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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, RWL, SPY, QQQ, IYG, and represent 49.71% of Kozak & Associates's stock portfolio.
Added to shares of these 10 stocks: IYJ (+$9.8M), IYG (+$8.4M), DIA (+$5.1M), NFLX, LMT, PYLD, V, IVV, ROP, CSX.
Started 88 new stock positions in Morgan Stanley Etf Trust, SES, CARR, KBWB, DIHP, IEMG, SNY, LCID, HMC, KMB.
Reduced shares in these 10 stocks: XLV (-$19M), IETC, NVDA, SMH, COST, QQQ, SPY, MSFT, SPYG, AAPL.
Sold out of its positions in AGCO, WMS, ALDX, ALEX, ARE, APA, APO, APP, ARIS, AVB.
Kozak & Associates was a net seller of stock by $-13M.
Kozak & Associates has $508M in assets under management (AUM), dropping by 3.50%.
Central Index Key (CIK): 0001764970

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Portfolio Holdings for Kozak & Associates

Kozak & Associates holds 455 positions in its portfolio as reported in the September 2025 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)	12.7	$65M	-5%	645k	99.99	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	12.5	$63M		571k	111.01	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	9.1	$46M	-3%	69k	665.67	View chart
Invesco Qqq Trust Series I Etf (QQQ)	8.4	$43M	-3%	71k	603.66	View chart
Ishares Us Financial Services Etf Etf (IYG)	7.1	$36M	+30%	418k	85.88	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	6.3	$32M	-4%	307k	104.01	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	5.6	$29M	+52%	202k	141.05	View chart
Nvidia Corporation Stock (NVDA)	5.2	$26M	-10%	141k	186.60	View chart
Microsoft Corp Stock (MSFT)	5.1	$26M	-5%	51k	507.49	View chart
Apple Stock (AAPL)	4.7	$24M	-3%	89k	267.46	View chart
Vaneck Semiconductor Etf Etf (SMH)	4.4	$23M	-11%	66k	340.30	View chart
Amazon Stock (AMZN)	3.8	$20M	-3%	84k	232.87	View chart
Costco Whsl Corp Stock (COST)	3.2	$16M	-13%	18k	912.59	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	1.1	$5.5M	+1544%	12k	466.34	View chart
Schwab Charles Corp Stock (SCHW)	0.5	$2.8M	-6%	30k	91.91	View chart
Broadcom Stock (AVGO)	0.5	$2.4M	+2%	6.9k	342.67	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$2.2M	+2%	7.4k	300.36	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$2.1M		7.4k	285.62	View chart
Visa Inc Com Cl A Stock (V)	0.3	$1.7M	+21%	5.4k	325.76	View chart
Netflix Stock (NFLX)	0.3	$1.7M	+914%	16k	110.29	View chart
Chevron Corp Stock (CVX)	0.3	$1.4M	+5%	9.4k	154.82	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.3	$1.3M	-4%	14k	92.82	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$1.3M	+10%	4.6k	285.02	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$1.2M	+99%	2.5k	470.85	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$1.1M		1.9k	602.08	View chart
Abbvie Stock (ABBV)	0.2	$1.1M		4.9k	233.98	View chart
Caterpillar Stock (CAT)	0.2	$939k	+6%	1.7k	552.03	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.2	$891k	+3%	8.7k	102.13	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.2	$875k	-10%	13k	69.58	View chart
American Express Stock (AXP)	0.2	$848k		2.5k	341.22	View chart
Waste Mgmt Inc Del Stock (WM)	0.2	$843k		4.1k	207.97	View chart
Servicenow Stock (NOW)	0.2	$812k		972.00	835.79	View chart
Blackstone Stock (BX)	0.2	$762k		5.5k	138.43	View chart
Mcdonalds Corp Stock (MCD)	0.1	$716k		2.3k	304.92	View chart
Procter And Gamble Stock (PG)	0.1	$683k		4.7k	145.82	View chart
First Solar Stock (FSLR)	0.1	$672k		2.7k	253.54	View chart
Blackrock Stock (BLK)	0.1	$666k	+2%	650.00	1023.79	View chart
Deere & Co Stock (DE)	0.1	$655k		1.4k	476.09	View chart
Workday Inc Cl A Stock (WDAY)	0.1	$612k		2.7k	224.95	View chart
Salesforce Stock (CRM)	0.1	$596k	-2%	2.5k	237.07	View chart
Cisco Sys Stock (CSCO)	0.1	$593k	+6%	7.6k	77.78	View chart
Home Depot Stock (HD)	0.1	$580k	-19%	1.6k	358.00	View chart
Capital One Finl Corp Stock (COF)	0.1	$569k	+4%	2.8k	201.01	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$565k	+180%	21k	26.71	View chart
Ge Aerospace Stock (GE)	0.1	$558k	-2%	1.9k	300.06	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$549k	+4%	4.7k	117.68	View chart
