Kozak & Associates, Inc. has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $430 Million distributed in 439 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares U S ETF Tr with a value of $56.5M, Invesco Exchange Traded Fd Tr with a value of $53.8M, Spdr S&P 500 ETF Trust with a value of $42.4M, Invesco Qqq Trust, Series 1 with a value of $37.3M, and Spdr Portfolio with a value of $28M.
Examining the 13F form we can see an increase of $16.3M in the current position value, from $414M to 430M.
Kozak & Associates, Inc. is based out at Highlands Ranch, CO
Below you can find more details about Kozak & Associates, Inc. portfolio as well as his latest detailed transactions.
