Kaizen Financial Strategies Portfolio Holdings
Kaizen Financial Strategies
- $162 Million
- Q1 2025
Kaizen Financial Strategies has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $162 Million distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $16.1M, Apple Inc. with a value of $13.7M, Schwab Strategic Tr Us Large C with a value of $13.2M, Capital Group Divid Value ETF with a value of $8.32M, and Schwab Strategic Tr 5 10 Yr C with a value of $6.82M.
Examining the 13F form we can see an decrease of $3.79M in the current position value, from $165M to 162M.
Below you can find more details about Kaizen Financial Strategies portfolio as well as his latest detailed transactions.
Portfolio value
$162 Million
ETFs: $94.5 Million
Technology: $29.3 Million
Financial Services: $9.58 Million
Consumer Cyclical: $7.63 Million
Communication Services: $7.03 Million
Industrials: $3.78 Million
Healthcare: $3.28 Million
Energy: $2.06 Million
Other: $4.48 Million