The Analysis of Kaizen Financial Strategies's Holdings

Currently, Kaizen Financial Strategies holds 163 types of securities in its portfolio with a total value $226.6M. In the most recent quarter, they have increased their positions in XLK (+6.5K shares, valued at $932.0K), CGDV (+14.6K shares, valued at $638.9K), VYM (+3.3K shares, valued at $470.9K); decreased their positions in AAPL (-2.1K shares, valued at $562.5K), LLY (-418 shares, valued at $449.1K), NVDA (-2.4K shares, valued at $443.1K); initiated new positions in VYM (+3.3K shares, valued at $470.9K), N/A (+11.1K shares, valued at $431.3K), BIB (+5.3K shares, valued at $424.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR27.8K shares0.56%2025-12-312026-01-21

SCHG SCHWAB STRATEGIC TR543.7K shares-0.64%2025-12-312026-01-21

AAPL APPLE INC59.3K shares-3.37%2025-12-312026-01-21

CGDV CAPITAL GROUP DIVIDEND VALUE304.9K shares5.04%2025-12-312026-01-21

NVDA NVIDIA CORPORATION54.0K shares-4.22%2025-12-312026-01-21

VCRB VANGUARD MALVERN FDS129.1K shares0.85%2025-12-312026-01-21

SCHI SCHWAB STRATEGIC TR348.6K shares4.05%2025-12-312026-01-21

ALPHABET INC ALPHABET INC23.7K shares5.45%2025-12-312026-01-21

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F79.3K shares5.30%2025-12-312026-01-21

AMZN AMAZON COM INC22.2K shares7.94%2025-12-312026-01-21

BLACKSTONE INC BLACKSTONE INC27.1K shares0.81%2025-12-312026-01-21

SCHQ SCHWAB STRATEGIC TR120.9K shares-8.90%2025-12-312026-01-21

VIG VANGUARD SPECIALIZED FUNDS17.3K shares6.67%2025-12-312026-01-21

MSFT MICROSOFT CORP7.5K shares2.41%2025-12-312026-01-21

ALPHABET INC ALPHABET INC11.4K shares-2.21%2025-12-312026-01-21

SMH VANECK ETF TRUST9.5K shares0.05%2025-12-312026-01-21

Sponsored

TSLA TESLA INC6.7K shares0.48%2025-12-312026-01-21

INVESCO QQQ TR INVESCO QQQ TR4.0K shares-6.04%2025-12-312026-01-21

SCHR SCHWAB STRATEGIC TR93.5K shares14.15%2025-12-312026-01-21

FNDB SCHWAB STRATEGIC TR81.9K shares-3.99%2025-12-312026-01-21

XLK SELECT SECTOR SPDR TR13.7K shares89.72%2025-12-312026-01-21

DIA SPDR DOW JONES INDL AVERAGE4.1K shares-10.36%2025-12-312026-01-21

LLY ELI LILLY & CO1.8K shares-18.80%2025-12-312026-01-21

SPYI NEOS ETF TRUST36.4K shares3.81%2025-12-312026-01-21

Sponsored

QQQI NEOS ETF TRUST34.7K shares2.83%2025-12-312026-01-21

FNDE SCHWAB STRATEGIC TR49.6K shares-1.32%2025-12-312026-01-21

FNDA SCHWAB STRATEGIC TR50.1K shares-1.92%2025-12-312026-01-21

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares0.09%2025-12-312026-01-21

