Joyce A. Kruzan

@Kaydan Wealth Management, Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$300.812M

Total holdings108

Assets growth rate-11.21%

Assets growth rate (2-Q avg)4.43%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kaydan Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Kaydan Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 300.812M in assets, with a quarterly growth rate of -11.21% and a 2-quarter average growth rate of 4.43%. The portfolio is managed by Joyce A. Kruzan, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IEMGIshares Inc Recent Activity New Position	0.08%	$235,408 4,508 shares@ $52.23 avg price	New Position
CMICummins Inc Recent Activity New Position	0.07%	$207,417 595 shares@ $348.6 avg price	New Position
COPConocophillips Recent Activity New Position	0.07%	$203,299 2,050 shares@ $99.18 avg price	New Position
ETNEaton Corp Plc Recent Activity New Position	0.07%	$203,104 612 shares@ $331.87 avg price	New Position
DISDisney Walt Co Recent Activity New Position	0.07%	$201,321 1,808 shares@ $111.36 avg price	New Position