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CIK: 0001964532
Total reported value
$291.4M
$291.4M
107 檔
44.2%
At the close of Q1 2025, Kaydan Wealth Management, Inc. disclosed equity holdings valued at approximately $291.4M, spread across 107 reported holdings.
Kaydan Wealth Management, Inc. executed strategic sector rebalancing during Q1 2025, establishing 5 new positions while fully exiting 6 holdings and trimming 36 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 9.23% | +1.06% | +0.18% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 8.64% | -3.44% | EXIT | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 8.45% | -1.65% | EXIT | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.04% | +0.48% | -21.51% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 6.94% | -0.01% | +54.57% | |
| 6 | FTA | First Trust L C Val Alp | ETF-Other | 6.80% | +0.22% | +0.18% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 6.40% | — | -24.77% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.34% | -4.18% | — | |
| 9 | SLV | Ishares Silver Trust | ETF-Commodities | 4.83% | — | — | |
| 10 | PSQ | Proshares Short Qqq | ETF-Other | 3.68% | — | -1.46% | |
| 11 | SH | Proshares Short S&p500 | ETF-Other | 2.18% | — | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.45% | +3.01% | -2.30% | |
| 13 | FTCS | First Trust Capital Strength | ETF-Other | 1.38% | +0.02% | -5.81% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.29% | -0.01% | +5.65% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.20% | +0.08% | +0.79% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-Other | 1.17% | -0.02% | -0.76% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | +0.15% | +0.80% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.99% | +0.13% | +14.51% | |
| 19 | RJF | Raymond James Financial Inc | Stock-Financials | 0.95% | +0.17% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.07% | +10.61% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.84% | +2.50% | -86.33% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | +0.22% | +5.22% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.72% | +0.23% | -0.09% | |
| 24 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.70% | +0.01% | +0.56% | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 0.68% | -0.01% | — | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.67% | +0.04% | +0.33% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | +0.30% | +6.09% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | +0.14% | +0.01% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.51% | +0.03% | -2.54% | |
| 30 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.45% | +0.02% | -3.69% | |
| 31 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.40% | +0.07% | — | |
| 32 | GM | General Motors Co | Stock-Consumer Disc | 0.38% | +0.04% | +21.59% | |
| 33 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.37% | +0.02% | -0.18% | |
| 34 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.35% | +0.02% | -0.01% | |
| 35 | RDVY | First Trust Rising Dividend | ETF-Other | 0.35% | -0.04% | +1.14% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.32% | +0.10% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | +0.05% | — | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.31% | +0.03% | -3.21% | |
| 39 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.30% | +0.02% | — | |
| 40 | DBAW | Xtrackers Msci All World Ex | ETF-Other | 0.29% | +0.03% | -6.84% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.29% | -0.02% | +1.13% | |
| 42 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.26% | — | +0.30% | |
| 43 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.26% | +0.03% | -5.81% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.26% | +0.02% | +9.79% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.25% | +0.60% | +9.83% | |
| 46 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.25% | +0.04% | — | |
| 47 | OSK | Oshkosh CORP | Stock-Industrials | 0.24% | -0.02% | — | |
