Kaizen Financial Strategies Reduced Holdings in Q2 2025

Kaizen Financial Strategies

  • $183 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USO
United States Oil Fund, LP

ETFs
-9.02K
- 54.13%
$62.37 - $83.12 $563K - $750K
7.65K $559K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-8.11K
- 6.4%
$30.46 - $33.4 $247K - $271K
119K $3.79M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.16K
- 26.88%
$221.86 - $362.89 $700K - $1.15M
8.59K $2.73M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-6.19K
- 14.67%
$35.62 - $39.64 $220K - $245K
36K $1.4M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-15.6K
- 17.39%
$14.97 - $16.79 $234K - $262K
74.1K $1.24M
VIG
Vanguard Dividend Appreciation

ETFs
-1.07K
- 6.15%
N/A
16.3K $2.96M
CVX
Chevron Corp

Energy
-855
- 34.69%
$133.73 - $168.51 $114K - $144K
1.61K $230K
VBK
Vanguard Small Cap Growth ETF

ETFs
-699
- 38.22%
$219.76 - $276.94 $154K - $194K
1.13K $312K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-6.87K
- 39.05%
$20.42 - $25.3 $140K - $174K
10.7K $271K
VB
Vanguard Small Cap ETF

ETFs
-571
- 29.13%
$193.73 - $237.37 $111K - $136K
1.39K $329K
XLI
Industrial Sector Spdr

ETFs
-576
- 27.07%
$116.42 - $147.52 $67.1K - $85K
1.55K $228K
FNF
Fidelity National Financial, Inc.

Financial Services
-51
- 1.23%
$53.62 - $66.59 $2.73K - $3.4K
4.09K $229K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-410
- 12.87%
$68.13 - $74.77 $27.9K - $30.7K
2.78K $202K
ADBE
Adobe Inc.

Technology
-83
- 4.54%
$340.0 - $420.68 $28.2K - $34.9K
1.75K $675K
QCOM
Qualcomm Inc

Technology
-220
- 7.46%
$124.66 - $159.48 $27.4K - $35.1K
2.73K $434K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-390
- 2.0%
$37.08 - $42.26 $14.5K - $16.5K
19.1K $791K
FIW
First Trust Water ETF

ETFs
-395
- 10.09%
$90.26 - $108.05 $35.7K - $42.7K
3.52K $380K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-100
- 3.85%
$84.41 - $106.28 $8.44K - $10.6K
2.5K $237K
CAT
Caterpillar Inc

Industrials
-245
- 17.06%
$273.94 - $388.21 $67.1K - $95.1K
1.19K $462K
CRM
Salesforce, Inc.

Technology
-139
- 2.17%
$236.26 - $291.15 $32.8K - $40.5K
6.26K $1.71M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-691
- 11.91%
$63.36 - $80.23 $43.8K - $55.4K
5.11K $410K
NEEPRR
Nextera Energy Inc Corporate U
-3.6K
- 25.09%
N/A
10.8K $0
Lam Research Corp
-190
- 3.83%
N/A
4.77K $0
STAG
Stag Industrial, Inc.

Real Estate
-76
- 0.46%
$30.08 - $37.02 $2.29K - $2.81K
16.4K $595K
ALCC
Alt C Acquisition Corp.

Financial Services
-2.04K
- 15.11%
N/A
11.5K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-200
- 1.2%
N/A
16.4K $0
GLDM
World Gold Trust

ETFs
-145
- 2.86%
$58.96 - $67.97 $8.55K - $9.86K
4.93K $322K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-2.65K
- 5.84%
$26.66 - $33.09 $70.8K - $87.8K
42.8K $1.41M
JOBY
Joby Aviation, Inc.

Industrials
-5K
- 29.75%
$5.33 - $10.55 $26.7K - $52.8K
11.8K $124K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-8
- 0.32%
$76.98 - $98.31 $616 - $786
2.47K $242K
IWM
Ishares Russell 2000 ETF

ETFs
-68
- 2.39%
$174.82 - $215.79 $11.9K - $14.7K
2.78K $600K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-448
- 8.65%
$113.67 - $150.4 $50.9K - $67.4K
4.73K $711K
FNDA
Schwab Fundamental U S Small C

ETFs
-643
- 1.17%
$23.85 - $28.69 $15.3K - $18.4K
54.5K $1.56M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-75
- 3.61%
$160.63 - $257.78 $12K - $19.3K
2K $513K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
-30
- 0.49%
$86.93 - $117.31 $2.61K - $3.52K
6.12K $717K
FNDB
Schwab Fundamental U S Broad M

ETFs
-694
- 0.59%
$20.36 - $23.98 $14.1K - $16.6K
118K $2.82M
ORCL
Oracle Corp

Technology
-21
- 1.03%
$122.82 - $218.63 $2.58K - $4.59K
2.02K $440K
AXON
Axon Enterprise, Inc.

Industrials
-5
- 0.87%
$497.13 - $827.94 $2.49K - $4.14K
573 $474K
AMD
Advanced Micro Devices Inc

Technology
-573
- 8.66%
$78.21 - $143.81 $44.8K - $82.4K
6.05K $858K
PLTR
Palantir Technologies Inc.

Technology
-878
- 12.67%
$74.01 - $144.25 $65K - $127K
6.05K $825K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-500
- 2.96%
$27.82 - $46.45 $13.9K - $23.2K
16.4K $761K
XLK
Technology Sector Spdr

ETFs
-198
- 2.71%
$179.73 - $253.23 $35.6K - $50.1K
7.1K $1.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-72
- 1.57%
$416.06 - $551.64 $30K - $39.7K
4.53K $2.5M
AGX
Argan Inc

Industrials
-150
- 3.14%
$120.08 - $243.11 $18K - $36.5K
4.62K $1.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.98K
- 6.87%
$496.48 - $617.85 $984K - $1.22M
26.9K $16.6M
GOOG
Alphabet Inc.

Communication Services
-90
- 0.38%
$146.58 - $180.01 $13.2K - $16.2K
23.5K $4.17M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-80
- 0.69%
$179.95 - $278.88 $14.4K - $22.3K
11.5K $3.21M
NVDA
Nvidia Corp

Technology
-1.14K
- 1.91%
$94.31 - $157.99 $108K - $180K
58.5K $9.24M
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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