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Kozak & Associates

Latest statistics and disclosures from Kozak & Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are IETC, SPY, QQQ, RWL, MSFT, and represent 50.34% of Kozak & Associates's stock portfolio.
Added to shares of these 10 stocks: IYG (+$10M), RWL, IETC, COST, AMZN, AAPL, DE, SMH, XLV, SCHW.
Started 110 new stock positions in CHKP, Ge Vernova, DGX, FIVA, ALCC, REXR, PODD, RDVI, EDV, DVN.
Reduced shares in these 10 stocks: SPYG, TSLA, JNJ, GS, META, ELV, GOVT, VOO, LOW, IEFA.
Sold out of its positions in ALB, Alteryx, Aurora Cannabis, CI, DBEF, ENB, GERN, GRPN, ITW, IAU.
Kozak & Associates was a net buyer of stock by $24M.
Kozak & Associates has $372M in assets under management (AUM), dropping by 17.92%.
Central Index Key (CIK): 0001764970

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Portfolio Holdings for Kozak & Associates

Kozak & Associates holds 444 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares U.s. Tech Independence Focused Etf Etf (IETC)	12.3	$46M	+4%	647k	70.84	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	11.8	$44M		83k	528.69	View chart
Invesco Qqq Trust Series I Etf (QQQ)	10.2	$38M		84k	451.98	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	9.7	$36M	+13%	389k	93.01	View chart
Microsoft Corp Stock (MSFT)	6.3	$24M	+2%	56k	420.99	View chart
Nvidia Corporation Stock (NVDA)	6.0	$22M	+2%	24k	943.60	View chart
Apple Stock (AAPL)	5.1	$19M	+6%	100k	189.84	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	4.6	$17M	-3%	231k	74.74	View chart
Ishares Us Financial Services Etf Etf (IYG)	4.1	$15M	+209%	230k	66.66	View chart
Costco Whsl Corp Stock (COST)	3.6	$13M	+13%	17k	793.09	View chart
Amazon Stock (AMZN)	3.5	$13M	+11%	71k	183.63	View chart
Vaneck Semiconductor Etf Etf (SMH)	3.4	$13M	+8%	54k	232.20	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	2.9	$11M	+7%	73k	146.03	View chart
Schwab Charles Corp Stock (SCHW)	2.8	$10M	+5%	132k	78.04	View chart
Deere & Co Stock (DE)	2.2	$8.1M	+15%	21k	394.43	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$1.8M	+6%	10k	175.43	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$1.6M	-2%	8.1k	202.48	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.4	$1.4M		16k	90.16	View chart
Chevron Corp Stock (CVX)	0.4	$1.4M		8.5k	161.10	View chart
Unitedhealth Group Stock (UNH)	0.4	$1.3M		2.6k	521.26	View chart
Visa Inc Com Cl A Stock (V)	0.3	$1.2M		4.4k	279.86	View chart
Home Depot Stock (HD)	0.3	$1.0M	+2%	3.0k	342.68	View chart
Netflix Stock (NFLX)	0.3	$942k	-7%	1.5k	610.52	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$906k	-10%	1.9k	473.20	View chart
Procter And Gamble Stock (PG)	0.2	$850k	-2%	5.1k	167.86	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$807k	-4%	4.6k	174.18	View chart
Gallagher Arthur J & Co Stock (AJG)	0.2	$721k		2.8k	255.50	View chart
Salesforce Stock (CRM)	0.2	$716k		2.5k	284.72	View chart
Servicenow Stock (NOW)	0.2	$710k	+105%	937.00	758.01	View chart
Discover Finl Svcs Stock (DFS)	0.2	$683k		5.5k	124.80	View chart
Blackstone Stock (BX)	0.2	$675k		5.3k	127.87	View chart
Workday Inc Cl A Stock (WDAY)	0.2	$661k		2.6k	256.57	View chart
American Express Stock (AXP)	0.2	$657k		2.7k	241.34	View chart
Mcdonalds Corp Stock (MCD)	0.2	$626k	-7%	2.3k	273.45	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.2	$601k		2.5k	238.95	View chart
Fedex Corp Stock (FDX)	0.2	$588k	-3%	2.3k	258.80	View chart
Caterpillar Stock (CAT)	0.2	$583k	+14%	1.7k	350.78	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$564k		1.2k	464.69	View chart
Ge Aerospace Stock (GE)	0.1	$543k		3.4k	161.12	View chart
Adobe Stock (ADBE)	0.1	$542k		1.1k	482.88	View chart
Johnson & Johnson Stock (JNJ)	0.1	$531k	-26%	3.4k	154.27	View chart
First Solar Stock (FSLR)	0.1	$516k		2.7k	194.62	View chart
Qualcomm Stock (QCOM)	0.1	$514k		2.7k	193.29	View chart
Broadcom Stock (AVGO)	0.1	$511k	+11%	362.00	1410.21	View chart
Merck & Co Stock (MRK)	0.1	$502k		3.8k	130.87	View chart
