Kaydan Wealth Management 13F annual report
Kaydan Wealth Management is an investment fund managing more than $279 billion ran by Joyce Kruzan. There are currently 69 companies in Mrs. Kruzan’s portfolio. The largest investments include Vanguard Index Fds and First Tr Lrg Cp Vl Alphadex, together worth $68.1 billion.
$279 billion Assets Under Management (AUM)
As of 4th July 2024, Kaydan Wealth Management’s top holding is 231,617 shares of Vanguard Index Fds currently worth over $40.2 billion and making up 14.4% of the portfolio value.
In addition, the fund holds 379,160 shares of First Tr Lrg Cp Vl Alphadex worth $27.9 billion.
The third-largest holding is Direxion Shs Etf Tr worth $23.3 billion and the next is Ishares Tr worth $20.3 billion, with 216,608 shares owned.
Currently, Kaydan Wealth Management's portfolio is worth at least $279 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Kaydan Wealth Management
The Kaydan Wealth Management office and employees reside in Fenton, Michigan. According to the last 13-F report filed with the SEC, Joyce Kruzan serves as the Director at Kaydan Wealth Management.
Recent trades
In the most recent 13F filing, Kaydan Wealth Management revealed that it had opened a new position in
First Tr Lrg Cp Vl Alphadex and bought 379,160 shares worth $27.9 billion.
The investment fund also strengthened its position in Vanguard Index Fds by buying
42,197 additional shares.
This makes their stake in Vanguard Index Fds total 231,617 shares worth $40.2 billion.
On the other hand, there are companies that Kaydan Wealth Management is getting rid of from its portfolio.
Kaydan Wealth Management closed its position in Proshares Tr on 11th July 2024.
It sold the previously owned 2,645,685 shares for $26.2 billion.
Joyce Kruzan also disclosed a decreased stake in Invesco Exchange Traded Fd T by 0.2%.
This leaves the value of the investment at $19.4 billion and 151,165 shares.
One of the smaller hedge funds
The two most similar investment funds to Kaydan Wealth Management are Annis Gardner Whiting Capital Advisors and Shoker Investment Counsel. They manage $279 billion and $279 billion respectively.
Joyce Kruzan investment strategy
Kaydan Wealth Management’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Health Care — making up 1.5% of
the total portfolio value.
The fund focuses on investments in the United States as
39.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
33% of the total holdings value.
On the other hand, small-cap stocks make up only 5.8% of the portfolio.
The average market cap of the portfolio companies is close to $343 billion.
The complete list of Kaydan Wealth Management trades based on 13F SEC filings
These positions were updated on July 11th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
22.28%
231,617
|
$40,168,617,000 | 14.40% |
| First Tr Lrg Cp Vl Alphadex |
Opened
379,160
|
$27,906,176,000 | 10.00% |
| Direxion Shs Etf Tr |
105.59%
1,981,957
|
$23,327,634,000 | 8.36% |
| Proshares Tr |
Closed
2,645,685
|
$26,226,755,000 | |
| Ishares Tr |
Opened
216,608
|
$20,251,761,000 | 7.26% |
| Invesco Exchange Traded Fd T |
24.10%
151,165
|
$19,399,921,000 | 6.95% |
| Ishares Tr |
19.29%
769,268
|
$64,968,878,000 | 23.29% |
| Ishares Gold Tr |
1.30%
388,984
|
$17,088,067,000 | 6.13% |
| Spdr Ser Tr |
Closed
369,645
|
$15,591,646,000 | |
| Vanguard Scottsdale Fds |
Closed
185,376
|
$11,406,215,000 | |
| Vanguard Index Fds |
Opened
36,899
|
$6,734,805,000 | 2.41% |
| Proshares Tr |
Opened
143,467
|
$5,810,414,000 | 2.08% |
| First Tr Exchange-traded Fd |
5.06%
114,145
|
$8,280,539,000 | 2.97% |
| Vanguard Specialized Funds |
0.38%
19,308
|
$3,524,675,000 | 1.26% |
| First Tr Value Line Divid In |
3.32%
82,904
|
$3,378,358,000 | 1.21% |
| Raymond James Finl Inc |
No change
21,375
|
$2,642,164,000 | 0.95% |
| Microsoft Corporation |
1.92%
5,032
|
$2,249,052,000 | 0.81% |
| Apple Inc |
4.87%
10,458
|
$2,202,669,000 | 0.79% |
