KAIZEN ADVISORY, LLC 13F Holdings
CIK 0001669336 · WHEATON, IL
As of Dec 31, 2018, KAIZEN ADVISORY, LLC reported 703 positions worth
CIK 0001669336 · WHEATON, IL
As of Dec 31, 2018, KAIZEN ADVISORY, LLC reported 703 positions worth
02.9K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 76,256 | 9.1K | 18.51% |
| APPLE INC | AAPL | Technology | 16,079 | $2.5K | 2.46% |
| MICROSOFT CORP | MSFT | Technology | 20,677 | $2.1K | 2.04% |
| AMAZON.COM INC | AMZN | Equity | 1,070 | .6K | 1.56% |
| MASTERCARD INC | MA | Financial Services | 6,606 | .2K | 1.21% |
| COMCAST CORP | CMCSA | Communication Services | 36,367 | .2K | 1.20% |
| ADOBE INC | ADBE | Technology | 4,849 | .1K | 1.06% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,255 | .1K | 1.04% |
| FEDERATED HERMES INC | FHI | Financial Services | 37,192 | $988.0 | 0.96% |
| NUTRI SYS INC NEW | NTRI | Consumer Cyclical | 22,102 | $970.0 | 0.94% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 7,386 | $953.0 | 0.93% |
| WD 40 CO | WDFC | Basic Materials | 4,988 | $914.0 | 0.89% |
| VEEVA SYSTEMS INC | VEEV | Healthcare | 10,176 | $909.0 | 0.88% |
| TRACTOR SUPPLY CO | TSCO | Consumer Cyclical | 10,657 | $889.0 | 0.86% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 9,057 | $884.0 | 0.86% |
| ENCORE WIRE CORP | WIRE | Industrials | 17,170 | $862.0 | 0.84% |
| ALPHABET INC | GOOG | Equity | 828 | $857.0 | 0.83% |
| MAXIMUS INC | MMS | Industrials | 13,151 | $856.0 | 0.83% |
| META PLATFORMS INC | META | Communication Services | 6,509 | $853.0 | 0.83% |
| TC PIPELINES LP | TCP | Energy | 26,501 | $851.0 | 0.83% |
| ALPHABET INC | GOOGL | Equity | 811 | $847.0 | 0.82% |
| WASTE MANAGEMENT INC | WM | Industrials | 9,401 | $837.0 | 0.81% |
| AFLAC INC | AFL | Financial Services | 18,316 | $834.0 | 0.81% |
| YUM CHINA HOLDINGS INC | YUMC | Consumer Cyclical | 24,793 | $831.0 | 0.81% |
| INTUIT INC | INTU | Technology | 4,163 | $820.0 | 0.80% |