Kaizen Financial Strategies Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$173.4M
Holdings
139
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (139 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $16.1M |
AAPLAPPLE INC | $13.7M |
SCHGSCHWAB STRATEGIC TR | $13.2M |
VCRBVANGUARD MALVERN FDS | $9.2M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $8.4M |
SCHISCHWAB STRATEGIC TR | $6.8M |
NVDANVIDIA CORPORATION | $6.5M |
SCHQSCHWAB STRATEGIC TR | $4.2M |
BXBLACKSTONE INC | $4.1M |
GOOGALPHABET INC | $3.7M |
JIREJ P MORGAN EXCHANGE TRADED F | $3.4M |
AMZNAMAZON COM INC | $3.4M |
VIGVANGUARD SPECIALIZED FUNDS | $3.4M |
TSLATESLA INC | $3.0M |
MSFTMICROSOFT CORP | $2.9M |
FNDBSCHWAB STRATEGIC TR | $2.7M |
SMHVANECK ETF TRUST | $2.5M |
NDQINVESCO QQQ TR | $2.2M |
DONSPDR DOW JONES INDL AVERAGE | $2.1M |
GOOGLALPHABET INC | $1.9M |
CRMSALESFORCE INC | $1.7M |
XYLDGLOBAL X FDS | $1.7M |
SCHRSCHWAB STRATEGIC TR | $1.7M |
FNDASCHWAB STRATEGIC TR | $1.5M |
XLKSELECT SECTOR SPDR TR | $1.5M |
QYLDGLOBAL X FDS | $1.5M |
FNDESCHWAB STRATEGIC TR | $1.4M |
USOUNITED STS OIL FD LP | $1.3M |
VOOVANGUARD INDEX FDS | $1.2M |
COSTCOSTCO WHSL CORP NEW | $1.1M |
METAMETA PLATFORMS INC | $974K |
VVISA INC | $945K |
ABBVABBVIE INC | $880K |
VTIVANGUARD INDEX FDS | $838K |
XLRESELECT SECTOR SPDR TR | $816K |
FNDFSCHWAB STRATEGIC TR | $804K |
BLOKAMPLIFY ETF TR | $742K |
XLFSELECT SECTOR SPDR TR | $725K |
ADBEADOBE INC | $701K |
VWOVANGUARD INTL EQUITY INDEX F | $700K |
AMDADVANCED MICRO DEVICES INC | $680K |
OKEONEOK INC NEW | $674K |
LLYELI LILLY & CO | $671K |
IUSGISHARES TR | $658K |
LQDISHARES TR | $649K |
VGSHVANGUARD SCOTTSDALE FDS | $648K |
PDIPIMCO DYNAMIC INCOME FD | $640K |
ARISUSDARIS WATER SOLUTIONS INC | $636K |
AGXARGAN INC | $626K |
TEITEMPLETON EMERGING MKTS INCO | $620K |
XTLSPDR SER TR | $615K |
XLCSELECT SECTOR SPDR TR | $604K |
STAGSTAG INDL INC | $596K |
PLTRPALANTIR TECHNOLOGIES INC | $585K |
NEE 6.926 09/01/25NEXTERA ENERGY INC | $583K |
IWMISHARES TR | $569K |
RSPTINVESCO EXCHANGE TRADED FD T | $568K |
CIBRFIRST TR EXCHANGE TRADED FD | $538K |
HESMHESS MIDSTREAM LP | $532K |
XITKSPDR SER TR | $530K |
USLMUNITED STS LIME & MINERALS I | $521K |
JPMJPMORGAN CHASE & CO. | $506K |
GEGE AEROSPACE | $504K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $502K |
NFLXNETFLIX INC | $498K |
KIESPDR SER TR | $496K |
AMGNAMGEN INC | $487K |
AMATAPPLIED MATLS INC | $487K |
CATCATERPILLAR INC | $474K |
PGRPROGRESSIVE CORP | $468K |
VBKVANGUARD INDEX FDS | $461K |
QCOMQUALCOMM INC | $453K |
SCHKSCHWAB STRATEGIC TR | $446K |
XSWSPDR SER TR | $441K |
VBVANGUARD INDEX FDS | $435K |
IVVISHARES TR | $434K |
XSDSPDR SER TR | $417K |
ETRENTERGY CORP NEW | $416K |
IMCGISHARES TR | $415K |
SCHASCHWAB STRATEGIC TR | $412K |
CVXCHEVRON CORP NEW | $412K |
ACHRARCHER AVIATION INC | $406K |
FIWFIRST TR EXCHANGE-TRADED FD | $394K |
FISVFISERV INC | $383K |
KGCKINROSS GOLD CORP | $380K |
HACKAMPLIFY ETF TR | $376K |
VCTRVICTORY CAP HLDGS INC | $374K |
GRMNGARMIN LTD | $367K |
LRCXLAM RESEARCH CORP | $361K |
PANWPALO ALTO NETWORKS INC | $358K |
SPGSIMON PPTY GROUP INC NEW | $357K |
BAC 7.25 PERP LBANK AMERICA CORP | $354K |
LENLENNAR CORP | $348K |
GQ9SPDR GOLD TR | $339K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $332K |
WSMWILLIAMS SONOMA INC | $329K |
AJGGALLAGHER ARTHUR J & CO | $314K |
GLDMWORLD GOLD TR | $314K |
DWDMORGAN STANLEY | $305K |
AXONAXON ENTERPRISE INC | $304K |
Page 1 of 2Next