Portfolio (Quarterly)
Guide ↗
Kaydan Wealth Management, Inc.
· CIK 0001964532| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | CTAS | CINTAS CORP | Industrials | 1,799.0 | $338K | 0.10% | NEW | — | $188.07 | -8.5% |
| 82 | — | BERKSHIRE HATHAWAY INC DEL | — | 653.0 | $328K | 0.10% | NEW | — | $502.65 | — |
| 83 | NVDA | NVIDIA CORPORATION | Technology | 1,696.0 | $316K | 0.09% | NEW | — | $186.50 | +14.5% |
| 84 | LMT | LOCKHEED MARTIN CORP | Industrials | 653.0 | $316K | 0.09% | NEW | — | $483.67 | +11.5% |
| 85 | MRK | MERCK & CO INC | Healthcare | 2,927.0 | $308K | 0.09% | NEW | — | $105.26 | +14.7% |
| 86 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 15,434.0 | $302K | 0.09% | NEW | — | $19.57 | -0.3% |
| 87 | GOOGL | ALPHABET INC | Communication Services | 965.0 | $302K | 0.09% | NEW | — | $313.00 | +24.6% |
| 88 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,265.0 | $292K | 0.09% | NEW | — | $230.82 | +16.5% |
| 89 | CMI | CUMMINS INC | Industrials | 569.0 | $290K | 0.08% | NEW | — | $510.45 | +29.9% |
| 90 | AFL | AFLAC INC | Financial Services | 2,606.0 | $287K | 0.08% | NEW | — | $110.25 | +3.2% |
| 91 | ILCG | ISHARES TR | — | 2,750.0 | $286K | 0.08% | NEW | — | $104.04 | +12.6% |
| 92 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,994.0 | $286K | 0.08% | NEW | — | $143.31 | +2.0% |
| 93 | MGK | VANGUARD WORLD FD | — | 668.0 | $276K | 0.08% | NEW | — | $412.77 | -78.1% |
| 94 | ABBV | ABBVIE INC | Healthcare | 1,168.0 | $267K | 0.08% | NEW | — | $228.48 | -4.7% |
| 95 | SO | SOUTHERN CO | Utilities | 3,051.0 | $266K | 0.08% | NEW | — | $87.19 | +7.3% |
| 96 | SHY | ISHARES TR | — | 3,164.0 | $262K | 0.08% | NEW | — | $82.82 | -0.7% |
| 97 | TXN | TEXAS INSTRS INC | Technology | 1,497.0 | $260K | 0.07% | NEW | — | $173.49 | +83.3% |
| 98 | GEV | GE VERNOVA INC | Utilities | 395.0 | $258K | 0.07% | NEW | — | $653.57 | +54.4% |
| 99 | CNI | CANADIAN NATL RY CO | Industrials | 2,592.0 | $256K | 0.07% | NEW | — | $98.85 | +19.4% |
| 100 | SLV | ISHARES SILVER TR | Financial Services | 3,928.0 | $253K | 0.07% | NEW | — | $64.42 | +4.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
65.8%
Technology
10.0%
Industrials
7.7%
Healthcare
5.6%
Consumer Cyclical
4.6%
Communication Services
2.1%
Consumer Defensive
2.1%
Utilities
1.3%
Energy
0.8%