Kaizen Financial Strategies Reduced Holdings in Q4 2024

Kaizen Financial Strategies

  • $165 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-9.23K
- 21.62%
N/A
33.5K $6.09M
FNDF
Schwab Fundamental Intl Large

ETFs
-8.86K
- 6.98%
$32.92 - $37.15 $292K - $329K
118K $3.92M
PDI
Pimco Dynamic Income Fund

Financial Services
-19.1K
- 37.15%
$18.33 - $20.85 $350K - $398K
32.3K $591K
LLY
Eli Lilly & CO

Healthcare
-338
- 32.59%
$727.2 - $932.06 $246K - $315K
699 $539K
AMD
Advanced Micro Devices Inc

Technology
-325
- 4.7%
$118.88 - $172.8 $38.6K - $56.2K
6.6K $796K
XLU
Utilities Sector Spdr

ETFs
-3.02K
- 47.63%
$74.89 - $82.93 $226K - $250K
3.32K $251K
ADBE
Adobe Inc.

Technology
-219
- 10.97%
$437.39 - $552.96 $95.8K - $121K
1.78K $790K
LEN
Lennar Corp

Consumer Cyclical
-322
- 10.14%
$136.2 - $188.96 $43.9K - $60.8K
2.85K $389K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-205
- 25.37%
$501.29 - $612.85 $103K - $126K
603 $313K
KLAC
Kla Corp

Technology
-30
- 2.86%
$614.46 - $829.55 $18.4K - $24.9K
1.02K $642K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-328
- 2.81%
$238.25 - $261.28 $78.1K - $85.7K
11.3K $2.75M
STAG
Stag Industrial, Inc.

Real Estate
-556
- 3.22%
$33.22 - $39.1 $18.5K - $21.7K
16.7K $564K
COST
Costco Wholesale Corp

Consumer Defensive
-153
- 14.37%
$873.59 - $994.69 $134K - $152K
912 $835K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-308
- 3.89%
$106.56 - $113.11 $32.8K - $34.8K
7.62K $814K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-124
- 0.67%
$40.06 - $45.21 $4.97K - $5.61K
18.3K $743K
CUBE
Cube Smart

Real Estate
-399
- 7.7%
$41.74 - $53.03 $16.7K - $21.2K
4.78K $204K
VTI
Vanguard Total Stock Market Et

ETFs
-283
- 8.49%
$280.04 - $302.45 $79.3K - $85.6K
3.05K $883K
ZTS
Zoetis Inc.

Healthcare
-98
- 7.1%
$162.24 - $194.42 $15.9K - $19.1K
1.28K $209K
KGC
Kinross Gold Corp

Basic Materials
-5K
- 13.51%
$9.03 - $10.75 $45.2K - $53.8K
32K $296K
NFLX
Netflix Inc

Communication Services
-200
- 28.33%
$687.65 - $936.56 $138K - $187K
506 $451K
UNH
Unitedhealth Group Inc

Healthcare
-16
- 3.82%
$485.52 - $625.25 $7.77K - $10K
403 $203K
LAND
Gladstone Land Corp

Real Estate
-275
- 2.26%
$10.48 - $13.85 $2.88K - $3.81K
11.9K $129K
KIE
Spdr S&P Insurance ETF

ETFs
-600
- 4.95%
$55.65 - $62.03 $33.4K - $37.2K
11.5K $651K
FNF
Fidelity National Financial, Inc.

Financial Services
-192
- 4.64%
$55.19 - $63.83 $10.6K - $12.3K
3.95K $221K
CVX
Chevron Corp

Energy
-177
- 7.19%
$141.15 - $162.53 $25K - $28.8K
2.29K $331K
XLK
Technology Sector Spdr

ETFs
-302
- 5.04%
$220.26 - $241.44 $66.5K - $72.9K
5.69K $1.32M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-69
- 1.51%
$417.69 - $450.94 $28.8K - $31.1K
4.52K $1.92M
ORCL
Oracle Corp

Technology
-45
- 2.16%
$165.41 - $192.43 $7.44K - $8.66K
2.04K $339K
FISV
Fiserv Inc

Technology
-40
- 1.98%
N/A
1.98K $247K
Vanguard Malvern Fds
-6.55K
- 6.2%
N/A
99.1K $0
Arm Holdings PLC
-200
- 7.14%
N/A
2.6K $0
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-258
- 4.43%
$129.96 - $144.97 $33.5K - $37.4K
5.57K $775K
ET
Energy Transfer LP

Energy
-1.1K
- 8.46%
$16.05 - $19.86 $17.6K - $21.8K
11.9K $232K
VCTR
Victory Capital Holdings, Inc.

Financial Services
-50
- 0.77%
$54.76 - $72.24 $2.74K - $3.61K
6.46K $422K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-500
- 2.42%
$36.5 - $53.22 $18.3K - $26.6K
20.1K $869K
AXON
Axon Enterprise, Inc.

Industrials
-23
- 3.83%
$399.22 - $689.78 $9.18K - $15.9K
577 $342K
ARIS
Aris Water Solutions, Inc.

Utilities
-1.96K
- 8.05%
$15.05 - $27.52 $29.5K - $53.9K
22.4K $535K
CRM
Salesforce, Inc.

Technology
-907
- 12.54%
$270.87 - $367.87 $246K - $334K
6.33K $2.11M
USLM
United States Lime & Minerals Inc

Basic Materials
-220
- 3.87%
$91.63 - $157.45 $20.2K - $34.6K
5.46K $724K
ACHR
Archer Aviation Inc.

Industrials
-16.6K
- 33.63%
$2.94 - $11.33 $48.9K - $189K
32.9K $320K
BX
Blackstone Inc.

Financial Services
-2.4K
- 7.71%
$148.45 - $199.05 $357K - $479K
28.8K $4.96M
PLTR
Palantir Technologies Inc.

Technology
-1.6K
- 17.84%
$36.46 - $82.38 $58.2K - $131K
7.35K $555K
NVDA
Nvidia Corp

Technology
-3.53K
- 5.75%
$117.0 - $148.88 $413K - $526K
57.9K $7.77M
AAPL
Apple Inc.

Technology
-1.83K
- 2.8%
$221.69 - $259.02 $405K - $474K
63.5K $15.9M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.3K
- 20.36%
$213.65 - $479.86 $705K - $1.58M
12.9K $5.21M
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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