Kaizen Financial Strategies Incresed Positions in Q3 2024

Kaizen Financial Strategies

  • $167 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
23
+ 0.09%
$517.38 - $573.86 $11.9K - $13.2K
25.1K $14.4M
CGDV
Capital Group Divid Value ETF

ETFs
12.9K
+ 17.57%
$32.96 - $36.48 $424K - $469K
86K $3.14M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
6.07K
+ 4.65%
$43.73 - $46.29 $266K - $281K
137K $6.31M
LLY
Eli Lilly & CO

Healthcare
629
+ 154.17%
$772.14 - $960.02 $486K - $604K
1.04K $918K
COST
Costco Wholesale Corp

Consumer Defensive
425
+ 66.41%
$801.83 - $917.05 $341K - $390K
1.07K $944K
FNDB
Schwab Fundamental U S Broad M

ETFs
3.35K
+ 9.92%
$64.17 - $70.37 $215K - $235K
37.1K $2.61M
FNDF
Schwab Fundamental Intl Large

ETFs
1.32K
+ 1.05%
$33.67 - $37.71 $44.4K - $49.7K
127K $4.74M
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.82K
+ 35.47%
$38.04 - $45.36 $183K - $219K
18.4K $822K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
350
+ 17.14%
$475.2 - $527.7 $166K - $185K
2.39K $1.26M
FNDA
Schwab Fundamental U S Small C

ETFs
1.8K
+ 6.98%
$54.26 - $60.01 $97.7K - $108K
27.6K $1.64M
LEN
Lennar Corp

Consumer Cyclical
196
+ 6.58%
$142.5 - $192.45 $27.9K - $37.7K
3.18K $595K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
801
+ 39.23%
$97.96 - $124.99 $78.5K - $100K
2.84K $354K
XLF
Financial Sector Spdr

ETFs
2K
+ 22.67%
$40.84 - $45.74 $81.7K - $91.5K
10.8K $490K
PLTR
Palantir Technologies Inc.

Technology
244
+ 2.8%
$24.09 - $37.95 $5.88K - $9.26K
8.94K $332K
ABBV
Abb Vie Inc.

Healthcare
17
+ 0.43%
$163.84 - $199.33 $2.79K - $3.39K
3.99K $788K
NEP
Nextera Energy Partners, LP

Utilities
3.87K
+ 46.98%
$23.83 - $28.64 $92.1K - $111K
12.1K $333K
CAT
Caterpillar Inc

Industrials
5
+ 0.33%
$316.8 - $391.12 $1.58K - $1.96K
1.53K $597K
SCHR
Schwab Intermediate Term Us Tr

ETFs
892
+ 3.67%
$48.4 - $50.91 $43.2K - $45.4K
25.2K $1.28M
KIE
Spdr S&P Insurance ETF

ETFs
30
+ 0.25%
$49.44 - $56.87 $1.48K - $1.71K
12.1K $688K
PDI
Pimco Dynamic Income Fund

Financial Services
388
+ 0.76%
$18.7 - $20.25 $7.26K - $7.86K
51.3K $1.04M
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.23K
+ 4.46%
$38.49 - $41.61 $47.2K - $51.1K
28.7K $1.19M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.88K
+ 5.24%
$16.42 - $18.12 $47.2K - $52.1K
57.8K $1.04M
OKE
Oneok Inc

Energy
76
+ 1.15%
$78.62 - $95.27 $5.98K - $7.24K
6.7K $610K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
500
+ 2.91%
$19.62 - $23.55 $9.81K - $11.8K
17.7K $412K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
514
+ 10.14%
$65.15 - $72.97 $33.5K - $37.5K
5.59K $407K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
925
+ 8.6%
$211.47 - $281.27 $196K - $260K
11.7K $2.87M
NEM
Newmont Corp

Basic Materials
22
+ 0.46%
$41.65 - $55.85 $916 - $1.23K
4.84K $258K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.25%
$531.86 - $624.21 $1.06K - $1.25K
808 $499K
TEI
Templeton Emerging Markets Income Fund

Financial Services
6.79K
+ 24.49%
$5.32 - $5.92 $36.1K - $40.2K
34.5K $201K
ACHR
Archer Aviation Inc.

Industrials
22K
+ 80.0%
$2.91 - $5.39 $64K - $119K
49.5K $149K
FNF
Fidelity National Financial, Inc.

Financial Services
6
+ 0.15%
$48.08 - $62.04 $288 - $372
4.14K $256K
NFLX
Netflix Inc

Communication Services
39
+ 5.85%
$598.55 - $722.26 $23.3K - $28.2K
706 $500K
AMD
Advanced Micro Devices Inc

Technology
229
+ 3.42%
$128.67 - $183.96 $29.5K - $42.1K
6.92K $1.14M
NEE
Nextera Energy Inc

Utilities
19
+ 0.58%
$69.9 - $84.97 $1.33K - $1.61K
3.28K $276K
EZA
Ishares Msci South Africa ETF

ETFs
200
+ 4.0%
$42.48 - $51.55 $8.5K - $10.3K
5.2K $262K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
165
+ 1.31%
$49.82 - $55.29 $8.22K - $9.12K
12.8K $706K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
70
+ 7.0%
$256.4 - $289.78 $17.9K - $20.3K
1.07K $303K
FIW
First Trust Water ETF

ETFs
6
+ 0.15%
$98.0 - $109.33 $588 - $656
4.03K $440K
SCHA
Schwab Strategic Tr Us Small C

ETFs
217
+ 3.31%
$46.9 - $51.96 $10.2K - $11.3K
6.78K $349K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.1%
$520.18 - $576.82 $520 - $577
1.02K $586K
ZTS
Zoetis Inc.

Healthcare
2
+ 0.15%
$172.58 - $196.48 $345 - $393
1.38K $269K
HESM
Hess Midstream LP

Energy
1.18K
+ 10.72%
$34.91 - $38.61 $41.2K - $45.6K
12.2K $429K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
10
+ 0.17%
$116.79 - $133.54 $1.17K - $1.34K
5.82K $768K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2
+ 0.02%
$52.1 - $59.66 $104 - $119
8.35K $494K
XLC
Select Sector Spdr Tr Communic

ETFs
2
+ 0.04%
$82.16 - $90.4 $164 - $181
4.86K $439K
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.07%
$86.95 - $97.09 $174 - $194
2.72K $261K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
16
+ 0.32%
$48.51 - $52.86 $776 - $846
5.05K $266K
MS
Morgan Stanley

Financial Services
23
+ 0.93%
$92.07 - $106.96 $2.12K - $2.46K
2.5K $260K
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.15%
$194.9 - $224.8 $585 - $674
2.02K $426K
Activity Summary
Buys All Purchases 77 New Holdings 15 Increased Positions 62 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 2
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