Kaydan Wealth Management, Inc.
data from 31/12/2025
Capitalization
$ 345.508 M
-1.29 %
Performance
$ 17.935 M
2.49 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/12/31 | VANGUARD TAX-MANAGED FDS | 12.15% | 41.988 M $ | 672129 | 2025/03/31 | 1.730 M $ | 4.26 % | |
| 2025/12/31 | ISHARES GOLD TR | 10.14% | 35.033 M $ | 431597 | 2023/12/31 | 3.747 M $ | 11.54 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 9.19% | 31.768 M $ | 166336 | 2021/12/31 | 757.894 K $ | 2.41 % | |
| 2025/12/31 | ISHARES TR | 8.70% | 30.059 M $ | 202157 | 2021/12/31 | 626.838 K $ | 2.09 % | |
| 2025/12/31 | ISHARES TR | 7.51% | 25.946 M $ | 269825 | 2024/03/31 | -81.232 K $ | -0.31 % | |
| 2025/12/31 | FIRST TR EXCHANGE-TRADED FD | 7.21% | 24.900 M $ | 415493 | 2025/06/30 | 1.105 K $ | 0.03 % | |
| 2025/12/31 | INVESCO EXCHANGE TRADED FD T | 5.31% | 18.329 M $ | 95685 | 2021/12/31 | 179.026 K $ | 0.98 % | |
| 2025/12/31 | ISHARES TR | 3.75% | 12.972 M $ | 148834 | 2022/12/31 | -132.034 K $ | -2.47 % | |
| 2025/12/31 | FIRST TR EXCHANGE-TRADED ALP | 2.23% | 7.689 M $ | 89251 | 2024/03/31 | 251.386 K $ | 3.38 % | |
| 2025/12/31 | ISHARES TR | 1.78% | 6.145 M $ | 17917 | 2025/03/31 | 179.756 K $ | 3.04 % | |
| 2025/12/31 | ISHARES TR | 1.75% | 6.037 M $ | 91465 | 2021/12/31 | 66.421 K $ | 1.13 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 1.59% | 5.493 M $ | 16384 | 2021/12/31 | 119.526 K $ | 2.17 % | |
| 2025/12/31 | ISHARES TR | 1.45% | 4.996 M $ | 55841 | 2021/12/31 | 117.321 K $ | 2.46 % | |
| 2025/12/31 | VANGUARD SPECIALIZED FUNDS | 1.24% | 4.273 M $ | 19443 | 2021/12/31 | 76.588 K $ | 1.85 % | |
| 2025/12/31 | ISHARES TR | 1.23% | 4.263 M $ | 6224 | 2021/12/31 | 95.892 K $ | 2.33 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 1.23% | 4.248 M $ | 8708 | 2021/12/31 | 71.766 K $ | 1.72 % | |
| 2025/12/31 | INVESCO QQQ TR | 1.18% | 4.085 M $ | 6650 | 2021/12/31 | 92.143 K $ | 2.32 % | |
| 2025/12/31 | ISHARES TR | 1.17% | 4.046 M $ | 16438 | 2021/12/31 | 68.354 K $ | 1.74 % | |
| 2025/12/31 | FIRST TR EXCHANGE-TRADED FD | 1.12% | 3.877 M $ | 84127 | 2021/12/31 | -12.876 K $ | -0.35 % | |
| 2025/12/31 | RAYMOND JAMES FINL INC | 0.98% | 3.400 M $ | 21175 | 2021/12/31 | -254.311 K $ | -6.96 % | |
| 2025/12/31 | FIRST TR EXCHANGE TRADED FD | 0.84% | 2.913 M $ | 30082 | 2021/12/31 | -52.479 K $ | -1.78 % | |
| 2025/12/31 | APPLE INC | 0.80% | 2.749 M $ | 10110 | 2021/12/31 | 174.865 K $ | 6.77 % | |
| 2025/12/31 | MICROSOFT CORP | 0.74% | 2.556 M $ | 5285 | 2021/12/31 | -175.753 K $ | -6.62 % | |
