Kaizen Financial Strategies Sells in Q3 2024

Kaizen Financial Strategies

  • $167 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USLM
United States Lime & Minerals Inc

Basic Materials
-32
- 0.56%
$69.25 - $395.38 $2.22K - $12.7K
5.68K $554K
GOOGL
Alphabet Inc.

Communication Services
-4.38K
- 28.81%
$148.65 - $191.18 $650K - $836K
10.8K $1.79M
GOOG
Alphabet Inc.

Communication Services
-890
- 5.04%
$149.54 - $192.66 $133K - $171K
16.8K $2.8M
VIG
Vanguard Dividend Appreciation

ETFs
-2.25K
- 5.01%
$182.15 - $182.15 $411K - $411K
42.7K $7.78M
NVDA
Nvidia Corp

Technology
-1.22K
- 1.95%
$98.91 - $134.91 $121K - $165K
61.4K $7.46M
AMAT
Applied Materials Inc

Technology
-209
- 5.71%
$174.88 - $254.97 $36.5K - $53.3K
3.45K $696K
ADBE
Adobe Inc.

Technology
-132
- 6.2%
$508.13 - $586.55 $67.1K - $77.4K
2K $1.03M
LRCX
Lam Research Corp

Technology
-20
- 3.82%
$731.56 - $1127.3 $14.6K - $22.5K
503 $410K
XLK
Technology Sector Spdr

ETFs
-202
- 3.26%
$197.34 - $237.68 $39.9K - $48K
6K $1.35M
VBK
Vanguard Small Cap Growth ETF

ETFs
-224
- 12.2%
$240.48 - $267.94 $53.9K - $60K
1.61K $431K
AJG
Arthur J. Gallagher & Co.

Financial Services
-99
- 9.86%
$259.22 - $299.75 $25.7K - $29.7K
905 $254K
AMGN
Amgen Inc

Healthcare
-36
- 3.05%
$309.38 - $337.38 $11.1K - $12.1K
1.14K $368K
IWM
Ishares Russell 2000 ETF

ETFs
-98
- 6.35%
$200.87 - $224.6 $19.7K - $22K
1.45K $319K
V
Visa Inc.

Financial Services
-99
- 3.56%
$253.74 - $291.56 $25.1K - $28.9K
2.68K $736K
STAG
Stag Industrial, Inc.

Real Estate
-1.21K
- 6.56%
$35.42 - $40.98 $42.9K - $49.6K
17.2K $674K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-92
- 2.39%
$75.47 - $83.18 $6.94K - $7.65K
3.75K $311K
LDOS
Leidos Holdings, Inc.

Technology
-10
- 0.57%
$142.66 - $163.02 $1.43K - $1.63K
1.74K $283K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-169
- 2.09%
$106.11 - $113.72 $17.9K - $19.2K
7.93K $895K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-11
- 0.25%
$434.77 - $502.96 $4.78K - $5.53K
4.47K $2.18M
GLD
Spdr Gold Trust

ETFs
-23
- 1.5%
$215.56 - $246.98 $4.96K - $5.68K
1.51K $367K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-411
- 2.75%
$41.9 - $48.26 $17.2K - $19.8K
14.5K $695K
VCTR
Victory Capital Holdings, Inc.

Financial Services
-40
- 0.61%
$45.29 - $55.5 $1.81K - $2.22K
6.51K $360K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-157
- 3.31%
$386.81 - $423.12 $60.7K - $66.4K
4.58K $1.94M
META
Meta Platforms, Inc.

Communication Services
-34
- 2.16%
$453.41 - $572.44 $15.4K - $19.5K
1.54K $880K
CRM
Salesforce, Inc.

Technology
-126
- 1.71%
$238.42 - $276.53 $30K - $34.8K
7.23K $1.98M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-524
- 1.17%
$28.02 - $32.68 $14.7K - $17.1K
44.2K $1.43M
AGX
Argan Inc

Industrials
-30
- 0.63%
$69.3 - $101.43 $2.08K - $3.04K
4.77K $483K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-3.89K
- 3.14%
$32.17 - $35.98 $125K - $140K
120K $4.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.91K
- 1.48%
$92.63 - $105.69 $177K - $202K
127K $13.2M
BX
Blackstone Inc.

Financial Services
-1.02K
- 3.16%
$120.77 - $159.66 $123K - $162K
31.2K $4.77M
TSLA
Tesla, Inc.

Consumer Cyclical
-70
- 0.43%
$191.76 - $263.26 $13.4K - $18.4K
16.2K $4.24M
AAPL
Apple Inc.

Technology
-1.3K
- 1.94%
$207.23 - $234.82 $268K - $304K
65.3K $15.2M
Activity Summary
Buys All Purchases 77 New Holdings 15 Increased Positions 62 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 2
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