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Kaydan Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Kaydan Wealth Management, Inc.

Investment Activity

  • Kaydan Wealth Management, Inc. has $311.73 million in total holdings as of March 31, 2025.
  • Kaydan Wealth Management, Inc. owns shares of 107 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 17.80% of the portfolio was purchased this quarter.
  • About 13.95% of the portfolio was sold this quarter.
  • This quarter, Kaydan Wealth Management, Inc. has purchased 108 new stocks and bought additional shares in 33 stocks.
  • Kaydan Wealth Management, Inc. sold shares of 36 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

921943858 - Vanguard FTSE Developed Markets ETF
$16,640,166 Holding
46428Q109 - iShares Silver Trust
$15,050,386 Holding
74349Y753 - PROSHARES TR
$6,783,280 Holding
464287101 - iShares S&P 100 ETF
$561,972 Holding
125523100 - The Cigna Group
$223,062 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF
327,369 shares (about $16.64M)
iShares Silver Trust
485,653 shares (about $15.05M)
iShares Gold Trust
129,532 shares (about $7.64M)
PROSHARES TR
152,228 shares (about $6.78M)
iShares 20+ Year Treasury Bond ETF
74,165 shares (about $6.75M)

Largest Sales this Quarter

iShares Russell 2000 ETF
82,559 shares (about $16.47M)
Invesco S&P 500 Equal Weight ETF
39,651 shares (about $6.87M)
Vanguard Small-Cap Value ETF
35,279 shares (about $6.57M)
First Trust Capital Strength ETF
2,964 shares (about $265.69K)
PROSHARES TR
4,194 shares (about $170.40K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKaydan Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$28,760,506$50,958 0.2%166,4969.2%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$26,921,766$62,563 0.2%282,2888.6%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$26,339,348$6,751,240 34.5%289,3488.4%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$25,064,182$6,868,757 -21.5%144,6878.0%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$21,633,721$7,637,207 54.6%366,9226.9%Finance
First Trust Large Cap Value AlphaDEX Fund stock logo
FTA
First Trust Large Cap Value AlphaDEX Fund
$21,210,702$37,132 0.2%276,4696.8%Manufacturing
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$19,957,061$6,572,125 -24.8%107,1296.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$16,640,166$16,640,166 New Holding327,3695.3%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$15,050,386$15,050,386 New Holding485,6534.8%ETF
PROSHARES TR
$11,473,871$170,402 -1.5%282,3993.7%SHORT QQQ
PROSHARES TR
$6,783,280$6,783,280 New Holding152,2282.2%SHORT S&P 500 NE
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,510,180$106,090 -2.3%16,4101.4%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$4,305,556$265,691 -5.8%48,0321.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,008,642$214,436 5.7%68,7001.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$3,742,649$29,292 0.8%19,2931.2%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$3,657,561$27,824 -0.8%82,0261.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,182,091$25,322 0.8%6,7861.0%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,097,170$392,546 14.5%40,9411.0%ETF
Raymond James stock logo
RJF
Raymond James
$2,969,2010.0%21,3751.0%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,754,029$264,108 10.6%4,9010.9%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,608,114$16,469,580 -86.3%13,0740.8%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,406,993$119,404 5.2%6,4910.8%ETF
Apple Inc. stock logo
AAPL
Apple
$2,250,438$1,999 -0.1%10,1310.7%Computer and Technology
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$2,191,647$12,146 0.6%29,7740.7%Manufacturing
Stryker Co. stock logo
SYK
Stryker
$2,112,5190.0%5,6750.7%Medical
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$2,096,667$6,849 0.3%15,6130.7%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,962,664$112,624 6.1%5,2280.6%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,887,327$186 0.0%20,3310.6%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,603,272$41,866 -2.5%17,1180.5%ETF
First Trust Mid Cap Core AlphaDEX Fund stock logo
FNX
First Trust Mid Cap Core AlphaDEX Fund
$1,415,650$54,272 -3.7%12,9900.5%Manufacturing
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$1,262,0550.0%9,2730.4%ETF
General Motors stock logo
GM
General Motors
$1,185,109$210,459 21.6%25,1990.4%Auto/Tires/Trucks
First Trust Large Cap Core AlphaDEX Fund stock logo
FEX
First Trust Large Cap Core AlphaDEX Fund
$1,141,712$2,049 -0.2%11,1430.4%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$1,077,506$149 0.0%21,7590.3%Finance
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$1,077,361$12,118 1.1%18,4040.3%Manufacturing
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,009,0610.0%7,1850.3%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,001,0690.0%4,0810.3%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$976,070$32,354 -3.2%15,7180.3%ETF
Invesco FTSE RAFI US 1000 ETF stock logo
PRF
Invesco FTSE RAFI US 1000 ETF
$943,7760.0%23,3550.3%ETF
DBAW
Xtrackers MSCI All World ex US Hedged Equity ETF
