Kaizen Financial Strategies Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$176.6B
Holdings
133
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (133 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $15.9M |
AAPLAPPLE INC | $15.9M |
SCHGSCHWAB STRATEGIC TR | $14.1M |
NVDANVIDIA CORPORATION | $7.8M |
VCRBVANGUARD MALVERN FDS | $7.5M |
VIGVANGUARD SPECIALIZED FUNDS | $6.6M |
SCHISCHWAB STRATEGIC TR | $6.1M |
TSLATESLA INC | $5.2M |
BXBLACKSTONE INC | $5.0M |
GOOGALPHABET INC | $4.0M |
FNDFSCHWAB STRATEGIC TR | $3.9M |
SCHQSCHWAB STRATEGIC TR | $3.9M |
AMZNAMAZON COM INC | $3.9M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $3.7M |
MSFTMICROSOFT CORP | $3.2M |
FNDBSCHWAB STRATEGIC TR | $2.8M |
SMHVANECK ETF TRUST | $2.7M |
NDQINVESCO QQQ TR | $2.5M |
GOOGLALPHABET INC | $2.2M |
CRMSALESFORCE INC | $2.1M |
DONSPDR DOW JONES INDL AVERAGE | $1.9M |
FNDASCHWAB STRATEGIC TR | $1.7M |
SCHRSCHWAB STRATEGIC TR | $1.7M |
USOUNITED STS OIL FD LP | $1.5M |
XLKSELECT SECTOR SPDR TR | $1.3M |
FNDESCHWAB STRATEGIC TR | $1.3M |
SCHZSCHWAB STRATEGIC TR | $1.3M |
VOOVANGUARD INDEX FDS | $1.3M |
XYLDGLOBAL X FDS | $1.2M |
QYLDGLOBAL X FDS | $1.1M |
METAMETA PLATFORMS INC | $900K |
VTIVANGUARD INDEX FDS | $884K |
BLOKAMPLIFY ETF TR | $869K |
VVISA INC | $849K |
COSTCOSTCO WHSL CORP NEW | $836K |
LQDISHARES TR | $814K |
AMDADVANCED MICRO DEVICES INC | $797K |
ADBEADOBE INC | $790K |
IUSGISHARES TR | $775K |
XLRESELECT SECTOR SPDR TR | $744K |
USLMUNITED STS LIME & MINERALS I | $724K |
ABBVABBVIE INC | $711K |
OKEONEOK INC NEW | $675K |
AGXARGAN INC | $654K |
KIESPDR SER TR | $652K |
VWOVANGUARD INTL EQUITY INDEX F | $643K |
KLACKLA CORP | $643K |
SCHKSCHWAB STRATEGIC TR | $634K |
RSPTINVESCO EXCHANGE TRADED FD T | $621K |
XLCSELECT SECTOR SPDR TR | $616K |
PDIPIMCO DYNAMIC INCOME FD | $592K |
XTLSPDR SER TR | $579K |
STAGSTAG INDL INC | $565K |
AMATAPPLIED MATLS INC | $561K |
PLTRPALANTIR TECHNOLOGIES INC | $556K |
CATCATERPILLAR INC | $555K |
VBKVANGUARD INDEX FDS | $550K |
CIBRFIRST TR EXCHANGE TRADED FD | $542K |
LLYELI LILLY & CO | $540K |
ARISUSDARIS WATER SOLUTIONS INC | $536K |
XLFSELECT SECTOR SPDR TR | $525K |
JPMJPMORGAN CHASE & CO. | $492K |
XLISELECT SECTOR SPDR TR | $472K |
VBVANGUARD INDEX FDS | $471K |
QCOMQUALCOMM INC | $471K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $467K |
IMCGISHARES TR | $461K |
HESMHESS MIDSTREAM LP | $460K |
NEE 6.926 09/01/25NEXTERA ENERGY INC | $456K |
IVVISHARES TR | $455K |
NFLXNETFLIX INC | $451K |
HACKAMPLIFY ETF TR | $427K |
VCTRVICTORY CAP HLDGS INC | $423K |
FIWFIRST TR EXCHANGE-TRADED FD | $420K |
GEGE AEROSPACE | $418K |
FISVFISERV INC | $406K |
AMGNAMGEN INC | $405K |
PANWPALO ALTO NETWORKS INC | $400K |
PGRPROGRESSIVE CORP | $395K |
LENLENNAR CORP | $389K |
ETRENTERGY CORP NEW | $372K |
GQ9SPDR GOLD TR | $371K |
BAC 7.25 PERP LBANK AMERICA CORP | $371K |
SPGSIMON PPTY GROUP INC NEW | $365K |
IWMISHARES TR | $364K |
LRCXLAM RESEARCH CORP | $364K |
SCHASCHWAB STRATEGIC TR | $361K |
AXONAXON ENTERPRISE INC | $343K |
TEITEMPLETON EMERGING MKTS INCO | $342K |
ORCLORACLE CORP | $340K |
IWOISHARES TR | $338K |
CVXCHEVRON CORP NEW | $331K |
TLTISHARES TR | $325K |
ARMARM HOLDINGS PLC | $321K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $320K |
ACHRARCHER AVIATION INC | $320K |
DWDMORGAN STANLEY | $318K |
TMOTHERMO FISHER SCIENTIFIC INC | $314K |
SCHMSCHWAB STRATEGIC TR | $313K |
KGCKINROSS GOLD CORP | $297K |
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