Portfolio (Quarterly)
Guide ↗
Kaydan Wealth Management, Inc.
· CIK 0001964532| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | TDIV | FIRST TR EXCHANGE TRADED FD | — | 30,082.0 | $2.9M | 0.84% | NEW | — | $96.84 | +20.8% |
| 22 | AAPL | APPLE INC | Technology | 10,110.0 | $2.7M | 0.80% | NEW | — | $271.87 | +14.3% |
| 23 | MSFT | MICROSOFT CORP | Technology | 5,285.0 | $2.6M | 0.74% | NEW | — | $483.65 | -14.7% |
| 24 | IVW | ISHARES TR | — | 20,437.0 | $2.5M | 0.73% | NEW | — | $123.26 | +12.2% |
| 25 | DVY | ISHARES TR | — | 15,969.0 | $2.3M | 0.65% | NEW | — | $141.14 | +10.0% |
| 26 | GM | GENERAL MTRS CO | Consumer Cyclical | 25,270.0 | $2.1M | 0.59% | NEW | — | $81.32 | +3.4% |
| 27 | SYK | STRYKER CORPORATION | Healthcare | 5,675.0 | $2.0M | 0.58% | NEW | — | $351.47 | -13.0% |
| 28 | IYY | ISHARES TR | — | 9,285.0 | $1.5M | 0.45% | NEW | — | $165.81 | +10.0% |
| 29 | FNX | FIRST TR EXCHANGE-TRADED ALP | — | 12,168.0 | $1.5M | 0.44% | NEW | — | $125.98 | +12.0% |
| 30 | USMV | ISHARES TR | — | 15,597.0 | $1.5M | 0.42% | NEW | — | $94.16 | +2.0% |
| 31 | IYW | ISHARES TR | — | 7,185.0 | $1.4M | 0.41% | NEW | — | $199.68 | +23.4% |
| 32 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 19,152.0 | $1.3M | 0.39% | NEW | — | $69.47 | +9.0% |
| 33 | JPM | JPMORGAN CHASE & CO. | Financial Services | 4,111.0 | $1.3M | 0.38% | NEW | — | $322.22 | -7.1% |
| 34 | XLK | SELECT SECTOR SPDR TR | — | 8,811.0 | $1.3M | 0.37% | NEW | — | $143.97 | +28.1% |
| 35 | FEX | FIRST TR EXCHANGE-TRADED ALP | — | 10,683.0 | $1.3M | 0.37% | NEW | — | $118.62 | +13.5% |
| 36 | VXUS | VANGUARD STAR FDS | — | 15,065.0 | $1.1M | 0.33% | NEW | — | $75.44 | +13.8% |
| 37 | PRF | INVESCO EXCHANGE TRADED FD T | — | 21,505.0 | $1.0M | 0.29% | NEW | — | $46.92 | +14.1% |
| 38 | OSK | OSHKOSH CORP | Industrials | 7,988.0 | $1.0M | 0.29% | NEW | — | $125.63 | +3.1% |
| 39 | DON | WISDOMTREE TR | — | 19,212.0 | $991K | 0.29% | NEW | — | $51.60 | +7.3% |
| 40 | DBAW | DBX ETF TR | — | 23,828.0 | $982K | 0.28% | NEW | — | $41.22 | +15.1% |
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%