM
Jpmorgan Chase & CO

Financial Services
313
+ 15.19%
$210.28 - $289.91 $65.8K - $90.7K
2.37K $688K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.03K
+ 86.81%
$27.29 - $29.28 $165K - $177K
13K $380K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
28
+ 1.16%
$456.74 - $568.03 $12.8K - $15.9K
2.44K $1.38M
GE
General Electric CO

Industrials
11
+ 0.44%
$166.81 - $257.39 $1.83K - $2.83K
2.53K $650K
AMAT
Applied Materials Inc

Technology
76
+ 2.27%
$126.95 - $183.52 $9.65K - $13.9K
3.43K $627K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
10K
+ 43.64%
$9.73 - $11.03 $97.3K - $110K
32.9K $363K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
111
+ 1.3%
$57.46 - $75.58 $6.38K - $8.39K
8.66K $654K
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.83K
+ 5.72%
$24.54 - $25.07 $93.9K - $96K
70.7K $1.77M
XLF
Financial Sector Spdr

ETFs
1.08K
+ 7.45%
$43.92 - $52.37 $47.6K - $56.8K
15.6K $818K
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 3.22%
$908.13 - $1056.85 $32.7K - $38K
1.16K $1.14M
XLC
Select Sector Spdr Tr Communic

ETFs
1
+ 0.02%
$86.13 - $108.53 $86.1 - $109
6.27K $680K
GLD
Spdr Gold Trust

ETFs
200
+ 16.99%
$273.71 - $316.29 $54.7K - $63.3K
1.38K $419K
PANW
Palo Alto Networks Inc

Technology
12
+ 0.57%
$152.44 - $204.64 $1.83K - $2.46K
2.11K $432K
USLM
United States Lime & Minerals Inc

Basic Materials
100
+ 1.7%
$85.25 - $107.02 $8.53K - $10.7K
5.99K $597K
V
Visa Inc.

Financial Services
167
+ 6.19%
$308.27 - $373.31 $51.5K - $62.3K
2.86K $1.02M
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
HON
Honeywell International Inc

Industrials
14
+ 1.11%
$182.86 - $232.88 $2.56K - $3.26K
1.27K $295K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.2K
+ 13.54%
$22.68 - $23.28 $27.2K - $27.9K
10.1K $233K
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
GILD
Gilead Sciences, Inc.

Healthcare
223
+ 10.05%
$96.91 - $113.0 $21.6K - $25.2K
2.44K $270K
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
LEN
Lennar Corp

Consumer Cyclical
233
+ 7.69%
$102.76 - $115.66 $23.9K - $26.9K
3.26K $361K
ET
Energy Transfer LP

Energy
1.02K
+ 8.78%
$15.65 - $18.93 $15.9K - $19.3K
12.6K $229K
MMM
3 M CO

Industrials
3
+ 0.15%
$126.09 - $154.15 $378 - $462
1.98K $300K
SPG
Simon Property Group Inc

Real Estate
139
+ 6.47%
$140.37 - $171.44 $19.5K - $23.8K
2.29K $367K
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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