| 2025/12/31 | ISHARES TR | 0.73% | 2.519 M $ | 20437 | 2021/12/31 | 51.879 K $ | 2.10 % | |
| 2025/12/31 | ISHARES TR | 0.65% | 2.254 M $ | 15969 | 2021/12/31 | -14.868 K $ | -0.68 % | |
| 2025/12/31 | GENERAL MTRS CO | 0.59% | 2.055 M $ | 25270 | 2021/12/31 | 498.920 K $ | 33.38 % | |
| 2025/12/31 | STRYKER CORPORATION | 0.58% | 1.995 M $ | 5675 | 2021/12/31 | -103.284 K $ | -4.92 % | |
| 2025/12/31 | ISHARES TR | 0.45% | 1.540 M $ | 9285 | 2021/12/31 | 30.919 K $ | 2.05 % | |
| 2025/12/31 | FIRST TR EXCHANGE-TRADED ALP | 0.44% | 1.533 M $ | 12168 | 2021/12/31 | 7.196 K $ | 0.45 % | |
| 2025/12/31 | ISHARES TR | 0.43% | 1.469 M $ | 15597 | 2021/12/31 | -15.946 K $ | -1.03 % | |
| 2025/12/31 | ISHARES TR | 0.42% | 1.435 M $ | 7185 | 2021/12/31 | 27.446 K $ | 1.95 % | |
| 2025/12/31 | FIRST TR EXCHANGE TRADED FD | 0.39% | 1.330 M $ | 19152 | 2021/12/31 | 41.718 K $ | 3.29 % | |
| 2025/12/31 | JPMORGAN CHASE & CO. | 0.38% | 1.325 M $ | 4111 | 2021/12/31 | 27.961 K $ | 2.15 % | |
| 2025/12/31 | SELECT SECTOR SPDR TR | 0.37% | 1.269 M $ | 8811 | 2021/12/31 | -607.129 K $ | -48.92 % | |
| 2025/12/31 | FIRST TR EXCHANGE-TRADED ALP | 0.37% | 1.267 M $ | 10683 | 2021/12/31 | 19.513 K $ | 1.54 % | |
| 2025/12/31 | VANGUARD STAR FDS | 0.33% | 1.137 M $ | 15065 | 2021/12/31 | 30.959 K $ | 2.70 % | |
| 2025/12/31 | INVESCO EXCHANGE TRADED FD T | 0.29% | 1.009 M $ | 21505 | 2021/12/31 | 36.773 K $ | 3.78 % | |
| 2025/12/31 | OSHKOSH CORP | 0.29% | 1.004 M $ | 7988 | 2021/12/31 | -32.511 K $ | -3.14 % | |
| 2025/12/31 | WISDOMTREE TR | 0.29% | 991.339 K $ | 19212 | 2021/12/31 | -13.535 K $ | -1.34 % | |
| 2025/12/31 | DBX ETF TR | 0.28% | 982.307 K $ | 23828 | 2021/12/31 | 44.754 K $ | 4.59 % | |
| 2025/12/31 | ISHARES TR | 0.28% | 968.845 K $ | 2047 | 2021/12/31 | 10.014 K $ | 1.04 % | |
| 2025/12/31 | FIRST TR EXCHANGE-TRADED FD | 0.28% | 965.927 K $ | 10441 | 2021/12/31 | -12.397 K $ | -1.21 % | |
| 2025/12/31 | CATERPILLAR INC | 0.27% | 941.225 K $ | 1643 | 2021/12/31 | 157.267 K $ | 20.06 % | |
| 2025/12/31 | FLEXSHARES TR | 0.27% | 929.421 K $ | 11480 | 2021/12/31 | 11.148 K $ | 1.23 % | |
| 2025/12/31 | VANECK ETF TRUST | 0.26% | 912.156 K $ | 8808 | 2021/12/31 | 39.195 K $ | 4.49 % | |
| 2025/12/31 | ISHARES TR | 0.25% | 858.710 K $ | 12368 | 2021/12/31 | 4.506 K $ | 0.51 % | |
| 2025/12/31 | DEERE & CO | 0.24% | 827.783 K $ | 1778 | 2021/12/31 | 5.767 K $ | 1.82 % | |
| 2025/12/31 | ORACLE CORP | 0.23% | 798.351 K $ | 4096 | 2021/12/31 | -352.744 K $ | -30.70 % | |
| 2025/12/31 | ISHARES INC | 0.22% | 776.794 K $ | 11556 | 2024/12/31 | 151.074 K $ | 1.97 % | |
