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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
XOMExxon Mobil Corp
Recent Activity
Increased 1.44%
0.17%
$501,276
4,660 shares@ $107.57 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.08%
0.17%
$494,193
2,595 shares@ $190.45 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 9.26%
0.16%
$453,018
3,293 shares@ $137.57 avg price
FVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -6.69%
0.15%
$444,249
7,522 shares@ $59.06 avg price
AMGNAmgen Inc
Recent Activity
0.15%
$432,402
1,659 shares@ $260.65 avg price
FFord Mtr Co
Recent Activity
Decreased -6.93%
0.15%
$424,829
42,912 shares@ $9.91 avg price
TAt&t Inc
Recent Activity
Increased 2.99%
0.15%
$422,980
18,576 shares@ $22.78 avg price
KOCoca Cola Co
Recent Activity
Increased 0.02%
0.14%
$418,847
6,727 shares@ $62.27 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Decreased -6.44%
0.14%
$418,188
5,228 shares@ $80.0 avg price
IMCBIshares Tr
Recent Activity
0.14%
$410,601
5,392 shares@ $76.16 avg price