Kaizen Financial Strategies Purchases and Sells in Q3 2025

Kaizen Financial Strategies

$197 Million
Q3 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	42.8K + 17.31%	$39.59 - $42.21 $1.7M - $1.81M	290K $12.2M
SCHG	12.4K + 2.32%	$28.92 - $32.19 $359K - $400K	547K $17.5M
SPY	754 + 2.81%	$617.65 - $666.84 $466K - $503K	27.6K $18.4M
JIRE	8.92K + 13.43%	$69.02 - $73.57 $616K - $656K	75.3K $5.54M
SCHI	21.7K + 6.93%	$22.45 - $23.2 $487K - $504K	335K $7.73M
SCHQ	14K + 11.77%	$30.81 - $32.63 $430K - $456K	133K $4.29M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEE	8.49K New	$69.77 - $77.54 $592K - $658K	8.49K $640K
AXP	1.74K New	$294.27 - $342.31 $513K - $596K	1.74K $578K
UGL	10.2K New	$33.7 - $46.06 $343K - $468K	10.2K $468K
WES	9.61K New	$37.5 - $41.18 $360K - $396K	9.61K $377K
WDC	2.57K New	$63.84 - $120.06 $164K - $309K	2.57K $308K
FAS	1.48K New	$156.89 - $180.73 $231K - $267K	1.48K $262K

Top Sells

Reduced Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDB	-32.4K - 27.5%	$23.83 - $25.77 $771K - $834K	85.3K $2.2M
CRM	-906 - 14.48%	$231.66 - $273.65 $210K - $248K	5.35K $1.27M
ADBE	-831 - 47.59%	$333.65 - $392.1 $277K - $326K	915 $322K
COST	-131 - 11.34%	$915.95 - $994.57 $120K - $130K	1.02K $947K
AMZN	-803 - 3.75%	$211.65 - $238.24 $170K - $191K	20.6K $4.52M
OKE	-1.44K - 20.79%	$71.36 - $83.47 $103K - $120K	5.48K $399K

Activity Summary All Purchases 69 New Holdings 19 Increased Positions 50 All Sells 71 Reductions 71 Sold out 0 Calls 0 Puts 0

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