Kaizen Financial Strategies Portfolio Holdings
Kaizen Financial Strategies
- $165 Million
- Q4 2024
Kaizen Financial Strategies has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $165 Million distributed in 133 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 $15.9M, Apple Inc. with a value of $15.9M, Schwab Strategic Tr Us Large C with a value of $14.1M, Nvidia Corp with a value of $7.77M, and Schwab Strategic Tr 5 10 Yr C with a value of $6.13M.
Examining the 13F form we can see an decrease of $1.08M in the current position value, from $167M to 165M.
Below you can find more details about Kaizen Financial Strategies portfolio as well as his latest detailed transactions.
Portfolio value
$165 Million
ETFs: $90.8 Million
Technology: $34.4 Million
Financial Services: $9.98 Million
Consumer Cyclical: $9.98 Million
Communication Services: $7.59 Million
Industrials: $3.48 Million
Healthcare: $2.81 Million
Energy: $1.91 Million
Other: $4.41 Million