Kaizen Financial Strategies Top Holdings and 13F Report (2024) → Millionaire-Making “Wealth Pattern” Just Repeated on April 22 (From Paradigm Press) (Ad) About Kaizen Financial StrategiesInvestment ActivityKaizen Financial Strategies has $147.45 million in total holdings as of March 31, 2024.Kaizen Financial Strategies owns shares of 126 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 14.69% of the portfolio was purchased this quarter.About 6.39% of the portfolio was sold this quarter.This quarter, Kaizen Financial Strategies has purchased 117 new stocks and bought additional shares in 59 stocks.Kaizen Financial Strategies sold shares of 31 stocks and completely divested from 10 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $12,661,042Schwab U.S. Large-Cap Growth ETF $11,463,530Apple $11,422,903Vanguard Dividend Appreciation ETF $7,945,919Schwab U.S. Aggregate Bond ETF $7,163,143 Largest New Holdings this Quarter iShares Core S&P U.S. Growth ETF $565,515 HoldingWilliams-Sonoma $490,584 HoldingVanguard Small-Cap Growth ETF $360,865 HoldingSamsara $306,704 HoldingAllison Transmission $280,002 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 21,370 shares (about $6.13M)Invesco QQQ 21,056 shares (about $1.68M)Schwab 5-10 Year Corporate Bond ETF 34,815 shares (about $1.55M)SPDR Dow Jones Industrial Average ETF Trust 3,008 shares (about $1.20M)Schwab U.S. Large-Cap Growth ETF 9,206 shares (about $853.58K) Largest Sales this Quarter VanEck Semiconductor ETF 16,075 shares (about $3.62M)Schwab Intermediate-Term U.S. Treasury ETF 25,193 shares (about $1.24M)Alphabet 2,791 shares (about $424.95K)NVIDIA 366 shares (about $330.73K)Nuveen Municipal Income Fund 22,925 shares (about $216.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKaizen Financial Strategies Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$12,661,042$6,127,652 ▲93.8%44,1558.6%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$11,463,530$853,580 ▲8.0%123,6367.8%ETFAAPLApple$11,422,903$52,301 ▲0.5%66,6147.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$7,945,919$142,801 ▼-1.8%43,5135.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$7,163,143$633,606 ▲9.7%155,7204.9%ETFNVDANVIDIA$5,390,099$330,725 ▼-5.8%5,9653.7%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$4,452,580$1,196,477 ▲36.7%11,1943.0%FinanceSCHISchwab 5-10 Year Corporate Bond ETF$4,348,898$1,548,920 ▲55.3%97,7502.9%ETFBXBlackstone$4,152,383$251,707 ▲6.5%31,6082.8%FinanceFNDFSchwab Fundamental International Large Company Index ETF$4,113,133$227,299 ▲5.8%115,5052.8%ETFSCHQSchwab Long-Term U.S. Treasury ETF$3,536,894$368,230 ▲11.6%104,8592.4%ETFMSFTMicrosoft$3,174,689$109,806 ▼-3.3%7,5462.2%Computer and TechnologyAMZNAmazon.com$3,076,381$52,671 ▲1.7%17,0552.1%Retail/WholesaleGOOGAlphabet$2,892,745$424,951 ▼-12.8%18,9992.0%Computer and