Blackrock Stock (BLK)	0.1	$495k	-9%	613.00	807.35	View chart
Montrose Environmental Group I Stock (MEG)	0.1	$475k	-9%	10k	47.54	View chart
Cisco Sys Stock (CSCO)	0.1	$470k	-3%	9.7k	48.34	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$446k	-2%	3.8k	117.85	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$397k	+40%	4.0k	100.08	View chart
Nextera Energy Stock (NEE)	0.1	$393k		5.1k	76.41	View chart
Chipotle Mexican Grill Stock (CMG)	0.1	$390k	+49%	124.00	3145.88	View chart
Coca Cola Stock (KO)	0.1	$387k		6.1k	63.32	View chart
Darden Restaurants Stock (DRI)	0.1	$370k		2.4k	151.42	View chart
Csx Corp Stock (CSX)	0.1	$361k		11k	33.93	View chart
Ulta Beauty Stock (ULTA)	0.1	$353k		881.00	401.04	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$349k	+11%	873.00	399.26	View chart
Honeywell Intl Stock (HON)	0.1	$348k		1.7k	206.64	View chart
Lululemon Athletica Stock (LULU)	0.1	$344k		1.0k	338.28	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$331k		800.00	413.12	View chart
Universal Display Corp Stock (OLED)	0.1	$327k		1.9k	173.63	View chart
Bank America Corp Stock (BAC)	0.1	$320k		8.2k	39.22	View chart
Lam Research Corp Stock (LRCX)	0.1	$320k	+89%	339.00	944.27	View chart
Shopify Inc Cl A Stock (SHOP)	0.1	$313k		5.4k	57.81	View chart
Proshares Ultra Qqq Etf (QLD)	0.1	$288k		3.2k	89.52	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$282k		3.9k	71.75	View chart
Invesco High Yield Equity Dividend Achievers Etf Etf (PEY)	0.1	$281k		14k	20.66	View chart
Electronic Arts Stock (EA)	0.1	$271k		2.1k	129.15	View chart
Goldman Sachs Group Stock (GS)	0.1	$259k	-36%	558.00	464.14	View chart
Lowes Cos Stock (LOW)	0.1	$251k	-26%	1.1k	232.25	View chart
Valero Energy Corp Stock (VLO)	0.1	$251k		1.6k	158.55	View chart
Abbvie Stock (ABBV)	0.1	$242k	-2%	1.5k	164.37	View chart
Boston Scientific Corp Stock (BSX)	0.1	$239k		3.2k	74.55	View chart
Xcel Energy Stock (XEL)	0.1	$237k		4.3k	55.85	View chart
Disney Walt Stock (DIS)	0.1	$223k	-9%	2.2k	103.38	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$206k		4.2k	48.71	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$200k		1.2k	173.78	View chart
Arrow Electrs Stock (ARW)	0.1	$187k		1.4k	129.77	View chart
Elevance Health Stock (ELV)	0.0	$174k	-37%	320.00	543.88	View chart
Clorox Co Del Stock (CLX)	0.0	$169k		1.2k	136.98	View chart
Block Inc Cl A Stock (SQ)	0.0	$167k		2.3k	71.75	View chart
Rtx Corporation Stock (RTX)	0.0	$162k		1.6k	104.27	View chart
International Business Machs Stock (IBM)	0.0	$158k		935.00	168.96	View chart
Oracle Corp Stock (ORCL)	0.0	$150k		1.2k	122.13	View chart
Williams Cos Stock (WMB)	0.0	$150k		3.7k	40.94	View chart
Ge Vernova Stock	0.0	$139k	NEW	838.00	166.40	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$133k	+9%	4.6k	28.61	View chart
Autodesk Stock (ADSK)	0.0	$127k		575.00	220.43	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$124k	+2%	3.2k	39.36	View chart
Rio Tinto Adr (RIO)	0.0	$124k	+3%	1.7k	71.91	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$121k		1.5k	81.36	View chart
Astrazeneca Adr (AZN)	0.0	$118k		1.5k	77.02	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$115k	-19%	216.00	531.26	View chart
Ameriprise Finl Stock (AMP)	0.0	$113k	-20%	260.00	435.37	View chart
L3harris Technologies Stock (LHX)	0.0	$111k		502.00	221.87	View chart
Abbott Labs Stock (ABT)	0.0	$109k	-11%	1.0k	104.92	View chart
Eaton Corp Stock (ETN)	0.0	$109k	-12%	330.00	330.18	View chart
Tesla Stock (TSLA)	0.0	$109k	-85%	623.00	174.84	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$106k		226.00	470.31	View chart
Nike Inc Cl B Stock (NKE)	0.0	$102k	-2%	1.1k	91.76	View chart
Duke Energy Corp Stock (DUK)	0.0	$92k		894.00	102.79	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$87k	+15%	417.00	208.92	View chart
Aflac Stock (AFL)	0.0	$87k	-10%	996.00	87.16	View chart
Pepsico Stock (PEP)	0.0	$86k	-21%	468.00	183.27	View chart
Ford Mtr Co Del Stock (F)	0.0	$84k	+3%	6.8k	12.38	View chart
