Kagan Cocozza Asset Management Sells in Q2 2025

Kagan Cocozza Asset Management

  • $130 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.87K
- 28.86%
$114.78 - $133.31 $215K - $249K
4.61K $615M
ED
Consolidated Edison Inc

Utilities
-1.14K
- 11.27%
$98.05 - $113.3 $111K - $129K
8.94K $897M
LLY
Eli Lilly & CO

Healthcare
-25
- 0.95%
$713.71 - $898.95 $17.8K - $22.5K
2.62K $2.04B
CVX
Chevron Corp

Energy
-237
- 7.68%
$133.73 - $168.51 $31.7K - $39.9K
2.85K $408M
KMB
Kimberly Clark Corp

Consumer Defensive
-94
- 1.62%
$126.84 - $145.22 $11.9K - $13.7K
5.71K $736M
AFL
Aflac Inc

Financial Services
-292
- 3.17%
$99.77 - $112.45 $29.1K - $32.8K
8.91K $940M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-246
- 0.67%
$38.81 - $44.28 $9.55K - $10.9K
36.4K $1.55B
VZ
Verizon Communications Inc

Communication Services
-927
- 5.58%
$41.67 - $45.62 $38.6K - $42.3K
15.7K $678M
XLV
Select Sector Spdr Fund Health

ETFs
-32
- 0.52%
$128.77 - $144.3 $4.12K - $4.62K
6.18K $832M
KO
Coca Cola CO

Consumer Defensive
-784
- 6.58%
$68.37 - $73.9 $53.6K - $57.9K
11.1K $787M
XOM
Exxon Mobil Corp

Energy
-1
- 0.03%
$99.93 - $119.04 $99.9 - $119
3.02K $326M
IYR
Ishares Tr

ETFs
-179
- 1.87%
$84.48 - $96.25 $15.1K - $17.2K
9.39K $889M
ADP
Automatic Data Processing Inc

Industrials
-102
- 3.78%
$276.76 - $326.81 $28.2K - $33.3K
2.6K $801M
USRT
Ishares Core U.S. Reit ETF

ETFs
-30
- 0.16%
$50.37 - $57.97 $1.51K - $1.74K
18.3K $1.03B
DUK
Duke Energy Corp

Utilities
-10
- 0.52%
$112.46 - $124.05 $1.12K - $1.24K
1.9K $224M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-52
- 0.73%
$43.63 - $45.4 $2.27K - $2.36K
7.06K $315M
EEM
Ishares Msci Emerging Markets

ETFs
-312
- 2.9%
$38.52 - $48.28 $12K - $15.1K
10.5K $504M
XLF
Financial Sector Spdr

ETFs
-50
- 0.27%
$43.92 - $52.37 $2.2K - $2.62K
18.3K $960M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-892
- 3.53%
$26.38 - $32.66 $23.5K - $29.1K
24.4K $797M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3
- 0.01%
$35.35 - $42.68 $106 - $128
28.3K $1.2B
VEA
Vanguard Ftse Developed Market

ETFs
-174
- 1.69%
$45.65 - $57.01 $7.94K - $9.92K
10.1K $577M
GOOG
Alphabet Inc.

Communication Services
-30
- 0.92%
$146.58 - $180.01 $4.4K - $5.4K
3.23K $573M
VEU
Vanguard Ftse All World Ex Us

ETFs
-238
- 1.83%
$54.19 - $67.22 $12.9K - $16K
12.7K $856M
JPM
Jpmorgan Chase & CO

Financial Services
-5
- 0.27%
$210.28 - $289.91 $1.05K - $1.45K
1.85K $536M
XLY
Select Sector Spdr Consumer Di

ETFs
-15
- 0.33%
$176.34 - $218.59 $2.65K - $3.28K
4.58K $996M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-454
- 1.35%
$34.72 - $42.74 $15.8K - $19.4K
33.2K $1.42B
SPMD
Spdr Portfolio

ETFs
-30
- 0.05%
$44.89 - $54.38 $1.35K - $1.63K
62.6K $3.4B
IVV
Ishares Core S&P 500 ETF

ETFs
-20
- 0.42%
$498.8 - $620.9 $9.98K - $12.4K
4.75K $2.95B
META
Meta Platforms, Inc.

Communication Services
-15
- 0.62%
$484.66 - $738.09 $7.27K - $11.1K
2.39K $1.77B
XLK
Technology Sector Spdr

ETFs
-148
- 1.06%
$179.73 - $253.23 $26.6K - $37.5K
13.8K $3.49B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-9.11K
- 3.39%
$32.66 - $40.75 $297K - $371K
259K $10.5B
Activity Summary
Buys All Purchases 20 New Holdings 2 Increased Positions 18 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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