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Kozak & Associates

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

Top 5 stock holdings are RWL, IETC, SPY, QQQ, SPYG, and represent 50.60% of Kozak & Associates's stock portfolio.
Added to shares of these 10 stocks: RWL, IETC, IYJ, SMH, IYG, XLV, COST, SPYG, QQQ, AMZN.
Started 34 new stock positions in IONQ, SLV, ODFL, IGM, MSI, TM, BR, XLE, ESS, MCK.
Reduced shares in these 10 stocks: BRK.B, XYZ, SCHW, JNJ, XSMO, KO, IVV, META, MRK, BIL.
Sold out of its positions in AMLIF, PDBC, AGG, EFV, PCCE, PCIG, DBMF, TOTL, BIL, MOAT. Arcadium Lithium, TRMD.
Kozak & Associates was a net buyer of stock by $7.5M.
Kozak & Associates has $401M in assets under management (AUM), dropping by -8.37%.
Central Index Key (CIK): 0001764970

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Portfolio Holdings for Kozak & Associates

Kozak & Associates holds 461 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco S&p 500 Revenue Etf Etf (RWL)	13.6	$54M	+3%	570k	95.49	View chart
Ishares U.s. Tech Independence Focused Etf Etf (IETC)	12.5	$50M	+2%	679k	73.99	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	9.7	$39M		72k	539.12	View chart
Invesco Qqq Trust Series I Etf (QQQ)	8.4	$34M		74k	457.48	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	6.3	$25M		323k	78.76	View chart
Microsoft Corp Stock (MSFT)	5.1	$20M		53k	387.81	View chart
Ishares Us Financial Services Etf Etf (IYG)	5.0	$20M	+3%	270k	74.10	View chart
Costco Whsl Corp Stock (COST)	5.0	$20M		20k	979.31	View chart
Apple Stock (AAPL)	4.6	$18M		90k	202.52	View chart
Nvidia Corporation Stock (NVDA)	4.3	$17M		157k	110.71	View chart
Amazon Stock (AMZN)	3.9	$16M	+2%	86k	182.12	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	3.8	$15M	+3%	109k	138.54	View chart
Vaneck Semiconductor Etf Etf (SMH)	3.7	$15M	+5%	74k	201.61	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	3.4	$14M	+6%	109k	124.72	View chart
Schwab Charles Corp Stock (SCHW)	0.6	$2.5M	-3%	33k	76.92	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$1.7M		7.3k	234.71	View chart
Netflix Stock (NFLX)	0.4	$1.4M		1.6k	931.28	View chart
Visa Inc Com Cl A Stock (V)	0.3	$1.3M		3.8k	335.21	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.3	$1.2M		15k	79.91	View chart
Broadcom Stock (AVGO)	0.3	$1.2M	+15%	6.8k	178.36	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$1.2M		7.4k	161.46	View chart
Chevron Corp Stock (CVX)	0.3	$1.2M		8.7k	135.31	View chart
Unitedhealth Group Stock (UNH)	0.3	$1.2M		2.0k	586.92	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$963k	-4%	1.8k	531.47	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.2	$898k	-9%	15k	59.27	View chart
Procter And Gamble Stock (PG)	0.2	$796k		4.7k	169.12	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.2	$780k	+4%	8.0k	97.54	View chart
Servicenow Stock (NOW)	0.2	$746k		933.00	799.82	View chart
Mcdonalds Corp Stock (MCD)	0.2	$734k		2.3k	316.11	View chart
Home Depot Stock (HD)	0.2	$716k		2.0k	357.13	View chart
Blackstone Stock (BX)	0.2	$703k		5.4k	130.48	View chart
Salesforce Stock (CRM)	0.2	$654k		2.6k	254.54	View chart
Deere & Co Stock (DE)	0.2	$646k		1.4k	467.66	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$613k	+2%	3.9k	159.07	View chart
Workday Inc Cl A Stock (WDAY)	0.1	$599k		2.6k	232.34	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$597k		1.3k	475.35	View chart
Blackrock Stock (BLK)	0.1	$563k	+2%	633.00	889.74	View chart
Ge Aerospace Stock (GE)	0.1	$516k		2.8k	186.01	View chart
Darden Restaurants Stock (DRI)	0.1	$500k		2.5k	199.25	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$476k	+3%	4.6k	103.40	View chart
Caterpillar Stock (CAT)	0.1	$475k		1.6k	298.06	View chart
American Express Stock (AXP)	0.1	$468k		1.8k	255.42	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$420k		1.9k	223.50	View chart
Discover Finl Svcs Stock (DFS)	0.1	$418k		2.6k	159.08	View chart
Cisco Sys Stock (CSCO)	0.1	$409k	-4%	7.1k	57.41	View chart
Adobe Stock (ADBE)	0.1	$382k	-7%	1.1k	350.92	View chart