Interpublic Group Cos Stock (IPG)	0.0	$82k	-11%	2.6k	31.63	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$82k	+27%	233.00	349.69	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$81k		1.5k	52.50	View chart
Amgen Stock (AMGN)	0.0	$81k	-9%	256.00	314.78	View chart
Tractor Supply Stock (TSCO)	0.0	$79k	-10%	285.00	276.09	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$74k	-16%	910.00	81.32	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$74k	-48%	1.1k	68.27	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$71k	-27%	230.00	308.00	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$70k		927.00	75.67	View chart
Morgan Stanley Stock (MS)	0.0	$70k		701.00	99.63	View chart
Royal Bk Cda Stock (RY)	0.0	$69k	-11%	649.00	105.99	View chart
Altria Group Stock (MO)	0.0	$67k	+2%	1.4k	45.93	View chart
Novo-nordisk A S Adr (NVO)	0.0	$64k	-45%	480.00	133.04	View chart
Texas Instrs Stock (TXN)	0.0	$62k	-12%	320.00	195.14	View chart
Cvs Health Corp Stock (CVS)	0.0	$62k	-44%	1.1k	57.50	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$61k		292.00	207.76	View chart
At&t Stock (T)	0.0	$61k	+58%	3.5k	17.30	View chart
Cummins Stock (CMI)	0.0	$60k		209.00	287.54	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$59k		898.00	65.80	View chart
Citigroup Stock (C)	0.0	$56k		869.00	64.14	View chart
Boeing Stock (BA)	0.0	$55k	-41%	301.00	182.71	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$54k		567.00	94.63	View chart
American Tower Corp Reit (AMT)	0.0	$51k	-9%	263.00	194.73	View chart
Hercules Capital Cef (HTGC)	0.0	$49k	+21%	2.6k	19.07	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$49k		639.00	76.81	View chart
Paccar Stock (PCAR)	0.0	$46k	+8%	434.00	105.93	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$46k	+2%	2.9k	15.83	View chart
Paycom Software Stock (PAYC)	0.0	$46k		252.00	180.79	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$45k		490.00	91.64	View chart
Simon Ppty Group Reit (SPG)	0.0	$44k	+10%	295.00	148.43	View chart
Vanguard Value Etf Etf (VTV)	0.0	$43k	-52%	266.00	162.91	View chart
Southwest Airls Stock (LUV)	0.0	$43k	+3%	1.5k	27.98	View chart
Air Prods & Chems Stock (APD)	0.0	$42k		162.00	257.75	View chart
Kraft Heinz Stock (KHC)	0.0	$41k		1.1k	36.06	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$40k		468.00	86.26	View chart
Annaly Capital Management Reit (NLY)	0.0	$40k	+6%	2.0k	20.32	View chart
Genuine Parts Stock (GPC)	0.0	$40k		257.00	154.33	View chart
Starbucks Corp Stock (SBUX)	0.0	$38k	-52%	499.00	75.21	View chart
Dow Stock (DOW)	0.0	$37k		637.00	58.73	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.0	$35k	+2%	1.0k	33.95	View chart
Zions Bancorporation N A Stock (ZION)	0.0	$33k		739.00	44.73	View chart
Intel Corp Stock (INTC)	0.0	$32k		1.0k	32.04	View chart
Yum Brands Stock (YUM)	0.0	$32k		228.00	141.77	View chart
Walmart Stock (WMT)	0.0	$32k	+216%	503.00	64.03	View chart
Keycorp Stock (KEY)	0.0	$32k	-15%	2.1k	15.33	View chart
Phillips Edison & Co Reit (PECO)	0.0	$31k		937.00	32.65	View chart
Torm Plc Shs Cl A Stock (TRMD)	0.0	$30k		800.00	37.89	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$30k	+12%	114.00	265.04	View chart
Cheniere Energy Partners Lp Com Unit Stock (CQP)	0.0	$30k	+3%	626.00	48.08	View chart
Advanced Micro Devices Stock (AMD)	0.0	$30k	+32%	185.00	162.62	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.0	$30k	-14%	296.00	99.99	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$29k		64.00	458.20	View chart
3M Stock (MMM)	0.0	$29k		279.00	105.03	View chart
Ball Corp Stock (BALL)	0.0	$28k		405.00	70.23	View chart
Metlife Stock (MET)	0.0	$28k	+3%	381.00	73.49	View chart
Kroger Stock (KR)	0.0	$28k		505.00	54.46	View chart
Price T Rowe Group Stock (TROW)	0.0	$27k		230.00	116.26	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.0	$27k	-48%	627.00	42.41	View chart
Paypal Hldgs Stock (PYPL)	0.0	$26k		406.00	64.10	View chart
Fs Kkr Cap Corp Cef (FSK)	0.0	$26k	+3%	1.3k	19.93	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$26k		98.00	262.21	View chart