META META PLATFORMS INC2.1K shares4.58%2025-12-312026-01-21

AMD ADVANCED MICRO DEVICES INC5.6K shares-0.36%2025-12-312026-01-21

CRM SALESFORCE INC4.4K shares-18.61%2025-12-312026-01-21

KTOS KRATOS DEFENSE & SEC SOLUTIO15.1K shares0.00%2025-12-312026-01-21

Sponsored

TEI TEMPLETON EMERGING MKTS INCO171.4K shares4.82%2025-12-312026-01-21

BLOK AMPLIFY ETF TR19.2K shares-3.03%2025-12-312026-01-21

AGX ARGAN INC3.4K shares-25.51%2025-12-312026-01-21

VGSH VANGUARD SCOTTSDALE FDS17.7K shares-10.39%2025-12-312026-01-21

VPLS VANGUARD MALVERN FDS13.2K shares12.95%2025-12-312026-01-21

FNDF SCHWAB STRATEGIC TR21.4K shares0.00%2025-12-312026-01-21

PLTR PALANTIR TECHNOLOGIES INC5.4K shares-0.15%2025-12-312026-01-21

V VISA INC2.7K shares-6.15%2025-12-312026-01-21

Sponsored

VTI VANGUARD INDEX FDS2.8K shares0.00%2025-12-312026-01-21

ABBV ABBVIE INC4.1K shares2.00%2025-12-312026-01-21

VWO VANGUARD INTL EQUITY INDEX F17.5K shares1.91%2025-12-312026-01-21

QTUM ETF SER SOLUTIONS8.4K shares0.00%2025-12-312026-01-21

XTL SPDR SERIES TRUST6.0K shares-4.00%2025-12-312026-01-21

COST COSTCO WHSL CORP NEW1.0K shares0.29%2025-12-312026-01-21

XLRE SELECT SECTOR SPDR TR21.9K shares18.48%2025-12-312026-01-21

XLF SELECT SECTOR SPDR TR15.7K shares8.16%2025-12-312026-01-21

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP4.6K shares-4.30%2025-12-312026-01-21

