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Kaydan Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Kaydan Wealth Management, Inc.

Investment Activity

  • Kaydan Wealth Management, Inc. has $350.03 million in total holdings as of September 30, 2025.
  • Kaydan Wealth Management, Inc. owns shares of 113 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 12.68% of the portfolio was purchased this quarter.
  • About 6.40% of the portfolio was sold this quarter.
  • This quarter, Kaydan Wealth Management, Inc. has purchased 112 new stocks and bought additional shares in 35 stocks.
  • Kaydan Wealth Management, Inc. sold shares of 38 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

922908629 - Vanguard Mid-Cap ETF
$6,794,206 Holding
369604301 - GE Aerospace
$476,499 Holding
172908105 - Cintas
$369,468 Holding
36828A101 - GE VERNOVA INC
$242,886 Holding
231021106 - Cummins
$240,329 Holding

Largest Purchases this Quarter

iShares 7-10 Year Treasury Bond ETF
127,726 shares (about $12.32M)
iShares Core MSCI Emerging Markets ETF
106,324 shares (about $7.01M)
Vanguard Mid-Cap ETF
23,130 shares (about $6.79M)
iShares Gold Trust
86,818 shares (about $6.32M)

Largest Sales this Quarter

iShares Silver Trust
219,170 shares (about $9.29M)
iShares 1-3 Year Treasury Bond ETF
107,124 shares (about $8.89M)
Vanguard FTSE Developed Markets ETF
15,855 shares (about $950.03K)
Invesco S&P 500 Equal Weight ETF
3,205 shares (about $607.99K)
Vanguard Total Stock Market ETF
570 shares (about $187.06K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKaydan Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$40,662,970$950,032 -2.3%678,62111.6%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$32,460,005$6,317,746 24.2%446,0639.3%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$31,408,999$386,969 1.2%168,4219.0%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$30,032,638$7,140,648 31.2%206,1978.6%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$26,119,099$12,320,472 89.3%270,7767.5%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$18,259,003$607,995 -3.2%96,2515.2%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$16,554,170$8,887,007 -34.9%199,5444.7%Manufacturing
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$10,900,657$9,286,233 -46.0%257,2733.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$7,660,629$7,008,878 1,075.4%116,2112.2%ETF
First Trust Large Cap Value AlphaDEX Fund stock logo
FTA
First Trust Large Cap Value AlphaDEX Fund
$7,428,031$177,401 -2.3%89,1442.1%Manufacturing
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$6,794,206$6,794,206 New Holding23,1301.9%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$5,906,436$543,212 10.1%17,7451.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$5,857,730$503,551 9.4%89,7591.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,516,962$187,060 -3.3%16,8111.6%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$5,339,321$108,585 -2.0%59,7441.5%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$4,764,343$447,814 10.4%54,5681.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$4,172,127$263,785 6.7%8,6991.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$4,142,089$16,400 0.4%19,1951.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,111,895$171,357 4.3%6,1431.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,968,446$114,671 -2.8%6,6101.1%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$3,938,049$221,160 6.0%16,2751.1%Finance
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$3,721,164$75,094 -2.0%80,4751.1%ETF
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
$3,654,8050.0%21,1751.0%Finance
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$3,311,226$346,699 11.7%55,2700.9%Manufacturing
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$2,956,546$53,042 1.8%29,9880.8%Manufacturing
Microsoft Corporation stock logo
MSFT
Microsoft
$2,654,148$53,870 -2.0%5,1240.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$2,582,785$55,256 -2.1%10,1430.7%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$2,465,706$7,243 0.3%20,4250.7%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$2,200,867$3,126 0.1%15,4880.6%ETF
Stryker Corporation stock logo
SYK
Stryker
$2,097,8770.0%5,6750.6%Medical
First Trust Mid Cap Core AlphaDEX Fund stock logo
FNX
First Trust Mid Cap Core AlphaDEX Fund
$1,583,372$27,965 -1.7%12,6260.5%Manufacturing
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,548,118$67,549 -4.2%16,2720.4%ETF
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$1,508,608$1,950 0.1%9,2850.4%ETF
General Motors Company stock logo
GM
General Motors
$1,494,801$39,021 -2.5%24,5170.4%Auto/Tires/Trucks
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,407,2540.0%7,1850.4%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,298,941$4,416 0.3%4,1180.4%Finance
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,269,686$3,968 0.3%18,8770.4%Manufacturing
First Trust Large Cap Core AlphaDEX Fund stock logo
FEX
First Trust Large Cap Core AlphaDEX Fund
$1,266,455$27,920 -2.2%10,8410.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,241,030$5,637 0.5%4,4030.4%ETF
