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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 $300,812,006
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T
 184,338 $32,301,611 10.73%
2.
Vanguard Index Fds
 142,408 $28,222,417 9.38%
3.
Vanguard Index Fds
 166,201 $28,137,977 9.35%
4.
Ishares Trust
 IEF 281,632 $26,036,899 8.65%
5.
Ishares Trust
 IEF 95,633 $21,131,205 7.02%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)