KC
| |
Kagan Cocozza Asset Management13F | |
| Kagan Cocozza Asset Management | |
| Last update 2025-04-11 | 63 Stocks (0 new) |
| Value $120.00 Mil | Turnover 0 % |
Kagan Cocozza Asset Management... Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 258,740 | 17,837.5 | 0% | 14.810 | 0% | 0.030 | -9.47% | -6.09% | 59,580.2 | ||
SPAB | SPDR Portfolio Aggregate Bond ETF | 579,457 | 14,480.6 | 0% | 12.020 | 0% | 0.180 | +1.56% | +1.76% | 8,486.0 | ||
SPDW | SPDR Portfolio Developed World ex-US ETF | 246,430 | 8,410.6 | 0% | 6.980 | 0% | 0.040 | +5.18% | +9.99% | 24,573.7 | ||
SPIB | SPDR Portfolio Intermediate Term Corporate Bond ETF | 233,793 | 7,659.1 | 0% | 6.360 | 0% | 0.080 | +1.07% | +1.34% | 9,574.4 | ||
VIG | Vanguard Dividend Appreciation FTF | 38,732 | 7,584.9 | 0% | 6.300 | 0% | 0.010 | -6.73% | -3.66% | 92,445.6 | ||
VO | Vanguard Mid-Cap ETF | 21,855 | 5,772.5 | 0% | 4.790 | 0% | 0.010 | -8.51% | -3.94% | 77,944.5 | ||
AGG | iShares Core U.S. Aggregate Bond ETF | 46,528 | 4,508.6 | 0% | 3.740 | 0% | 0.000 | +1.64% | +1.75% | 123,580.9 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 79,074 | 3,482.4 | 0% | 2.890 | 0% | 0.000 | +0.65% | +1.88% | 83,301.9 | ||
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 63,199 | 3,456.3 | 0% | 2.870 | 0% | 0.030 | -13.46% | -9.22% | 11,801.8 | ||
XLK | Technology Select Sector SPDR ETF | 14,073 | 3,272.3 | 0% | 2.720 | 0% | 0.000 | -12.88% | -10.34% | 64,356.0 |
Kagan Cocozza Asset Management's Historical Top Holdings Breakdowns
Kagan Cocozza Asset Management Total Holding History ($B)
Kagan Cocozza Asset Management's Asset Allocation
Kagan Cocozza Asset Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Kagan Cocozza Asset Management's Hypothetical Growth since 2024-12-31
Kagan Cocozza Asset Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Kagan Cocozza Asset Management's Holdings Heat Map
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Kagan Cocozza Asset Management's Holdings Bubble Chart
Kagan Cocozza Asset Management News
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