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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
IEFAIshares Tr
Recent Activity
Decreased -85.08%
0.84%
$2.513M
35,752 shares@ $70.29 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -1.62%
0.78%
$2.323M
29,609 shares@ $78.47 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.42%
0.7%
$2.077M
4,928 shares@ $421.53 avg price
IVWIshares Tr
Recent Activity
Increased 0.26%
0.69%
$2.064M
20,329 shares@ $101.53 avg price
SYKStryker Corporation
Recent Activity
0.68%
$2.043M
5,675 shares@ $360.06 avg price
DVYIshares Tr
Recent Activity
Increased 2.87%
0.68%
$2.043M
15,562 shares@ $131.3 avg price
FNXFirst Tr Mid Cap Core Alphad
Recent Activity
Decreased -6.75%
0.52%
$1.561M
13,488 shares@ $115.72 avg price
USMVIshares Tr
Recent Activity
Decreased -1.01%
0.52%
$1.56M
17,565 shares@ $88.79 avg price
IYYIshares Tr
Recent Activity
0.45%
$1.327M
9,273 shares@ $143.1 avg price
FEXFirst Tr Lrge Cp Core Alpha
Recent Activity
Decreased -4.61%
0.39%
$1.164M
11,163 shares@ $104.3 avg price