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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
BONDPimco Etf Tr
Recent Activity
Increased 86.76%
0.21%
$619,739
6,854 shares@ $90.43 avg price
WMTWalmart Inc
Recent Activity
0.21%
$609,953
6,751 shares@ $90.36 avg price
CATCaterpillar Inc
Recent Activity
0.21%
$608,349
1,677 shares@ $362.77 avg price
DIALColumbia Etf Tr I
Recent Activity
Increased 52.56%
0.2%
$592,952
33,825 shares@ $17.53 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 6.16%
0.2%
$591,076
12,230 shares@ $48.34 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.64%
0.2%
$589,649
4,077 shares@ $144.63 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 78.9%
0.2%
$571,669
13,303 shares@ $42.98 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
Increased 4.23%
0.19%
$556,211
14,864 shares@ $37.43 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.51%
0.18%
$524,808
1,349 shares@ $389.04 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
0.17%
$503,792
1,184 shares@ $425.5 avg price