| 2025/12/31 | WISDOMTREE TR | 0.22% | 748.856 K $ | 8502 | 2021/12/31 | 8.993 K $ | 1.21 % | |
| 2025/12/31 | WALMART INC | 0.22% | 748.675 K $ | 6720 | 2021/12/31 | 56.278 K $ | 8.10 % | |
| 2025/12/31 | ALPHABET INC | 0.21% | 742.451 K $ | 2366 | 2023/09/30 | 172.253 K $ | 28.84 % | |
| 2025/12/31 | SPDR S&P MIDCAP 400 ETF TR | 0.21% | 736.002 K $ | 1220 | 2021/12/31 | 8.845 K $ | 1.22 % | |
| 2025/12/31 | BNY MELLON ETF TRUST II | 0.21% | 735.457 K $ | 20193 | 2025/06/30 | 15.144 K $ | 2.10 % | |
| 2025/12/31 | SPDR SERIES TRUST | 0.19% | 667.411 K $ | 4796 | 2021/12/31 | -4.259 K $ | -0.64 % | |
| 2025/12/31 | JOHNSON & JOHNSON | 0.18% | 627.727 K $ | 3033 | 2021/12/31 | 65.361 K $ | 11.62 % | |
| 2025/12/31 | INVESCO EXCHANGE TRADED FD T | 0.17% | 602.006 K $ | 13228 | 2021/12/31 | 13.086 K $ | 2.09 % | |
| 2025/12/31 | SELECT SECTOR SPDR TR | 0.17% | 589.270 K $ | 10759 | 2021/12/31 | 10.798 K $ | 1.67 % | |
| 2025/12/31 | SPDR DOW JONES INDL AVERAGE | 0.16% | 568.995 K $ | 1184 | 2021/12/31 | 19.926 K $ | 3.63 % | |
| 2025/12/31 | FIRST TR EXCHANGE-TRADED FD | 0.16% | 562.193 K $ | 14671 | 2025/06/30 | 4.038 K $ | 0.79 % | |
| 2025/12/31 | EXXON MOBIL CORP | 0.16% | 536.716 K $ | 4460 | 2023/09/30 | 33.851 K $ | 6.73 % | |
| 2025/12/31 | AMGEN INC | 0.15% | 528.933 K $ | 1616 | 2023/09/30 | 73.258 K $ | 15.99 % | |
| 2025/12/31 | VANGUARD WHITEHALL FDS | 0.15% | 517.516 K $ | 5659 | 2021/12/31 | 10.240 K $ | 2.10 % | |
| 2025/12/31 | FORTINET INC | 0.14% | 495.360 K $ | 6238 | 2021/12/31 | -31.975 K $ | -5.55 % | |
| 2025/12/31 | GE AEROSPACE | 0.14% | 487.920 K $ | 1584 | 2025/09/30 | 11.420 K $ | 2.40 % | |
| 2025/12/31 | SELECT SECTOR SPDR TR | 0.13% | 465.638 K $ | 3008 | 2021/12/31 | 53.126 K $ | 11.23 % | |
| 2025/12/31 | FORD MTR CO | 0.13% | 464.737 K $ | 35422 | 2021/12/31 | 45.223 K $ | 9.70 % | |
| 2025/12/31 | COCA COLA CO | 0.13% | 461.963 K $ | 6608 | 2021/12/31 | 23.719 K $ | 5.41 % | |
| 2025/12/31 | HOME DEPOT INC | 0.13% | 452.201 K $ | 1314 | 2021/12/31 | -80.219 K $ | -15.07 % | |
| 2025/12/31 | FIRST TR EXCHANGE TRADED FD | 0.13% | 451.952 K $ | 7183 | 2021/12/31 | 7.183 K $ | 1.62 % | |
| 2025/12/31 | AT&T INC | 0.13% | 447.870 K $ | 18030 | 2024/06/30 | -61.060 K $ | -12.04 % | |
| 2025/12/31 | ISHARES TR | 0.13% | 446.080 K $ | 5392 | 2021/12/31 | -1.725 K $ | -0.39 % | |
| 2025/12/31 | CSX CORP | 0.12% | 411.401 K $ | 11349 | 2021/12/31 | 8.398 K $ | 2.08 % | |
| 2025/12/31 | ISHARES TR | 0.11% | 395.208 K $ | 4950 | 2021/12/31 | -14.305 K $ | -3.49 % | |