Csx Corp Stock (CSX)	0.1	$545k	+49%	16k	34.01	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$534k		1.9k	282.87	View chart
Nextera Energy Stock (NEE)	0.1	$461k	-2%	5.4k	85.74	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$458k	+208%	684.00	669.30	View chart
Ge Vernova Stock (GEV)	0.1	$452k		783.00	577.05	View chart
Darden Restaurants Stock (DRI)	0.1	$441k		2.6k	171.78	View chart
Qualcomm Stock (QCOM)	0.1	$424k	-6%	2.5k	166.75	View chart
Bank America Corp Stock (BAC)	0.1	$409k	+3%	7.9k	51.48	View chart
Oracle Corp Stock (ORCL)	0.1	$387k	+18%	1.8k	219.87	View chart
Goldman Sachs Group Stock (GS)	0.1	$376k	+7%	485.00	775.79	View chart
Johnson & Johnson Stock (JNJ)	0.1	$374k	+10%	1.9k	199.62	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$373k	-3%	2.7k	139.93	View chart
Gilead Sciences Stock (GILD)	0.1	$372k		3.0k	124.09	View chart
International Business Machs Stock (IBM)	0.1	$361k	+20%	1.2k	297.27	View chart
Adobe Stock (ADBE)	0.1	$352k		1.1k	325.07	View chart
Duke Energy Corp Stock (DUK)	0.1	$327k		2.6k	125.19	View chart
Boston Scientific Corp Stock (BSX)	0.1	$326k		3.2k	101.76	View chart
Coca Cola Stock (KO)	0.1	$299k	+5%	4.2k	70.69	View chart
Valero Energy Corp Stock (VLO)	0.1	$296k		1.7k	178.44	View chart
Rtx Corporation Stock (RTX)	0.1	$291k	+4%	1.7k	175.67	View chart
Xcel Energy Stock (XEL)	0.1	$282k	-11%	3.5k	81.31	View chart
Electronic Arts Stock (EA)	0.1	$278k	-8%	1.4k	200.75	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$271k		3.6k	75.40	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.1	$258k		2.7k	95.36	View chart
Williams Cos Stock (WMB)	0.0	$249k		4.2k	59.91	View chart
Tesla Stock (TSLA)	0.0	$245k	-42%	598.00	408.92	View chart
Montrose Environmental Group I Stock (MEG)	0.0	$238k		10k	23.76	View chart
Madrigal Pharmaceuticals Stock (MDGL)	0.0	$235k	+30%	424.00	553.42	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$226k		8.4k	26.88	View chart
Roper Technologies Stock (ROP)	0.0	$225k	NEW	507.00	443.74	View chart
Universal Display Corp Stock (OLED)	0.0	$214k		1.9k	112.96	View chart
Altria Group Stock (MO)	0.0	$210k		3.6k	58.14	View chart
Honeywell Intl Stock (HON)	0.0	$201k	-16%	1.0k	196.06	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$197k	+5%	392.00	503.26	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$189k		2.0k	94.01	View chart
Pepsico Stock (PEP)	0.0	$189k	-7%	1.3k	147.87	View chart
Fedex Corp Stock (FDX)	0.0	$181k		682.00	264.79	View chart
Merck & Co Stock (MRK)	0.0	$179k	-5%	1.9k	92.84	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$175k		673.00	259.35	View chart
Invesco High Yield Equity Dividend Achievers Etf Etf (PEY)	0.0	$168k	-6%	8.5k	19.88	View chart
Autodesk Stock (ADSK)	0.0	$168k		575.00	291.96	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$165k		1.0k	164.94	View chart
Disney Walt Stock (DIS)	0.0	$156k		1.5k	105.69	View chart
Unitedhealth Group Stock (UNH)	0.0	$150k	-60%	469.00	320.73	View chart
L3harris Technologies Stock (LHX)	0.0	$146k		509.00	287.51	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$146k		2.6k	55.77	View chart
At&t Stock (T)	0.0	$142k	+16%	5.6k	25.47	View chart
Morgan Stanley Stock (MS)	0.0	$140k	+21%	875.00	159.38	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$138k		1.2k	118.83	View chart
Lam Research Corp Stock (LRCX)	0.0	$137k		928.00	147.46	View chart
Abbott Labs Stock (ABT)	0.0	$136k	+4%	1.0k	130.05	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$136k		242.00	562.55	View chart
Astrazeneca Adr (AZN)	0.0	$134k	-2%	1.5k	89.37	View chart
Lowes Cos Stock (LOW)	0.0	$133k		593.00	224.84	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$130k	+24%	272.00	478.99	View chart
Amgen Stock (AMGN)	0.0	$130k		379.00	341.78	View chart
Genuine Parts Stock (GPC)	0.0	$127k	-21%	1.0k	126.55	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$125k	NEW	1.3k	100.02	View chart
Aflac Stock (AFL)	0.0	$115k		1.0k	112.22	View chart
Eaton Corp Stock (ETN)	0.0	$113k		330.00	342.75	View chart
Ameriprise Finl Stock (AMP)	0.0	$113k	-3%	255.00	441.62	View chart