| Stryker Corp. |
0.76%
5,718
|
$1,945,550,000 | 0.70% |
| First Tr Mid Cap Core Alphad |
0.31%
14,581
|
$1,582,425,000 | 0.57% |
| First Tr Lrge Cp Core Alpha |
1.91%
12,242
|
$1,187,352,000 | 0.43% |
| General Mtrs Co |
31.71%
24,695
|
$1,147,330,000 | 0.41% |
| Vanguard Star Fds |
5.37%
17,894
|
$1,079,019,000 | 0.39% |
| Wisdomtree Tr |
4.24%
30,171
|
$1,631,174,000 | 0.58% |
| Select Sector Spdr Tr |
2.64%
18,923
|
$1,905,616,000 | 0.68% |
| Dbx Etf Tr |
0.75%
29,406
|
$981,716,000 | 0.35% |
| Oshkosh Corp |
No change
7,988
|
$864,302,000 | 0.31% |
| JPMorgan Chase & Co. |
2.41%
4,081
|
$825,423,000 | 0.30% |
| Flexshares Tr |
7.50%
11,673
|
$765,221,000 | 0.27% |
| VanEck ETF Trust |
4.96%
8,808
|
$762,861,000 | 0.27% |
| Spdr S&p Midcap 400 Etf Tr |
5.86%
1,229
|
$657,613,000 | 0.24% |
| Spdr Ser Tr |
2.74%
4,978
|
$633,102,000 | 0.23% |
| Johnson & Johnson |
1.18%
4,286
|
$626,475,000 | 0.22% |
| Ford Mtr Co Del |
5.26%
49,896
|
$625,696,000 | 0.22% |
| Oracle Corp. |
2.14%
4,119
|
$581,603,000 | 0.21% |
| Caterpillar Inc. |
No change
1,677
|
$558,609,000 | 0.20% |
| Exxon Mobil Corp. |
22.44%
4,594
|
$528,861,000 | 0.19% |
| AMGEN Inc. |
116.30%
1,659
|
$518,355,000 | 0.19% |
| Alphabet Inc |
4.30%
2,669
|
$489,548,000 | 0.18% |
| Fortinet Inc |
4.64%
7,772
|
$468,418,000 | 0.17% |
| Spdr Dow Jones Indl Average |
No change
1,184
|
$463,098,000 | 0.17% |
| Home Depot, Inc. |
2.45%
1,339
|
$460,937,000 | 0.17% |
| Walmart Inc |
202.87%
6,751
|
$457,110,000 | 0.16% |
| Vanguard Whitehall Fds |
4.54%
5,618
|
$456,631,000 | 0.16% |
| Coca-Cola Co |
14.39%
6,726
|
$428,171,000 | 0.15% |
| TriNet Group Inc |
0.63%
4,226
|
$422,600,000 | 0.15% |
| Unitedhealth Group Inc |
7.42%
774
|
$394,167,000 | 0.14% |
| CSX Corp. |
No change
11,349
|
$379,624,000 | 0.14% |
| Pfizer Inc. |
16.12%
12,744
|
$356,597,000 | 0.13% |
| Comcast Corp New |
Closed
8,113
|
$355,763,000 | |
| Invesco Exch Trd Slf Idx Fd |
7.22%
60,725
|
$1,215,303,000 | 0.44% |
| Texas Instrs Inc |
3.71%
1,741
|
$338,677,000 | 0.12% |
| Procter And Gamble Co |
No change
2,037
|
$335,942,000 | 0.12% |
| AT&T Inc. |
Opened
17,036
|
$325,558,000 | 0.12% |
| Lockheed Martin Corp. |
0.59%
682
|
$318,562,000 | 0.11% |
| Deere & Co. |
4.12%
837
|
$312,728,000 | 0.11% |
| Mastercard Incorporated |
1.29%
705
|
$311,018,000 | 0.11% |
| DTE Energy Co. |
No change
2,797
|
$310,495,000 | 0.11% |
| Canadian Natl Ry Co |
No change
2,592
|
$306,193,000 | 0.11% |
| Columbia Etf Tr I |
Opened
16,267
|
$286,995,000 | 0.10% |
| Amazon.com Inc. |
5.36%
1,396
|
$269,777,000 | 0.10% |
| Pepsico Inc |
0.07%
1,501
|
$247,671,000 | 0.09% |
| Cisco Sys Inc |
1.13%
5,177
|
$245,959,000 | 0.09% |
| Berkshire Hathaway Inc. |
No change
603
|
$245,300,000 | 0.09% |
| Aflac Inc. |
0.04%
2,605
|
$232,709,000 | 0.08% |
| Vanguard World Fd |
Opened
729
|
$229,059,000 | 0.08% |
| Cigna Group (The) |
No change
678
|
$224,126,000 | 0.08% |
| Pimco Etf Tr |
Opened
2,448
|
$222,964,000 | 0.08% |
| Abbott Labs |
1.52%
2,076
|
$215,735,000 | 0.08% |
| First Tr Exchng Traded Fd Vi |
Opened
4,916
|
$211,658,000 | 0.08% |
| Disney Walt Co |
Closed
2,280
|
$205,861,000 | |
| Direxion Shs Etf Tr |
Opened
2,265
|
$200,996,000 | 0.07% |
| Blackrock Enhanced Equity Di |
No change
21,513
|
$175,761,000 | 0.06% |
| Ginkgo Bioworks Holdings Inc |
No change
188,075
|
$62,873,000 | 0.02% |
| No transactions found | |||
| Showing first 500 out of 74 holdings | |||
Hedge funds similar to Kaydan Wealth Management
- Aries Wealth Management
- Sanchez Wealth Management
- Websterrogers Financial Advisors
- Windmill Hill Asset Management Ltd
- Lejeune Puetz Investment Counsel
- Ssi Investment Management
- Annis Gardner Whiting Capital Advisors
- Shoker Investment Counsel
- Scott Capital Advisors
- Global Wealth Strategies & Associates
- Forthright Wealth Management
- Bay Harbor Wealth Management
- Boyd Watterson Asset Management oh
- Landmark Advisors