Portfolio (Quarterly)
Guide ↗
Kaydan Wealth Management, Inc.
· CIK 0001964532| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | EZM | WISDOMTREE TR | — | 3,450.0 | $232K | 0.08% | — | — | $67.22 | +9.1% |
| 102 | IYH | ISHARES TR | — | 3,681.0 | $227K | 0.08% | — | — | $61.65 | +1.5% |
| 103 | SPYM | SPDR SERIES TRUST | — | 2,950.0 | $226K | 0.08% | +25.0 | +0.8% | $76.54 | +15.4% |
| 104 | IBB | ISHARES TR | — | 1,304.0 | $220K | 0.07% | — | — | $168.85 | +0.6% |
| 105 | SMH | VANECK ETF TRUST | — | 552.0 | $212K | 0.07% | NEW | — | $383.40 | +55.3% |
| 106 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 4,127.0 | $206K | 0.07% | — | — | $49.81 | -0.2% |
| 107 | ABT | ABBOTT LABORATORIES | Healthcare | 1,992.0 | $205K | 0.07% | +72.0 | +3.8% | $102.69 | -16.6% |
| 108 | V | VISA INC | Financial Services | 664.0 | $201K | 0.07% | NEW | — | $302.24 | +8.4% |
| 109 | BDJ | BLACKROCK ENHANCED EQUITY DI | Financial Services | 21,513.0 | $185K | 0.06% | — | — | $8.62 | +6.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
48.2%
Technology
13.8%
Industrials
12.5%
Healthcare
8.7%
Consumer Cyclical
5.3%
Consumer Defensive
3.5%
Communication Services
3.4%
Energy
2.3%
Utilities
2.3%