Nextera Energy Stock (NEE)	0.1	$376k	+4%	5.6k	67.69	View chart
Qualcomm Stock (QCOM)	0.1	$376k		2.7k	139.21	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$355k		1.0k	342.94	View chart
First Solar Stock (FSLR)	0.1	$348k		2.7k	131.26	View chart
Chipotle Mexican Grill Stock (CMG)	0.1	$342k		6.9k	49.46	View chart
Abbvie Stock (ABBV)	0.1	$328k	+6%	1.8k	179.07	View chart
Boston Scientific Corp Stock (BSX)	0.1	$302k		3.2k	94.27	View chart
Csx Corp Stock (CSX)	0.1	$301k		11k	28.27	View chart
Coca Cola Stock (KO)	0.1	$299k	-23%	4.1k	72.44	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$292k		721.00	405.37	View chart
Johnson & Johnson Stock (JNJ)	0.1	$291k	-24%	1.9k	154.32	View chart
Bank America Corp Stock (BAC)	0.1	$280k	-5%	7.6k	36.67	View chart
Xcel Energy Stock (XEL)	0.1	$275k	-5%	3.9k	70.72	View chart
Honeywell Intl Stock (HON)	0.1	$261k		1.3k	200.30	View chart
Ge Vernova Stock (GEV)	0.1	$251k		780.00	322.30	View chart
Lowes Cos Stock (LOW)	0.1	$250k		1.1k	224.12	View chart
International Business Machs Stock (IBM)	0.1	$240k	+4%	1.0k	238.97	View chart
Williams Cos Stock (WMB)	0.1	$235k		4.1k	57.36	View chart
Goldman Sachs Group Stock (GS)	0.1	$231k	-12%	458.00	504.45	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$226k	-9%	3.6k	62.53	View chart
Universal Display Corp Stock (OLED)	0.1	$219k		1.9k	116.15	View chart
Rtx Corporation Stock (RTX)	0.1	$215k		1.7k	129.14	View chart
Oracle Corp Stock (ORCL)	0.1	$211k		1.6k	134.63	View chart
Tesla Stock (TSLA)	0.1	$204k	+32%	808.00	252.35	View chart
Electronic Arts Stock (EA)	0.1	$201k		1.4k	145.52	View chart
Fedex Corp Stock (FDX)	0.0	$194k	-14%	920.00	210.42	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$193k	-40%	364.00	529.52	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.0	$192k		7.4k	25.76	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$186k		2.2k	82.77	View chart
Merck & Co Stock (MRK)	0.0	$184k	-19%	2.3k	79.19	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$183k		8.4k	21.89	View chart
Valero Energy Corp Stock (VLO)	0.0	$180k		1.6k	110.34	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$180k	+3%	1.2k	150.84	View chart
Invesco High Yield Equity Dividend Achievers Etf Etf (PEY)	0.0	$176k		9.0k	19.66	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$158k		2.0k	79.82	View chart
Elevance Health Stock (ELV)	0.0	$158k		358.00	440.60	View chart
Autodesk Stock (ADSK)	0.0	$150k		575.00	260.71	View chart
Clorox Co Del Stock (CLX)	0.0	$145k		1.0k	140.92	View chart
Arrow Electrs Stock (ARW)	0.0	$144k		1.4k	100.00	View chart
Montrose Environmental Group I Stock (MEG)	0.0	$142k		10k	14.15	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$138k		4.0k	34.15	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$129k		240.00	535.24	View chart
Abbott Labs Stock (ABT)	0.0	$128k	-12%	1.0k	127.97	View chart
At&t Stock (T)	0.0	$126k	+9%	4.6k	27.20	View chart
Disney Walt Stock (DIS)	0.0	$125k	-7%	1.5k	84.63	View chart
Ameriprise Finl Stock (AMP)	0.0	$125k		263.00	474.14	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$120k	-36%	222.00	541.12	View chart
Duke Energy Corp Stock (DUK)	0.0	$118k		981.00	120.57	View chart
Amgen Stock (AMGN)	0.0	$116k	+6%	396.00	293.97	View chart
L3harris Technologies Stock (LHX)	0.0	$112k		504.00	222.76	View chart
Aflac Stock (AFL)	0.0	$110k		1.0k	108.53	View chart
Astrazeneca Adr (AZN)	0.0	$109k		1.6k	68.00	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$107k	+6%	449.00	237.38	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$105k		2.6k	40.30	View chart
Madrigal Pharmaceuticals Stock (MDGL)	0.0	$104k	NEW	324.00	322.32	View chart
Lululemon Athletica Stock (LULU)	0.0	$98k		379.00	259.76	View chart
Eaton Corp Stock (ETN)	0.0	$96k		347.00	277.83	View chart
Altria Group Stock (MO)	0.0	$88k		1.5k	57.12	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$86k		5.1k	16.82	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$80k		799.00	100.51	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$79k		217.00	363.27	View chart