Agnc Invt Corp Reit (AGNC)	0.0	$26k	+5%	2.6k	9.89	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$25k		628.00	39.56	View chart
Corning Stock (GLW)	0.0	$24k		683.00	35.23	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.0	$23k	NEW	223.00	104.15	View chart
BP Adr (BP)	0.0	$23k	+84%	616.00	37.12	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$22k		66.00	339.06	View chart
United Airls Hldgs Stock (UAL)	0.0	$22k		394.00	54.78	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$21k		170.00	125.47	View chart
Proshares Ultra S&p 500 Etf (SSO)	0.0	$21k	NEW	263.00	78.18	View chart
Whirlpool Corp Stock (WHR)	0.0	$20k		222.00	92.02	View chart
Prudential Finl Stock (PRU)	0.0	$20k		170.00	120.12	View chart
Ishares Msci Europe Small-cap Etf Etf (IEUS)	0.0	$20k		342.00	59.61	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$19k	NEW	78.00	249.21	View chart
Global Net Lease Reit (GNL)	0.0	$19k	-6%	2.5k	7.76	View chart
Verizon Communications Stock (VZ)	0.0	$19k	-41%	482.00	40.27	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$19k	-79%	254.00	75.71	View chart
Tc Energy Corp Stock (TRP)	0.0	$19k	-6%	488.00	39.12	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$19k	NEW	223.00	83.88	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$18k		354.00	51.99	View chart
Conocophillips Stock (COP)	0.0	$18k	+4%	154.00	119.52	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.0	$18k	NEW	765.00	24.02	View chart
Vanguard Extended Duration Treasury Etf Etf (EDV)	0.0	$18k	NEW	241.00	73.29	View chart
Pfizer Stock (PFE)	0.0	$18k		610.00	28.92	View chart
Toll Brothers Stock (TOL)	0.0	$17k		128.00	131.59	View chart
Emerson Elec Stock (EMR)	0.0	$17k		148.00	113.13	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$16k	+130%	1.6k	10.13	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$16k	-4%	62.00	256.63	View chart
Union Pac Corp Stock (UNP)	0.0	$16k	+12%	63.00	246.89	View chart
Brightspire Capital Inc Com Cl A Reit (BRSP)	0.0	$16k	+3%	2.5k	6.29	View chart
Sysco Corp Stock (SYY)	0.0	$15k		203.00	76.10	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$15k	+110%	101.00	152.23	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$15k	NEW	255.00	60.27	View chart
Apa Corporation Stock (APA)	0.0	$15k		501.00	30.51	View chart
Intuit Stock (INTU)	0.0	$15k	+109%	23.00	655.35	View chart
Leidos Holdings Stock (LDOS)	0.0	$15k		102.00	147.05	View chart
Newmont Corp Stock (NEM)	0.0	$15k		350.00	42.82	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.0	$15k		308.00	48.44	View chart
Royal Caribbean Group Stock (RCL)	0.0	$15k		103.00	143.39	View chart
Unilever Adr (UL)	0.0	$15k		273.00	54.10	View chart
Hyatt Hotels Corp Com Cl A Stock (H)	0.0	$15k		97.00	149.51	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$14k	NEW	417.00	34.64	View chart
Pacer Us Export Leaders Etf Etf (PEXL)	0.0	$14k	NEW	289.00	49.54	View chart
Ishares U.s. Healthcare Providers Etf Etf (IHF)	0.0	$14k	+403%	257.00	53.60	View chart
Jacobs Solutions Stock (J)	0.0	$14k		99.00	138.20	View chart
Boston Beer Inc Cl A Stock (SAM)	0.0	$14k	-2%	48.00	282.29	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$14k		165.00	81.78	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$14k		50.00	269.62	View chart
Wells Fargo Stock (WFC)	0.0	$13k		219.00	60.95	View chart
Sirius Xm Holdings Stock (SIRI)	0.0	$13k		4.3k	3.05	View chart
Bath & Body Works Stock (BBWI)	0.0	$13k		266.00	48.93	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.0	$13k		446.00	28.34	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$12k		144.00	86.06	View chart
Eli Lilly & Co Stock (LLY)	0.0	$12k	+6%	16.00	759.31	View chart
Stellantis Stock (STLA)	0.0	$12k	NEW	528.00	22.83	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$12k		127.00	93.59	View chart
Spdr Ssga Multi-asset Real Return Etf Etf (RLY)	0.0	$12k	NEW	406.00	28.77	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$12k	+20%	376.00	30.70	View chart
Peakstone Realty Trust Common Shares Reit (PKST)	0.0	$12k	+3%	798.00	14.43	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$11k	-89%	23.00	489.52	View chart