Walmart Stock (WMT)	0.0	$111k	+73%	1.1k	102.91	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$104k	NEW	285.00	364.16	View chart
Citigroup Stock (C)	0.0	$100k	+12%	1.0k	98.21	View chart
Advanced Micro Devices Stock (AMD)	0.0	$99k	-20%	411.00	240.52	View chart
Royal Bk Cda Stock (RY)	0.0	$99k	+3%	671.00	147.13	View chart
Cummins Stock (CMI)	0.0	$98k	+6%	215.00	456.39	View chart
Entergy Corp Stock (ETR)	0.0	$96k		1.0k	95.54	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$94k	-55%	3.1k	30.53	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$92k	+7%	2.9k	31.75	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$89k		1.0k	88.68	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$87k	+26%	375.00	232.75	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$87k		5.1k	16.94	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$83k	+10%	294.00	282.95	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$82k		2.9k	28.67	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$81k		906.00	89.39	View chart
Tractor Supply Stock (TSCO)	0.0	$78k		1.5k	53.66	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$77k		427.00	180.68	View chart
Southern Stock (SO)	0.0	$77k		844.00	90.62	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$73k		2.3k	31.98	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$72k	-99%	472.00	151.82	View chart
Lululemon Athletica Stock (LULU)	0.0	$70k	+13%	429.00	164.16	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$70k	-41%	211.00	330.59	View chart
Manulife Finl Corp Stock (MFC)	0.0	$68k		2.0k	33.79	View chart
Kroger Stock (KR)	0.0	$67k		1.0k	66.08	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$66k	+12%	122.00	538.93	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$62k		485.00	128.63	View chart
Vanguard Value Etf Etf (VTV)	0.0	$62k	+17%	335.00	185.12	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$62k	-33%	2.3k	27.23	View chart
Eli Lilly & Co Stock (LLY)	0.0	$62k	+140%	60.00	1025.92	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$61k	+7%	506.00	120.13	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$60k	-7%	97.00	612.93	View chart
Hercules Capital Cef (HTGC)	0.0	$59k	+19%	3.4k	17.13	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$58k	+103%	206.00	282.01	View chart
Simon Ppty Group Reit (SPG)	0.0	$57k		317.00	181.22	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$56k	+91800%	919.00	60.55	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$56k		230.00	241.33	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$54k	-10%	315.00	171.25	View chart
Texas Instrs Stock (TXN)	0.0	$52k		337.00	154.85	View chart
American Healthcare Reit Reit (AHR)	0.0	$52k		1.1k	47.91	View chart
Southwest Airls Stock (LUV)	0.0	$49k		1.5k	31.85	View chart
Lumentum Hldgs Stock (LITE)	0.0	$48k		200.00	242.07	View chart
Paccar Stock (PCAR)	0.0	$46k	+9%	484.00	94.19	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$45k	-28%	184.00	244.81	View chart
Zions Bancorporation N A Stock (ZION)	0.0	$45k	+12%	917.00	48.91	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.0	$44k		1.1k	38.92	View chart
Nike Inc Cl B Stock (NKE)	0.0	$44k	-8%	693.00	62.92	View chart
Paycom Software Stock (PAYC)	0.0	$42k		254.00	164.41	View chart
United Airls Hldgs Stock (UAL)	0.0	$39k	-3%	430.00	89.95	View chart
Flutter Entmt Stock (FLUT)	0.0	$38k		200.00	191.11	View chart
Automatic Data Processing Stock (ADP)	0.0	$38k	+1281%	152.00	251.16	View chart
Soundhound Ai Inc Class A Stock (SOUN)	0.0	$37k		3.2k	11.43	View chart
Williams Sonoma Stock (WSM)	0.0	$37k		202.00	180.93	View chart
Insulet Corp Stock (PODD)	0.0	$35k		108.00	328.02	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$35k		66.00	529.77	View chart
Boeing Stock (BA)	0.0	$35k		181.00	191.98	View chart
Keycorp Stock (KEY)	0.0	$35k	-9%	2.0k	17.12	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$34k	NEW	684.00	49.50	View chart
Phillips Edison & Co Reit (PECO)	0.0	$34k		987.00	34.26	View chart
Uber Technologies Stock (UBER)	0.0	$34k	-4%	366.00	92.11	View chart
