Kaydan Wealth Management, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Kaydan Wealth Management, Inc.

CIK Number: 0001964532

305.39M
Market Value
106
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 17, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VTV Vanguard Value ...
183.22
+0.04% 166.5K +0.18% 28.76M 143.96 9.23% Share
2 IEF iShares 7-10 Ye...
96.15
-0.08% 282.29K +0.23% 26.92M 94.47 8.64% Share
3 TLT iShares 20+ Yea...
86.60
-0.71% 289.35K +34.47% 26.34M 93.23 8.45% Share
4 RSP Invesco S&P 500...
188.60
-0.08% 144.69K -21.51% 25.06M 162.62 8.04% Share
5 IAU iShares Gold Tr...
65.09
+0.93% 366.92K +54.57% 21.63M 46.75 6.94% Share
6 FTA First Trust Lar...
83.21
+0.25% 276.47K +0.18% 21.21M 75.32 6.80% Share
7 VBR Vanguard Small ...
208.72
-0.14% 107.13K -24.77% 19.96M 195.62 6.40% Share
8 VEA Vanguard Develo...
58.70
-0.53% 327.37K +100.00% 16.64M 50.83 5.34% Share
9 SLV iShares Silver ...
36.20
+1.91% 485.65K +100.00% 15.05M 30.99 4.83% Share
10 PSQ ProShares Short...
32.93
+1.29% 282.4K -1.46% 11.47M 39.86 3.68% Share
11 SH ProShares Short...
38.48
+0.71% 152.23K +100.00% 6.78M 44.56 2.18% Share
12 VTI Vanguard Total ...
318.18
-0.6% 16.41K -2.3% 4.51M 241.44 1.45% Share
13 FTCS First Trust Cap...
93.14
+0.42% 48.03K -5.81% 4.31M 83.22 1.38% Share
14 IJH iShares Core S&...
65.18
-0.5% 68.7K +5.65% 4.01M 53.63 1.29% Share
15 VIG Vanguard Divide...
211.02
-0.26% 19.29K +0.79% 3.74M 172.09 1.20% Share
16 FVD First Trust Val...
46.42
+0.28% 82.03K -0.76% 3.66M 42.73 1.17% Share
17 QQQ Invesco QQQ Tru...
570.40
-1.16% 6.79K +0.80% 3.18M 396.56 1.02% Share
18 IEFA iShares Core MS...
85.52
-0.6% 40.94K +14.51% 3.1M 69.31 0.99% Share
19 RJF Raymond James F...
169.38
+0.40% 21.38K 0.00% 2.97M 100.4 0.95% Share
20 IVV iShares Core S&...
648.30
-0.59% 4.9K +10.61% 2.75M 518.53 0.88% Share
21 IWM iShares Russell...
235.22
-0.42% 13.07K -86.33% 2.61M 217.12 0.84% Share
22 VUG Vanguard Growth...
458.95
-1.08% 6.49K +5.22% 2.41M 335.97 0.77% Share
23 AAPL Apple Inc.
232.14
-0.18% 10.13K -0.09% 2.25M 177.57 0.72% Share
24 TDIV First Trust NAS...
91.82
-1.67% 29.77K +0.56% 2.19M 62.89 0.70% Share
25 SYK Stryker Corpora...
391.53
+0.48% 5.67K 0.00% 2.11M 267.94 0.68% Share
26 DVY iShares Select ...
141.86
+0.41% 15.61K +0.33% 2.1M 122.98 0.67% Share
27 MSFT Microsoft Corpo...
506.69
-0.58% 5.23K +6.09% 1.96M 342.93 0.63% Share
28 IVW iShares S&P 500...
114.88
-1.16% 20.33K +0.01% 1.89M 83.84 0.61% Share
29 USMV iShares MSCI US...
94.23
+0.21% 17.12K -2.54% 1.6M 80.86 0.51% Share
30 FNX First Trust Mid...
123.83
-0.44% 12.99K -3.69% 1.42M 111.83 0.45% Share
31 IYY iShares Dow Jon...
157.47
-0.61% 9.27K 0.00% 1.26M 117.85 0.40% Share
32 GM General Motors ...
58.61
+0.21% 25.2K +21.59% 1.19M 46.16 0.38% Share
33 FEX First Trust Lar...
115.08
-0.24% 11.14K -0.18% 1.14M 92.33 0.37% Share