Mfa Finl Reit (MFA)	0.0	$11k	+6%	1.0k	11.01	View chart
Davis Select U.s. Equity Etf Etf (DUSA)	0.0	$11k	NEW	276.00	40.23	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$11k		111.00	97.97	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.0	$11k	NEW	182.00	58.02	View chart
Synchrony Financial Stock (SYF)	0.0	$11k		243.00	43.46	View chart
Nordstrom Stock (JWN)	0.0	$11k		493.00	21.22	View chart
First Trust Mid Cap Core Alphadex Fund Etf (FNX)	0.0	$10k		92.00	112.45	View chart
Trinet Group Stock (TNET)	0.0	$10k		100.00	103.39	View chart
Cencora Stock (COR)	0.0	$10k	NEW	46.00	221.85	View chart
First Trust Small Cap Core Alphadex Fund Etf (FYX)	0.0	$10k		109.00	93.54	View chart
Skyx Platforms Corp Stock (SKYX)	0.0	$10k	NEW	10k	1.01	View chart
Compass Diversified Sh Ben Int Stock (CODI)	0.0	$9.9k	+2%	449.00	22.13	View chart
Halliburton Stock (HAL)	0.0	$9.7k		259.00	37.50	View chart
Oklo Inc Com Cl A Stock (ALCC)	0.0	$9.6k	NEW	1.0k	9.64	View chart
Uber Technologies Stock (UBER)	0.0	$9.4k	+43%	143.00	66.05	View chart
Lumentum Hldgs Stock (LITE)	0.0	$9.4k		200.00	46.80	View chart
Hershey Stock (HSY)	0.0	$9.2k		44.00	210.14	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$9.2k		111.00	82.67	View chart
Lucid Group Stock (LCID)	0.0	$8.9k	NEW	3.1k	2.88	View chart
Invesco Russell 2000 Dynamic Multifactor Etf Etf (OMFS)	0.0	$8.9k	NEW	236.00	37.76	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$8.7k	+35%	484.00	17.87	View chart
Zim Integrated Shipping Serv Stock (ZIM)	0.0	$8.6k	NEW	455.00	18.95	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.0	$8.6k	+3%	1.4k	6.15	View chart
Paychex Stock (PAYX)	0.0	$8.5k		68.00	125.65	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$8.1k		102.00	79.67	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$8.0k	-73%	70.00	114.46	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$7.8k	NEW	79.00	98.82	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$7.8k	NEW	153.00	50.92	View chart
Equity Comwlth 6.5 Cnv Pfd D Reit (EQC.PD)	0.0	$7.7k	+3%	310.00	24.85	View chart
Unum Group Stock (UNM)	0.0	$7.1k	NEW	135.00	52.77	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$6.9k	NEW	344.00	20.02	View chart
Companhia De Saneamento Basico Adr (SBS)	0.0	$6.6k	NEW	427.00	15.53	View chart
Franklin International Aggregate Bond Etf Etf (FLIA)	0.0	$6.6k	NEW	328.00	20.19	View chart
Builders Firstsource Stock (BLDR)	0.0	$6.6k	NEW	40.00	165.40	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$6.6k	NEW	33.00	199.58	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	0.0	$6.5k		63.00	103.30	View chart
Hca Healthcare Stock (HCA)	0.0	$6.5k		20.00	324.85	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$6.5k		103.00	62.67	View chart
General Mls Stock (GIS)	0.0	$6.3k	+2%	88.00	71.33	View chart
Cion Invt Corp Stock (CION)	0.0	$6.2k	+3%	499.00	12.45	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.0	$6.2k		59.00	104.73	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$6.0k	+1250%	54.00	111.89	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$5.7k		13.00	440.62	View chart
United Therapeutics Corp Del Stock (UTHR)	0.0	$5.7k	NEW	21.00	272.24	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$5.6k		64.00	87.77	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$5.6k		30.00	186.33	View chart
Micron Technology Stock (MU)	0.0	$5.4k	-42%	42.00	129.24	View chart
Marathon Oil Corp Stock (MRO)	0.0	$5.2k		201.00	26.11	View chart
Proshares Short S&p500 Etf (SH)	0.0	$5.1k		434.00	11.86	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$5.0k	+2%	113.00	44.21	View chart
Capital One Finl Corp Stock (COF)	0.0	$5.0k		35.00	142.46	View chart
Electrocore Stock (ECOR)	0.0	$4.9k		666.00	7.34	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$4.8k	NEW	5.00	968.00	View chart
Pulte Group Stock (PHM)	0.0	$4.8k	NEW	40.00	118.88	View chart
Dominion Energy Stock (D)	0.0	$4.6k	-43%	86.00	53.52	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$4.5k		300.00	14.90	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$4.3k	NEW	200.00	21.65	View chart
