Fund HoldingsKaizen Financial Strategies

Total Portfolio Value
$131.55M
Total Bought
$12.55M
Total Sold
$8.98M
Net Transaction
+$3.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
APPLE INC(AAPL)066,309+66,309012,7679.70%+12,767
SPDR S&P 500 ETF TR(SPY)022,785+22,785010,8308.23%+10,830
SCHWAB STRATEGIC TR115,194114,430-7648,3779,4937.22%+1,116
BLACKSTONE INC(BX)30,53429,692-8423,2713,8872.96%+616
SCHWAB STRATEGIC TR85,57393,942+8,3692,7113,2952.51%+585
BOEING CO(BA)02,000+2,00005210.40%+521
VANGUARD SPECIALIZED FUNDS044,295+44,29507,5485.74%+7,548
MICROSOFT CORP(MSFT)07,807+7,80702,9362.23%+2,936
SPDR DOW JONES INDL AVERAGE(DIA)7,8608,186+3262,6333,0852.35%+452
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
08,304+8,30404470.34%+447
VANGUARD INDEX FDS01,937+1,93704130.31%+413
AMAZON COM INC(AMZN)016,763+16,76302,5471.94%+2,547
INTERNATIONAL BUSINESS MACHS(IBM)02,000+2,00003270.25%+327
SCHWAB STRATEGIC TR59,42962,935+3,5062,5082,8282.15%+320
SALESFORCE INC(CRM)06,726+6,72601,7701.35%+1,770
PROGRESSIVE CORP(PGR)01,975+1,97503150.24%+315
GLOBAL X FDS
NASDAQ 100 COVER
15,00032,193+17,1932525580.42%+307
VANGUARD INTL EQUITY INDEX F5,16112,308+7,1472025060.38%+303
ADVANCED MICRO DEVICES INC(AMD)5,6195,969+3505788800.67%+302
VANECK ETF TRUST
SEMICONDUCTR ETF
12,79112,261-5301,8542,1441.63%+290
SPDR SER TR
ST STR SP INS
6,83012,780+5,9502915780.44%+287
DEVON ENERGY CORP NEW(DVN)06,000+6,00002720.21%+272
HESS MIDSTREAM LP(HESM)08,525+8,52502700.20%+270
META PLATFORMS INC(META)1,0131,599+5863045660.43%+262
NEXTERA ENERGY PARTNERS LP(XIFR)08,290+8,29002520.19%+252
GLOBAL X FDS
S&P 500 COVERED
9,75516,008+6,2533796310.48%+252
AMPLIFY ETF TR024,330+24,33007260.55%+726
CUBESMART(CUBE)05,048+5,04802340.18%+234
ALPHABET INC(GOOG)21,52421,790+2662,8383,0712.33%+233
VANECK ETF TRUST(Call)
SEMICONDUCTR ETF
014,000+14,0000233+233
ABBOTT LABS02,071+2,07102280.17%+228
GALLAGHER ARTHUR J & CO(AJG)01,000+1,00002250.17%+225
ISHARES TR02,220+2,22002200.17%+220
COSTCO WHSL CORP NEW(COST)0323+32302130.16%+213
FIDELITY NATIONAL FINANCIAL(FNF)04,114+4,11402100.16%+210
KRATOS DEFENSE & SEC SOLUTIO(KTOS)010,000+10,00002030.15%+203
NVIDIA CORPORATION(NVDA)6,7846,331-4532,9513,1352.38%+184
NEW YORK CMNTY BANCORP INC017,173+17,17301760.13%+176
CATERPILLAR INC(CAT)2,4502,850+4006698430.64%+174
SCHWAB STRATEGIC TR146,109141,946-4,1636,4626,6185.03%+155
KLA CORP(KLAC)1,1551,15505306710.51%+142
SCHWAB STRATEGIC TR25,38924,653-7361,2311,3651.04%+133
SCHWAB STRATEGIC TR20,00320,172+1691,1021,2330.94%+130
ALPHABET INC(GOOG)15,11415,089-251,9782,1081.60%+130
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,9596,459-5001,1411,2430.95%+102
SPDR SER TR
ST STR SP HOME
5,3005,312+124065080.39%+102
APPLIED MATLS INC03,733+3,73306050.46%+605
