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  Name: Kaydan Wealth Management Inc.
  City: Fenton
  State: MI
  Zip: 48430
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $293,324,000
  Total Value Change : $47,336,000
  Securities Held Change : 8
   
All Securities Held : 106
  New Positions : 10
  Closed Positions : 3
  Increased Positions : 36
  Unchanged Positions : 25
  Decreased Positions : 35

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Holdings Found : 25     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (RJF)1 Year Chart         RJF Raymond James Financial Inc 18 - $122.75 $2,745,000 21,375 0.94% 362,000 0 0.01    Investment Brokerage ...
   (SYK)1 Year Chart         SYK Stryker Corp 21 - $341.09 $2,031,000 5,675 0.69% 332,000 0 0.002    Medical Instruments &...
   (IYY)1 Year Chart         IYY iShares Dow Jones US Total ... 30 - $128.43 $1,190,000 9,292 0.41% 107,000 0 0.122    Closed - End Fund - E...
   (OSK)1 Year Chart         OSK Oshkosh Corp 35 - $121.25 $996,000 7,988 0.34% 130,000 0 0.012    Trucks & Other Vehicles
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 36 - $138.63 $970,000 7,184 0.33% 88,000 0 0.004    Closed - End Fund - E...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 38 - $210.16 $914,000 4,388 0.31% 69,000 0 0.001    Closed - End Fund - E...
   (PRF)1 Year Chart         PRF Invesco FTSE RAFI US 39 - $36.69 $898,000 23,355 0.31% 76,000 0 0.013    Closed - End Fund - E...
   (QDEF)1 Year Chart         QDEF FlexShares Quality Dividend... 44 - $64.16 $697,000 10,859 0.24% 56,000 0 0.113    N/A
   (CAT)1 Year Chart         CAT Caterpillar Inc 50 - $338.52 $615,000 1,677 0.21% 119,000 0 0    Farm & Construction M...
   (RYT)1 Year Chart         RYT Invesco S&P 500 Equal Weigh... 53 - $34.87 $547,000 15,551 0.19% 39,000 0 0.017    Closed - End Fund - E...
   (FV)1 Year Chart         FV First Trust Dorsey Wright F... 60 - $55.51 $472,000 8,253 0.16% 47,000 0 0.043    N/A
   (DIA)1 Year Chart         DIA Diamonds Trust 62 - $387.53 $471,000 1,184 0.16% 25,000 0 0.001    Closed - End Fund - E...
   (JKG)1 Year Chart         JKG iShares Tr Morngstr Mid Core 63 - $70.80 $470,000 6,452 0.16% 37,000 0 0.02    Closed - End Fund - E...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 64 - $143.70 $451,000 3,056 0.15% 34,000 0 0    Closed - End Fund - E...
   (CSX)1 Year Chart         CSX CSX Corp 65 - $33.75 $421,000 11,349 0.14% 28,000 0 0.001    Railroads
   (JKH)1 Year Chart         JKH iShares Trust - Mid Growth ... 71 - $67.52 $350,000 4,950 0.12% 31,000 0 0.013    Closed - End Fund - E...
   (CNI)1 Year Chart         CNI Canadian National Railway (... 73 - $127.33 $341,000 2,592 0.12% 15,000 0 0    Railroads
   (BSCO)1 Year Chart         BSCO Invesco BulletShares 2024 C... 74 - $21.04 $338,000 16,129 0.12% 1,000 0 0.003    N/A
   (MA)1 Year Chart         MA MasterCard Inc A 75 - $447.07 $335,000 696 0.11% 38,000 0 0    Business Services
   (DTE)1 Year Chart         DTE DTE Energy Co 79 - $116.53 $314,000 2,797 0.11% 6,000 0 0    Electric Utilities
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 90 - $414.40 $254,000 603 0.09% 39,000 0 0    Property & Casualty I...
   (CI)1 Year Chart         CI Cigna Corporation 92 - $344.62 $246,000 678 0.08% 43,000 0 0    Health Care Plans
   (AMGN)1 Year Chart         AMGN Amgen Inc 99 - $305.85 $218,000 767 0.07% -3,000 0 0    Biotechnology
   (DNA)1 Year Chart         DNA Ginkgo Bioworks Holdings, Inc 98 - $0.53 $218,000 188,075 0.07% -100,000 0 0.014    N/A
   (BDJ)1 Year Chart         BDJ Blackrock Enhanced Dividend... 106 - $8.25 $177,000 21,513 0.06% 12,000 0 0.012    Closed - End Fund - E...

      25 Records Found
  1    
Page 1 of 1
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