0001172661-24-000231.txt : 20240116
0001172661-24-000231.hdr.sgml : 20240116
20240116131528
ACCESSION NUMBER: 0001172661-24-000231
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240116
DATE AS OF CHANGE: 20240116
EFFECTIVENESS DATE: 20240116
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Kaydan Wealth Management, Inc.
CENTRAL INDEX KEY: 0001964532
ORGANIZATION NAME:
IRS NUMBER: 383326684
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22819
FILM NUMBER: 24534530
BUSINESS ADDRESS:
STREET 1: 329 W. SILVER LAKE ROAD
CITY: FENTON
STATE: MI
ZIP: 48430
BUSINESS PHONE: 810-593-1624
MAIL ADDRESS:
STREET 1: 329 W. SILVER LAKE ROAD
CITY: FENTON
STATE: MI
ZIP: 48430
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001964532
XXXXXXXX
12-31-2023
12-31-2023
false
Kaydan Wealth Management, Inc.
329 W. Silver Lake Road
Fenton
MI
48430
13F HOLDINGS REPORT
028-22819
000108964
801-119365
N
Joyce A. Kruzan
Director
810-593-1624
/s/ Joyce A. Kruzan
Fenton
MI
01-16-2024
0
98
245988159
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
231983
2108
SH
SOLE
2108
0
0
AFLAC INC
COM
001055102
214965
2606
SH
SOLE
2606
0
0
ALPHABET INC
CAP STK CL C
02079K107
393054
2789
SH
SOLE
2789
0
0
AMAZON COM INC
COM
023135106
224112
1475
SH
SOLE
1475
0
0
AMGEN INC
COM
031162100
220911
767
SH
SOLE
767
0
0
APPLE INC
COM
037833100
2116463
10993
SH
SOLE
10993
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
215066
603
SH
SOLE
603
0
0
BLACKROCK ENHANCED EQUITY DI
COM
09251A104
165435
21513
SH
SOLE
21513
0
0
CANADIAN NATL RY CO
COM
136375102
325633
2592
SH
SOLE
2592
0
0
CATERPILLAR INC
COM
149123101
495839
1677
SH
SOLE
1677
0
0
CISCO SYS INC
COM
17275R102
264523
5236
SH
SOLE
5236
0
0
COCA COLA CO
COM
191216100
346506
5880
SH
SOLE
5880
0
0
COMCAST CORP NEW
CL A
20030N101
355763
8113
SH
SOLE
8113
0
0
CSX CORP
COM
126408103
393470
11349
SH
SOLE
11349
0
0
DBX ETF TR
XTRACK MSCI ALL
233051820
895062
29628
SH
SOLE
29628
0
0
DEERE & CO
COM
244199105
349087
873
SH
SOLE
873
0
0
DIREXION SHS ETF TR
DLY S&P500 BR 1X
25460E869
12812038
964036
SH
SOLE
964036
0
0
DISNEY WALT CO
COM
254687106
205861
2280
SH
SOLE
2280
0
0
DTE ENERGY CO
COM
233331107
308397
2797
SH
SOLE
2797
0
0
EXXON MOBIL CORP
COM
30231G102
375125
3752
SH
SOLE
3752
0
0
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
478103
9254
SH
SOLE
9254
0
0
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
953053
18445
SH
SOLE
18445
0
0
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
3263231
40770
SH
SOLE
40770
0
0
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
33738R605
425442
8253
SH
SOLE
8253
0
0
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
33738R118
2046266
31928
SH
SOLE
31928
0
0
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
1125248
12480
SH
SOLE
12480
0
0
FIRST TR MID CAP CORE ALPHAD
COM SHS
33735B108
1518285
14536
SH
SOLE
14536
0
0
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
3478040
85750
SH
SOLE
85750
0
0
FLEXSHARES TR
QLT DIV DEF IDX
33939L845
641333
10859
SH
SOLE
10859
0
0
FORD MTR CO DEL
COM
345370860
577830
47402
SH
SOLE
47402
0
0
FORTINET INC
COM
34959E109
477020
8150
SH
SOLE
8150
0
0
GENERAL MTRS CO
COM
37045V100
673464
18749
SH
SOLE
18749
0
0
GINKGO BIOWORKS HOLDINGS INC
CL A SHS
37611X100
317847
188075
SH
SOLE
188075
0
0
HOME DEPOT INC
COM
437076102
452941
1307
SH
SOLE
1307
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
46138J791
296775
15377
SH
SOLE
15377
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
46138J783
210010
10795
SH
SOLE
10795
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
293202
14334
SH
SOLE
14334
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
336846
16129
SH
SOLE
16129
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
24475459
155104
SH
SOLE
155104
0
0
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
46137V175
234148
5142
SH
SOLE
5142
0
0
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
822096
23355
SH
SOLE
23355
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
46137V282
507585
15551
SH
SOLE
15551
