Kaizen Advisory, LLC

13F Filings History

Latest 13F report: Q4 2018 - Feb 15, 2019
Value $: $144M
Signature - Title: Thomas Young - President
Location: Wheaton, IL
Summary: This page shows a list of all the recent 13F filings made by Kaizen Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kaizen Advisory, LLC reported 570 stock holdings with total value $144M as of Q4 2018. Top holdings included SPY, AAPL, MSFT, AMZN, and MA.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2018	570	$144M	+$7.09M	-$21.8M	-$14.7M	SPY, AAPL, MSFT, AMZN, MA	13F-HR	2/15/2019, 04:00 PM
Q3 2018	569	$192M	+$77.9M	-$92.2M	-$14.3M	SPY, AAPL, MSFT, AMZN, MA	13F-HR	11/1/2018, 03:57 PM
Q2 2018	579	$197M	+$122M	-$29.5M	+$92.1M	SPY, AAPL, SHAK, MSFT, ABMD	13F-HR	7/26/2018, 01:50 PM
Q1 2018	580	$101M	+$66.3M	-$88.5M	-$22.2M	SPY, NTB, VNOM, AAPL, MSFT	13F-HR	5/15/2018, 02:16 PM
Q4 2017	583	$124M	$0	$0		SPY, AAPL, JPM, HD, ROST	13F-HR	2/13/2018, 11:03 AM