Morgan Stanley Stock (MS)	0.0	$78k		717.00	109.18	View chart
Southern Stock (SO)	0.0	$76k		831.00	91.12	View chart
Tractor Supply Stock (TSCO)	0.0	$76k	-6%	1.4k	52.18	View chart
Royal Bk Cda Stock (RY)	0.0	$75k		649.00	115.38	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$72k		2.8k	25.13	View chart
Walmart Stock (WMT)	0.0	$70k	+18%	733.00	94.75	View chart
American Tower Corp Reit (AMT)	0.0	$69k		316.00	218.09	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$68k	+4%	277.00	246.51	View chart
Interpublic Group Cos Stock (IPG)	0.0	$68k		2.7k	25.01	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$67k		230.00	289.83	View chart
Lam Research Corp Stock (LRCX)	0.0	$63k		924.00	67.88	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$61k		2.7k	22.55	View chart
Pepsico Stock (PEP)	0.0	$60k		410.00	146.79	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$60k	+7%	2.4k	24.52	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$60k		903.00	66.24	View chart
Cummins Stock (CMI)	0.0	$58k		201.00	288.62	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$58k	+57%	112.00	513.29	View chart
Citigroup Stock (C)	0.0	$57k		898.00	63.19	View chart
Paycom Software Stock (PAYC)	0.0	$55k		254.00	218.01	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$55k	-20%	295.00	186.64	View chart
Air Prods & Chems Stock (APD)	0.0	$53k		193.00	271.91	View chart
Texas Instrs Stock (TXN)	0.0	$52k		345.00	151.06	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$51k	NEW	485.00	105.99	View chart
Vanguard Value Etf Etf (VTV)	0.0	$49k	+10%	297.00	163.92	View chart
Hercules Capital Cef (HTGC)	0.0	$48k	+2%	2.8k	17.09	View chart
Simon Ppty Group Reit (SPG)	0.0	$46k		310.00	149.73	View chart
Starbucks Corp Stock (SBUX)	0.0	$45k		522.00	85.46	View chart
Southwest Airls Stock (LUV)	0.0	$44k	+14%	1.7k	25.56	View chart
Linde Stock (LIN)	0.0	$43k		97.00	446.03	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$43k		470.00	91.03	View chart
Nike Inc Cl B Stock (NKE)	0.0	$42k	-23%	765.00	55.43	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.0	$42k		1.1k	37.77	View chart
Paccar Stock (PCAR)	0.0	$39k		439.00	89.58	View chart
Cheniere Energy Partners Lp Com Unit Stock (CQP)	0.0	$38k		636.00	59.60	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$38k	+15%	1.2k	30.31	View chart
Kroger Stock (KR)	0.0	$36k		515.00	69.04	View chart
Zions Bancorporation N A Stock (ZION)	0.0	$35k		805.00	42.88	View chart
Phillips Edison & Co Reit (PECO)	0.0	$34k		966.00	35.51	View chart
American Healthcare Reit Reit (AHR)	0.0	$33k		1.1k	29.92	View chart
Novo-nordisk A S Adr (NVO)	0.0	$32k		480.00	66.06	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$31k	+50%	656.00	47.12	View chart
Genuine Parts Stock (GPC)	0.0	$31k		266.00	116.07	View chart
Keycorp Stock (KEY)	0.0	$31k		2.2k	14.06	View chart
Union Pac Corp Stock (UNP)	0.0	$30k		134.00	221.81	View chart
Rio Tinto Adr (RIO)	0.0	$30k		519.00	57.01	View chart
Williams Sonoma Stock (WSM)	0.0	$29k		202.00	144.94	View chart
United Airls Hldgs Stock (UAL)	0.0	$29k	+12%	444.00	65.69	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$29k		140.00	208.18	View chart
Boeing Stock (BA)	0.0	$29k	-2%	181.00	159.43	View chart
Chubb Stock (CB)	0.0	$29k		100.00	288.34	View chart
Advanced Micro Devices Stock (AMD)	0.0	$29k	+67%	305.00	94.50	View chart
Fs Kkr Cap Corp Cef (FSK)	0.0	$28k	+3%	1.5k	18.89	View chart
Uber Technologies Stock (UBER)	0.0	$27k	+155%	366.00	73.10	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$26k		112.00	232.30	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$26k		96.00	265.31	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$25k		1.3k	19.42	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$25k		66.00	378.67	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$23k		250.00	92.62	View chart
Royal Caribbean Group Stock (RCL)	0.0	$23k		120.00	192.36	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.0	$22k	NEW	254.00	87.83	View chart