$913,220$67,103 -6.8%25,8030.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$907,686$10,118 1.1%4,3960.3%ETF
QDEF
FlexShares Quality Dividend Defensive Index Fund
$820,369$2,446 0.3%11,7380.3%ETF
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$806,847$49,777 -5.8%13,9400.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$805,953$71,857 9.8%2,2320.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$779,640$69,789 9.8%6,3900.3%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$775,1040.0%8,8080.2%ETF
Oshkosh Co. stock logo
OSK
Oshkosh
$751,5110.0%7,9880.2%Auto/Tires/Trucks
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$720,283$7,778 1.1%9,0750.2%Finance
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$685,184$678 -0.1%5,0500.2%ETF
Fortinet, Inc. stock logo
FTNT
Fortinet
$669,007$36,290 -5.1%6,9500.2%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$653,282$22,887 -3.4%3,9390.2%Medical
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$650,846$8,536 -1.3%1,2200.2%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$597,720$11,456 -1.9%12,0000.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$592,6700.0%6,7510.2%Retail/Wholesale
Oracle Co. stock logo
ORCL
Oracle
$568,8870.0%4,0690.2%Computer and Technology
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$561,972$561,972 New Holding2,0750.2%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$554,2140.0%4,6600.2%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$553,0750.0%1,6770.2%Industrials
Amgen Inc. stock logo
AMGN
Amgen
$516,8610.0%1,6590.2%Medical
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$506,878$1,471 -0.3%14,8210.2%ETF
AT&T Inc. stock logo
T
AT&T
$504,776$20,560 -3.9%17,8490.2%Computer and Technology
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$497,1380.0%1,1840.2%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$494,4520.0%1,3490.2%Retail/Wholesale
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$494,244$13,433 2.8%3,3850.2%ETF
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$472,067$111,134 -19.1%10,7680.2%Manufacturing
The Coca-Cola Company stock logo
KO
Coca-Cola
$471,544$10,242 -2.1%6,5840.2%Consumer Staples
Ford Motor stock logo
F
Ford Motor
$430,4070.0%42,9120.1%Auto/Tires/Trucks
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$418,183$15,427 -3.6%5,0420.1%ETF
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$412,6570.0%7,5220.1%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$405,886$469 0.1%2,5980.1%Computer and Technology
iShares Morningstar Mid-Cap ETF stock logo
IMCB
iShares Morningstar Mid-Cap ETF
$399,4560.0%5,3920.1%ETF
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$394,705$8,622 -2.1%7,8280.1%Manufacturing
DTE Energy stock logo
DTE
DTE Energy
$386,7410.0%2,7970.1%Utilities
Mastercard Incorporated stock logo
MA
Mastercard
$382,040$4,385 -1.1%6970.1%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$356,150$8,904 -2.4%6800.1%Medical
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$353,5790.0%4,9500.1%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$349,5310.0%2,0510.1%Consumer Staples
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$347,775$26,629 8.3%6530.1%Finance
CSX Co. stock logo
CSX
CSX
$334,0010.0%11,3490.1%Transportation
TriNet Group, Inc. stock logo
TNET
TriNet Group
$333,6800.0%4,2110.1%Business Services
Deere & Company stock logo
DE
Deere & Company
$323,3820.0%6890.1%Industrials
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$320,798$77,501 31.9%5,9440.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$312,757$5,431 -1.7%5,0680.1%Computer and Technology
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$306,888$3,019 1.0%15,7540.1%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$304,2320.0%1,6930.1%Computer and Technology
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$294,382$10,274 -3.4%6590.1%Aerospace
Aflac Incorporated stock logo
AFL
Aflac
$289,721$111 0.0%2,6060.1%Finance
The Southern Company stock logo
SO
Southern
$286,026$18,940 -6.2%3,1110.1%Utilities
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$263,910$20,204 -7.1%12,7620.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$263,307$17,777 -6.3%2,5180.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$261,0220.0%2,9080.1%Medical
RTX Co. stock logo
RTX
RTX
$255,2500.0%1,9270.1%Aerospace
Canadian National Railway stock logo
CNI
Canadian National Railway
$252,6160.0%2,5920.1%Transportation
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$251,559$265 0.1%1,8960.1%Medical
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$244,639$39 0.0%12,4880.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$241,900$1,047 0.4%1,1550.1%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$235,922$8,562 3.8%1,2400.1%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$225,161$150 0.1%1,5020.1%Consumer Staples
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$224,1620.0%3,6810.1%ETF
The Cigna Group stock logo
CI
The Cigna Group
$223,062$223,062 New Holding6780.1%Medical

Showing largest 100 holdings. View all holdings.
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