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Home > Institutional Investor > Kaydan Wealth Management, Inc. > Profile

Instuitional Investor - Kaydan Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Kaydan Wealth Management, Inc.
Portfolio Value $311,731,751
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 166,496 $28,760,506 9.23%
2.
Ishares Trust
 IEF 282,288 $26,921,766 8.64%
3.
Ishares Trust
 IEF 289,348 $26,339,348 8.45%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 144,687 $25,064,182 8.04%
5.
Ishares Trust
 IAU 366,922 $21,633,721 6.94%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)