34 DON WisdomTree U.S....
52.75
-0.02% 21.76K -0.01% 1.08M 44.52 0.35% Share
35 RDVY First Trust Ris...
65.74
-0.24% 18.4K +1.14% 1.08M 51.51 0.35% Share
36 IYW iShares U.S. Te...
181.69
-1.55% 7.18K 0.00% 1.01M 114.82 0.32% Share
37 JPM JPMorgan Chase ...
301.45
+0.13% 4.08K 0.00% 1M 158.3 0.32% Share
38 VXUS Vanguard Total ...
71.37
-0.45% 15.72K -3.21% 976.07K 63.57 0.31% Share
39 PRF Invesco FTSE RA...
44.32
-0.07% 23.36K 0.00% 943.78K 34.34 0.30% Share
40 DBAW Xtrackers MSCI ...
38.22
-0.46% 25.8K -6.84% 913.22K 33.68 0.29% Share
41 XLK Technology Sele...
262.47
-1.53% 4.4K +1.13% 907.69K 174.23 0.29% Share
42 QDEF FlexShares Qual...
78.09
-0.39% 11.74K +0.30% 820.37K 59.69 0.26% Share
43 LRGF iShares U.S. Eq...
66.84
-0.61% 13.94K -5.81% 806.85K 46.56 0.26% Share
44 IWF iShares Russell...
445.62
-1.18% 2.23K +9.79% 805.95K 309.83 0.26% Share
45 ITOT iShares Core S&...
141.32
-0.6% 6.39K +9.83% 779.64K 108.28 0.25% Share
46 MOAT VanEck Mornings...
98.45
-0.13% 8.81K 0.00% 775.1K 76.11 0.25% Share
47 OSK Oshkosh Corpora...
139.26
-2.72% 7.99K 0.00% 751.51K 112.71 0.24% Share
48 DLN WisdomTree U.S....
85.52
+0.05% 9.07K +1.09% 720.28K 66.8 0.23% Share
49 SDY SPDR S&P Divide...
141.31
+0.20% 5.05K -0.1% 685.18K 125.32 0.22% Share
50 FTNT Fortinet, Inc.
78.77
-0.66% 6.95K -5.15% 669.01K 68.22 0.21% Share
51 JNJ Johnson & Johns...
177.19
+0.99% 3.94K -3.38% 653.28K 170.17 0.21% Share
52 MDY SPDR S&P MIDCAP...
595.04
-0.5% 1.22K -1.29% 650.85K 519.88 0.21% Share
53 XLF Financial Selec...
53.99
+0.26% 12K -1.88% 597.72K 39.37 0.19% Share
54 WMT Walmart Inc.
97.01
+0.94% 6.75K 0.00% 592.67K 48.44 0.19% Share
55 ORCL Oracle Corporat...
226.16
-5.89% 4.07K 0.00% 568.89K 87.21 0.18% Share
56 OEF iShares S&P 100...
319.88
-0.79% 2.08K +100.00% 561.97K 270.83 0.18% Share
57 XOM Exxon Mobil Cor...
114.36
+0.89% 4.66K 0.00% 554.21K 117.27 0.18% Share
58 CAT Caterpillar Inc...
419.19
-3.61% 1.68K 0.00% 553.08K 206.74 0.18% Share
59 AMGN Amgen Inc.
287.71
+0.74% 1.66K 0.00% 516.86K 291.48 0.17% Share
60 RSPT Invesco S&P 500...
41.65
-1.26% 14.82K -0.29% 506.88K 61.12 0.16% Share
61 T AT&T Inc.
29.31
+1.28% 17.85K -3.91% 504.78K 19.25 0.16% Share
62 DIA SPDR Dow Jones ...
456.18
-0.13% 1.18K 0.00% 497.14K 363.32 0.16% Share
63 HD The Home Depot,...
406.64
-0.2% 1.35K 0.00% 494.45K 412.21 0.16% Share
64 XLV Health Care Sel...
137.46
+0.75% 3.38K +2.79% 494.24K 140.57 0.16% Share
65 FIXD First Trust TCW...
43.97
-0.18% 10.77K -19.06% 472.07K 43.36 0.15% Share
66 KO The Coca-Cola C...
69.01
+0.95% 6.58K -2.13% 471.54K 59.44 0.15% Share
67 F Ford Motor Comp...
11.79
+0.64% 42.91K 0.00% 430.41K 17.21 0.14% Share
68 VIGI Vanguard Intern...
89.26
-0.55% 5.04K -3.56% 418.18K 84.35 0.13% Share
69 FV First Trust Dor...
61.49
-0.43% 7.52K 0.00% 412.66K 49.14 0.13% Share
70 GOOG Alphabet Inc.
213.53