Cheniere Energy Partners Lp Com Unit Stock (CQP)	0.0	$34k		639.00	52.61	View chart
Sap Se Adr (SAP)	0.0	$33k	NEW	140.00	238.90	View chart
Zscaler Stock (ZS)	0.0	$33k		112.00	294.92	View chart
Ennis Stock (EBF)	0.0	$33k		2.0k	16.38	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.0	$32k		254.00	126.39	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$32k		97.00	326.37	View chart
Newmont Corp Stock (NEM)	0.0	$31k		360.00	87.17	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$31k		1.3k	23.62	View chart
Arrow Electrs Stock (ARW)	0.0	$30k	-79%	289.00	104.86	View chart
Chubb Stock (CB)	0.0	$30k		100.00	295.58	View chart
Linde Stock (LIN)	0.0	$29k		70.00	417.86	View chart
Novo-nordisk A S Adr (NVO)	0.0	$29k	+23%	593.00	48.46	View chart
Snowflake Stock (SNOW)	0.0	$26k		101.00	252.79	View chart
Union Pac Corp Stock (UNP)	0.0	$26k	+21%	115.00	221.47	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$25k	+3462%	285.00	87.69	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.0	$25k		227.00	108.57	View chart
Fs Kkr Cap Corp Cef (FSK)	0.0	$24k	+4%	1.6k	15.31	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$24k		1.6k	14.87	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$24k	+316%	208.00	114.30	View chart
Micron Technology Stock (MU)	0.0	$23k		93.00	241.42	View chart
Intel Corp Stock (INTC)	0.0	$22k		640.00	34.70	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.0	$22k	+2%	870.00	25.20	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$21k	-18%	181.00	116.38	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$21k		223.00	93.71	View chart
Pfizer Stock (PFE)	0.0	$21k	+103%	826.00	25.07	View chart
BP Adr (BP)	0.0	$20k	+92%	552.00	36.53	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$20k	NEW	140.00	139.54	View chart
Emerson Elec Stock (EMR)	0.0	$19k	-9%	152.00	127.30	View chart
Paypal Hldgs Stock (PYPL)	0.0	$19k	-11%	306.00	61.89	View chart
Wells Fargo Stock (WFC)	0.0	$19k		226.00	83.48	View chart
Prudential Finl Stock (PRU)	0.0	$19k		182.00	103.38	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$18k	+3%	417.00	44.14	View chart
Verizon Communications Stock (VZ)	0.0	$18k	-5%	445.00	41.03	View chart
Danaher Corporation Stock (DHR)	0.0	$18k	+32%	82.00	220.78	View chart
Oreilly Automotive Stock (ORLY)	0.0	$18k		180.00	99.56	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$18k		82.00	215.40	View chart
Corning Stock (GLW)	0.0	$17k		213.00	81.06	View chart
Unilever Adr (UL)	0.0	$17k		287.00	59.11	View chart
Cencora Stock (COR)	0.0	$17k		46.00	365.00	View chart
Pacer Us Export Leaders Etf Etf (PEXL)	0.0	$17k		291.00	56.89	View chart
Skyx Platforms Corp Stock (SKYX)	0.0	$17k		10k	1.65	View chart
Toll Brothers Stock (TOL)	0.0	$17k		130.00	126.59	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$16k		255.00	63.12	View chart
Annaly Capital Management Reit (NLY)	0.0	$16k		743.00	21.50	View chart
Brightspire Capital Inc Com Cl A Reit (BRSP)	0.0	$16k	+6%	3.0k	5.39	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$16k		427.00	36.68	View chart
Sony Group Corp Adr (SONY)	0.0	$16k	NEW	538.00	29.09	View chart
Eaton Vance Mortgage Opportunities Etf Etf	0.0	$16k	NEW	305.00	50.68	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$15k	+97%	396.00	39.00	View chart
Jacobs Solutions Stock (J)	0.0	$15k		101.00	150.10	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$15k	-18%	706.00	21.24	View chart
Guggenheim Strategic Opportun Com Sbi Cef (GOF)	0.0	$15k	NEW	1.2k	12.43	View chart
Hyatt Hotels Corp Com Cl A Stock (H)	0.0	$15k		98.00	148.71	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$14k	+1923%	263.00	54.21	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$14k	NEW	208.00	67.07	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.0	$14k	NEW	565.00	24.26	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.0	$14k	NEW	563.00	24.28	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.0	$14k	NEW	536.00	25.43	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$14k	-59%	265.00	51.35	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.0	$14k	NEW	582.00	23.36	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.0	$14k	NEW	617.00	22.03	View chart