Paypal Hldgs Stock (PYPL)	0.0	$21k	+9%	339.00	62.27	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.0	$21k		226.00	92.88	View chart
Verizon Communications Stock (VZ)	0.0	$21k		463.00	44.28	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$20k		223.00	91.11	View chart
Emerson Elec Stock (EMR)	0.0	$20k		199.00	101.19	View chart
Newmont Corp Stock (NEM)	0.0	$20k		358.00	54.75	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$20k		1.6k	12.03	View chart
Whirlpool Corp Stock (WHR)	0.0	$19k		238.00	80.25	View chart
Eli Lilly & Co Stock (LLY)	0.0	$19k		25.00	758.88	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.0	$19k	+2%	828.00	22.47	View chart
Unilever Adr (UL)	0.0	$19k		297.00	62.20	View chart
Prudential Finl Stock (PRU)	0.0	$18k		177.00	101.55	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$17k	+82%	221.00	78.50	View chart
Oreilly Automotive Stock (ORLY)	0.0	$17k	NEW	12.00	1414.17	View chart
Paychex Stock (PAYX)	0.0	$17k	+60%	112.00	149.39	View chart
Travelers Companies Stock (TRV)	0.0	$16k		63.00	250.84	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$16k		101.00	155.84	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$15k		81.00	187.85	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$15k	+2%	397.00	38.09	View chart
Tjx Cos Stock (TJX)	0.0	$15k	+75%	114.00	130.60	View chart
Spdr Gold Shares Etf (GLD)	0.0	$15k	NEW	50.00	296.24	View chart
Leidos Holdings Stock (LDOS)	0.0	$15k		103.00	142.62	View chart
Lucid Group Stock (LCID)	0.0	$14k		5.7k	2.53	View chart
Wells Fargo Stock (WFC)	0.0	$14k		224.00	63.02	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$14k		255.00	55.14	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$13k		425.00	31.47	View chart
Cencora Stock (COR)	0.0	$13k		46.00	284.28	View chart
Realty Income Corp Reit (O)	0.0	$13k		228.00	56.32	View chart
Annaly Capital Management Reit (NLY)	0.0	$13k	-65%	718.00	17.83	View chart
Conocophillips Stock (COP)	0.0	$13k	-14%	146.00	86.20	View chart
Sempra Stock (SRE)	0.0	$13k		180.00	69.73	View chart
Capital One Finl Corp Stock (COF)	0.0	$13k		77.00	162.38	View chart
Pacer Us Export Leaders Etf Etf (PEXL)	0.0	$12k		290.00	42.58	View chart
Nordstrom Stock (JWN)	0.0	$12k		510.00	24.04	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$12k		182.00	67.12	View chart
Toll Brothers Stock (TOL)	0.0	$12k		129.00	94.28	View chart
Danaher Corporation Stock (DHR)	0.0	$12k		62.00	193.16	View chart
Brightspire Capital Inc Com Cl A Reit (BRSP)	0.0	$12k	+2%	2.7k	4.42	View chart
Jacobs Solutions Stock (J)	0.0	$12k		100.00	118.12	View chart
Boston Beer Inc Cl A Stock (SAM)	0.0	$12k		48.00	244.44	View chart
Prologis Reit (PLD)	0.0	$12k	+93%	118.00	98.35	View chart
Enbridge Stock (ENB)	0.0	$11k		260.00	44.02	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$11k	-59%	228.00	49.99	View chart
Davis Select U.s. Equity Etf Etf (DUSA)	0.0	$11k		276.00	40.82	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$11k	+175%	165.00	68.15	View chart
Vulcan Matls Stock (VMC)	0.0	$11k		46.00	243.48	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$11k		22.00	506.23	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$11k		145.00	76.37	View chart
Intel Corp Stock (INTC)	0.0	$11k		540.00	20.31	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$11k		112.00	96.95	View chart
Unum Group Stock (UNM)	0.0	$11k		139.00	76.65	View chart
Hyatt Hotels Corp Com Cl A Stock (H)	0.0	$11k		98.00	108.65	View chart
Lumentum Hldgs Stock (LITE)	0.0	$11k		200.00	52.36	View chart
Ishares Silver Trust Etf (SLV)	0.0	$10k	NEW	350.00	29.38	View chart
Stryker Corporation Stock (SYK)	0.0	$10k	+123%	29.00	354.34	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.0	$10k	+2%	1.6k	6.57	View chart
Hershey Stock (HSY)	0.0	$9.9k		58.00	169.83	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$9.7k	NEW	151.00	64.09	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$9.7k		47.00	205.70	View chart
Mfa Finl Reit (MFA)	0.0	$9.5k	+3%	1.1k	8.62	View chart
