Kagan Cocozza Asset Management Diversified Active

CIK: 0002064489 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 15, 2025

Total Value ($000): $130,432 (100.0% shares, 0.0% debt)

Holdings (61)

SPYM SPDR SERIES TRUST 15.2%
Value ($000) $19,806 Shares 272,474 Est. Cost $69.10 Unrealized
SPAB SPDR SERIES TRUST 12.1%
Value ($000) $15,747 Shares 615,119 Est. Cost $25.02 Unrealized
SPDW SPDR INDEX SHS FDS 8.0%
Value ($000) $10,493 Shares 259,147 Est. Cost $34.32 Unrealized
SPIB SPDR SERIES TRUST 6.3%
Value ($000) $8,217 Shares 244,693 Est. Cost $32.79 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 6.2%
Value ($000) $8,142 Shares 39,783 Est. Cost $195.99 Unrealized
VO VANGUARD INDEX FDS 5.3%
Value ($000) $6,901 Shares 24,660 Est. Cost $264.36 Unrealized
AGG ISHARES TR 3.6%
Value ($000) $4,666 Shares 47,035 Est. Cost $96.95 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.3%
Value ($000) $4,287 Shares 86,686 Est. Cost $44.23 Unrealized
VNQ VANGUARD INDEX FDS 2.8%
Value ($000) $3,700 Shares 41,549 Est. Cost $89.21 Unrealized
XLK SELECT SECTOR SPDR TR 2.7%
Value ($000) $3,490 Shares 13,781 Est. Cost $232.52 Unrealized
SPMD SPDR SERIES TRUST 2.6%
Value ($000) $3,404 Shares 62,605 Est. Cost $54.69 Unrealized
IJR ISHARES TR 2.4%
Value ($000) $3,151 Shares 28,828 Est. Cost $114.07 Unrealized
IVV ISHARES TR 2.3%
Value ($000) $2,950 Shares 4,751 Est. Cost $588.63 Unrealized
SPY SPDR S&P 500 ETF TR 2.2%
Value ($000) $2,816 Shares 4,557 Est. Cost $592.91 Unrealized
LLY ELI LILLY & CO 1.6%
Value ($000) $2,038 Shares 2,615 Est. Cost $821.14 Unrealized -5.8%
META META PLATFORMS INC 1.4%
Value ($000) $1,766 Shares 2,392 Est. Cost $584.74 Unrealized +5.5%
SPYD SPDR SERIES TRUST 1.2%
Value ($000) $1,546 Shares 36,429 Est. Cost $43.24 Unrealized
SPEM SPDR INDEX SHS FDS 1.1%
Value ($000) $1,418 Shares 33,176 Est. Cost $38.37 Unrealized
SPSM SPDR SERIES TRUST 0.9%
Value ($000) $1,205 Shares 28,276 Est. Cost $44.92 Unrealized
USRT ISHARES TR 0.8%
Value ($000) $1,035 Shares 18,297 Est. Cost $57.31 Unrealized
XLY SELECT SECTOR SPDR TR 0.8%
Value ($000) $996 Shares 4,584 Est. Cost $224.35 Unrealized
XLI SELECT SECTOR SPDR TR 0.8%
Value ($000) $987 Shares 6,689 Est. Cost $131.76 Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $960 Shares 18,336 Est. Cost $48.33 Unrealized
AFL AFLAC INC 0.7%
Value ($000) $940 Shares 8,912 Est. Cost $106.42 Unrealized -2.6%
ED CONSOLIDATED EDISON INC 0.7%
Value ($000) $897 Shares 8,937 Est. Cost $94.79 Unrealized +9.4%
IBIT ISHARES BITCOIN TRUST ETF 0.7%
Value ($000) $896 Shares 14,640 Est. Cost $53.05 Unrealized
IYR ISHARES TR 0.7%
Value ($000) $889 Shares 9,385 Est. Cost $93.06 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $856 Shares 12,739 Est. Cost $57.41 Unrealized
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $832 Shares 6,175 Est. Cost $137.57 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $801 Shares 2,598 Est. Cost $287.90 Unrealized +5.0%
CWI SPDR INDEX SHS FDS 0.6%
Value ($000) $797 Shares 24,410 Est. Cost $27.94 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $787 Shares 11,128 Est. Cost $63.17 Unrealized +10.5%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $774 Shares 4,856 Est. Cost $165.73 Unrealized -3.0%
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $736 Shares 5,707 Est. Cost $130.11 Unrealized +1.2%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $718 Shares 8,956 Est. Cost $66.67 Unrealized +6.7%
MUB ISHARES TR 0.5%
Value ($000) $717 Shares 6,862 Est. Cost $106.31 Unrealized
SYY SYSCO CORP 0.5%
Value ($000) $701 Shares 9,262 Est. Cost $73.86 Unrealized -3.8%
TGT TARGET CORP 0.5%
Value ($000) $686 Shares 6,957 Est. Cost $127.95 Unrealized -27.1%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $678 Shares 15,676 Est. Cost $39.40 Unrealized +6.1%
VYM VANGUARD WHITEHALL FDS 0.5%
Value ($000) $615 Shares 4,611 Est. Cost $127.58 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $577 Shares 10,115 Est. Cost $47.82 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $573 Shares 3,231 Est. Cost $175.67 Unrealized -6.2%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $536 Shares 1,849 Est. Cost $228.03 Unrealized +10.8%
EEM ISHARES TR 0.4%
Value ($000) $504 Shares 10,454 Est. Cost $41.82 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $414 Shares 17,086 Est. Cost $24.91 Unrealized -10.3%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $414 Shares 5,110 Est. Cost $78.61 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $408 Shares 2,848 Est. Cost $145.50 Unrealized -5.8%
AAPL APPLE INC 0.3%
Value ($000) $330 Shares 1,609 Est. Cost $232.96 Unrealized -13.5%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $326 Shares 3,024 Est. Cost $112.36 Unrealized -7.0%
TFI SPDR SERIES TRUST 0.2%
Value ($000) $315 Shares 7,060 Est. Cost $45.62 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $313 Shares 6,606 Est. Cost $42.81 Unrealized -3.2%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $311 Shares 3,809 Est. Cost $75.70 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $311 Shares 1,416 Est. Cost $204.58 Unrealized -3.3%
PAYX PAYCHEX INC 0.2%
Value ($000) $310 Shares 2,135 Est. Cost $137.31 Unrealized +7.4%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.2%
Value ($000) $288 Shares 3,060 Est. Cost $81.58 Unrealized
TMUS T-MOBILE US INC 0.2%
Value ($000) $279 Shares 1,170 Est. Cost $223.42 Unrealized +8.1%
TSLA TESLA INC 0.2%
Value ($000) $271 Shares 854 Est. Cost $301.28 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $269 Shares 1,763 Est. Cost $149.59 Unrealized +0.8%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $224 Shares 1,898 Est. Cost $108.79 Unrealized +6.1%
ETHA ISHARES ETHEREUM TR 0.2%
Value ($000) $211 Shares 11,060 Est. Cost $25.29 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $207 Shares 802 Est. Cost $218.59 Unrealized 0.0%