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
DVYIshares Tr Recent Activity Increased 2.87%	0.68%	$2.043M 15,562 shares@ $131.3 avg price	Increased 2.87%
RDVYFirst Tr Exchange-traded Fd Recent Activity Increased 2.28%	0.36%	$1.076M 18,197 shares@ $59.15 avg price	Increased 2.28%
QDEFFlexshares Tr Recent Activity Increased 0.26%	0.28%	$821,823 11,703 shares@ $70.23 avg price	Increased 0.26%
ITOTIshares Tr Recent Activity Increased 2.54%	0.25%	$748,414 5,818 shares@ $128.64 avg price	Increased 2.54%
MDYSpdr S&p Midcap 400 Etf Tr Recent Activity Increased 0.57%	0.24%	$704,001 1,236 shares@ $569.59 avg price	Increased 0.57%
DLNWisdomtree Tr Recent Activity Increased 3.17%	0.24%	$698,321 8,977 shares@ $77.8 avg price	Increased 3.17%
SDYSpdr Ser Tr Recent Activity Increased 1.98%	0.23%	$667,766 5,055 shares@ $132.11 avg price	Increased 1.98%
BONDPimco Etf Tr Recent Activity Increased 86.76%	0.21%	$619,739 6,854 shares@ $90.43 avg price	Increased 86.76%
DIALColumbia Etf Tr I Recent Activity Increased 52.56%	0.2%	$592,952 33,825 shares@ $17.53 avg price	Increased 52.56%
XLFSelect Sector Spdr Tr Recent Activity Increased 6.16%	0.2%	$591,076 12,230 shares@ $48.34 avg price	Increased 6.16%