Kaydan-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "OSK",
  "RJF",
  null,
  "ABT",
  "ABBV",
  "TNET",
  "T",
  "CAT",
  "BDJ",
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "MA",
  "MSFT",
  null,
  null,
  "DLN",
  "IJR",
  "ORCL",
  null,
  null,
  "IWF",
  "PEP",
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "LMT",
  "PG",
  "MRK",
  null,
  "AMGN",
  "IEFA",
  null,
  "RTX",
  "SYK",
  "CI",
  "TXN",
  null,
  null,
  "PRF",
  null,
  "VIG",
  null,
  "IEF",
  null,
  "GM",
  "AFL",
  "SDY",
  "F",
  "FTNT",
  null,
  null,
  "VIGI",
  "AMZN",
  null,
  "VUG",
  "VEA",
  "MGK",
  "VXUS",
  "VBR",
  "VTV",
  "WMT",
  null,
  "DTE",
  "DVY",
  null,
  "SO",
  "DIA",
  null,
  null,
  null,
  null,
  "BRK-B",
  "CNI",
  "CSCO",
  "KO",
  "COP",
  "CSX",
  "DE",
  "RSP",
  "USMV",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 107
Total Value: 311731751
Accession Number: 0001172661-25-001508
Form Type: 13F-HR
CIK: kaydan-wealth-management
Manager Name: Kaydan-Wealth-Management

Data Enrichment

66% identified

71 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

107 positions • $311.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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464287119

Shares:2.8K

Value:$222.8K

% of Portfolio:0.1% ($222.8K/$311.7M)

921910816

MGK|921910816

Shares:708

Value:$218.7K

% of Portfolio:0.1% ($218.7K/$311.7M)

25459Y207

Shares:2.4K

Value:$209.0K

% of Portfolio:0.1% ($209.0K/$311.7M)

46137V175

Shares:4.4K

Value:$207.8K

% of Portfolio:0.1% ($207.8K/$311.7M)

97717W570

Shares:3.5K

Value:$205.6K

% of Portfolio:0.1% ($205.6K/$311.7M)

CONOCOPHILLIPS

COP|20825C104

Shares:1.9K

Value:$200.8K

% of Portfolio:0.1% ($200.8K/$311.7M)

BlackRock Enhanced Equity Dividend Trust

BDJ|09251A104

Shares:21.5K

Value:$185.0K

% of Portfolio:0.1% ($185.0K/$311.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287119)✕	2.8K	QoQ 0.00% (-0) YoY +0.03% (+1)	All Managers (Combined)	$222.8K	0.1% ($222.8K/$311.7M)	QoQ -9.60% (-$23.7K) YoY +7.33% (+$15.2K)
(MGKcusip921910816)	708	QoQ -1.25% (-9) YoY -6.59% (-50)	All Managers (Combined)	$218.7K	0.1% ($218.7K/$311.7M)	QoQ -11.18% (-$27.5K) YoY +0.66% (-$1.4K)
(cusip25459Y207)✕	2.4K	QoQ -0.58% (-14) YoY +3.81% (+88)	All Managers (Combined)	$209.0K	0.1% ($209.0K/$311.7M)	QoQ -3.43% (-$7.4K) YoY +1.47% (+$3.0K)
(cusip46137V175)✕	4.4K	QoQ 0.00% (-0) YoY -21.67% (-1.2K)	All Managers (Combined)	$207.8K	0.1% ($207.8K/$311.7M)	QoQ -5.60% (-$12.3K) YoY -24.64% (-$68.0K)
(cusip97717W570)✕	3.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$205.6K	0.1% ($205.6K/$311.7M)	QoQ -4.65% (-$10.0K) YoY -2.32% (-$4.9K)
CONOCOPHILLIPS(COPcusip20825C104)	1.9K	QoQ -6.73% (-138) YoY +10.96% (-189)	All Managers (Combined)	$200.8K	0.1% ($200.8K/$311.7M)	QoQ -1.23% (-$2.5K) YoY -8.43% (-$18.5K)
BlackRock Enhanced Equity Dividend Trust(BDJcusip09251A104)	21.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$185.0K	0.1% ($185.0K/$311.7M)	QoQ +3.86% (+$6.9K) YoY +4.24% (+$7.5K)