Kaizen Advisory, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2018
  • Location
    wheaton, IL
  • CIK
    0001669336
  • All SEC filings
Q4 2018
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

570

$143.95M
SPY, AAPL, MSFT, AMZN
13F-HR
Feb 15, 2019
000106299319000961

569

$191.59M
SPY, AAPL, MSFT, AMZN
13F-HR
Nov 1, 2018
000106299318004312

580

$196.79M
SPY, AAPL, SHAK, MSFT
13F-HR
Jul 26, 2018
000106299318003033

580

$101.28M
SPY, BANK OF NT BUTTERFIELD&SON L, VEG, AAPL
13F-HR
May 15, 2018
000106299318002248

607

$167.50M
SPY, JBLU, MDP, IIVI
13F-HR
Feb 13, 2018
000106299318000676
Kaizen Advisory, Llc 13F Filings