Kaizen Financial Strategies New Holdings in Q3 2024

Kaizen Financial Strategies

Stock	Shares change	Price Range	Shares Held
HPE Hewlett Packard Enterprise CO Technology	37.7K New	$16.1 - $21.44 $606K - $808K	37.7K $770K
XLU Utilities Sector Spdr ETFs	6.34K New	$67.67 - $80.78 $429K - $512K	6.34K $512K
CVX Chevron Corp Energy	2.46K New	$137.88 - $161.97 $340K - $399K	2.46K $362K
KGC Kinross Gold Corp Basic Materials	37K New	$8.02 - $9.84 $297K - $364K	37K $346K
TLT Ishares Barclays 20+ Year Trea ETFs	3.29K New	$89.91 - $101.33 $296K - $334K	3.29K $322K
XTL Spdr Ser Tr S & P Telecom ETF ETFs	3K New	$77.77 - $100.63 $233K - $302K	3K $301K
MMM 3 M CO Industrials	2K New	$99.69 - $139.42 $199K - $279K	2K $273K
UNH Unitedhealth Group Inc Healthcare	419 New	$488.01 - $604.18 $204K - $253K	419 $244K
AXON Axon Enterprise, Inc. Industrials	600 New	$286.16 - $399.6 $172K - $240K	600 $239K
HRB H&R Block Inc Consumer Cyclical	3.2K New	$52.99 - $66.6 $170K - $213K	3.2K $203K
PYPL Pay Pal Holdings, Inc. Financial Services	2.6K New	$57.22 - $80.08 $149K - $208K	2.6K $202K
SPLB Spdr Portfolio Long Term Corpo ETFs	8.35K New	$22.25 - $24.44 $186K - $204K	8.35K $201K
JOBY Joby Aviation, Inc. Industrials	11.3K New	$4.77 - $7.46 $53.9K - $84.3K	11.3K $56K
NEEPRR Nextera Energy Inc Corporate U	7.24K New	N/A	7.24K $0
Priority Technology Hldgs In	20K New	N/A	20K $0

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