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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 : 34     View All Holdings Currently Viewing:  Increased 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
   (SPDN)1 Year Chart         SPDN Direxion Daily S&p 500 Bear... 3 - $0.00 $24,678,000 2,027,786 8.41% 11,866,000 1,063,750 2.253    N/A
   (FNX)1 Year Chart         FNX First Trust Mid Cap Core Al... 4 - $112.07 $23,954,000 211,293 8.17% 22,436,000 196,757 2.429    Closed - End Fund - Debt
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 5 - $45.69 $23,276,000 554,056 7.94% 8,288,000 170,045 0.031    Closed - End Fund - E...
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 10 - $0.00 $10,964,000 147,717 3.74% 678,000 1,502 0.001    N/A
   (FVD)1 Year Chart         FVD First Trust Value Line Divi... 14 - $42.43 $3,644,000 86,284 1.24% 166,000 534 0.031    Closed - End Fund - Debt
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 15 - $184.06 $3,553,000 19,458 1.21% 276,000 224 0.005    Closed - End Fund - Debt
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 16 - $60.31 $3,292,000 54,196 1.12% 690,000 44,806 0.023    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 17 - $451.76 $2,972,000 6,694 1.01% 257,000 65 0.001    Closed - End Fund - Debt
   (TDIV)1 Year Chart         TDIV First Trust Vi First Trust ... 19 - $72.06 $2,241,000 32,168 0.76% 195,000 240 0.116    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 20 - $208.08 $2,141,000 10,180 0.73% 332,000 1,168 0    Closed - End Fund - E...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 25 - $86.29 $1,701,000 20,141 0.58% 207,000 247 0.004    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 26 - $350.63 $1,696,000 4,927 0.58% 314,000 483 0.002    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 28 - $532.13 $1,535,000 2,918 0.52% 326,000 386 0    Closed - End Fund - E...
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 32 - $55.79 $1,048,000 18,651 0.36% 95,000 206 0.002    N/A
   (GM)1 Year Chart         GM General Motors Co 33 - $42.66 $1,035,000 22,824 0.35% 362,000 4,075 0.002    Auto Manufacturers
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 41 - $204.79 $800,000 3,993 0.27% 122,000 8 0    Domestic Money Center...
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 43 - $132.46 $702,000 5,349 0.24% 62,000 231 0.003    Closed - End Fund - E...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 45 - $154.64 $689,000 4,358 0.23% 9,000 21 0    Drug Manufacturers - ...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 47 - $551.69 $684,000 1,229 0.23% 95,000 68 0.003    Closed - End Fund - E...
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 48 - $116.35 $628,000 5,447 0.21% 215,000 1,527 0.001    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 55 - $119.64 $518,000 4,457 0.18% 143,000 705 0    Integrated Oil & Gas
   (XLF)1 Year Chart         XLF SPDR Financial Sector 57 - $42.49 $514,000 12,197 0.18% 63,000 205 0    Closed - End Fund - E...
   (VIGI)1 Year Chart         VIGI Vanguard International Divi... 59 - $81.54 $496,000 6,087 0.17% 70,000 713 0    N/A
   (KO)1 Year Chart         KO Coca-Cola Co 68 - $63.03 $404,000 6,607 0.14% 57,000 727 0    Beverage Soft Drinks...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 69 - $60.24 $402,000 6,687 0.14% 51,000 4,458 0    Discount, Variety Stores
   (BSCQ)1 Year Chart         BSCQ Invesco Bulletshares 2026 C... 78 - $19.21 $314,000 16,350 0.11% 17,000 973 0.007    N/A
   (BSCP)1 Year Chart         BSCP Invesco Bulletshares 2025 C... 80 - $20.48 $312,000 15,249 0.11% 19,000 915 0.005    N/A
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 81 - $466.20 $310,000 682 0.11% 3,000 4 0    Aerospace/Defense - M...
   (RZG)1 Year Chart         RZG Invesco S&P Smallcap 600 Pu... 84 - $48.12 $276,000 5,675 0.09% 42,000 533 0.617    Closed - End Fund - E...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 86 - $48.17 $263,000 5,277 0.09% -2,000 41 0    Networking & Communic...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 89 - $110.39 $257,000 2,322 0.09% 10,000 39 0    Closed - End Fund - E...
   (BSCR)1 Year Chart         BSCR Invesco Bulletshares 2027 C... 94 - $0.00 $228,000 11,833 0.08% 18,000 1,038 0.047    N/A
   (IYH)1 Year Chart         IYH iShares Dow Jones US Health... 95 - $61.34 $228,000 3,681 0.08% 17,000 2,945 0    Closed - End Fund - E...
   (COP)1 Year Chart         COP ConocoPhillips 97 - $121.71 $219,000 1,723 0.07% 219,000 1,723 0    Integrated Oil & Gas

      34 Records Found
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