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CIK: 0001964532
Total reported value
$291.4M
$291.4M
108 檔
46.6%
During the Q4 2024 filing period, Kaydan Wealth Management, Inc. (CIK: 0001964532) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $291.4M across 108 reported positions.
Kaydan Wealth Management, Inc. executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 3 holdings and trimming 36 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 10.74% | +0.48% | +24.10% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 9.38% | — | -1.52% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 9.35% | +1.06% | -19.52% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 8.66% | -3.44% | EXIT | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 7.02% | +2.50% | +756.16% | |
| 6 | FTA | First Trust L C Val Alp | ETF-Other | 7.01% | +0.22% | -26.23% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 6.25% | -1.65% | EXIT | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 3.91% | -0.01% | -38.31% | |
| 9 | PSQ | Proshares Short Qqq | ETF-Other | 3.56% | — | -0.03% | |
| 10 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-Other | 3.52% | — | -50.86% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.62% | +3.01% | -4.39% | |
| 12 | FTCS | First Trust Capital Strength | ETF-Other | 1.49% | +0.02% | +5.49% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.35% | -0.01% | +9.29% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.25% | +0.08% | +0.21% | |
| 15 | FVD | First Trust Value Line Dvd | ETF-Other | 1.20% | -0.02% | +2.47% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.14% | +0.15% | +0.60% | |
| 17 | RJF | Raymond James Financial Inc | Stock-Financials | 1.10% | +0.17% | — | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.07% | +23.81% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.84% | +0.23% | -0.81% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | +0.22% | +9.44% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | +0.13% | -85.08% | |
| 22 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.77% | +0.01% | -1.62% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | +0.30% | -1.42% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.14% | +0.25% | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 0.68% | -0.01% | — | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.68% | +0.04% | +2.87% | |
| 27 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.52% | +0.02% | -6.75% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.52% | +0.03% | -1.02% | |
| 29 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.44% | +0.07% | — | |
| 30 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.39% | +0.02% | -4.61% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.38% | +0.10% | — | |
| 32 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.37% | +0.02% | -1.50% | |
| 33 | GM | General Motors Co | Stock-Consumer Disc | 0.37% | +0.04% | -12.00% | |
| 34 | RDVY | First Trust Rising Dividend | ETF-Other | 0.36% | -0.04% | +2.28% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.34% | -0.02% | -0.82% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | +0.05% | — | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.32% | +0.03% | -7.71% | |
| 38 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.31% | +0.02% | — | |
| 39 | DBAW | Xtrackers Msci All World Ex | ETF-Other | 0.31% | +0.03% | -4.29% | |
| 40 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.30% | +0.03% | -7.48% | |
| 41 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.27% | — | +0.26% | |
| 42 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.27% | +0.04% | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.27% | +0.02% | -0.93% | |
| 44 | OSK | Oshkosh CORP | Stock-Industrials | 0.25% | -0.02% | — | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.25% | +0.60% | +2.54% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.23% | +0.01% | +0.57% | |
| 47 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.23% | +0.04% | +3.16% | |
| 48 | FTNT | Fortinet Inc | Stock-Tech | 0.23% | +0.05% | -5.73% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.23% | +0.01% | -1.21% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.22% | -0.03% | +1.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +6.3% | +756.16% | Add |
| 2 | RSP | Invesco S&p 500 Equal Weight | +2.9% | +24.10% | Add |
| 3 | VBR | Vanguard Small-cap Value ETF | +0.8% | -1.52% | Trim |
| 4 | IEF | Ishares 7-10 Year Treasury B | +0.4% | -1.25% | Trim |
| 5 | RJF | Raymond James Financial Inc | +0.3% | — | Unchanged |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +23.81% | Add |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +9.29% | Add |
| 8 | PSQ | Proshares Short Qqq | +0.2% | -0.03% | Trim |
| 9 | VUG | Vanguard Growth ETF | +0.2% | +9.44% | Add |
| 10 | FTCS | First Trust Capital Strength | +0.2% | +5.49% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.60% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -4.39% | Trim |
| 13 | AAPL | Apple Inc | +0.1% | -0.81% | Trim |
| 14 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +0.21% | Add |
| 15 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.25% | Add |
| 16 | FVD | First Trust Value Line Dvd | +0.1% | +2.47% | Add |
| 17 | BOND | Pimco Active Bond Exchange-t | +0.1% | +86.76% | Add |
| 18 | FIXD | First Trust Smith Opportunis | +0.1% | +78.90% | Add |
| 19 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | New buy |
| 20 | DIAL | Columbia Divers Fix Inc ETF | +0.1% | +52.56% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 22 | DVY | Ishares Select Dividend ETF | +0.1% | +2.87% | Add |
| 23 | CMI | Cummins Inc | +0.1% | NEW | New buy |
| 24 | COP | Conocophillips | +0.1% | NEW | New buy |
| 25 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 26 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 27 | SYK | Stryker CORP | +0.1% | — | Unchanged |
| 28 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | -1.62% | Trim |
| 29 | MSFT | Microsoft CORP | +0.1% | -1.42% | Trim |
| 30 | IYW | Ishares Ustechnology ETF | +0.1% | — | Unchanged |
| 31 | GM | General Motors Co | +0.1% | -12.00% | Trim |
| 32 | IYY | Ishares Dow Jones U.s. ETF | +0.1% | — | Unchanged |
| 33 | FTNT | Fortinet Inc | +0.1% | -5.73% | Trim |
| 34 | XLF | Ss Financial Select Sector | +0.1% | +6.15% | Add |
| 35 | RDVY | First Trust Rising Dividend | +0.1% | +2.28% | Add |
| 36 | XLK | Ss Technology Select Sector | +0.1% | -0.82% | Trim |
| 37 | WMT | Walmart Inc | 0% | — | Unchanged |
| 38 | USMV | Ishares Msci USA Min Vol Fac | 0% | -1.02% | Trim |
| 39 | IWF | Ishares Russell 1000 Growth | 0% | -0.93% | Trim |
| 40 | ITOT | Ishares Core S&p Total U.s. | 0% | +2.54% | Add |
| 41 | DON | Wisdomtree US Midcap Dividen | 0% | -1.50% | Trim |
| 42 | GOOG | Alphabet Inc-cl C | 0% | +0.08% | Add |
| 43 | FEX | First Trust Large Cap Core A | 0% | -4.61% | Trim |
| 44 | DLN | Wisdomtree US Largecap Divid | 0% | +3.16% | Add |
| 45 | PRF | Invesco Rafi US 1000 ETF | 0% | — | Unchanged |
| 46 | FNX | First Trust Mid Cap Core Alp | 0% | -6.75% | Trim |
| 47 | LRGF | Ishares US Equity Factor ETF | 0% | -7.48% | Trim |
| 48 | MOAT | Vaneck Morningstar Wide Moat | 0% | — | Unchanged |
| 49 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 50 | T | At&t Inc | 0% | +2.99% | Add |
According to official SEC Form 13F filings, Kaydan Wealth Management, Inc. reported a total U.S. public equity portfolio value of $291.4M across 108 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RSP, VBR, VTV) accounted for 46.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
IEMG
市值: $235.4K
Top Position Liquidated / Trimmed
BSCO
前期市值: $340.7K
During Q4 2024, Kaydan Wealth Management, Inc.'s top holdings by market value included RSP (10.7%)、VBR (9.4%)、VTV (9.3%). The largest single position, RSP, represented 10.7% of total portfolio value.
In Q4 2024, Kaydan Wealth Management, Inc. made 80 total portfolio adjustments, initiating 5 new buys, adding to 36 positions, trimming 36 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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