Sociedad Quimica Y Minera De Spon Adr Ser B Adr (SQM)	0.0	$4.3k		90.00	47.97	View chart
Applied Matls Stock (AMAT)	0.0	$4.3k		20.00	214.05	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	0.0	$4.3k		63.00	67.56	View chart
Solventum Corp Stock	0.0	$4.2k	NEW	69.00	61.57	View chart
General Mtrs Stock (GM)	0.0	$4.2k		92.00	45.68	View chart
HP Stock (HPQ)	0.0	$4.0k	NEW	130.00	31.07	View chart
Tfi Intl Stock (TFII)	0.0	$3.8k	NEW	28.00	136.21	View chart
Danaher Corporation Stock (DHR)	0.0	$3.7k	-90%	14.00	265.14	View chart
Franklin U.s Core Bond Etf Etf (FLCB)	0.0	$3.6k	NEW	173.00	21.09	View chart
Cronos Group Stock (CRON)	0.0	$3.6k		1.2k	3.02	View chart
Snap On Stock (SNA)	0.0	$3.6k	NEW	13.00	278.62	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$3.6k	NEW	134.00	26.98	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$3.6k		6.00	598.00	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$3.5k	-8%	423.00	8.23	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$3.4k		20.00	169.90	View chart
Innovative Indl Pptys Reit (IIPR)	0.0	$3.4k	+3%	30.00	112.77	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$3.4k	+5%	84.00	40.21	View chart
Landstar Sys Stock (LSTR)	0.0	$3.3k	NEW	18.00	185.39	View chart
Biogen Stock (BIIB)	0.0	$3.2k		14.00	230.07	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$3.2k	NEW	21.00	151.10	View chart
Science Applications Intl Corp Stock (SAIC)	0.0	$3.0k		22.00	135.68	View chart
Monolithic Pwr Sys Stock (MPWR)	0.0	$2.9k	NEW	4.00	729.50	View chart
Marvell Technology Stock (MRVL)	0.0	$2.9k	NEW	39.00	73.15	View chart
Realty Income Corp Reit (O)	0.0	$2.8k	+2500%	52.00	54.75	View chart
Td Synnex Corporation Stock (SNX)	0.0	$2.8k	NEW	22.00	126.27	View chart
Rocket Cos Inc Com Cl A Stock (RKT)	0.0	$2.8k		200.00	13.88	View chart
Automatic Data Processing Stock (ADP)	0.0	$2.8k	NEW	11.00	251.45	View chart
Medtronic Stock (MDT)	0.0	$2.7k	-91%	32.00	85.62	View chart
Schwab Fundamental Us Small Co. Index Etf Etf (FNDA)	0.0	$2.7k		48.00	57.04	View chart
Arcadium Lithium Stock (ALTM)	0.0	$2.6k	NEW	553.00	4.75	View chart
Smith & Nephew Plc Spdn Adr (SNN)	0.0	$2.6k		100.00	25.85	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.0	$2.6k	NEW	180.00	14.19	View chart
Archer Daniels Midland Stock (ADM)	0.0	$2.5k	-93%	41.00	61.93	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$2.5k	+3%	127.00	19.59	View chart
Shinhan Financial Group Co Ltd Spn Adr Restrd Adr (SHG)	0.0	$2.5k	NEW	69.00	35.67	View chart
Ebay Stock (EBAY)	0.0	$2.4k	NEW	46.00	52.98	View chart
Kyndryl Hldgs Stock (KD)	0.0	$2.4k	-3%	86.00	27.33	View chart
Fortive Corp Stock (FTV)	0.0	$2.3k	NEW	30.00	77.40	View chart
Invesco Value Mun Income Tr Cef (IIM)	0.0	$2.3k		196.00	11.71	View chart
Nucor Corp Stock (NUE)	0.0	$2.3k	NEW	13.00	174.00	View chart
Udr Reit (UDR)	0.0	$2.2k		57.00	39.42	View chart
Clearway Energy Inc Cl A Stock (CWEN.A)	0.0	$2.2k	+2%	88.00	25.09	View chart
First Horizon Corporation Stock (FHN)	0.0	$2.2k	NEW	138.00	15.96	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.0	$2.2k		60.00	36.63	View chart
Bunge Global Sa Stock (BG)	0.0	$2.1k	-96%	20.00	105.00	View chart
Four Corners Ppty Tr Reit (FCPT)	0.0	$2.0k		81.00	25.09	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$1.9k	+16%	21.00	92.29	View chart
Walgreens Boots Alliance Stock (WBA)	0.0	$1.9k		103.00	18.39	View chart
Dynatrace Stock (DT)	0.0	$1.9k	NEW	39.00	48.46	View chart
Victorias Secret And Stock (VSCO)	0.0	$1.8k		84.00	21.70	View chart
Target Corp Stock (TGT)	0.0	$1.8k		11.00	162.36	View chart
Innoviz Technologies Stock (INVZ)	0.0	$1.7k		1.5k	1.16	View chart
Stryker Corporation Stock (SYK)	0.0	$1.7k	-96%	5.00	335.60	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$1.7k		11.00	151.55	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$1.7k	-98%	74.00	22.38	View chart
V F Corp Stock (VFC)	0.0	$1.7k	-38%	127.00	13.02	View chart
T-mobile Us Stock (TMUS)	0.0	$1.6k		10.00	164.90	View chart