TechnologyTSLATesla$2,768,165$156,453 ▲6.0%15,7471.9%Auto/Tires/TrucksGOOGLAlphabet$2,432,237$154,854 ▲6.8%16,1151.6%Computer and TechnologySMHVanEck Semiconductor ETF$2,291,747$3,616,712 ▼-61.2%10,1861.6%ManufacturingQQQInvesco QQQ$2,031,055$1,675,123 ▲470.6%25,5301.4%FinanceCRMSalesforce$2,024,532$1,205 ▼-0.1%6,7221.4%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$1,615,217$1,235,717 ▼-43.3%32,9301.1%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$1,442,973$37,012 ▲2.6%25,3021.0%ETFFNDBSchwab Fundamental U.S. Broad Market Index ETF$1,420,416$83,819 ▲6.3%21,4371.0%ETFXLKTechnology Select Sector SPDR Fund$1,290,541$54,779 ▼-4.1%6,1960.9%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$1,225,132$27,566 ▲2.3%44,1330.8%ETFAMDAdvanced Micro Devices$1,116,511$39,166 ▲3.6%6,1860.8%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,008,672$43,663 ▼-4.1%3,8810.7%ETFPDIPIMCO Dynamic Income Fund$968,397$31,385 ▲3.3%50,2020.7%Financial ServicesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$941,839$2,287 ▼-0.2%8,6470.6%FinanceVOOVanguard S&P 500 ETF$927,2700.0%1,9290.6%ETFXYLDGlobal X S&P 500 Covered Call ETF$907,904$254,938 ▲39.0%22,2580.6%ETFBLOKAmplify Transformational Data Sharing ETF$886,5850.0%24,3300.6%ETFADBEAdobe$878,004$145,829 ▲19.9%1,7400.6%Computer and TechnologyKLACKLA$806,8480.0%1,1550.5%Computer and TechnologyQYLDGlobal X Nasdaq 100 Covered Call ETF$799,950$223,373 ▲38.7%44,6650.5%ManufacturingMETAMeta Platforms$763,913$12,627 ▼-1.6%1,5730.5%Computer and TechnologyAMATApplied Materials$744,785$25,163 ▼-3.3%3,6110.5%Computer and TechnologyVVisa$718,450$84,294 ▼-10.5%2,5740.5%Business ServicesNMINuveen Municipal Income Fund$712,483$216,641 ▼-23.3%75,3950.5%FinanceKIESPDR S&P Insurance ETF$707,111$41,656 ▲6.3%13,5800.5%ETFSTAGSTAG Industrial$702,545$6,727 ▲1.0%18,2760.5%FinanceCATCaterpillar$669,835$556,358 ▲490.3%16,8230.5%Industrial ProductsSCHKSchwab 1000 Index ETF$638,695$108,332 ▲20.4%12,6050.4%ETFXHBSPDR S&P Homebuilders ETF$615,084$22,318 ▲3.8%5,5120.4%ETFABBVAbbVie$611,124$65,374 ▲12.0%3,3560.4%MedicalBBYBest Buy$603,741$36,996 ▼-5.8%7,3600.4%Retail/WholesaleRSPTInvesco S&P 500 Equal Weight Technology ETF$584,1540.0%16,6000.4%ETFXLCCommunication Services Select Sector SPDR Fund$575,062$82 ▲0.0%7,0420.4%ETFIUSGiShares Core S&P U.S. Growth ETF$565,515$565,515 ▲New Holding4,8250.4%ManufacturingOKEONEOK$532,039$21,968 ▲4.3%6,6360.4%Oils/EnergyXLVHealth Care Select Sector SPDR Fund$531,8280.0%3,6000.4%ETFVWOVanguard FTSE Emerging Markets ETF$529,637$15,538 ▲3.0%12,6800.4%ETFLENLennar$520,695$11,693 ▲2.3%3,0280.4%ConstructionTMOThermo Fisher Scientific$505,6920.0%8700.3%MedicalXLREReal Estate Select Sector SPDR Fund$500,964$271,295 ▲118.1%12,6730.3%ETFCOSTCostco Wholesale$491,148$254,371 ▲107.4%6700.3%Retail/WholesaleWSMWilliams-Sonoma$490,584$490,584 ▲New Holding1,5450.3%Retail/WholesaleHLALWahed FTSE USA Shariah ETF$488,581$173,903 ▲55.3%10,1030.3%ETFQCOMQUALCOMM$471,143$3,047 ▼-0.6%2,7830.3%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$469,936$1,692 ▲0.4%8,3340.3%ManufacturingNOWServiceNow$465,064$4,574 ▼-1.0%6100.3%Computer and TechnologyNFLXNetflix$444,566$5,466 ▲1.2%7320.3%Consumer DiscretionaryJPMJPMorgan Chase & Co.