Kaizen Financial Strategies Incresed Positions in Q4 2025

Kaizen Financial Strategies

  • $212 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
6.47K
+ 89.72%
$278.39 - $304.13 $1.8M - $1.97M
13.7K $3.94M
GOOG
Alphabet Inc.

Communication Services
1.22K
+ 5.45%
$237.49 - $291.74 $291K - $357K
23.7K $6.77M
CGDV
Capital Group Divid Value ETF

ETFs
14.6K
+ 5.04%
$41.33 - $43.47 $605K - $636K
305K $13.1M
AMZN
Amazon Com Inc

Consumer Cyclical
1.63K
+ 7.94%
$213.04 - $254.0 $348K - $415K
22.2K $5.22M
XLY
Select Sector Spdr Consumer Di

ETFs
1.87K
+ 174.7%
$228.75 - $242.18 $428K - $453K
2.94K $679K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3.99K
+ 5.3%
$72.75 - $76.17 $290K - $304K
79.3K $5.95M
SCHR
Schwab Intermediate Term Us Tr

ETFs
11.6K
+ 14.15%
$25.03 - $25.34 $290K - $294K
93.5K $2.35M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
13.6K
+ 4.05%
$22.89 - $23.27 $310K - $316K
349K $7.99M
XLU
Utilities Sector Spdr

ETFs
2.43K
+ 80.2%
$87.89 - $92.9 $214K - $226K
5.46K $484K
VIG
Vanguard Dividend Appreciation

ETFs
1.08K
+ 6.67%
N/A
17.3K $3.15M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.42K
+ 18.48%
$40.65 - $42.74 $139K - $146K
21.9K $897K
EPOL
Ishares Tr Msci Poland ETF

ETFs
2.27K
+ 14.68%
$31.78 - $34.85 $72.1K - $79K
17.7K $605K
WDC
Western Digital Corp

Technology
5
+ 0.19%
$113.13 - $174.22 $566 - $871
2.58K $406K
CAT
Caterpillar Inc

Industrials
3
+ 0.25%
$480.82 - $585.49 $1.44K - $1.76K
1.21K $665K
SPY
Spdr S&P 500 ETF Trust

ETFs
156
+ 0.56%
$653.02 - $687.39 $102K - $107K
27.8K $18.5M
TEI
Templeton Emerging Markets Income Fund

Financial Services
7.88K
+ 4.82%
$6.18 - $6.5 $48.7K - $51.2K
171K $1.1M
AMGN
Amgen Inc

Healthcare
9
+ 0.66%
$290.13 - $341.71 $2.61K - $3.08K
1.37K $467K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.06K
+ 27.65%
$27.17 - $28.65 $83.1K - $87.6K
14.1K $387K
WES
Western Midstream Partners, LP

Energy
2.1K
+ 21.86%
$37.26 - $39.65 $78.3K - $83.3K
11.7K $453K
STAG
Stag Industrial, Inc.

Real Estate
92
+ 0.55%
$35.5 - $39.43 $3.27K - $3.63K
16.7K $643K
UGL
Pro Shares Trust Ii

ETFs
125
+ 1.23%
$45.87 - $58.66 $5.73K - $7.33K
10.3K $519K
GE
General Electric CO

Industrials
164
+ 6.98%
$291.49 - $314.28 $47.8K - $51.5K
2.51K $754K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
500
+ 31.25%
$153.8 - $189.34 $76.9K - $94.7K
2.1K $331K
XLF
Financial Sector Spdr

ETFs
1.19K
+ 8.16%
$51.76 - $53.77 $61.4K - $63.8K
15.7K $825K
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 0.49%
$429.59 - $576.2 $859 - $1.15K
411 $224K
QCOM
Qualcomm Inc

Technology
213
+ 10.19%
$153.59 - $187.68 $32.7K - $40K
2.3K $384K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
475
+ 11.14%
$54.27 - $56.85 $25.8K - $27K
4.74K $266K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
328
+ 1.91%
$52.54 - $55.77 $17.2K - $18.3K
17.5K $962K
GILD
Gilead Sciences, Inc.

Healthcare
6
+ 0.27%
$110.56 - $125.2 $663 - $751
2.26K $280K
ABBV
Abb Vie Inc.

Healthcare
81
+ 2.0%
$211.96 - $244.38 $17.2K - $19.8K
4.14K $968K
GLDM
World Gold Trust

ETFs
81
+ 2.19%
$76.32 - $86.69 $6.18K - $7.02K
3.78K $305K
VBK
Vanguard Small Cap Growth ETF

ETFs
102
+ 8.02%
$291.71 - $309.36 $29.8K - $31.6K
1.37K $400K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
3.8K
+ 9.85%
$10.71 - $11.22 $40.6K - $42.6K
42.3K $453K
ACHR
Archer Aviation Inc.

Industrials
16.6K
+ 25.67%
$7.88 - $13.64 $130K - $226K
81.1K $638K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
863
+ 5.63%
$27.24 - $27.76 $23.5K - $24K
16.2K $440K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.09%
$600.51 - $631.95 $1.2K - $1.26K
2.22K $1.37M
MSFT
Microsoft Corp

Technology
177
+ 2.41%
$496.82 - $542.07 $87.9K - $95.9K
7.52K $3.82M
NEM
Newmont Corp

Basic Materials
6
+ 0.2%
$78.63 - $98.27 $472 - $590
2.97K $259K
MS
Morgan Stanley

Financial Services
13
+ 0.58%
$151.86 - $169.92 $1.97K - $2.21K
2.27K $362K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
7
+ 0.16%
$161.21 - $171.97 $1.13K - $1.2K
4.34K $715K
FLMX
Franklin Templeton ETF Tr

ETFs
157
+ 1.91%
$31.44 - $33.92 $4.94K - $5.33K
8.39K $275K
BND
Vanguard Bd Index Fd Inc Total

ETFs
19
+ 0.67%
$74.09 - $75.1 $1.41K - $1.43K
2.87K $213K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
67
+ 0.81%
$25.44 - $25.56 $1.7K - $1.71K
8.35K $212K
Vanguard Malvern Fds
1.09K
+ 0.85%
N/A
129K $0
Vanguard Malvern Fds
1.51K
+ 12.95%
N/A
13.2K $0
Vanguard Calif Tax Free Fds
557
+ 19.89%
N/A
3.36K $0
VB
Vanguard Small Cap ETF

ETFs
27
+ 1.93%
$248.1 - $260.08 $6.7K - $7.02K
1.43K $355K
BAC
Bank Of America Corp

Financial Services
18
+ 0.44%
$48.65 - $54.11 $876 - $974
4.15K $213K
Ge Vernova Inc
241
+ 59.21%
N/A
648 $0
Activity Summary
Buys All Purchases 86 New Holdings 15 Increased Positions 71 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 2 Puts 0
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