test

Joyce A. Kruzan

@Kaydan Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$300.812MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 24.1%
10.74%
$32.302M
184,338 shares@ $175.24 avg price
IWMIshares Tr
Recent Activity
Increased 756.16%
7.03%
$21.131M
95,633 shares@ $220.97 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Increased 5.49%
1.49%
$4.479M
50,996 shares@ $87.83 avg price
IJHIshares Tr
Recent Activity
Increased 9.29%
1.35%
$4.052M
65,025 shares@ $62.32 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.22%
1.25%
$3.749M
19,142 shares@ $195.84 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Increased 2.48%
1.2%
$3.607M
82,650 shares@ $43.65 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.6%
1.15%
$3.442M
6,732 shares@ $511.23 avg price
IVVIshares Tr
Recent Activity
Increased 23.81%
0.87%
$2.609M
4,431 shares@ $588.71 avg price
VUGVanguard Index Fds
Recent Activity
Increased 9.44%
0.85%
$2.532M
6,169 shares@ $410.44 avg price
IVWIshares Tr
Recent Activity
Increased 0.26%
0.69%
$2.064M
20,329 shares@ $101.53 avg price