Templeton Emerging Mkts Cef (EMF)	0.0	$1.6k		128.00	12.67	View chart
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT)	0.0	$1.6k	+6%	16.00	98.56	View chart
Fulgent Genetics Stock (FLGT)	0.0	$1.5k		65.00	22.51	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$1.4k		26.00	55.65	View chart
RH Stock (RH)	0.0	$1.4k		5.00	286.60	View chart
Tilray Brands Stock (TLRY)	0.0	$1.4k		671.00	2.12	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$1.3k		22.00	61.14	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$1.3k	-92%	13.00	102.38	View chart
Dupont De Nemours Stock (DD)	0.0	$1.3k		16.00	79.94	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.0	$1.2k	NEW	42.00	29.00	View chart
Peloton Interactive Inc Cl A Stock (PTON)	0.0	$973.000000		250.00	3.89	View chart
Agilent Technologies Stock (A)	0.0	$928.000200	NEW	6.00	154.67	View chart
Corteva Stock (CTVA)	0.0	$896.000000		16.00	56.00	View chart
Fidelity International Value Factor Etf Etf (FIVA)	0.0	$742.000000	NEW	28.00	26.50	View chart
Organon & Co Stock (OGN)	0.0	$711.001500	-59%	33.00	21.55	View chart
American Lithium Corp Stock (AMLI)	0.0	$690.030000		990.00	0.70	View chart
Wrap Technologies Stock (WRAP)	0.0	$625.991100		399.00	1.57	View chart
Roku Inc Com Cl A Stock (ROKU)	0.0	$613.000000		10.00	61.30	View chart
Teladoc Health Stock (TDOC)	0.0	$580.999500		45.00	12.91	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$546.999600	NEW	12.00	45.58	View chart
Opendoor Technologies Stock (OPEN)	0.0	$487.000000		200.00	2.44	View chart
Canopy Growth Corp Stock (CGC)	0.0	$440.000000		40.00	11.00	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$405.000000	+80%	9.00	45.00	View chart
Gopro Inc Cl A Stock (GPRO)	0.0	$347.004000	-48%	210.00	1.65	View chart
Advent Conv & Income Cef (AVK)	0.0	$336.000000	NEW	28.00	12.00	View chart
Nuvei Corporation Sub Vtg Stock (NVEI)	0.0	$322.000000		10.00	32.20	View chart
China Green Agriculture Stock (CGA)	0.0	$314.999300		121.00	2.60	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$263.000000	-98%	2.00	131.50	View chart
Virtus Convertible & Inc Fd Ii Cef (NCZ)	0.0	$259.002000	NEW	90.00	2.88	View chart
Soundhound Ai Inc Class A Stock (SOUN)	0.0	$256.000000	NEW	50.00	5.12	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$221.000000	-98%	2.00	110.50	View chart
Lumen Technologies Stock (LUMN)	0.0	$186.005800		142.00	1.31	View chart
Lifevantage Corp Stock (LFVN)	0.0	$180.000000	NEW	25.00	7.20	View chart
Dexcom Stock (DXCM)	0.0	$165.000000	NEW	1.00	165.00	View chart
Paysafe Stock (PSFE)	0.0	$162.000000		9.00	18.00	View chart
Dxc Technology Stock (DXC)	0.0	$159.000000	NEW	8.00	19.88	View chart
Quest Diagnostics Stock (DGX)	0.0	$147.000000	NEW	1.00	147.00	View chart
Vivos Therapeutics Stock (VVOS)	0.0	$110.999700		49.00	2.27	View chart
Global Wtr Res Stock (GWRS)	0.0	$92.999900	NEW	7.00	13.29	View chart
Aurora Cannabis Stock	0.0	$90.999600	NEW	12.00	7.58	View chart
Ingersoll Rand Stock (IR)	0.0	$65.000000	-99%	1.00	65.00	View chart
Prologis Reit (PLD)	0.0	$55.000000	-98%	1.00	55.00	View chart
Tusimple Hldgs Inc Cl A Stock (TSPH)	0.0	$53.992300		181.00	0.30	View chart
Starwood Ppty Tr Reit (STWD)	0.0	$41.000000	NEW	2.00	20.50	View chart
Goldmining Stock (GLDG)	0.0	$41.000000	NEW	50.00	0.82	View chart
Casi Pharmaceuticals Stock (CASI)	0.0	$32.000000		10.00	3.20	View chart
Invitae Corp Stock (NVTAQ)	0.0	$10.966000		5.5k	0.00	View chart
Workhorse Group Stock (WKHS)	0.0	$5.000000	NEW	20.00	0.25	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$0	NEW	0	0.00	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$0		0	0.00	View chart
Devon Energy Corp Stock (DVN)	0.0	$0	NEW	0	0.00	View chart
Ross Stores Stock (ROST)	0.0	$0		0	0.00	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$0		0	0.00	View chart
Wiley John & Sons Inc Cl A Stock (WLY)	0.0	$0	NEW	0	0.00	View chart
Gilead Sciences Stock (GILD)	0.0	$0	NEW	0	0.00	View chart
Conagra Brands Stock (CAG)	0.0	$0	NEW	0	0.00	View chart
Robert Half Stock (RHI)	0.0	$0	NEW	0	0.00	View chart