GE AEROSPACE GE AEROSPACE2.5K shares6.98%2025-12-312026-01-21

JPM JPMORGAN CHASE & CO.2.4K shares0.21%2025-12-312026-01-21

RSPT INVESCO EXCHANGE TRADED FD T16.4K shares0.00%2025-12-312026-01-21

XLC SELECT SECTOR SPDR TR6.3K shares-7.63%2025-12-312026-01-21

IUSG ISHARES TR4.3K shares0.16%2025-12-312026-01-21

CAT CATERPILLAR INC1.2K shares0.25%2025-12-312026-01-21

SCHK SCHWAB STRATEGIC TR21.0K shares0.00%2025-12-312026-01-21

Sponsored

LQD ISHARES TR6.0K shares-3.05%2025-12-312026-01-21

NEE NEXTERA ENERGY INC8.1K shares-5.05%2025-12-312026-01-21

XSD SPDR SERIES TRUST2.0K shares0.00%2025-12-312026-01-21

PDI PIMCO DYNAMIC INCOME FD36.1K shares3.59%2025-12-312026-01-21

EDD MORGAN STANLEY EMERGING MKTS116.0K shares0.00%2025-12-312026-01-21

KGC KINROSS GOLD CORP22.3K shares-1.98%2025-12-312026-01-21

EPOL ISHARES TR17.7K shares14.68%2025-12-312026-01-21

STAG STAG INDL INC16.7K shares0.55%2025-12-312026-01-21

Sponsored

AXP AMERICAN EXPRESS CO1.7K shares-4.65%2025-12-312026-01-21

ACHR ARCHER AVIATION INC81.1K shares25.67%2025-12-312026-01-21

CIBR FIRST TR EXCHANGE TRADED FD8.4K shares0.29%2025-12-312026-01-21

USLM UNITED STS LIME & MINERALS I5.0K shares-7.87%2025-12-312026-01-21

OKLO OKLO INC8.2K shares-5.67%2025-12-312026-01-21

XITK SPDR SERIES TRUST3.3K shares0.00%2025-12-312026-01-21

AMAT APPLIED MATLS INC2.2K shares-12.69%2025-12-312026-01-21

UGL PROSHARES TR II10.3K shares1.23%2025-12-312026-01-21

Sponsored

RGLD ROYAL GOLD INC2.6K shares0.00%2025-12-312026-01-21

UEC URANIUM ENERGY CORP47.5K shares0.00%2025-12-312026-01-21

GLD SPDR GOLD TR1.4K shares0.00%2025-12-312026-01-21

NFLX NETFLIX INC5.5K shares599.74%2025-12-312026-01-21

IWM ISHARES TR2.1K shares0.05%2025-12-312026-01-21

CAH CARDINAL HEALTH INC2.5K shares-5.75%2025-12-312026-01-21

XSW SPDR SERIES TRUST2.7K shares0.00%2025-12-312026-01-21

PGR PROGRESSIVE CORP2.1K shares-8.58%2025-12-312026-01-21

Sponsored

VYM VANGUARD WHITEHALL FDS3.3K sharesnew addition2025-12-312026-01-21

WES WESTERN MIDSTREAM PARTNERS L11.7K shares21.86%2025-12-312026-01-21

ORCL ORACLE CORP2.3K shares-8.65%2025-12-312026-01-21

AWF ALLIANCEBERNSTEIN GLOBAL HIG42.3K shares9.85%2025-12-312026-01-21

AMGN AMGEN INC1.4K shares0.66%2025-12-312026-01-21

WDC WESTERN DIGITAL CORP2.6K shares0.19%2025-12-312026-01-21

IMCG ISHARES TR5.5K shares0.27%2025-12-312026-01-21

FALN ISHARES TR16.2K shares5.63%2025-12-312026-01-21

Sponsored

ETR ENTERGY CORP NEW4.8K shares-2.05%2025-12-312026-01-21

USO UNITED STS OIL FD LP6.4K shares-8.16%2025-12-312026-01-21

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET11.1K sharesnew addition2025-12-312026-01-21

KIE SPDR SERIES TRUST7.2K shares0.00%2025-12-312026-01-21

HACK AMPLIFY ETF TR5.3K shares-0.22%2025-12-312026-01-21

BIB PROSHARES TR5.3K sharesnew addition2025-12-312026-01-21

EWI ISHARES INC7.8K shares0.00%2025-12-312026-01-21

GEV GE VERNOVA INC648 shares59.21%2025-12-312026-01-21

Sponsored

VBK VANGUARD INDEX FDS1.4K shares8.02%2025-12-312026-01-21

ANGL VANECK ETF TRUST14.1K shares-0.09%2025-12-312026-01-21

MS MORGAN STANLEY2.3K shares0.58%2025-12-312026-01-21

SCHA SCHWAB STRATEGIC TR14.1K shares27.65%2025-12-312026-01-21

BAC-PL BANK AMERICA CORP320 shares0.00%2025-12-312026-01-21

QCOM QUALCOMM INC2.3K shares10.19%2025-12-312026-01-21

IVV ISHARES TR561 shares0.00%2025-12-312026-01-21

FIW FIRST TR EXCHANGE-TRADED FD3.5K shares0.20%2025-12-312026-01-21

Sponsored

SPG SIMON PPTY GROUP INC NEW2.1K shares-9.81%2025-12-312026-01-21

VCTR VICTORY CAP HLDGS INC6.1K shares-6.19%2025-12-312026-01-21

VB VANGUARD INDEX FDS1.4K shares1.93%2025-12-312026-01-21

OKE ONEOK INC NEW5.0K shares-8.80%2025-12-312026-01-21

BROADCOM INC BROADCOM INC1.1K shares-16.28%2025-12-312026-01-21

VNM VANECK ETF TRUST18.7K sharesnew addition2025-12-312026-01-21

LEN LENNAR CORP3.5K shares-9.09%2025-12-312026-01-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL709 shares-6.59%2025-12-312026-01-21

