KW

Kaydan Wealth Management, Inc.

13F
Kaydan Wealth Management, Inc.
Last update 2024-10-16 106 Stocks (5 new)
Value $339.00 Mil Turnover 17 %
Countries:
Top Holdings: VTV(10.64%)FTA(8.74%)VBR(8.57%)TLT(8.41%)IEF(8.26%)
Portfolio Report
Summary Stock Picks Current Portfolio
Kaydan Wealth Management, Inc.... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTV 		Vanguard Value ETF
206,508
36050.100
-1.04%
10.640
-0.12%
0.030
+4.06%
+16.00%
121852.445
 
FTA 		FIRST TR L CAP VAL
374,116
29603.800
-1.33%
8.740
-0.13%
2.430
+1.90%
+10.69%
1211.435
 
VBR 		Vanguard Small Cap Value ETF
144,602
29033.190
+291.89%
8.570
+6.38%
0.100
+2.28%
+11.62%
30323.019
 
TLT 		iShares 20+ Year Treasury Bond ETF
290,612
28509.040
+99.34%
8.410
+4.19%
0.050
-1.56%
-6.93%
59085.550
 
IEF 		iShares 7-10 Year Treasury Bond ETF
285,200
27983.870
+33.36%
8.260
+2.07%
0.080
-0.48%
-1.74%
33604.583
 
RSP 		Invesco S&P 500 Equal Weight ETF
148,544
26613.260
+37.70%
7.850
+2.15%
0.040
+5.07%
+13.17%
65972.809
 
SPDN 		Direxion Daily S&P 500 Bear 1X Shares
1,956,737
21915.450
-1.27%
6.470
-0.11%
12.790
-6.00%
-16.25%
143.020
 
IAU 		iShares Gold Trust
384,789
19124.010
-1.08%
5.640
-0.07%
0.060
+16.30%
+34.15%
33877.539
 
IEFA 		iShares Core MSCI EAFE ETF
239,685
18707.410
-0.32%
5.520
-0.02%
0.010
+1.50%
+6.10%
122289.327
 
PSQ 		ProShares Short QQQ -1x Shares
286,688
11306.980
+99.83%
3.340
+1.67%
1.860
-7.90%
-18.40%
646.814
 

Kaydan Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Kaydan Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VBR 		Vanguard Small Cap Value ETF2024-09-30Add
+6.38%
●
179.99 ($192.23) 201.6
$200.89
4.51%
Add 291.89%
144,602
107,703
EFA 		iShares MSCI EAFE ETF2024-09-30Sold Out
-5.50%
●
75.32 ($80.46) 84.43
$80.23
-0.29%
Sold Out
0
-197,955
TLT 		iShares 20+ Year Treasury Bond ETF2024-09-30Add
+4.19%
●
89.91 ($96.43) 101.33
$92.03
-4.56%
Add 99.34%
290,612
144,822
RSP 		Invesco S&P 500 Equal Weight ETF2024-09-30Add
+2.15%
●
162.83 ($170.84) 179.16
$178.58
4.53%
Add 37.7%
148,544
40,670
IEF 		iShares 7-10 Year Treasury Bond ETF2024-09-30Add
+2.07%
●
92.67 ($96.67) 99.14
$94.71
-2.03%
Add 33.36%
285,200
71,342
PSQ 		ProShares Short QQQ -1x Shares2024-09-30Add
+1.67%
●
38.66 ($41.19) 44.77
$38.68
-6.09%
Add 99.83%
286,688
143,221
FTA 		FIRST TR L CAP VAL2024-09-30Reduce
-0.13%
●
72.76 ($76.44) 79.14
$78.29
2.42%
Reduce -1.33%
374,116
-5,044
VTV 		Vanguard Value ETF2024-09-30Reduce
-0.12%
●
159.75 ($167.43) 174.57
$173.42
3.58%
Reduce -1.04%
206,508
-2,168
SPDN 		Direxion Daily S&P 500 Bear 1X Shares2024-09-30Reduce
-0.11%
●
11.2 ($11.69) 12.46
$11.13
-4.79%
Reduce -1.27%
1,956,737
-25,220
MRK 		Merck & Co Inc2024-09-30New Buy
+0.10%
●
111.15 ($118.8) 128.97
$103.73
-12.69%
New holding
2,908
2,908

Kaydan Wealth Management, Inc. Total Holding History ($B)

To

Kaydan Wealth Management, Inc.'s Asset Allocation

To

Kaydan Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Kaydan Wealth Management, Inc.'s Hypothetical Growth since 2024-09-30

Kaydan Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Kaydan Wealth Management, Inc.'s Holdings Heat Map

Size field:

Kaydan Wealth Management, Inc.'s Holdings Bubble Chart

Kaydan Wealth Management, Inc. News

  • 1

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