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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
FMBFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -4.6%
0.14%
$408,029
7,999 shares@ $51.02 avg price
TNETTrinet Group Inc
Recent Activity
0.13%
$382,232
4,211 shares@ $90.77 avg price
IMCGIshares Tr
Recent Activity
0.13%
$373,874
4,950 shares@ $75.54 avg price
MAMastercard Incorporated
Recent Activity
0.13%
$371,232
705 shares@ $526.58 avg price
CSXCsx Corp
Recent Activity
0.13%
$366,232
11,349 shares@ $32.27 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -6.19%
0.12%
$352,584
697 shares@ $505.86 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.69%
0.12%
$343,850
2,051 shares@ $167.65 avg price
DTEDte Energy Co
Recent Activity
0.12%
$337,738
2,797 shares@ $120.76 avg price
LMTLockheed Martin Corp
Recent Activity
0.12%
$331,411
682 shares@ $485.94 avg price
TXNTexas Instrs Inc
Recent Activity
0.11%
$317,454
1,693 shares@ $187.51 avg price