HoldingsChannel.com
| Entity | Amount | Change
12/31/2021 to 03/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
76,404 | -29 | $34,664 |
| IVV | 76,404 | -29 | $34,664 |
| VANGUARD INDEX FDS (VXF) |
63,257 | +2,312 | $10,479 |
| VXF | 63,257 | +2,312 | $10,479 |
| PIMCO ETF TR (MINT) |
96,342 | +96,342 | $9,650 |
| MINT | 96,342 | +96,342 | $9,650 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
58,677 | -83 | $9,515 |
| VIG | 58,677 | -83 | $9,515 |
| ISHARES TR (IWV) |
31,361 | -5 | $8,228 |
| IWV | 31,361 | -5 | $8,228 |
| APPLE INC |
43,822 | UNCH | $7,652 |
| AAPL | 43,822 | UNCH | $7,652 |
| ISHARES TR (SHY) |
87,832 | -14,249 | $7,321 |
| SHY | 87,832 | -14,249 | $7,321 |
| ISHARES TR (USMV) |
61,962 | -1,551 | $4,806 |
| USMV | 61,962 | -1,551 | $4,806 |
| TESLA INC |
4,242 | UNCH | $4,571 |
| TSLA | 4,242 | UNCH | $4,571 |
| ISHARES U S ETF TR (MEAR) |
75,055 | +7,862 | $3,735 |
| MEAR | 75,055 | +7,862 | $3,735 |
| ISHARES TR (SHV) |
28,515 | +4,570 | $3,144 |
| SHV | 28,515 | +4,570 | $3,144 |
 BERKSHIRE HATHAWAY INC DEL |
$2,752 | ||
| BRK.B | 7,797 | -133 | $2,752 |
| ISHARES TR (ESGU) |
24,696 | +2,217 | $2,503 |
| ESGU | 24,696 | +2,217 | $2,503 |
| ISHARES TR (ITOT) |
20,530 | -465 | $2,072 |
| ITOT | 20,530 | -465 | $2,072 |
| PIMCO ETF TR (MUNI) |
38,905 | +34,305 | $2,062 |
| MUNI | 38,905 | +34,305 | $2,062 |
| ISHARES TR (IWF) |
7,233 | -67 | $2,008 |
| IWF | 7,233 | -67 | $2,008 |
| VANECK ETF TRUST (ITM) |
41,165 | +41,165 | $1,948 |
| ITM | 41,165 | +41,165 | $1,948 |
| ISHARES TR (IEFA) |
25,917 | +948 | $1,802 |
| IEFA | 25,917 | +948 | $1,802 |
| ISHARES TR (MUB) |
13,497 | +6,879 | $1,480 |
| MUB | 13,497 | +6,879 | $1,480 |
| MICROSOFT CORP |
4,594 | UNCH | $1,416 |
| MSFT | 4,594 | UNCH | $1,416 |
| ISHARES TR (IYE) |
33,959 | -1,752 | $1,390 |
| IYE | 33,959 | -1,752 | $1,390 |
| ISHARES TR (IYW) |
13,167 | -1,960 | $1,357 |
| IYW | 13,167 | -1,960 | $1,357 |
| ISHARES TR (IBDN) |
53,799 | +6,000 | $1,347 |
| IBDN | 53,799 | +6,000 | $1,347 |
| ISHARES TR (EFAV) |
17,215 | -303 | $1,242 |
| EFAV | 17,215 | -303 | $1,242 |
| ISHARES TR (TIP) |
9,717 | +4,822 | $1,210 |
| TIP | 9,717 | +4,822 | $1,210 |
| ISHARES TR (IYG) |
6,468 | +750 | $1,166 |
| IYG | 6,468 | +750 | $1,166 |
| ISHARES TR (IYH) |
4,018 | +50 | $1,160 |
| IYH | 4,018 | +50 | $1,160 |
| ISHARES U S ETF TR (NEAR) |
23,099 | -4,333 | $1,145 |
| NEAR | 23,099 | -4,333 | $1,145 |
| SPDR S&P 500 ETF TR (SPY) |
2,133 | UNCH | $963 |
| SPY | 2,133 | UNCH | $963 |
| ISHARES TR (EFG) |
9,192 | +110 | $885 |
| EFG | 9,192 | +110 | $885 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
5,484 | +2,497 | $865 |
| RSP | 5,484 | +2,497 | $865 |
| ISHARES TR (IBDO) |
31,290 | +3,500 | $791 |
| IBDO | 31,290 | +3,500 | $791 |
| ISHARES TR (EFV) |
14,962 | +584 | $752 |
| EFV | 14,962 | +584 | $752 |
| ISHARES TR (HDV) |
6,473 | +343 | $692 |
| HDV | 6,473 | +343 | $692 |
| ISHARES TR (PFF) |
18,820 | -4,041 | $685 |
| PFF | 18,820 | -4,041 | $685 |
| ISHARES TR (IUSB) |
13,329 | +1,056 | $662 |
| IUSB | 13,329 | +1,056 | $662 |
| ISHARES TR (IWD) |
3,816 | UNCH | $633 |
| IWD | 3,816 | UNCH | $633 |
| DISNEY WALT CO |
4,522 | -149 | $620 |
| DIS | 4,522 | -149 | $620 |
| ISHARES U S ETF TR (COMT) |
14,902 | +2,425 | $597 |
| COMT | 14,902 | +2,425 | $597 |
| ISHARES TR (IJR) |
5,133 | +423 | $554 |
| IJR | 5,133 | +423 | $554 |
| AT&T INC |
22,868 | -2,540 | $540 |
| T | 22,868 | -2,540 | $540 |
| BLACKROCK ETF TRUST II (INMU) |
22,053 | +22,053 | $534 |
| INMU | 22,053 | +22,053 | $534 |
| ISHARES TR (GOVT) |
21,146 | -206 | $527 |
| GOVT | 21,146 | -206 | $527 |
| ISHARES TR (IXN) |
8,777 | -14 | $509 |
| IXN | 8,777 | -14 | $509 |
| CIGNA CORP NEW |
2,106 | UNCH | $505 |
| CI | 2,106 | UNCH | $505 |
| ISHARES TR (FLOT) |
9,822 | +2,587 | $496 |
| FLOT | 9,822 | +2,587 | $496 |
| EXXON MOBIL CORP |
5,857 | UNCH | $484 |
| XOM | 5,857 | UNCH | $484 |
| ISHARES TR (IVE) |
3,076 | +2 | $479 |
| IVE | 3,076 | +2 | $479 |
| RAYTHEON TECHNOLOGIES CORP |
4,745 | UNCH | $470 |
| RTX | 4,745 | UNCH | $470 |
| AMAZON COM INC |
142 | UNCH | $463 |
| AMZN | 142 | UNCH | $463 |
See Full List: All Stocks Held By Karn Couzens & Associates Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Karn Couzens & Associates Inc.
|
Size ($ in 1000's)
At 03/31/2022: $157,458 At 12/31/2021: $145,814 Karn Couzens & Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Karn Couzens & Associates Inc. 13F filings. Link to 13F filings: SEC filings |