| 48 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.23% | +0.04% | +1.09% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.22% | -0.03% | -0.10% | |
| 50 | FTNT | Fortinet Inc | Stock-Tech | 0.21% | +0.05% | -5.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +5.3% | NEW | New buy |
| 2 | SLV | Ishares Silver Trust | +4.8% | NEW | New buy |
| 3 | IAU | Ishares Gold Trust | +3% | +54.57% | Add |
| 4 | TLT | Ishares 20+ Year Treasury Bd | +2.2% | +34.47% | Add |
| 5 | SH | Proshares Short S&p500 | +2.2% | NEW | New buy |
| 6 | OEF | Ishares S&p 100 ETF | +0.2% | NEW | New buy |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +14.51% | Add |
| 8 | PSQ | Proshares Short Qqq | +0.1% | -1.46% | Trim |
| 9 | CI | THE Cigna Group | +0.1% | NEW | New buy |
| 10 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 11 | IEMG | Ishares Core Msci Emerging | 0% | +31.85% | Add |
| 12 | T | At&t Inc | 0% | -3.91% | Trim |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +8.29% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | 0% | +10.61% | Add |
| 15 | GM | General Motors Co | 0% | +21.59% | Add |
| 16 | JNJ | Johnson & Johnson | 0% | -3.38% | Trim |
| 17 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 18 | KO | Coca-cola Co/the | 0% | -2.13% | Trim |
| 19 | DTE | Dte Energy Company | 0% | — | Unchanged |
| 20 | XLV | Ss Health Care Select Sector | 0% | +2.79% | Add |
| 21 | ABBV | Abbvie Inc | 0% | +0.43% | Add |
| 22 | ABT | Abbott Laboratories | 0% | +0.11% | Add |
| 23 | RTX | Rtx CORP | 0% | — | Unchanged |
| 24 | SYK | Stryker CORP | — | — | Unchanged |
| 25 | DE | Deere & Co | — | — | Unchanged |
| 26 | ITOT | Ishares Core S&p Total U.s. | — | +9.83% | Add |
| 27 | DLN | Wisdomtree US Largecap Divid | — | +1.09% | Add |
| 28 | AFL | Aflac Inc | — | +0.04% | Add |
| 29 | SDY | Ss Spdr S&p Dividend ETF | — | -0.10% | Trim |
| 30 | SO | Southern Co/the | — | -6.21% | Trim |
| 31 | RZG | Invesco S&p Smallcap 600 Pur | — | — | Unchanged |
| 32 | MA | Mastercard Inc - A | — | -1.13% | Trim |
| 33 | EZM | Wisdomtree US Midcap Fund | — | — | Unchanged |
| 34 | IYH | Ishares U.s. Healthcare ETF | — | — | Unchanged |
| 35 | CSCO | Cisco Systems Inc | — | -1.71% | Trim |
| 36 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | — | -0.58% | Trim |
| 37 | BDJ | Blackrock Enhanced Eqty Dvd | — | — | Unchanged |
| 38 | PG | Procter & Gamble Co/the | — | — | Unchanged |
| 39 | F | Ford Motor Co | — | — | Unchanged |
| 40 | BSCQ | Invesco Bulletshares 2026 Cb | — | +0.99% | Add |
| 41 | BSCR | Invesco Bulletshares 2027 Cb | — | +0.02% | Add |
| 42 | DVY | Ishares Select Dividend ETF | 0% | +0.33% | Add |
| 43 | USMV | Ishares Msci USA Min Vol Fac | 0% | -2.54% | Trim |
| 44 | CSX | Csx CORP | 0% | — | Unchanged |
| 45 | HD | Home Depot Inc | 0% | — | Unchanged |
| 46 | MGK | Vanguard Mega Cap Growth ETF | 0% | -1.26% | Trim |
| 47 | AMZN | Amazon.com Inc | 0% | +3.77% | Add |
| 48 | ILCG | Ishares Morningstar Growth E | 0% | — | Unchanged |
| 49 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 50 | IMCG | Ishares Morningstar Mid-cap | 0% | — | Unchanged |
According to official SEC Form 13F filings, Kaydan Wealth Management, Inc. reported a total U.S. public equity portfolio value of $291.4M across 107 disclosed positions in Q1 2025.
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 VTV, IEF, TLT) accounted for 44.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
VEA
市值: $16.6M
Top Position Liquidated / Trimmed
SPDN
前期市值: $10.6M
During Q1 2025, Kaydan Wealth Management, Inc.'s top holdings by market value included VTV (9.2%)、IEF (8.6%)、TLT (8.4%). The largest single position, VTV, represented 9.2% of total portfolio value.
In Q1 2025, Kaydan Wealth Management, Inc. made 80 total portfolio adjustments, initiating 5 new buys, adding to 33 positions, trimming 36 holdings, and fully liquidating 6 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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