First Trust Mid Cap Core Alphadex Fund Etf (FNX)	0.0	$9.5k		94.00	101.22	View chart
Skyx Platforms Corp Stock (SKYX)	0.0	$9.5k		10k	0.95	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$9.5k		280.00	33.79	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$9.4k		47.00	200.51	View chart
Siriusxm Holdings Stock (SIRI)	0.0	$9.3k		447.00	20.70	View chart
First Trust Small Cap Core Alphadex Fund Etf (FYX)	0.0	$9.2k		110.00	84.06	View chart
Walgreens Boots Alliance Stock (WBA)	0.0	$9.1k		835.00	10.91	View chart
Ford Mtr Stock (F)	0.0	$9.0k	+361%	923.00	9.71	View chart
Keurig Dr Pepper Stock (KDP)	0.0	$8.9k		248.00	35.77	View chart
Corning Stock (GLW)	0.0	$8.9k		213.00	41.61	View chart
Pfizer Stock (PFE)	0.0	$8.8k		398.00	22.11	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$8.8k	+8%	124.00	70.81	View chart
Kla Corp Stock (KLAC)	0.0	$8.7k		13.00	671.62	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$8.5k		50.00	170.54	View chart
Companhia De Saneamento Basico Adr (SBS)	0.0	$7.9k		427.00	18.56	View chart
Bath & Body Works Stock (BBWI)	0.0	$7.8k		272.00	28.65	View chart
BP Adr (BP)	0.0	$7.6k	-49%	283.00	26.89	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$7.3k		79.00	92.87	View chart
Intuit Stock (INTU)	0.0	$7.2k		12.00	598.00	View chart
Metlife Stock (MET)	0.0	$7.2k	-68%	98.00	73.19	View chart
American Wtr Wks Stock (AWK)	0.0	$7.1k	NEW	48.00	148.83	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$7.0k		136.00	51.46	View chart
Hca Healthcare Stock (HCA)	0.0	$6.9k		20.00	345.60	View chart
Eqt Corp Stock (EQT)	0.0	$6.9k		138.00	49.97	View chart
Synchrony Financial Stock (SYF)	0.0	$6.9k	-9%	146.00	47.02	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	0.0	$6.8k		63.00	108.59	View chart
Mackenzie Rlty Cap Stock (MKZR)	0.0	$6.7k	NEW	5.3k	1.27	View chart
Avalonbay Cmntys Reit (AVB)	0.0	$6.7k		33.00	202.48	View chart
Verisk Analytics Stock (VRSK)	0.0	$6.5k	NEW	22.00	295.55	View chart
Cintas Corp Stock (CTAS)	0.0	$6.5k	NEW	31.00	209.61	View chart
General Mtrs Stock (GM)	0.0	$6.5k		144.00	44.99	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$6.4k		13.00	495.85	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$6.4k		238.00	26.83	View chart
Colgate Palmolive Stock (CL)	0.0	$6.4k	NEW	67.00	94.99	View chart
Apollo Global Mgmt Stock (APO)	0.0	$6.3k		50.00	125.52	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.0	$6.3k		59.00	105.95	View chart
Sap Se Adr (SAP)	0.0	$6.2k		24.00	259.54	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$6.2k		84.00	73.93	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$6.2k	NEW	26.00	237.38	View chart
Palo Alto Networks Stock (PANW)	0.0	$6.1k		36.00	169.97	View chart
3M Stock (MMM)	0.0	$6.0k		44.00	136.91	View chart
United Therapeutics Corp Del Stock (UTHR)	0.0	$6.0k		21.00	284.33	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$6.0k		589.00	10.11	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$5.9k	+200%	60.00	98.22	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$5.8k	+15%	75.00	77.89	View chart
RH Stock (RH)	0.0	$5.7k	+600%	35.00	163.77	View chart
Essex Ppty Tr Reit (ESS)	0.0	$5.7k	NEW	21.00	272.67	View chart
Ishares Msci Bic Etf Etf (BKF)	0.0	$5.7k	NEW	150.00	37.91	View chart
Victory Cap Hldgs Inc Com Cl A Stock (VCTR)	0.0	$5.7k		102.00	55.50	View chart
S&p Global Stock (SPGI)	0.0	$5.7k	NEW	12.00	471.58	View chart
Halliburton Stock (HAL)	0.0	$5.6k		265.00	21.27	View chart
Nasdaq Stock (NDAQ)	0.0	$5.6k	NEW	77.00	73.01	View chart
Medtronic Stock (MDT)	0.0	$5.6k		66.00	84.23	View chart
Mckesson Corp Stock (MCK)	0.0	$5.6k	NEW	8.00	694.00	View chart
Motorola Solutions Stock (MSI)	0.0	$5.5k	NEW	13.00	426.46	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$5.4k	-59%	123.00	43.54	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$5.3k		300.00	17.82	View chart
Gilead Sciences Stock (GILD)	0.0	$5.3k		50.00	106.78	View chart
General Mls Stock (GIS)	0.0	$5.3k		90.00	59.24	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$5.2k		367.00	14.26	View chart