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
2714708
6629
SH
SOLE
6629
0
0
ISHARES GOLD TR
ISHARES NEW
464285204
14987949
384011
SH
SOLE
384011
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
661820
2183
SH
SOLE
2183
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
247135
2283
SH
SOLE
2283
0
0
ISHARES TR
20 YR TR BD ETF
464287432
16096181
162785
SH
SOLE
162785
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
1494039
19894
SH
SOLE
19894
0
0
ISHARES TR
MSCI USA MIN VOL
46429B697
1602502
20537
SH
SOLE
20537
0
0
ISHARES TR
US HLTHCARE ETF
464287762
210795
736
SH
SOLE
736
0
0
ISHARES TR
MSCI EAFE ETF
464287465
15441626
204932
SH
SOLE
204932
0
0
ISHARES TR
DOW JONES US ETF
464287846
1082797
9292
SH
SOLE
9292
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1808818
9012
SH
SOLE
9012
0
0
ISHARES TR
U S EQUITY FACTR
46434V282
809823
16770
SH
SOLE
16770
0
0
ISHARES TR
MRGSTR MD CP GRW
464288307
319028
4950
SH
SOLE
4950
0
0
ISHARES TR
U.S. TECH ETF
464287721
881836
7184
SH
SOLE
7184
0
0
ISHARES TR
SELECT DIVID ETF
464287168
1853055
15808
SH
SOLE
15808
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
10286225
146215
SH
SOLE
146215
0
0
ISHARES TR
CORE S&P500 ETF
464287200
1209243
2532
SH
SOLE
2532
0
0
ISHARES TR
MRGSTR MD CP ETF
464288208
433123
6452
SH
SOLE
6452
0
0
ISHARES TR
CORE S&P TTL STK
464287150
412506
3920
SH
SOLE
3920
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
2602439
9390
SH
SOLE
9390
0
0
JOHNSON & JOHNSON
COM
478160104
679818
4337
SH
SOLE
4337
0
0
JPMORGAN CHASE & CO
COM
46625H100
677849
3985
SH
SOLE
3985
0
0
LOCKHEED MARTIN CORP
COM
539830109
307297
678
SH
SOLE
678
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
296851
696
SH
SOLE
696
0
0
MICROSOFT CORP
COM
594918104
1856509
4937
SH
SOLE
4937
0
0
ORACLE CORP
COM
68389X105
443755
4209
SH
SOLE
4209
0
0
OSHKOSH CORP
COM
688239201
865979
7988
SH
SOLE
7988
0
0
PEPSICO INC
COM
713448108
255045
1502
SH
SOLE
1502
0
0
PFIZER INC
COM
717081103
437399
15193
SH
SOLE
15193
0
0
PROCTER AND GAMBLE CO
COM
742718109
298502
2037
SH
SOLE
2037
0
0
PROSHARES TR
SHORT QQQ NEW
74347B714
21986798
2319283
SH
SOLE
2319283
0
0
PROSHARES TR
SHORT S&P 500 NE
74347B425
4239957
326402
SH
SOLE
326402
0
0
RAYMOND JAMES FINL INC
COM
754730109
2383313
21375
SH
SOLE
21375
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
844602
4388
SH
SOLE
4388
0
0
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
450899
11992
SH
SOLE
11992
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
416777
3056
SH
SOLE
3056
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
446214
1184
SH
SOLE
1184
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
589068
1161
SH
SOLE
1161
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
639596
5118
SH
SOLE
5118
0
0
SPDR SER TR
PORTFOLIO S&P600
78468R853
15591646
369645
SH
SOLE
369645
0
0
STRYKER CORPORATION
COM
863667101
1699436
5675
SH
SOLE
5675
0
0
TEXAS INSTRS INC
COM
882508104
308192
1808
SH
SOLE
1808
0
0
THE CIGNA GROUP
COM
125523100
203027
678
SH
SOLE
678
0
0
TRINET GROUP INC
COM
896288107
505809
4253
SH
SOLE
4253
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
440129
836
SH
SOLE
836
0
0
VANECK ETF TRUST
MRNGSTR WDE MOAT
92189F643
786575
9268
SH
SOLE
9268
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
24940338
166825
SH
SOLE
166825
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
1381551
4444
SH
SOLE
4444
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
4305780
18151
SH
SOLE
18151
0
0
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
92206C847
11406215
185376
SH
SOLE
185376
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
3277474
19234
SH
SOLE
19234
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
1096024
18910
SH
SOLE
18910
0
0
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
426373
5374
SH
SOLE
5374
0
0
WALMART INC
COM
931142103
351402
2229
SH
SOLE
2229
0
0
WISDOMTREE TR
US MIDCAP DIVID
97717W505
968217
21191
SH
SOLE
21191
0
0
WISDOMTREE TR
US LARGECAP DIVD
97717W307
514578
7752
SH
SOLE
7752
0
0