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
IYWIshares Tr
Recent Activity
0.39%
$1.146M
7,185 shares@ $159.52 avg price
DONWisdomtree Tr
Recent Activity
Decreased -1.49%
0.37%
$1.109M
21,762 shares@ $50.97 avg price
GMGeneral Mtrs Co
Recent Activity
Decreased -11.99%
0.37%
$1.104M
20,724 shares@ $53.27 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.28%
0.36%
$1.076M
18,197 shares@ $59.15 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.82%
0.34%
$1.011M
4,347 shares@ $232.52 avg price
JPMJpmorgan Chase & Co.
Recent Activity
0.33%
$978,257
4,081 shares@ $239.72 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -7.7%
0.32%
$957,003
16,239 shares@ $58.94 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
0.32%
$942,141
23,355 shares@ $40.35 avg price
DBAWDbx Etf Tr
Recent Activity
Decreased -4.29%
0.32%
$940,658
27,699 shares@ $33.96 avg price
LRGFIshares Tr
Recent Activity
Decreased -7.48%
0.3%
$893,180
14,800 shares@ $60.35 avg price