Pulte Group Stock (PHM)	0.0	$5.2k		54.00	96.15	View chart
Proshares Short S&p500 Etf (SH)	0.0	$5.2k		114.00	45.46	View chart
Cion Invt Corp Stock (CION)	0.0	$5.1k	+4%	567.00	9.06	View chart
Old Dominion Freight Line Stock (ODFL)	0.0	$5.1k	NEW	33.00	155.12	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$5.0k	-48%	197.00	25.60	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$4.9k	-43%	77.00	64.10	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$4.8k		50.00	96.46	View chart
Builders Firstsource Stock (BLDR)	0.0	$4.8k		40.00	119.50	View chart
Eog Res Stock (EOG)	0.0	$4.7k	NEW	44.00	107.64	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$4.7k		7.00	672.86	View chart
Block Inc Cl A Stock (XYZ)	0.0	$4.6k	-96%	85.00	54.66	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$4.6k		21.00	220.10	View chart
Snap On Stock (SNA)	0.0	$4.5k		13.00	347.92	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.0	$4.4k	-66%	131.00	33.84	View chart
Cvs Health Corp Stock (CVS)	0.0	$4.4k		64.00	68.97	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$4.4k	+2%	89.00	49.36	View chart
Solventum Corp Stock (SOLV)	0.0	$4.3k		64.00	67.80	View chart
Diageo Adr (DEO)	0.0	$4.3k		39.00	110.59	View chart
Victorias Secret And Stock (VSCO)	0.0	$4.2k	+208%	259.00	16.28	View chart
Dte Energy Stock (DTE)	0.0	$4.2k		31.00	134.39	View chart
Ecolab Stock (ECL)	0.0	$4.1k		17.00	239.29	View chart
Electrocore Stock (ECOR)	0.0	$3.9k		666.00	5.88	View chart
V F Corp Stock (VFC)	0.0	$3.7k	+155%	329.00	11.29	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$3.6k		8.00	449.38	View chart
Dominion Energy Stock (D)	0.0	$3.6k	-26%	66.00	54.23	View chart
Marvell Technology Stock (MRVL)	0.0	$3.5k		66.00	52.36	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$3.4k	NEW	100.00	34.23	View chart
Automatic Data Processing Stock (ADP)	0.0	$3.4k	-65%	11.00	309.73	View chart
Totalenergies Se Adr (TTE)	0.0	$3.4k		60.00	56.75	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$3.4k	+5%	21.00	160.81	View chart
Synopsys Stock (SNPS)	0.0	$3.4k		8.00	422.00	View chart
Intercontinental Exchange Stock (ICE)	0.0	$3.4k		21.00	160.29	View chart
Progressive Corp Stock (PGR)	0.0	$3.3k		12.00	278.75	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$3.3k		15.00	222.60	View chart
HP Stock (HPQ)	0.0	$3.2k		135.00	23.97	View chart
Sociedad Quimica Y Minera De Spon Adr Ser B Adr (SQM)	0.0	$3.2k		90.00	35.79	View chart
Public Storage Oper Reit (PSA)	0.0	$3.2k		11.00	288.73	View chart
Us Bancorp Del Stock (USB)	0.0	$3.2k		83.00	38.11	View chart
Eaton Vance Tx Adv Glbl Div Cef (ETG)	0.0	$3.2k	NEW	179.00	17.65	View chart
Ebay Stock (EBAY)	0.0	$3.1k		47.00	66.17	View chart
Rigetti Computing Stock (RGTI)	0.0	$3.1k	+133%	350.00	8.86	View chart
American Intl Group Stock (AIG)	0.0	$3.1k		38.00	81.50	View chart
Micron Technology Stock (MU)	0.0	$3.0k		43.00	70.33	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$3.0k		19.00	156.58	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$3.0k		78.00	38.00	View chart
Zim Integrated Shipping Serv Stock (ZIM)	0.0	$2.9k		205.00	14.22	View chart
Applied Matls Stock (AMAT)	0.0	$2.9k		20.00	144.55	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$2.9k		5.00	571.80	View chart
Kyndryl Hldgs Stock (KD)	0.0	$2.8k	+8%	93.00	29.85	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$2.7k	NEW	34.00	79.18	View chart
T-mobile Us Stock (TMUS)	0.0	$2.7k	-84%	10.00	268.50	View chart
Crown Hldgs Stock (CCK)	0.0	$2.7k		31.00	86.03	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$2.6k		43.00	61.56	View chart
Ppg Inds Stock (PPG)	0.0	$2.6k		26.00	101.46	View chart
Smith & Nephew Plc Spdn Adr (SNN)	0.0	$2.6k		100.00	26.05	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.0	$2.6k		60.00	43.17	View chart
Science Applications Intl Corp Stock (SAIC)	0.0	$2.6k		22.00	117.73	View chart
Landstar Sys Stock (LSTR)	0.0	$2.6k		18.00	142.44	View chart
Ionq Stock (IONQ)	0.0	$2.5k	NEW	100.00	25.35	View chart
First Horizon Corporation Stock (FHN)	0.0	$2.5k		143.00	17.29	View chart