Conocophillips Stock (COP)	0.0	$14k	+15%	153.00	88.60	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$13k	+105%	284.00	46.81	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$13k	NEW	347.00	38.12	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$13k		182.00	71.84	View chart
Davis Select U.s. Equity Etf Etf (DUSA)	0.0	$13k		276.00	47.35	View chart
Quantumscape Corp Com Cl A Stock (QS)	0.0	$13k	NEW	1.0k	12.95	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$13k		146.00	88.34	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$13k		113.00	113.42	View chart
Target Corp Stock (TGT)	0.0	$12k	-47%	137.00	88.31	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$12k		100.00	120.22	View chart
First Trust Small Cap Core Alphadex Fund Etf (FYX)	0.0	$12k		111.00	104.89	View chart
Intuitive Surgical Stock (ISRG)	0.0	$12k	NEW	21.00	546.71	View chart
First Trust Mid Cap Core Alphadex Fund Etf (FNX)	0.0	$11k		94.00	118.85	View chart
Companhia De Saneamento Basico Adr (SBS)	0.0	$11k		427.00	26.14	View chart
Starbucks Corp Stock (SBUX)	0.0	$11k	-74%	133.00	83.77	View chart
Rigetti Computing Stock (RGTI)	0.0	$11k	+28%	450.00	24.69	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$11k	NEW	159.00	69.25	View chart
Ing Groep Adr (ING)	0.0	$11k	NEW	435.00	25.22	View chart
HP Stock (HPQ)	0.0	$11k	-25%	470.00	22.85	View chart
Unum Group Stock (UNM)	0.0	$11k		141.00	75.91	View chart
Howmet Aerospace Stock (HWM)	0.0	$11k	NEW	53.00	200.42	View chart
Hershey Stock (HSY)	0.0	$11k		59.00	178.20	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.0	$11k	+3%	1.7k	6.32	View chart
Synchrony Financial Stock (SYF)	0.0	$10k		148.00	70.43	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$10k		115.00	86.54	View chart
United Therapeutics Corp Del Stock (UTHR)	0.0	$9.9k		21.00	471.90	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	0.0	$9.8k		63.00	155.05	View chart
Hca Healthcare Stock (HCA)	0.0	$9.7k		20.00	485.85	View chart
Siriusxm Holdings Stock (SIRI)	0.0	$9.6k		457.00	21.11	View chart
Booking Holdings Stock (BKNG)	0.0	$9.6k	NEW	2.00	4804.00	View chart
Ionq Stock (IONQ)	0.0	$9.6k	+100%	200.00	47.79	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$9.5k		50.00	190.52	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$9.5k	NEW	47.00	202.57	View chart
American Elec Pwr Stock (AEP)	0.0	$9.5k	NEW	77.00	123.17	View chart
Boston Beer Inc Cl A Stock (SAM)	0.0	$9.3k		48.00	193.92	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$9.2k	NEW	9.00	1020.00	View chart
Victorias Secret And Stock (VSCO)	0.0	$9.1k		259.00	35.09	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$9.0k	NEW	237.00	37.93	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$8.9k	+406%	385.00	23.13	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.0	$8.8k	NEW	237.00	37.22	View chart
Ishares Global Industrials Etf Etf (EXI)	0.0	$8.8k	NEW	52.00	169.54	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$8.8k	NEW	198.00	44.35	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$8.8k	NEW	36.00	243.36	View chart
Axcelis Technologies Stock (ACLS)	0.0	$8.6k		107.00	80.53	View chart
Totalenergies Se Adr (TTE)	0.0	$8.5k	+118%	131.00	65.01	View chart
Fortinet Stock (FTNT)	0.0	$8.2k	NEW	100.00	81.94	View chart
Barclays Adr (BCS)	0.0	$8.1k	NEW	381.00	21.16	View chart
Royal Caribbean Group Stock (RCL)	0.0	$7.9k	-73%	32.00	245.44	View chart
Intuit Stock (INTU)	0.0	$7.8k		12.00	653.33	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$7.6k		300.00	25.36	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.0	$7.6k		60.00	126.65	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.0	$7.5k	NEW	79.00	95.48	View chart
3M Stock (MMM)	0.0	$7.4k		45.00	164.36	View chart
GSK Adr (GSK)	0.0	$7.4k	NEW	155.00	47.53	View chart
Lucid Group Stock (LCID)	0.0	$7.3k	NEW	567.00	12.91	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$7.3k	NEW	55.00	132.51	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$7.3k		79.00	91.81	View chart
