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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
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 24.1%
10.74%
$32.302M
184,338 shares@ $175.24 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -1.51%
9.39%
$28.222M
142,408 shares@ $198.18 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -19.51%
9.36%
$28.138M
166,201 shares@ $169.31 avg price
IEFIshares Tr
Recent Activity
Decreased -1.25%
8.66%
$26.037M
281,632 shares@ $92.46 avg price
IWMIshares Tr
Recent Activity
Increased 756.16%
7.03%
$21.131M
95,633 shares@ $220.97 avg price
FTAFirst Tr Lrg Cp Vl Alphadex
Recent Activity
Decreased -26.23%
7.02%
$21.102M
275,985 shares@ $76.46 avg price
TLTIshares Tr
Recent Activity
Decreased -25.95%
6.25%
$18.792M
215,183 shares@ $87.33 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -38.3%
3.91%
$11.753M
237,390 shares@ $49.52 avg price
PSQProshares Tr
Recent Activity
Decreased -0.03%
3.57%
$10.719M
286,593 shares@ $37.4 avg price
SPDNDirexion Shs Etf Tr
Recent Activity
Decreased -50.86%
3.52%
$10.586M
961,512 shares@ $11.01 avg price