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
QDEFFlexshares Tr
Recent Activity
Increased 0.26%
0.28%
$821,823
11,703 shares@ $70.23 avg price
MOATVaneck Etf Trust
Recent Activity
0.28%
$816,722
8,808 shares@ $92.73 avg price
IWFIshares Tr
Recent Activity
Decreased -0.92%
0.28%
$816,412
2,033 shares@ $401.58 avg price
OSKOshkosh Corp
Recent Activity
0.26%
$759,419
7,988 shares@ $95.07 avg price
ITOTIshares Tr
Recent Activity
Increased 2.54%
0.25%
$748,414
5,818 shares@ $128.64 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 0.57%
0.24%
$704,001
1,236 shares@ $569.59 avg price
DLNWisdomtree Tr
Recent Activity
Increased 3.17%
0.24%
$698,321
8,977 shares@ $77.8 avg price
FTNTFortinet Inc
Recent Activity
Decreased -5.72%
0.24%
$692,255
7,327 shares@ $94.49 avg price
ORCLOracle Corp
Recent Activity
Decreased -1.21%
0.23%
$678,058
4,069 shares@ $166.64 avg price
SDYSpdr Ser Tr
Recent Activity
Increased 1.98%
0.23%
$667,766
5,055 shares@ $132.11 avg price