Halliburton Stock (HAL)	0.0	$7.2k		269.00	26.65	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$7.1k	NEW	23.00	308.35	View chart
Carrier Global Corporation Stock (CARR)	0.0	$7.0k	NEW	132.00	53.13	View chart
Mckesson Corp Stock (MCK)	0.0	$6.8k		8.00	855.25	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$6.5k	NEW	14.00	466.50	View chart
Victory Cap Hldgs Inc Com Cl A Stock (VCTR)	0.0	$6.4k		103.00	61.83	View chart
General Mtrs Stock (GM)	0.0	$6.3k		93.00	67.94	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$6.2k	NEW	74.00	83.20	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$6.1k		269.00	22.74	View chart
Ishares Global Energy Etf Etf (IXC)	0.0	$6.1k	NEW	142.00	43.01	View chart
Cion Invt Corp Stock (CION)	0.0	$6.1k	+3%	611.00	9.98	View chart
Bath & Body Works Stock (BBWI)	0.0	$5.9k		276.00	21.43	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.0	$5.9k	NEW	179.00	33.00	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$5.8k		65.00	89.86	View chart
Ford Mtr Stock (F)	0.0	$5.7k	-16%	444.00	12.89	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$5.6k		13.00	434.00	View chart
HSBC HLDGS Adr (HSBC)	0.0	$5.6k	NEW	79.00	71.22	View chart
Invesco Kbw Bank Etf Etf (KBWB)	0.0	$5.6k	NEW	75.00	74.96	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$5.4k		77.00	70.30	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.0	$5.4k	NEW	199.00	26.98	View chart
Sociedad Quimica Y Minera De Spon Adr Ser B Adr (SQM)	0.0	$5.4k		90.00	59.47	View chart
Cvs Health Corp Stock (CVS)	0.0	$5.1k		65.00	78.06	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$5.0k		54.00	93.52	View chart
Block Inc Cl A Stock (XYZ)	0.0	$5.0k		85.00	58.89	View chart
RH Stock (RH)	0.0	$5.0k		35.00	142.51	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$5.0k	+4%	94.00	52.68	View chart
Solventum Corp Stock (SOLV)	0.0	$4.9k		64.00	76.19	View chart
Ishares Global Consumer Staples Etf Etf (KXI)	0.0	$4.9k	NEW	76.00	64.16	View chart
Sanofi Sa Adr (SNY)	0.0	$4.8k	NEW	92.00	51.78	View chart
Colgate Palmolive Stock (CL)	0.0	$4.8k	NEW	60.00	79.33	View chart
V F Corp Stock (VFC)	0.0	$4.8k		334.00	14.25	View chart
Stryker Corporation Stock (SYK)	0.0	$4.7k		13.00	364.62	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$4.7k		350.00	13.44	View chart
Pulte Group Stock (PHM)	0.0	$4.6k	-25%	41.00	112.54	View chart
Applied Matls Stock (AMAT)	0.0	$4.6k		20.00	228.70	View chart
D-wave Quantum Stock (QBTS)	0.0	$4.6k	NEW	200.00	22.83	View chart
Snap On Stock (SNA)	0.0	$4.5k		14.00	319.36	View chart
Lloyds Banking Group Adr (LYG)	0.0	$4.5k	NEW	951.00	4.70	View chart
Proshares Short S&p500 Etf (SH)	0.0	$4.3k		116.00	37.28	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$4.2k	-86%	156.00	27.01	View chart
Dominion Energy Stock (D)	0.0	$4.2k		68.00	61.24	View chart
Honda Motor Ltd Adr Ech Cnv In 3 Adr (HMC)	0.0	$4.1k	NEW	143.00	29.00	View chart
Parker-hannifin Corp Stock (PH)	0.0	$4.1k	NEW	5.00	822.80	View chart
Dimensional International Value Etf Etf (DFIV)	0.0	$4.1k	NEW	86.00	47.26	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$4.0k		21.00	192.10	View chart
Rio Tinto Adr (RIO)	0.0	$4.0k	-89%	57.00	70.49	View chart
Builders Firstsource Stock (BLDR)	0.0	$4.0k		40.00	99.42	View chart
Ishares Investment Grade Systematic Bond Etf Etf (IGEB)	0.0	$4.0k	NEW	87.00	45.62	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.0	$3.9k	NEW	82.00	47.73	View chart
Ebay Stock (EBAY)	0.0	$3.9k		47.00	82.85	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$3.8k		21.00	182.71	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.0	$3.8k	NEW	124.00	30.79	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$3.7k	+2%	136.00	27.04	View chart
Paychex Stock (PAYX)	0.0	$3.7k	-53%	33.00	111.42	View chart
Ubs Group Stock (UBS)	0.0	$3.7k	NEW	96.00	38.25	View chart
Shinhan Financial Group Co Ltd Spn Adr Restrd Adr (SHG)	0.0	$3.7k		69.00	53.14	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$3.7k	NEW	35.00	104.71	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$3.7k		52.00	70.35	View chart