Edison Intl Stock (EIX)	0.0	$2.4k	+2%	43.00	56.74	View chart
Alexandria Real Estate Eq Reit (ARE)	0.0	$2.4k		30.00	80.77	View chart
Invesco Value Mun Income Tr Cef (IIM)	0.0	$2.4k		209.00	11.54	View chart
Marriott Vacations Worldwide C Stock (VAC)	0.0	$2.4k	+2%	45.00	53.58	View chart
Udr Reit (UDR)	0.0	$2.4k		59.00	40.64	View chart
Sherwin Williams Stock (SHW)	0.0	$2.4k		7.00	341.00	View chart
Ready Capital Corp Reit (RC)	0.0	$2.4k	NEW	531.00	4.47	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$2.4k		21.00	113.00	View chart
Arista Networks Stock (ANET)	0.0	$2.4k		32.00	73.59	View chart
Four Corners Ppty Tr Reit (FCPT)	0.0	$2.3k		84.00	27.63	View chart
Td Synnex Corporation Stock (SNX)	0.0	$2.3k		22.00	104.41	View chart
Shinhan Financial Group Co Ltd Spn Adr Restrd Adr (SHG)	0.0	$2.2k		69.00	32.45	View chart
Tfi Intl Stock (TFII)	0.0	$2.2k		28.00	79.36	View chart
Monolithic Pwr Sys Stock (MPWR)	0.0	$2.2k		4.00	542.50	View chart
South Bow Corp Stock (SOBO)	0.0	$2.2k	NEW	92.00	23.57	View chart
Cme Group Stock (CME)	0.0	$2.2k		8.00	270.38	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$2.2k	-33%	269.00	8.02	View chart
Dow Stock (DOW)	0.0	$2.1k	-88%	73.00	28.99	View chart
Hawaiian Elec Industries Stock (HE)	0.0	$2.1k	NEW	208.00	10.05	View chart
Kraft Heinz Stock (KHC)	0.0	$2.1k		70.00	29.73	View chart
Fortive Corp Stock (FTV)	0.0	$2.0k		30.00	66.37	View chart
Amentum Holdings Stock (AMTM)	0.0	$1.8k		99.00	18.51	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$1.7k		76.00	22.70	View chart
Dynatrace Stock (DT)	0.0	$1.7k		39.00	43.36	View chart
Templeton Emerging Mkts Cef (EMF)	0.0	$1.7k		136.00	12.26	View chart
Innovative Indl Pptys Reit (IIPR)	0.0	$1.6k	+3%	32.00	50.03	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$1.5k	NEW	10.00	153.20	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$1.5k	NEW	40.00	37.77	View chart
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT)	0.0	$1.5k		16.00	92.25	View chart
Peloton Interactive Inc Cl A Stock (PTON)	0.0	$1.4k		250.00	5.70	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$1.4k		36.00	37.69	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.0	$1.3k		44.00	29.11	View chart
Huntington Bancshares Stock (HBAN)	0.0	$1.2k		94.00	13.15	View chart
Fulgent Genetics Stock (FLGT)	0.0	$1.2k		65.00	18.95	View chart
Xtrackers Msci Eafe High Dividend Yield Equity Etf Etf (HDEF)	0.0	$1.2k	NEW	46.00	26.70	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$1.2k		13.00	90.15	View chart
Archer Daniels Midland Stock (ADM)	0.0	$1.1k	-40%	25.00	45.84	View chart
Bjs Whsl Club Hldgs Stock (BJ)	0.0	$1.1k		9.00	119.89	View chart
Dupont De Nemours Stock (DD)	0.0	$1.0k		17.00	60.29	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$1.0k		26.00	38.81	View chart
Target Corp Stock (TGT)	0.0	$992.000000		10.00	99.20	View chart
Corteva Stock (CTVA)	0.0	$975.000000		16.00	60.94	View chart
Innoviz Technologies Stock (INVZ)	0.0	$928.930300		1.5k	0.62	View chart
Clearway Energy Inc Cl A Stock (CWEN.A)	0.0	$822.999000	-67%	30.00	27.43	View chart
Fidelity International Value Factor Etf Etf (FIVA)	0.0	$756.998600		29.00	26.10	View chart
Agilent Technologies Stock (A)	0.0	$636.000000		6.00	106.00	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$628.000000	NEW	4.00	157.00	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$614.000000		8.00	76.75	View chart
Wrap Technologies Stock (WRAP)	0.0	$590.998800		399.00	1.48	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$567.999900		13.00	43.69	View chart
Tc Energy Corp Stock (TRP)	0.0	$528.000000	-68%	11.00	48.00	View chart
Lumen Technologies Stock (LUMN)	0.0	$490.993400		142.00	3.46	View chart
Bunge Global Sa Stock (BG)	0.0	$466.999800	-71%	6.00	77.83	View chart
Soundhound Ai Inc Class A Stock (SOUN)	0.0	$411.998400		51.00	8.08	View chart
Organon & Co Stock (OGN)	0.0	$397.999000		35.00	11.37	View chart
Lifevantage Corp Stock (LFVN)	0.0	$356.000000		25.00	14.24	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.0	$343.000200	-98%	6.00	57.17	View chart
