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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
IJRIshares Tr
Recent Activity
Increased 5.67%
0.11%
$309,711
2,688 shares@ $115.22 avg price
CSCOCisco Sys Inc
Recent Activity
0.11%
$305,245
5,156 shares@ $59.21 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 0.01%
0.11%
$303,092
15,599 shares@ $19.44 avg price
DEDeere & Co
Recent Activity
Decreased -15.14%
0.1%
$291,929
689 shares@ $423.7 avg price
MRKMerck & Co Inc
Recent Activity
0.1%
$289,288
2,908 shares@ $99.49 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -4.47%
0.1%
$283,729
13,739 shares@ $20.66 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.1%
$273,328
603 shares@ $453.29 avg price
SOSouthern Co
Recent Activity
Increased 5.14%
0.1%
$273,111
3,317 shares@ $82.34 avg price
AFLAflac Inc
Recent Activity
0.09%
$269,527
2,605 shares@ $103.47 avg price
CNICanadian Natl Ry Co
Recent Activity
0.09%
$263,114
2,592 shares@ $101.52 avg price