| 2025/12/31 | CISCO SYS INC | 0.11% | 390.401 K $ | 5068 | 2021/12/31 | 43.635 K $ | 12.58 % | |
| 2025/12/31 | MASTERCARD INCORPORATED | 0.11% | 383.060 K $ | 671 | 2021/12/31 | 1.397 K $ | 0.36 % | |
| 2025/12/31 | ISHARES TR | 0.11% | 377.846 K $ | 3144 | 2023/06/30 | 4.243 K $ | 1.14 % | |
| 2025/12/31 | ISHARES TR | 0.11% | 365.970 K $ | 3811 | 2025/06/30 | 9.629 K $ | 2.85 % | |
| 2025/12/31 | DTE ENERGY CO | 0.10% | 360.757 K $ | 2797 | 2021/12/31 | -34.822 K $ | -8.80 % | |
| 2025/12/31 | RTX CORPORATION | 0.10% | 353.412 K $ | 1927 | 2024/09/30 | 30.966 K $ | 9.60 % | |
| 2025/12/31 | CINTAS CORP | 0.10% | 338.338 K $ | 1799 | 2025/09/30 | -30.941 K $ | -8.37 % | |
| 2025/12/31 | BERKSHIRE HATHAWAY INC DEL | 0.10% | 328.230 K $ | 653 | 2023/06/30 | -58.000 $ | -0.02 % | |
| 2025/12/31 | NVIDIA CORPORATION | 0.09% | 316.304 K $ | 1696 | 2025/06/30 | -135.000 $ | -0.04 % | |
| 2025/12/31 | LOCKHEED MARTIN CORP | 0.09% | 315.837 K $ | 653 | 2021/12/31 | -10.147 K $ | -3.11 % | |
| 2025/12/31 | MERCK & CO INC | 0.09% | 308.096 K $ | 2927 | 2024/09/30 | 62.432 K $ | 25.41 % | |
| 2025/12/31 | INVESCO EXCH TRD SLF IDX FD | 0.09% | 302.113 K $ | 15434 | 2021/12/31 | 153.000 $ | 0.05 % | |
| 2025/12/31 | ALPHABET INC | 0.09% | 302.045 K $ | 965 | 2025/09/30 | 65.845 K $ | 28.75 % | |
| 2025/12/31 | AMAZON COM INC | 0.08% | 291.987 K $ | 1265 | 2023/06/30 | 13.016 K $ | 5.12 % | |
| 2025/12/31 | CUMMINS INC | 0.08% | 290.446 K $ | 569 | 2025/09/30 | 50.117 K $ | 20.85 % | |
| 2025/12/31 | AFLAC INC | 0.08% | 287.323 K $ | 2606 | 2023/12/31 | -3.777 K $ | -1.30 % | |
| 2025/12/31 | ISHARES TR | 0.08% | 286.110 K $ | 2750 | 2024/03/31 | -714.000 $ | -0.25 % | |
| 2025/12/31 | PROCTER AND GAMBLE CO | 0.08% | 285.760 K $ | 1994 | 2021/12/31 | -20.617 K $ | -6.73 % | |
| 2025/12/31 | VANGUARD WORLD FD | 0.08% | 275.730 K $ | 668 | 2024/03/31 | 7.131 K $ | 2.57 % | |
| 2025/12/31 | ABBVIE INC | 0.08% | 266.866 K $ | 1168 | 2024/03/31 | -3.561 K $ | -1.32 % | |
| 2025/12/31 | SOUTHERN CO | 0.08% | 266.019 K $ | 3051 | 2024/09/30 | -23.118 K $ | -8.00 % | |
| 2025/12/31 | ISHARES TR | 0.08% | 262.042 K $ | 3164 | 2025/06/30 | -27.936 K $ | -0.17 % | |
| 2025/12/31 | TEXAS INSTRS INC | 0.08% | 259.715 K $ | 1497 | 2021/12/31 | -15.708 K $ | -5.57 % | |
| 2025/12/31 | GE VERNOVA INC | 0.07% | 258.160 K $ | 395 | 2025/09/30 | 15.274 K $ | 6.29 % | |
| 2025/12/31 | CANADIAN NATL RY CO | 0.07% | 256.219 K $ | 2592 | 2023/06/30 | 11.793 K $ | 4.83 % | |
| 2025/12/31 | ISHARES SILVER TR | 0.07% | 253.042 K $ | 3928 | 2025/03/31 | 5.673 M $ | 52.04 % |