Monolithic Pwr Sys Stock (MPWR)	0.0	$3.6k		4.00	909.00	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$3.6k	NEW	38.00	95.00	View chart
Avantis U.s Small Cap Equity Etf Etf (AVSC)	0.0	$3.6k	NEW	65.00	55.09	View chart
Bhp Group Adr (BHP)	0.0	$3.5k	NEW	65.00	54.58	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$3.5k		5.00	707.60	View chart
Electrocore Stock (ECOR)	0.0	$3.5k		666.00	5.26	View chart
Zim Integrated Shipping Serv Stock (ZIM)	0.0	$3.5k		205.00	17.01	View chart
Ingersoll Rand Stock (IR)	0.0	$3.4k	NEW	46.00	73.67	View chart
Td Synnex Corporation Stock (SNX)	0.0	$3.3k	+4%	23.00	143.17	View chart
Marvell Technology Stock (MRVL)	0.0	$3.3k		39.00	83.92	View chart
Smith & Nephew Plc Spdn Adr (SNN)	0.0	$3.3k		100.00	32.57	View chart
Kyndryl Hldgs Stock (KD)	0.0	$3.2k	+43%	133.00	24.12	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$3.1k		34.00	90.35	View chart
Ishares Msci Europe Financials Etf Etf (EUFN)	0.0	$3.0k	NEW	89.00	33.99	View chart
The Cigna Group Stock (CI)	0.0	$3.0k	NEW	11.00	272.73	View chart
First Horizon Corporation Stock (FHN)	0.0	$3.0k		145.00	20.62	View chart
Realty Income Corp Reit (O)	0.0	$2.9k	-77%	52.00	56.69	View chart
Mitsubishi Ufj Finl Group Adr (MUFG)	0.0	$2.9k	NEW	189.00	15.42	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$2.9k		100.00	28.82	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$2.8k	NEW	5.00	567.20	View chart
Novartis Adr (NVS)	0.0	$2.8k	-97%	21.00	131.57	View chart
Invesco Value Mun Income Tr Cef (IIM)	0.0	$2.7k	+2%	219.00	12.44	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$2.7k	NEW	25.00	107.84	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$2.7k	NEW	35.00	76.60	View chart
American Tower Corp Reit (AMT)	0.0	$2.7k	-94%	15.00	176.93	View chart
Spotify Technology S A Stock (SPOT)	0.0	$2.6k	NEW	4.00	640.50	View chart
South Bow Corp Stock (SOBO)	0.0	$2.5k		92.00	27.60	View chart
Mackenzie Rlty Cap Stock (MKZR)	0.0	$2.5k	NEW	529.00	4.80	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.0	$2.5k		60.00	41.40	View chart
Hawaiian Elec Industries Stock (HE)	0.0	$2.4k		208.00	11.67	View chart
Templeton Emerging Mkts Cef (EMF)	0.0	$2.4k		140.00	16.94	View chart
Tfi Intl Stock (TFII)	0.0	$2.4k		28.00	84.32	View chart
Landstar Sys Stock (LSTR)	0.0	$2.3k		18.00	125.39	View chart
T-mobile Us Stock (TMUS)	0.0	$2.2k		10.00	222.40	View chart
Marriott Vacations Worldwide C Stock (VAC)	0.0	$2.1k	+2%	46.00	46.13	View chart
Four Corners Ppty Tr Reit (FCPT)	0.0	$2.1k	+3%	88.00	23.86	View chart
Udr Reit (UDR)	0.0	$2.1k	+3%	61.00	34.38	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$2.1k	-2%	37.00	55.73	View chart
Innoviz Technologies Stock (INVZ)	0.0	$2.0k		1.5k	1.33	View chart
Ses Ai Corporation Cl A Stock (SES)	0.0	$1.9k	NEW	1.0k	1.89	View chart
Fulgent Genetics Stock (FLGT)	0.0	$1.9k		65.00	28.82	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.0	$1.8k	NEW	39.00	46.31	View chart
Anheuser Busch Inbev Sa Adr (BUD)	0.0	$1.8k	NEW	29.00	62.10	View chart
Peloton Interactive Inc Cl A Stock (PTON)	0.0	$1.8k		250.00	7.14	View chart
Dynatrace Stock (DT)	0.0	$1.8k		39.00	45.15	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$1.7k		21.00	83.24	View chart
Kraft Heinz Stock (KHC)	0.0	$1.7k		70.00	24.53	View chart
Dow Stock (DOW)	0.0	$1.6k		76.00	21.59	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.0	$1.6k		45.00	36.27	View chart
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT)	0.0	$1.6k	+6%	17.00	93.53	View chart
Fortive Corp Stock (FTV)	0.0	$1.5k		30.00	50.90	View chart
Archer Daniels Midland Stock (ADM)	0.0	$1.5k		25.00	59.08	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$1.5k		36.00	40.64	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$1.4k		13.00	111.08	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$1.4k		26.00	55.31	View chart
Ready Capital Corp Reit (RC)	0.0	$1.3k		531.00	2.52	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$1.3k	NEW	41.00	32.02	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.0	$1.2k	NEW	25.00	49.96	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$1.2k	-46%	23.00	53.70	View chart
