Kaizen Financial Strategies Reduced Holdings in Q1 2025

Kaizen Financial Strategies

  • $162 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
-95.8K
- 81.15%
$32.9 - $37.45 $3.15M - $3.59M
22.3K $811K
VIG
Vanguard Dividend Appreciation

ETFs
-16.1K
- 48.24%
N/A
17.3K $3.15M
AAPL
Apple Inc.

Technology
-1.96K
- 3.09%
$209.68 - $247.1 $412K - $485K
61.5K $13.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.17K
- 9.05%
$222.15 - $428.22 $260K - $501K
11.7K $3.04M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-49.4K
- 84.8%
$22.46 - $23.26 $1.11M - $1.15M
8.86K $204K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-250
- 5.15%
$468.34 - $539.52 $117K - $135K
4.6K $2.16M
USO
United States Oil Fund, LP

ETFs
-3.38K
- 16.85%
$70.89 - $84.34 $240K - $285K
16.7K $1.29M
XLI
Industrial Sector Spdr

ETFs
-1.46K
- 40.63%
$128.78 - $141.67 $188K - $206K
2.13K $276K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-5.82K
- 26.01%
$26.53 - $29.63 $154K - $172K
16.6K $443K
FNDA
Schwab Fundamental U S Small C

ETFs
-1.68K
- 2.95%
$26.87 - $30.99 $45K - $51.9K
55.1K $1.51M
KIE
Spdr S&P Insurance ETF

ETFs
-3.33K
- 28.88%
$54.24 - $60.81 $181K - $202K
8.2K $493K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-385
- 6.92%
$126.86 - $146.45 $48.8K - $56.4K
5.18K $657K
VBK
Vanguard Small Cap Growth ETF

ETFs
-135
- 6.87%
$247.97 - $296.33 $33.5K - $40K
1.83K $462K
CAT
Caterpillar Inc

Industrials
-95
- 6.21%
$326.75 - $407.63 $31K - $38.7K
1.44K $473K
AMAT
Applied Materials Inc

Technology
-98
- 2.84%
$145.06 - $195.51 $14.2K - $19.2K
3.35K $486K
FNDB
Schwab Fundamental U S Broad M

ETFs
-324
- 0.27%
$22.52 - $24.48 $7.3K - $7.93K
118K $2.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-50
- 4.26%
$254.58 - $302.92 $12.7K - $15.1K
1.13K $289K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-295
- 4.84%
$69.69 - $79.99 $20.6K - $23.6K
5.8K $413K
PANW
Palo Alto Networks Inc

Technology
-100
- 4.55%
$167.82 - $208.28 $16.8K - $20.8K
2.1K $358K
XLY
Select Sector Spdr Consumer Di

ETFs
-48
- 4.3%
$192.6 - $233.2 $9.24K - $11.2K
1.07K $210K
VB
Vanguard Small Cap ETF

ETFs
-2
- 0.1%
$217.89 - $252.64 $436 - $505
1.96K $434K
GLD
Spdr Gold Trust

ETFs
-357
- 23.27%
$243.19 - $288.14 $86.8K - $103K
1.18K $339K
FISV
Fiserv Inc

Technology
-241
- 12.2%
N/A
1.74K $217K
FIW
First Trust Water ETF

ETFs
-196
- 4.77%
$99.48 - $106.74 $19.5K - $20.9K
3.92K $392K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-2.39K
- 3.45%
$24.05 - $24.81 $57.5K - $59.3K
66.9K $1.66M
QCOM
Qualcomm Inc

Technology
-116
- 3.78%
$151.94 - $175.86 $17.6K - $20.4K
2.95K $452K
ET
Energy Transfer LP

Energy
-254
- 2.14%
$17.26 - $21.08 $4.38K - $5.35K
11.6K $215K
XLC
Select Sector Spdr Tr Communic

ETFs
-98
- 1.54%
$94.84 - $105.31 $9.29K - $10.3K
6.27K $599K
CUBE
Cube Smart

Real Estate
-91
- 1.9%
$40.23 - $43.23 $3.66K - $3.93K
4.69K $200K
Arm Holdings PLC
-100
- 3.85%
N/A
2.5K $0
Bank America Corp
-19
- 6.23%
N/A
286 $0
Amplify ETF Tr
-501
- 8.73%
N/A
5.24K $0
Lam Research Corp
-73
- 1.45%
N/A
4.96K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-83
- 11.74%
$442.66 - $534.52 $36.7K - $44.4K
624 $327K
SLB
Schlumberger Limited

Energy
-186
- 3.38%
$38.4 - $43.74 $7.14K - $8.14K
5.31K $222K
GILD
Gilead Sciences, Inc.

Healthcare
-187
- 7.77%
$89.14 - $117.41 $16.7K - $22K
2.22K $248K
PLTR
Palantir Technologies Inc.

Technology
-416
- 5.66%
$64.98 - $124.62 $27K - $51.8K
6.93K $585K
MMM
3 M CO

Industrials
-26
- 1.3%
$129.7 - $155.12 $3.37K - $4.03K
1.97K $289K
STAG
Stag Industrial, Inc.

Real Estate
-203
- 1.22%
$32.39 - $37.07 $6.58K - $7.53K
16.5K $595K
ETR
Entergy Corp

Utilities
-33
- 0.67%
$75.26 - $87.89 $2.48K - $2.9K
4.87K $416K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-800
- 4.52%
$24.39 - $35.22 $19.5K - $28.2K
16.9K $518K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-130
- 0.29%
$28.11 - $32.0 $3.65K - $4.16K
45.4K $1.4M
KGC
Kinross Gold Corp

Basic Materials
-1.9K
- 5.94%
$9.69 - $12.61 $18.4K - $24K
30.1K $375K
ARIS
Aris Water Solutions, Inc.

Utilities
-2.53K
- 11.29%
$23.34 - $33.33 $59K - $84.2K
19.9K $630K
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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