$439,854$10,816 ▲2.5%2,1960.3%FinanceDELLDell Technologies$433,6180.0%3,8000.3%Computer and TechnologyGLDSPDR Gold Shares$433,452$88,871 ▲25.8%2,1070.3%FinanceVBVanguard Small-Cap ETF$421,138$21,720 ▼-4.9%1,8420.3%ETFIVViShares Core S&P 500 ETF$413,178$110,917 ▼-21.2%7860.3%ETFPGRProgressive$408,4700.0%1,9750.3%FinanceREXREX American Resources$405,0990.0%6,9000.3%Oils/EnergyLRCXLam Research$394,344$971 ▲0.2%4060.3%Computer and TechnologyHESMHess Midstream$393,965$85,954 ▲27.9%10,9040.3%Oils/EnergySPGSimon Property Group$383,657$5,007 ▲1.3%2,4520.3%FinanceIBMInternational Business Machines$381,9200.0%2,0000.3%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$360,865$360,865 ▲New Holding1,3840.2%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$357,878$57,113 ▲19.0%5,0630.2%ETFXLFFinancial Select Sector SPDR Fund$357,0510.0%8,4770.2%ETFWPCW. P. Carey$348,483$74,618 ▼-17.6%6,1740.2%FinanceAMGNAmgen$348,250$17,057 ▲5.2%1,2250.2%MedicalSCHWCharles Schwab$342,946$5,932 ▼-1.7%4,7410.2%FinanceSCHASchwab US Small-Cap ETF$332,085$739 ▲0.2%6,7440.2%ETFBRK.BBerkshire Hathaway$330,949$3,785 ▼-1.1%7870.2%FinanceFIFiserv$322,197$18,379 ▼-5.4%2,0160.2%Business ServicesMELIMercadoLibre$322,0470.0%2130.2%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$312,161$977 ▲0.3%3,8330.2%ETFIOTSamsara$306,704$306,704 ▲New Holding8,1160.2%Computer and TechnologyOIHVanEck Oil Services ETF$306,060$16,816 ▼-5.2%9100.2%ETFDVNDevon Energy$303,348$2,258 ▲0.8%6,0450.2%Oils/EnergyCVSCVS Health$301,375$17,944 ▲6.3%3,7790.2%Retail/WholesaleXSWSPDR S&P Software & Services ETF$281,876$15,599 ▼-5.2%1,8070.2%ETFALSNAllison Transmission$280,002$280,002 ▲New Holding3,4500.2%Auto/Tires/TrucksNEPNextEra Energy Partners$275,051$25,688 ▲10.3%9,1440.2%Oils/EnergyLMTLockheed Martin$273,206$48,186 ▼-15.0%6010.2%AerospaceFTREFortrea$272,952$272,952 ▲New Holding6,8000.2%MedicalUNHUnitedHealth Group$271,462$28,185 ▼-9.4%5490.2%MedicalXBISPDR S&P Biotech ETF$271,385$271,385 ▲New Holding2,8600.2%ETFIWMiShares Russell 2000 ETF$270,839$240,300 ▲786.9%11,2720.2%FinancePYPLPayPal$267,960$267,960 ▲New Holding4,0000.2%Computer and TechnologyKTOSKratos Defense & Security Solutions$264,672$80,872 ▲44.0%14,4000.2%AerospaceAMPLIFY ETF TR$264,668$264,668 ▲New Holding4,1280.2%AMPLIFY CYBERSECORCLOracle$261,471$1,507 ▼-0.6%2,0820.2%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$261,0010.0%5,4500.2%ManufacturingShowing largest 100 holdings. 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