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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 : 10     View All Holdings Currently Viewing:  New 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
   (FTA)1 Year Chart         FTA First Trust Large Cap Value... 6 New $75.70 $21,948,000 287,355 7.48% 21,948,000 287,355 1.999    Closed - End Fund - Debt
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 9 New $93.40 $13,510,000 142,718 4.61% 13,510,000 142,718 0.051    Closed - End Fund - E...
   (DIAL)1 Year Chart         DIAL Columbia Diversified Fixed ... 83 New $0.00 $283,000 15,911 0.1% 283,000 15,911 0.029    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 91 New $97.08 $251,000 2,559 0.09% 251,000 2,559 0    Closed - End Fund - E...
   (MGK)1 Year Chart         MGK Vanguard Mega Cap 300 Gr In... 100 New $277.92 $217,000 758 0.07% 217,000 758 0.002    Closed - End Fund - E...
   (EZM)1 Year Chart         EZM WisdomTree MidCap Earnings 101 New $60.03 $211,000 3,450 0.07% 211,000 3,450 0.024    Closed - End Fund - Debt
   (JKE)1 Year Chart         JKE iShares Morningstar Large G... 102 New $76.82 $208,000 2,750 0.07% 208,000 2,750 0.004    Closed - End Fund - E...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 103 New $164.35 $207,000 1,138 0.07% 207,000 1,138 0    Drug Manufacturers - ...
   (QQQE)1 Year Chart         QQQE Direxion Nasdaq 100 Equal W... 104 New $88.43 $206,000 2,309 0.07% 206,000 2,309 0.005    N/A
   (BOND)1 Year Chart         BOND Pimco Total Return Exchange... 105 New $89.43 $203,000 2,210 0.07% 203,000 2,210 0.006    N/A

      10 Records Found
  1    
Page 1 of 1
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