Kaizen Financial Strategies Portfolio Holdings

Kaizen Financial Strategies

  • $162 Million
  • Q1 2025

Kaizen Financial Strategies has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $162 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $16.1M, Apple Inc. with a value of $13.7M, Schwab Strategic Tr Us Large C with a value of $13.2M, Capital Group Divid Value ETF with a value of $8.32M, and Schwab Strategic Tr 5 10 Yr C with a value of $6.82M.

Examining the 13F form we can see an decrease of $3.79M in the current position value, from $165M to 162M.

Below you can find more details about Kaizen Financial Strategies portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
ETFs: $94.5 Million
Technology: $29.3 Million
Financial Services: $9.58 Million
Consumer Cyclical: $7.63 Million
Communication Services: $7.03 Million
Industrials: $3.78 Million
Healthcare: $3.28 Million
Energy: $2.06 Million
Other: $4.48 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$92.5B
$4.06 Million 2.51% of portfolio
29,056
Q1 2025 Added 0.97%
$162B
$701,000 0.43% of portfolio
1,829
Q1 2025 Added 2.93%
$38.5B
$673,000 0.42% of portfolio
6,790
Q1 2025 Added 1.03%
$141B
$680,000 0.42% of portfolio
6,620
Q1 2025 Added 0.35%
$184B
$585,000 0.36% of portfolio
6,932
Q1 2025 Reduced 5.66%
$199B
$503,000 0.31% of portfolio
2,516
Q1 2025 Added 0.4%
$148B
$487,000 0.3% of portfolio
1,565
Q1 2025 Added 0.77%
$118B
$486,000 0.3% of portfolio
3,353
Q1 2025 Reduced 2.84%
$155B
$473,000 0.29% of portfolio
1,436
Q1 2025 Reduced 6.21%
$155B
$468,000 0.29% of portfolio
1,654
Q1 2025 Added 0.24%
$153B
$452,000 0.28% of portfolio
2,949
Q1 2025 Reduced 3.78%
$16.9B
$416,000 0.26% of portfolio
4,867
Q1 2025 Reduced 0.67%
$36.5B
$367,000 0.23% of portfolio
1,692
Q1 2025 New
$19.2B
$375,000 0.23% of portfolio
30,100
Q1 2025 Reduced 5.94%
$50.2B
$358,000 0.22% of portfolio
2,100
Q1 2025 Reduced 4.55%
$49.2B
$356,000 0.22% of portfolio
2,148
Q1 2025 Added 1.27%
$69.2B
$314,000 0.19% of portfolio
911
Q1 2025 Added 0.44%
$167B
$302,000 0.19% of portfolio
607
Q1 2025 Added 0.66%
$39.8B
$303,000 0.19% of portfolio
578
Q1 2025 Added 0.17%
$185B
$305,000 0.19% of portfolio
2,617
Q1 2025 Added 3.4%
$30.7B
$302,000 0.19% of portfolio
1,069
Q1 2025 Added 72.14%
$72B
$289,000 0.18% of portfolio
1,974
Q1 2025 Reduced 1.3%
$17.1B
$269,000 0.17% of portfolio
4,136
Q1 2025 Added 4.76%
$132B
$266,000 0.16% of portfolio
1,257
Q1 2025 Added 0.8%
$131B
$248,000 0.15% of portfolio
2,220
Q1 2025 Reduced 7.77%
$156B
$220,000 0.14% of portfolio
277
Q1 2025 Added 36.45%
$19B
$234,000 0.14% of portfolio
1,740
Q3 2024 Reduced 0.57%
$49.8B
$222,000 0.14% of portfolio
5,314
Q1 2025 Reduced 3.38%
$79.5B
$217,000 0.13% of portfolio
1,735
Q1 2025 Reduced 12.2%
$53.3B
$215,000 0.13% of portfolio
11,612
Q1 2025 Reduced 2.14%
$131B
$207,000 0.13% of portfolio
2,982
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $162 Million
  • Prior Value $165 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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