Sponsored

XLY SELECT SECTOR SPDR TR2.9K shares174.70%2025-12-312026-01-21

BTCI NEOS ETF TRUST8.0K shares2.26%2025-12-312026-01-21

IWO ISHARES TR1.1K shares-2.27%2025-12-312026-01-21

SCHM SCHWAB STRATEGIC TR11.5K shares0.44%2025-12-312026-01-21

VTEC VANGUARD CALIF TAX FREE FDS3.4K shares19.89%2025-12-312026-01-21

PANW PALO ALTO NETWORKS INC1.8K shares-5.53%2025-12-312026-01-21

EWP ISHARES INC6.1K shares0.00%2025-12-312026-01-21

AXON AXON ENTERPRISE INC575 shares0.35%2025-12-312026-01-21

Sponsored

GLDM WORLD GOLD TR3.8K shares2.19%2025-12-312026-01-21

HESM HESS MIDSTREAM LP9.3K shares-5.37%2025-12-312026-01-21

SOXL DIREXION SHS ETF TR7.6K sharesnew addition2025-12-312026-01-21

LDOS LEIDOS HOLDINGS INC1.7K shares-0.17%2025-12-312026-01-21

ARM ARM HOLDINGS PLC2.9K shares-14.93%2025-12-312026-01-21

BABA ALIBABA GROUP HLDG LTD2.1K shares31.25%2025-12-312026-01-21

EWS ISHARES INC11.1K sharesnew addition2025-12-312026-01-21

NEM NEWMONT CORP3.0K shares0.20%2025-12-312026-01-21

Sponsored

SNDK SANDISK CORP1.3K shares10.72%2025-12-312026-01-21

ACWX ISHARES TR4.4K shares0.00%2025-12-312026-01-21

DFCA DIMENSIONAL ETF TRUST5.9K shares23.78%2025-12-312026-01-21

MMM 3M CO1.8K shares-0.16%2025-12-312026-01-21

FLMX FRANKLIN TEMPLETON ETF TR8.4K shares1.91%2025-12-312026-01-21

GILD GILEAD SCIENCES INC2.3K shares0.27%2025-12-312026-01-21

EWC ISHARES INC5.0K shares0.00%2025-12-312026-01-21

SPYV SPDR SERIES TRUST4.7K shares11.14%2025-12-312026-01-21

Sponsored

QQQE DIREXION SHS ETF TR2.5K shares0.20%2025-12-312026-01-21

HON HONEYWELL INTL INC1.3K shares0.63%2025-12-312026-01-21

FAS DIREXION SHS ETF TR1.5K shares0.00%2025-12-312026-01-21

LULU LULULEMON ATHLETICA INC1.2K sharesnew addition2025-12-312026-01-21

ALSN ALLISON TRANSMISSION HLDGS I2.5K shares0.00%2025-12-312026-01-21

EME EMCOR GROUP INC393 sharesnew addition2025-12-312026-01-21

MAIN MAIN STR CAP CORP3.9K shares0.85%2025-12-312026-01-21

XLU SELECT SECTOR SPDR TR5.5K shares80.20%2025-12-312026-01-21

Sponsored

ISRG INTUITIVE SURGICAL INC411 shares0.49%2025-12-312026-01-21

PSLV SPROTT ASSET MANAGEMENT LP9.8K sharesnew addition2025-12-312026-01-21

SLM SLM CORP8.5K shares-5.53%2025-12-312026-01-21

KCE SPDR SERIES TRUST1.5K shares0.00%2025-12-312026-01-21

BAC BANK AMERICA CORP4.2K shares0.44%2025-12-312026-01-21

XME SPDR SERIES TRUST2.1K sharesnew addition2025-12-312026-01-21

CUBE CUBESMART6.1K shares0.00%2025-12-312026-01-21

HLAL LISTED FDS TR3.5K shares0.00%2025-12-312026-01-21

Sponsored

SMR NUSCALE PWR CORP15.2K shares-18.48%2025-12-312026-01-21

XHS SPDR SERIES TRUST2.0K shares0.00%2025-12-312026-01-21

BND VANGUARD BD INDEX FDS2.9K shares0.67%2025-12-312026-01-21

FLTR VANECK ETF TRUST8.3K shares0.81%2025-12-312026-01-21

AES AES CORP14.7K sharesnew addition2025-12-312026-01-21

SCHW SCHWAB CHARLES CORP2.1K sharesnew addition2025-12-312026-01-21

JEPI J P MORGAN EXCHANGE TRADED F3.6K sharesnew addition2025-12-312026-01-21

FNF FIDELITY NATIONAL FINANCIAL3.8K shares-3.32%2025-12-312026-01-21

Sponsored

TNA DIREXION SHS ETF TR4.4K sharesnew addition2025-12-312026-01-21

CLF CLEVELAND-CLIFFS INC NEW12.5K sharesnew addition2025-12-312026-01-21

JOBY JOBY AVIATION INC11.2K shares0.00%2025-12-312026-01-21

Call Option Holdings

IWM Call CallISHARES TR13.7K sharesnew addition2025-12-312026-01-21

SMH Call CallVANECK ETF TRUST13.7K sharesnew addition2025-12-312026-01-21

Put Option Holdings

No put option holdings data available