Oge Energy Corp Stock (OGE)	0.0	$0	NEW	0	0.00	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$0	NEW	0	0.00	View chart
Insulet Corp Stock (PODD)	0.0	$0	NEW	0	0.00	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$0		0	0.00	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$0		0	0.00	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$0	NEW	0	0.00	View chart
Opko Health Stock (OPK)	0.0	$0	NEW	0	0.00	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$0	NEW	0	0.00	View chart
Ishares Morningstar Small Cap Value Etf Etf (ISCV)	0.0	$0	NEW	0	0.00	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$0	NEW	0	0.00	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$0	NEW	0	0.00	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.0	$0		0	0.00	View chart
Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)	0.0	$0	NEW	0	0.00	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$0		0	0.00	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.0	$0		0	0.00	View chart
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB)	0.0	$0		0	0.00	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$0	NEW	0	0.00	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$0		0	0.00	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$0	NEW	0	0.00	View chart
Spdr Portfolio Corporate Bond Etf Etf (SPBO)	0.0	$0	NEW	0	0.00	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$0		0	0.00	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$0	NEW	0	0.00	View chart
Flaherty & Crumrine Dynamic Pf Cef (DFP)	0.0	$0	NEW	0	0.00	View chart
Rexford Indl Rlty Reit (REXR)	0.0	$0	NEW	0	0.00	View chart
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)	0.0	$0	NEW	0	0.00	View chart
Tegna Stock (TGNA)	0.0	$0	NEW	0	0.00	View chart
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC)	0.0	$0	NEW	0	0.00	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$0	NEW	0	0.00	View chart
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)	0.0	$0	NEW	0	0.00	View chart
Invesco Kbw Bank Etf Etf (KBWB)	0.0	$0	NEW	0	0.00	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.0	$0	NEW	0	0.00	View chart
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	0.0	$0	NEW	0	0.00	View chart
Schwab Long-term U.s. Treasury Etf Etf (SCHQ)	0.0	$0		0	0.00	View chart
Franklin U.s. Treasury Bond Etf Etf (FLGV)	0.0	$0	NEW	0	0.00	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$0		0	0.00	View chart
Beam Global Stock (BEEM)	0.0	$0	NEW	0	0.00	View chart
Quantumscape Corp Com Cl A Stock (QS)	0.0	$0	NEW	0	0.00	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$0	NEW	0	0.00	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.0	$0	NEW	0	0.00	View chart
Gold Royalty Corp Common Shares Stock (GROY)	0.0	$0	NEW	0	0.00	View chart
Jpmorgan Betabuilders Europe Etf Etf (BBEU)	0.0	$0	NEW	0	0.00	View chart
Jpmorgan Betabuilders Developed Asia Pacific Ex-japan Etf Etf (BBAX)	0.0	$0	NEW	0	0.00	View chart
Frontier Group Hldgs Stock (ULCC)	0.0	$0	NEW	0	0.00	View chart
Embecta Corp Stock (EMBC)	0.0	$0		0	0.00	View chart
Angel Oak Income Etf Etf (CARY)	0.0	$0	NEW	0	0.00	View chart
Angel Oak Ultrashort Income Etf Etf (UYLD)	0.0	$0	NEW	0	0.00	View chart
Veralto Corp Stock (VLTO)	0.0	$0		0	0.00	View chart
Janus Henderson Securitized Income Etf Etf (JSI)	0.0	$0	NEW	0	0.00	View chart

Past Filings by Kozak & Associates

SEC 13F filings are viewable for Kozak & Associates going back to 2020

Kozak & Associates 2024 Q1 filed May 17, 2024
Kozak & Associates 2023 Q4 filed Jan. 17, 2024
Kozak & Associates 2023 Q3 filed Oct. 17, 2023
Kozak & Associates 2023 Q2 filed July 5, 2023
Kozak & Associates 2023 Q1 filed April 3, 2023
Kozak & Associates 2022 Q4 filed Jan. 3, 2023
Kozak & Associates 2022 Q3 filed Oct. 12, 2022
Kozak & Associates 2022 Q2 filed Oct. 12, 2022
Kozak & Associates 2022 Q1 filed May 26, 2022
Kozak & Associates 2021 Q4 filed March 11, 2022
Kozak & Associates 2021 Q3 filed Nov. 16, 2021
Kozak & Associates 2020 Q4 filed Feb. 22, 2021

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