+0.55% 2.6K +0.12% 405.89K 135.65 0.13% Share
71 IMCB iShares Morning...
82.53
-0.29% 5.39K 0.00% 399.46K 71.08 0.13% Share
72 FMB First Trust Man...
49.76
+0.02% 7.83K -2.14% 394.7K 56.66 0.13% Share
73 DTE DTE Energy Comp...
136.71
+0.15% 2.8K 0.00% 386.74K 115.79 0.12% Share
74 MA Mastercard Inco...
595.77
+0.90% 697 -1.13% 382.04K 360.04 0.12% Share
75 UNH UnitedHealth Gr...
309.83
+2.49% 680 -2.44% 356.15K 502.26 0.11% Share
76 IMCG iShares Morning...
82.00
-0.61% 4.95K 0.00% 353.58K 73.24 0.11% Share
77 PG The Procter & G...
157.10
+0.93% 2.05K 0.00% 349.53K 162.91 0.11% Share
78 BRK-B Berkshire Hatha...
503.29
+0.69% 653 +8.29% 347.77K 355.67 0.11% Share
79 CSX CSX Corporation
32.51
-0.46% 11.35K 0.00% 334K 37.6 0.11% Share
80 TNET TriNet Group, I...
72.41
+1.90% 4.21K 0.00% 333.68K 80.61 0.11% Share
81 DE Deere & Company
478.53
-2.63% 689 0.00% 323.38K 344.11 0.10% Share
82 IEMG iShares Core MS...
62.08
-0.49% 5.94K +31.85% 320.8K 52.64 0.10% Share
83 CSCO Cisco Systems, ...
69.09
-0.49% 5.07K -1.71% 312.76K 62.76 0.10% Share
84 BSCQ Invesco BulletS...
19.55
+0.08% 15.75K +0.99% 306.89K 20.11 0.10% Share
85 TXN Texas Instrumen...
202.51
-0.77% 1.69K 0.00% 304.23K 188.34 0.10% Share
86 LMT Lockheed Martin...
455.44
-0.16% 659 -3.37% 294.38K 355.98 0.09% Share
87 AFL Aflac Incorpora...
106.92
+0.77% 2.61K +0.04% 289.72K 82.51 0.09% Share
88 SO The Southern Co...
92.33
+0.10% 3.11K -6.21% 286.03K 89.8 0.09% Share
89 BSCP Invesco BulletS...
20.69
+0.02% 12.76K -7.11% 263.91K 21.44 0.08% Share
90 IJR iShares Core S&...
118.07
-0.39% 2.52K -6.32% 263.31K 101.41 0.08% Share
91 MRK Merck & Co., In...
84.14
+1.12% 2.91K 0.00% 261.02K 113.56 0.08% Share
92 RTX RTX Corporation
158.63
-1.26% 1.93K 0.00% 255.25K 121.16 0.08% Share
93 CNI Canadian Nation...
96.83
+0.76% 2.59K 0.00% 252.62K 121.07 0.08% Share
94 ABT Abbott Laborato...
132.70
+1.01% 1.9K +0.11% 251.56K 140.63 0.08% Share
95 BSCR Invesco BulletS...
19.69
+0.05% 12.49K +0.02% 244.64K 19.31 0.08% Share
96 ABBV AbbVie Inc.
210.39
+1.19% 1.16K +0.43% 241.9K 197.46 0.08% Share
97 AMZN Amazon.com, Inc...
229.00
-1.12% 1.24K +3.77% 235.92K 153.33 0.08% Share
98 PEP PepsiCo, Inc.
148.65
+1.14% 1.5K +0.07% 225.16K 174.92 0.07% Share
99 IYH iShares U.S. He...
57.87
+0.63% 3.68K 0.00% 224.16K 57.25 0.07% Share
100 CI The Cigna Group
301.04
+0.68% 678 +100.00% 223.06K 329 0.07% Share
101 ILCG iShares Morning...
100.16
-1.33% 2.75K 0.00% 222.8K 75.49 0.07% Share
102 MGK Vanguard Mega C...
384.00
-1.2% 708 -1.26% 218.69K 286.55 0.07% Share
103 QQQE Direxion NASDAQ...
98.05
-0.74% 2.4K -0.58% 208.99K 89.05 0.07% Share
104 RZG Invesco S&P Sma...
53.88
-0.67% 4.45K 0.00% 207.84K 54.88 0.07% Share
105 EZM WisdomTree U.S....
66.12
-0.21% 3.45K 0.00% 205.62K 62.34 0.07% Share
106 COP ConocoPhillips
99.01
+0.57% 1.91K -6.73% 200.8K 99.17 0.06% Share