Franklin Income Focus Etf Income Focus Etf Etf (INCM)	0.0	$1.2k	NEW	42.00	27.69	View chart
Lumen Technologies Stock (LUMN)	0.0	$1.1k		142.00	8.04	View chart
Clearway Energy Inc Cl A Stock (CWEN.A)	0.0	$1.1k		31.00	34.65	View chart
Corteva Stock (CTVA)	0.0	$1.0k		16.00	64.94	View chart
Fidelity International Value Factor Etf Etf (FIVA)	0.0	$951.000000		30.00	31.70	View chart
Amentum Holdings Stock (AMTM)	0.0	$946.000000	-58%	44.00	21.50	View chart
Metlife Stock (MET)	0.0	$944.000200		13.00	72.62	View chart
Agilent Technologies Stock (A)	0.0	$879.000000		6.00	146.50	View chart
Wrap Technologies Stock (WRAP)	0.0	$876.004500		399.00	2.20	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$726.000000		4.00	181.50	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.0	$719.999700	NEW	7.00	102.86	View chart
Clorox Co Del Stock (CLX)	0.0	$613.000200	-98%	6.00	102.17	View chart
Alcoa Corp Stock (AA)	0.0	$610.000800	NEW	17.00	35.88	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$602.000100		13.00	46.31	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$600.000000	NEW	3.00	200.00	View chart
Tc Energy Corp Stock (TRP)	0.0	$600.000500		11.00	54.55	View chart
Solid Power Inc Class A Stock (SLDP)	0.0	$597.000000	NEW	100.00	5.97	View chart
Bunge Global Sa Stock (BG)	0.0	$579.000000		6.00	96.50	View chart
Global X Copper Miners Etf Etf (COPX)	0.0	$490.000000		8.00	61.25	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$465.000000	NEW	5.00	93.00	View chart
Ralliant Corp Stock (RAL)	0.0	$465.000000		10.00	46.50	View chart
Air Prods & Chems Stock (APD)	0.0	$410.000000	-98%	2.00	205.00	View chart
Viatris Stock (VTRS)	0.0	$366.999400	NEW	34.00	10.79	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$315.000000	-90%	2.00	157.50	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$313.000000	NEW	4.00	78.25	View chart
Organon & Co Stock (OGN)	0.0	$270.000500		35.00	7.71	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.0	$237.000000	-16%	5.00	47.40	View chart
Medtronic Stock (MDT)	0.0	$193.000000	-96%	2.00	96.50	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$168.000000		7.00	24.00	View chart
Lifevantage Corp Stock (LFVN)	0.0	$157.000000		25.00	6.28	View chart
Vivos Therapeutics Stock (VVOS)	0.0	$117.002200		49.00	2.39	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$101.000100	-97%	3.00	33.67	View chart
Goldmining Stock (GLDG)	0.0	$66.000000		50.00	1.32	View chart
Global Wtr Res Stock (GWRS)	0.0	$61.999700		7.00	8.86	View chart
General Mls Stock (GIS)	0.0	$47.000000	-98%	1.00	47.00	View chart
Innovative Indl Pptys Reit (IIPR)	0.0	$44.000000	-96%	1.00	44.00	View chart
Avanos Med Stock (AVNS)	0.0	$44.000000	NEW	4.00	11.00	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.0	$33.000000	NEW	1.00	33.00	View chart
Cohen & Steers Reit & Pfd & In Cef (RNP)	0.0	$11.000000	-99%	1.00	11.00	View chart
Select Water Solutions Inc Cl A Stock (WTTR)	0.0	$10.000000		1.00	10.00	View chart
Enlightify Stock (ENFY)	0.0	$9.994600		121.00	0.08	View chart
Icl Group Stock (ICL)	0.0	$9.000000		2.00	4.50	View chart
Principal Real Estate Income F Shs Ben Int Cef (PGZ)	0.0	$6.000000	-99%	1.00	6.00	View chart
Global Self Storage Reit (SELF)	0.0	$3.000000	-99%	1.00	3.00	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$0		0	0.00	View chart
Sabra Health Care Reit Reit (SBRA)	0.0	$0	NEW	0	0.00	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$0		0	0.00	View chart
Nuveen Real Estate Income Cef (JRS)	0.0	$0		0	0.00	View chart
Prologis Reit (PLD)	0.0	$0		0	0.00	View chart
Cbre Gbl Real Estate Cef (IGR)	0.0	$0		0	0.00	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$0		0	0.00	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$0		0	0.00	View chart
Healthpeak Properties Reit (DOC)	0.0	$0	NEW	0	0.00	View chart
Global X Superdividend Reit Etf Etf (SRET)	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 2025 Q3 filed Nov. 18, 2025
Kozak & Associates 2025 Q2 filed July 10, 2025
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

View all past filings

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