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Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Kaydan Wealth Management
Value
$655M
Stocks
116 Stocks (116 new)
Turnover
0.0%
Top Holdings
VTV(12.39%) IWM(8.95%) VTI(7.14%) RSP(6.79%) ITOT(5.84%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| VTV | None | Vanguard Short-Term Treasury ETF | General | $36091.5M | 0 | 12.4% | 0 | +96947.7% |
| IWM | None | ISHARES TR | General | $26065.2M | 0 | 8.9% | 0 | +100.0% |
| VTI | None | Vanguard Total Stock Market Index Fund ETF Shares | General | $20818.5M | 0 | 7.1% | 0 | +153613.5% |
| RSP | None | Invesco S&P 500 Equal Weight ETF | General | $19799.2M | 0 | 6.8% | 0 | +100.0% |
| ITOT | None | Ishares Core S&P Total Us Stock Market Etf - US ET | General | $17013.9M | 0 | 5.8% | 0 | +100.0% |
| FTSM | None | FIRST TR EXCHANGE-TRADED FD | General | $16685.6M | 0 | 5.7% | 0 | +100.0% |
| VEA | None | Vanguard FTSE Developed Markets ETF | General | $16071.1M | 0 | 5.5% | 0 | +50392.4% |
| FTA | None | FIRST TR EXCHANGE-TRADED ALP | General | $8064.4M | 0 | 2.8% | 0 | +100.0% |
| VGIT | None | VANGUARD SCOTTSDALE FDS | General | $7376.3M | 0 | 2.5% | 0 | +100.0% |
| OEF | None | iShares S&P 100 ETF | General | $6836.9M | 0 | 2.4% | 0 | +100.0% |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| VTVVanguard Short-Term Treasury ETF | $36091.5M | +96947.7% | 12.4% | Increased |
| IWMISHARES TR | $26065.2M | +100.0% | 8.9% | New |
| VTIVanguard Total Stock Market Index Fund ETF Shares | $20818.5M | +153613.5% | 7.1% | Increased |
| RSPInvesco S&P 500 Equal Weight ETF | $19799.2M | +100.0% | 6.8% | New |
| ITOTIshares Core S&P Total Us Stock Market Etf - US ET | $17013.9M | +100.0% | 5.8% | New |
| FTSMFIRST TR EXCHANGE-TRADED FD | $16685.6M | +100.0% | 5.7% | New |
| VEAVanguard FTSE Developed Markets ETF | $16071.1M | +50392.4% | 5.5% | Increased |
| FTAFIRST TR EXCHANGE-TRADED ALP | $8064.4M | +100.0% | 2.8% | New |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| FSCSFIRST TR EXCHANGE TRADED FD | $1.6M | -100.0% | 0.0% | Sold Out |
| FYCFIRST TR EXCHANGE-TRADED ALP | $1.5M | -100.0% | 0.0% | Sold Out |
| STRYStryker Corporation | $1.3M | -100.0% | 0.0% | Sold Out |
| ERTHINVESCO EXCHANGE TRADED FD T | $1.2M | -100.0% | 0.0% | Sold Out |
| EPSWISDOMTREE TR | $1.1M | -100.0% | 0.0% | Sold Out |
| HYLBDBX ETF TR | $1.1M | -100.0% | 0.0% | Sold Out |
| EWNISHARES INC | $1.0M | -100.0% | 0.0% | Sold Out |
| IQDFFLEXSHARES TR | $1.0M | -100.0% | 0.0% | Sold Out |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 63 | $254317.0M | 87.3% |
| Industrials | 17 | $9808.5M | 3.4% |
| Information Technology | 9 | $9260.5M | 3.2% |
| Financials | 7 | $7461.2M | 2.6% |
| Health Care | 6 | $3611.0M | 1.2% |
| Consumer Discretionary | 4 | $2357.2M | 0.8% |
| Consumer Staples | 5 | $2093.7M | 0.7% |
| Communication Services | 2 | $1540.5M | 0.5% |
| Energy | 2 | $593.5M | 0.2% |
| Utilities | 1 | $340.7M | 0.1% |