Teladoc Health Stock (TDOC)	0.0	$325.998000		45.00	7.24	View chart
Global X Copper Miners Etf Etf (COPX)	0.0	$296.000000		8.00	37.00	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$228.000000		2.00	114.00	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$203.000000	NEW	10.00	20.30	View chart
Snowflake Inc Cl A Stock (SNOW)	0.0	$145.000000		1.00	145.00	View chart
Enlightify Stock (ENFY)	0.0	$139.004800		121.00	1.15	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$131.999700		7.00	18.86	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$128.000000	-93%	1.00	128.00	View chart
Vivos Therapeutics Stock (VVOS)	0.0	$110.000100		49.00	2.24	View chart
Dbx Etf Trust - Xtrackers International Real Estate Etf Etf (HAUZ)	0.0	$103.000000	NEW	5.00	20.60	View chart
Global Wtr Res Stock (GWRS)	0.0	$73.999800		7.00	10.57	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$57.000000	-99%	1.00	57.00	View chart
Goldmining Stock (GLDG)	0.0	$43.000000		50.00	0.86	View chart
Icl Group Stock (ICL)	0.0	$11.000000		2.00	5.50	View chart
Compass Diversified Sh Ben Int Stock (CODI)	0.0	$9.000000	-99%	1.00	9.00	View chart
Select Water Solutions Inc Cl A Stock (WTTR)	0.0	$8.000000		1.00	8.00	View chart
Wipro Ltd Spon Adr 1 Sh Adr (WIT)	0.0	$3.000000		1.00	3.00	View chart
Nano Dimension Ltd Sponsord Ads Adr (NNDM)	0.0	$1.000000		1.00	1.00	View chart
Clean Harbors Stock (CLH)	0.0	$0		0	0.00	View chart
Price T Rowe Group Stock (TROW)	0.0	$0		0	0.00	View chart
Tetra Tech Stock (TTEK)	0.0	$0		0	0.00	View chart
Agco Corp Stock (AGCO)	0.0	$0		0	0.00	View chart
Toro Stock (TTC)	0.0	$0		0	0.00	View chart
Mueller Wtr Prods Inc Com Ser A Stock (MWA)	0.0	$0		0	0.00	View chart
Darling Ingredients Stock (DAR)	0.0	$0		0	0.00	View chart
Baidu Inc Spon Adr Rep A Adr (BIDU)	0.0	$0		0	0.00	View chart
Lindsay Corp Stock (LNN)	0.0	$0		0	0.00	View chart
Northwest Pipe Stock (NWPX)	0.0	$0		0	0.00	View chart
Synaptics Stock (SYNA)	0.0	$0		0	0.00	View chart
Energy Recovery Stock (ERII)	0.0	$0		0	0.00	View chart
Valmont Inds Stock (VMI)	0.0	$0		0	0.00	View chart
Badger Meter Stock (BMI)	0.0	$0		0	0.00	View chart
Ceva Stock (CEVA)	0.0	$0		0	0.00	View chart
Nice Adr (NICE)	0.0	$0		0	0.00	View chart
Watts Water Technologies Inc Cl A Stock (WTS)	0.0	$0		0	0.00	View chart
Consolidated Water Co Inc Ord Stock (CWCO)	0.0	$0		0	0.00	View chart
Ball Corp Stock (BALL)	0.0	$0		0	0.00	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$0		0	0.00	View chart
Ishares Msci Europe Small-cap Etf Etf (IEUS)	0.0	$0		0	0.00	View chart
Xylem Stock (XYL)	0.0	$0		0	0.00	View chart
Alexander & Baldwin Reit (ALEX)	0.0	$0		0	0.00	View chart
Ambarella Stock (AMBA)	0.0	$0		0	0.00	View chart
Shutterstock Stock (SSTK)	0.0	$0		0	0.00	View chart
Pentair Stock (PNR)	0.0	$0		0	0.00	View chart
Phibro Animal Health Corp Cl A Stock (PAHC)	0.0	$0		0	0.00	View chart
Advanced Drain Sys Inc Del Stock (WMS)	0.0	$0		0	0.00	View chart
Nomad Foods Ltd Usd Ord Stock (NOMD)	0.0	$0		0	0.00	View chart
Nutrien Stock (NTR)	0.0	$0		0	0.00	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$0		0	0.00	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$0		0	0.00	View chart
Apa Corporation Stock (APA)	0.0	$0		0	0.00	View chart
Xometry Inc Class A Stock (XMTR)	0.0	$0		0	0.00	View chart
Uipath Inc Cl A Stock (PATH)	0.0	$0		0	0.00	View chart
Ccc Intelligent Solutions Hld Stock (CCCS)	0.0	$0		0	0.00	View chart
Zurn Elkay Water Solns Corp Stock (ZWS)	0.0	$0		0	0.00	View chart
Aris Water Solutions Inc Class A Stock (ARIS)	0.0	$0		0	0.00	View chart
Thomson Reuters Corp Stock (TRI)	0.0	$0		0	0.00	View chart

Past Filings by Kozak & Associates

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

Kozak & Associates 2025 Q1 filed April 15, 2025
Kozak & Associates 2024 Q4 filed Jan. 6, 2025
Kozak & Associates 2024 Q3 filed Oct. 17, 2024
Kozak & Associates 2024 Q2 filed July 5, 2024
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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