Kaizen Financial Strategies Sells 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
Track This Portfolio

Track Kaizen Financial Strategies Portfolio

Follow Kaizen Financial Strategies and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kaizen Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Kaizen Financial Strategies with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email