VANGUARD INDEX FDS1,9201,929+97548430.64%+89
SIMON PPTY GROUP INC NEW(SPG)2,3772,420+432573450.26%+88
VISA INC(V)2,8732,876+36617490.57%+88
SERVICENOW INC(NOW)630616-143524350.33%+83
SCHWAB STRATEGIC TR058,123+58,12302,8902.20%+2,890
NETFLIX INC(NFLX)722723+12733520.27%+79
ZILLOW GROUP INC(Z)(Call)12,00012,000071146+76
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
16,60016,60004675420.41%+75
ABBVIE INC(ABBV)2,6242,997+3733914640.35%+73
SCHWAB STRATEGIC TR113,931109,122-4,8093,6083,6812.80%+72
WP CAREY INC(WPC)7,6497,496-1534144860.37%+72
SUMMIT MATLS INC9,3399,33902913590.27%+68
MERCADOLIBRE INC(MELI)21321302703350.25%+65
LAM RESEARCH CORP(LRCX)404405+12533170.24%+64
INVESCO QQQ TR4,9424,474-4681,7701,8321.39%+62
SCHWAB STRATEGIC TR42,40243,140+7381,1121,1710.89%+59
JPMORGAN CHASE & CO(JPM)2,1372,142+53103640.28%+54
ISHARES TR1,1671,271+1042062550.19%+49
REX AMERICAN RES CORP(REX)6,9006,90002813260.25%+45
SPDR SER TR
ST STR SW SERV
1,9171,907-102432870.22%+43
FISERV INC(FISV)2,1322,131-12412830.22%+42
ONEOK INC NEW(OKE)6,3976,362-354064470.34%+41
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,4778,47702813190.24%+38
CVS HEALTH CORP(CVS)3,5263,554+282462810.21%+34
SNAP ON INC(SNA)98098002502830.22%+33
SPDR GOLD TR(GLD)1,6751,67502873200.24%+33
ISHARES TR4,2334,255+222422740.21%+32
LOCKHEED MARTIN CORP(LMT)709707-22903200.24%+30
SCHWAB STRATEGIC TR3,8033,821+182572880.22%+30
DELL TECHNOLOGIES INC(DELL)3,8003,80002622910.22%+29
HONEYWELL INTL INC(HON)1,2431,221-222302560.19%+26
AMGEN INC(AMGN)1,1591,165+63113360.26%+24
ISHARES TR1,058997-614544760.36%+22
QUALCOMM INC(QCOM)3,4632,801-6623854050.31%+21
SELECT SECTOR SPDR TR
ST STR SVC ETF
7,4917,041-4504915120.39%+20
GENWORTH FINL INC(GNW)32,20031,200-1,0001892080.16%+20
LISTED FD TR
WAHED FTSE ETF
06,507+6,50702960.22%+296
VANGUARD INDEX FDS4,4404,049-3919439610.73%+17
INTER PARFUMS INC(IPAR)1,6001,605+52152310.18%+16
UNITEDHEALTH GROUP INC(UNH)603606+33043190.24%+15
INVESCO EXCH TRADED FD TR II3,7503,75002202350.18%+15
SPDR SER TR
ST STR FACTSET
2,7372,411-3263393520.27%+14
BRUNSWICK CORP(BC)2,7212,321-4002152250.17%+10
STAG INDL INC(STAG)20,37218,101-2,2717037110.54%+8
DROPBOX INC(DBX)(Call)20,00020,00004248+6
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
3,0542,754-3002282330.18%+5
SCHWAB STRATEGIC TR06,729+6,72903180.24%+318
VANECK ETF TRUST
FALLEN ANGEL HG
8,0507,450-6002182140.16%-3
ALLIANCEBERNSTEIN GLOBAL HIG
COM
12,30211,389-9131191150.09%-4
SELECT SECTOR SPDR TR
ST STR CARE ETF
03,600+3,60004910.37%+491
GLADSTONE LD CORP12,58212,033-5491791740.13%-5
PIMCO DYNAMIC INCOME FD(PDI)50,97848,575-2,4038818720.66%-9
BANK AMERICA CORP197171-262192070.16%-12
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