KW
| |
Kaydan Wealth Management, Inc.13F | |
| Kaydan Wealth Management, Inc. | |
| Last update 2025-04-18 | 107 Stocks (5 new) |
| Value $312.00 Mil | Turnover 18 % |
Kaydan Wealth Management, Inc.... Top Holdings of 2025-03-31
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| 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 | 166,496 | 28,760.5 | +0.18% | 9.230 | +0.02% | 0.020 | +8.26% | +7.31% | 131,767.6 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 282,288 | 26,921.8 | +0.23% | 8.640 | +0.02% | 0.070 | -0.63% | +4.46% | 34,664.5 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 289,348 | 26,339.3 | +34.47% | 8.450 | +2.17% | 0.050 | -4.26% | +1.74% | 48,373.3 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 144,687 | 25,064.2 | -21.51% | 8.040 | -2.31% | 0.030 | +11.65% | +6.62% | 73,305.4 | ||
IAU | iShares Gold Trust | 366,922 | 21,633.7 | +54.57% | 6.940 | +2.45% | 0.050 | +7.29% | +26.98% | 47,365.6 | ||
FTA | FIRST TR L CAP VAL | 276,469 | 21,210.7 | +0.18% | 6.800 | +0.01% | 1.900 | +10.02% | +6.30% | 1,131.7 | ||
VBR | Vanguard Small Cap Value ETF | 107,129 | 19,957.1 | -24.77% | 6.400 | -2.32% | 0.060 | +14.50% | +2.93% | 28,132.6 | ||
VEA | Vanguard FTSE Developed Markets ETF | 327,369 | 16,640.2 | New Holding | 5.340 | +5.34% | 0.010 | +15.17% | +21.17% | 151,853.0 | ||
SLV | iShares Silver Trust | 485,653 | 15,050.4 | New Holding | 4.830 | +4.83% | 0.100 | +15.99% | +27.27% | 17,616.5 | ||
PSQ | ProShares Short QQQ -1x Shares | 282,399 | 11,473.9 | -1.46% | 3.680 | -0.05% | 1.890 | -19.87% | -8.83% | 493.6 |
Kaydan Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Kaydan Wealth Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IWM | iShares Russell 2000 ETF | 2025-03-31 | Reduce Reduce | -6.06% | 198.1 ($216.92) 229.79 | $223.08 | 2.84% | Reduce -86.33% | 13,074 | -82,559 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | New Buy New Buy | +5.34% | 47.4 ($50.6) 52.99 | $57.22 | 13.08% | New holding | 327,369 | 327,369 | |
SLV | iShares Silver Trust | 2025-03-31 | New Buy New Buy | +4.83% | 26.93 ($29.06) 31.32 | $33.51 | 15.31% | New holding | 485,653 | 485,653 | |
SPDN |
Direxion Daily S&P 500 Bear 1X Shares
Direxion Daily S&P 500 Bear 1X Shares
| 2025-03-31 | Sold Out Sold Out | -3.52% | 10.61 ($11.06) 11.83 | $10.18 | -7.96% | Sold Out | 0 | -961,512 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +2.45% | 49.74 ($54.09) 58.96 | $62.87 | 16.23% | Add 54.57% | 366,922 | 129,532 | |
VBR | Vanguard Small Cap Value ETF | 2025-03-31 | Reduce Reduce | -2.32% | 182.99 ($197.54) 207.75 | $201.72 | 2.12% | Reduce -24.77% | 107,129 | -35,279 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Reduce Reduce | -2.31% | 169.43 ($177.82) 182.84 | $185.18 | 4.14% | Reduce -21.51% | 144,687 | -39,651 | |
SH | ProShares Short S&P500 -1x Shares | 2025-03-31 | New Buy New Buy | +2.18% | 40.87 ($42.57) 45.53 | $39.25 | -7.80% | New holding | 152,228 | 152,228 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Add Add | +2.17% | 85.29 ($89.02) 92.57 | $86.97 | -2.30% | Add 34.47% | 289,348 | 74,165 | |
BOND | PIMCO Active Bond ETF | 2025-03-31 | Sold Out Sold Out | -0.21% | 89.27 ($91.32) 92.9 | $91.45 | 0.14% | Sold Out | 0 | -6,854 |
Kaydan Wealth Management, Inc. Total Holding History ($B)
Kaydan Wealth Management, Inc.'s Asset Allocation
Kaydan Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Kaydan Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31
Kaydan Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Kaydan Wealth Management, Inc.'s Holdings Heat Map
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Kaydan Wealth Management, Inc.'s Holdings Bubble Chart
Kaydan Wealth Management, Inc. News
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