Oracle Corporation stock logo
ORCL
Oracle
$1,149,1470.0%4,0860.3%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,148,694$1,322 -0.1%15,6360.3%ETF
Oshkosh Corporation stock logo
OSK
Oshkosh
$1,036,0440.0%7,9880.3%Auto/Tires/Trucks
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$1,027,364$22,943 -2.2%10,9710.3%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$1,011,273$5,648 -0.6%19,3360.3%Finance
DBAW
Xtrackers MSCI All World ex US Hedged Equity ETF
$974,348$24,668 -2.5%24,7260.3%ETF
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$972,241$83,638 -7.9%21,5050.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$959,3040.0%2,0480.3%ETF
QDEF
FlexShares Quality Dividend Defensive Index Fund
$909,903$5,199 0.6%11,3760.3%ETF
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$889,543$5,043 -0.6%12,8770.3%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$872,9610.0%8,8080.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$783,9570.0%1,6430.2%Industrials
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$745,412$2,089 -0.3%8,5650.2%Finance
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$727,1570.0%1,2200.2%ETF
BNY MELLON ETF TRUST II
$720,2240.0%20,1930.2%CONCENTRATED GRW
Walmart Inc. stock logo
WMT
Walmart
$694,624$1,134 -0.2%6,7400.2%Retail/Wholesale
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$670,279$560 -0.1%4,7860.2%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$646,3320.0%11,9980.2%ETF
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$627,285$33,257 -5.0%14,0710.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$597,185$33,366 -5.3%2,4520.2%Computer and Technology
Fortinet, Inc. stock logo
FTNT
Fortinet
$575,696$2,102 -0.4%6,8470.2%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$562,422$1,298 -0.2%3,0330.2%Medical
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$549,0680.0%1,1840.2%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$532,483$405 0.1%1,3140.2%Retail/Wholesale
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$511,857$46,308 9.9%13,4630.1%ETF
AT&T Inc. stock logo
T
AT&T
$507,168$1,327 0.3%17,9590.1%Computer and Technology
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$502,865$15,109 -2.9%4,4600.1%Energy
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$487,888$8,867 1.9%5,4470.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$476,499$476,499 New Holding1,5840.1%Aerospace
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$473,039$1,948 0.4%3,3990.1%ETF
Ford Motor Company stock logo
F
Ford Motor
$466,273$94,484 -16.8%38,9860.1%Auto/Tires/Trucks
Amgen Inc. stock logo
AMGN
Amgen
$458,2930.0%1,6240.1%Medical
iShares Morningstar Mid-Cap ETF stock logo
IMCB
iShares Morningstar Mid-Cap ETF
$447,8060.0%5,3920.1%ETF
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$444,7710.0%7,1830.1%Manufacturing
CocaCola Company (The) stock logo
KO
CocaCola
$438,240$1,526 0.3%6,6070.1%Consumer Staples
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$409,5140.0%4,9500.1%ETF
CSX Corporation stock logo
CSX
CSX
$403,0030.0%11,3490.1%Transportation
DTE Energy Company stock logo
DTE
DTE Energy
$395,5800.0%2,7970.1%Utilities
Mastercard Incorporated stock logo
MA
Mastercard
$383,9470.0%6750.1%Business Services
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$373,483$20,676 -5.2%3,1430.1%ETF
Cintas Corporation stock logo
CTAS
Cintas
$369,468$369,468 New Holding1,8000.1%Business Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$346,7640.0%5,0680.1%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$337,999$28,571 -7.8%3,6200.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$328,2890.0%6530.1%Finance
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$325,984$998 -0.3%6530.1%Aerospace
RTX Corporation stock logo
RTX
RTX
$322,4450.0%1,9270.1%Aerospace
Deere & Company stock logo
DE
Deere & Company
$317,338$2,286 0.7%6940.1%Industrials
NVIDIA Corporation stock logo
NVDA
NVIDIA
$316,440$1,119 0.4%1,6960.1%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$306,378$768 0.3%1,9940.1%Consumer Staples
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$300,9450.0%15,3850.1%ETF
Aflac Incorporated stock logo
AFL
Aflac
$291,049$112 0.0%2,6050.1%Finance
Southern Company (The) stock logo
SO
Southern
$289,112$5,782 -2.0%3,0500.1%Utilities
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$286,8250.0%2,7500.1%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$281,8420.0%1,5340.1%Computer and Technology
TriNet Group, Inc. stock logo
TNET
TriNet Group
$281,6740.0%4,2110.1%Business Services
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$277,267$7,646 -2.7%6890.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$269,666$1,158 0.4%1,1640.1%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$256,988$2,680 1.1%1,9180.1%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$254,042$24,153 -8.7%1,1570.1%Retail/Wholesale
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$246,191$20 0.0%12,4900.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$245,663$1,595 0.7%2,9270.1%Medical

Showing largest 100 holdings. View all holdings.
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