Kaizen Financial Strategies Q1 2025 Filing

Filed April 9, 2025

Portfolio Value

$173.4B

Holdings

139

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (139 positions)

StockValue
LULULULULEMON ATHLETICA INC
$303K
TMOTHERMO FISHER SCIENTIFIC INC
$302K
XLUSELECT SECTOR SPDR TR
$298K
SCHMSCHWAB STRATEGIC TR
$297K
OKLOOKLO INC
$292K
MMM3M CO
$290K
IWOISHARES TR
$287K
ORCLORACLE CORP
$285K
XLISELECT SECTOR SPDR TR
$279K
UNHUNITEDHEALTH GROUP INC
$275K
SLMSLM CORP
$270K
FNFFIDELITY NATIONAL FINANCIAL
$269K
ARMARM HOLDINGS PLC
$267K
HONHONEYWELL INTL INC
$266K
OWLBLUE OWL CAPITAL INC
$249K
ALSNALLISON TRANSMISSION HLDGS I
$249K
GILDGILEAD SCIENCES INC
$249K
XAWFXALLIANCEBERNSTEIN GLOBAL HIG
$246K
ACWXISHARES TR
$245K
SPLVINVESCO EXCH TRADED FD TR II
$238K
LDOSLEIDOS HOLDINGS INC
$235K
EWPISHARES INC
$232K
SLBSCHLUMBERGER LTD
$222K
NOWSERVICENOW INC
$221K
ETENERGY TRANSFER L P
$216K
QQQEDIREXION SHS ETF TR
$216K
FRTFEDERAL RLTY INVT TR NEW
$215K
ABTABBOTT LABS
$212K
XLYSELECT SECTOR SPDR TR
$211K
NVONOVO-NORDISK A S
$207K
SCHZSCHWAB STRATEGIC TR
$205K
SMRNUSCALE PWR CORP
$204K
EWCISHARES INC
$204K
ANGLVANECK ETF TRUST
$201K
CUBECUBESMART
$200K
DEAEASTERLY GOVT PPTYS INC
$111K
JOBYJOBY AVIATION INC
$101K
EOSEEOS ENERGY ENTERPRISES INC
$40K
TQQQPROSHARES TR
$6K
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