99 is the total number of securities Karn, Couzens & Associates, Inc. has owned. The longest Karn, Couzens & Associates, Inc. has owned a single stock is 6 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 6 | 6 | 22.02% | 24.61% | 26.01% | Q4 2020 | Q1 2022 | 6 |
VIG | VANGUARD SPECIALIZED F... | 6 | 6 | 6.04% | 6.79% | 7.10% | Q4 2020 | Q1 2022 | 6 |
SHY | ISHARES TR | 6 | 6 | 4.65% | 6.66% | 7.72% | Q4 2020 | Q1 2022 | 6 |
IWV | ISHARES TR | 6 | 6 | 5.23% | 6.15% | 6.75% | Q4 2020 | Q1 2022 | 6 |
VXF | VANGUARD INDEX FDS | 6 | 6 | 0.87% | 5.24% | 7.70% | Q4 2020 | Q1 2022 | 6 |
AAPL | APPLE INC | 6 | 6 | 4.69% | 5.05% | 5.77% | Q4 2020 | Q1 2022 | 6 |
USMV | ISHARES TR | 6 | 6 | 3.05% | 3.79% | 4.68% | Q4 2020 | Q1 2022 | 6 |
MEAR | ISHARES U S ETF TR | 6 | 6 | 2.31% | 3.14% | 3.81% | Q4 2020 | Q1 2022 | 6 |
TSLA | TESLA INC | 6 | 6 | 2.24% | 2.82% | 3.66% | Q4 2020 | Q1 2022 | 6 |
SHV | ISHARES TR | 6 | 6 | 1.67% | 2.01% | 2.50% | Q4 2020 | Q1 2022 | 6 |
BRKB | BERKSHIRE HATHAWAY INC... | 6 | 6 | 1.61% | 1.70% | 1.82% | Q4 2020 | Q1 2022 | 6 |
ESGU | ISHARES TR | 6 | 6 | 1.58% | 1.64% | 1.74% | Q4 2020 | Q1 2022 | 6 |
ITOT | ISHARES TR | 6 | 6 | 1.32% | 1.64% | 1.80% | Q4 2020 | Q1 2022 | 6 |
IWF | ISHARES TR | 6 | 6 | 1.28% | 1.53% | 1.69% | Q4 2020 | Q1 2022 | 6 |
NEAR | ISHARES U S ETF TR | 6 | 6 | 0.73% | 1.27% | 2.01% | Q4 2020 | Q1 2022 | 6 |
IYW | ISHARES TR | 6 | 6 | 0.86% | 1.24% | 1.53% | Q4 2020 | Q1 2022 | 6 |
IEFA | ISHARES TR | 6 | 6 | 0.92% | 1.19% | 1.32% | Q4 2020 | Q1 2022 | 6 |
EFAV | ISHARES TR | 6 | 6 | 0.79% | 1.09% | 1.46% | Q4 2020 | Q1 2022 | 6 |
MSFT | MICROSOFT CORP | 6 | 6 | 0.90% | 0.99% | 1.06% | Q4 2020 | Q1 2022 | 6 |
IYH | ISHARES TR | 6 | 6 | 0.74% | 0.85% | 0.94% | Q4 2020 | Q1 2022 | 6 |
IBDN | ISHARES TR | 6 | 6 | 0.39% | 0.82% | 1.05% | Q4 2020 | Q1 2022 | 6 |
IYG | ISHARES TR | 6 | 6 | 0.74% | 0.82% | 0.94% | Q4 2020 | Q1 2022 | 6 |
IYE | ISHARES TR | 6 | 6 | 0.48% | 0.72% | 0.88% | Q4 2020 | Q1 2022 | 6 |
EFG | ISHARES TR | 6 | 6 | 0.56% | 0.71% | 0.80% | Q4 2020 | Q1 2022 | 6 |
SPY | SPDR S&P 500 ETF TR | 6 | 6 | 0.61% | 0.71% | 0.76% | Q4 2020 | Q1 2022 | 6 |
T | AT&T INC | 6 | 6 | 0.34% | 0.54% | 0.70% | Q4 2020 | Q1 2022 | 6 |
MUB | ISHARES TR | 6 | 6 | 0.29% | 0.53% | 0.94% | Q4 2020 | Q1 2022 | 6 |
DIS | DISNEY WALT CO | 6 | 6 | 0.39% | 0.47% | 0.57% | Q4 2020 | Q1 2022 | 6 |
IWD | ISHARES TR | 6 | 6 | 0.40% | 0.47% | 0.52% | Q4 2020 | Q1 2022 | 6 |
PFF | ISHARES TR | 6 | 6 | 0.24% | 0.46% | 0.62% | Q4 2020 | Q1 2022 | 6 |
ESGE | ISHARES TR | 6 | 6 | 0.28% | 0.46% | 0.80% | Q4 2020 | Q1 2022 | 6 |
LQD | ISHARES TR | 6 | 6 | 0.20% | 0.44% | 0.90% | Q4 2020 | Q1 2022 | 6 |
GOVT | ISHARES TR | 6 | 6 | 0.34% | 0.42% | 0.51% | Q4 2020 | Q1 2022 | 6 |
HDV | ISHARES TR | 6 | 6 | 0.29% | 0.36% | 0.44% | Q4 2020 | Q1 2022 | 6 |
VZ | VERIZON COMMUNICATIONS... | 6 | 6 | 0.26% | 0.36% | 0.50% | Q4 2020 | Q1 2022 | 6 |
IXN | ISHARES TR | 6 | 6 | 0.32% | 0.36% | 0.39% | Q4 2020 | Q1 2022 | 6 |
AMZN | AMAZON COM INC | 6 | 6 | 0.29% | 0.36% | 0.43% | Q4 2020 | Q1 2022 | 6 |
IVE | ISHARES TR | 6 | 6 | 0.30% | 0.35% | 0.39% | Q4 2020 | Q1 2022 | 6 |
IJR | ISHARES TR | 6 | 6 | 0.25% | 0.33% | 0.37% | Q4 2020 | Q1 2022 | 6 |
VLUE | ISHARES TR | 6 | 6 | 0.29% | 0.32% | 0.36% | Q4 2020 | Q1 2022 | 6 |
RTX | RAYTHEON TECHNOLOGIES ... | 6 | 6 | 0.28% | 0.31% | 0.32% | Q4 2020 | Q1 2022 | 6 |
JPM | JPMORGAN CHASE & CO | 6 | 6 | 0.22% | 0.30% | 0.35% | Q4 2020 | Q1 2022 | 6 |
CI | CIGNA CORP NEW | 6 | 6 | 0.22% | 0.29% | 0.33% | Q4 2020 | Q1 2022 | 6 |
IWR | ISHARES TR | 6 | 6 | 0.23% | 0.29% | 0.33% | Q4 2020 | Q1 2022 | 6 |
MCD | MCDONALDS CORP | 6 | 6 | 0.26% | 0.28% | 0.31% | Q4 2020 | Q1 2022 | 6 |
ILCB | ISHARES TR | 6 | 6 | 0.24% | 0.28% | 0.30% | Q4 2020 | Q1 2022 | 6 |
IEMG | ISHARES INC | 6 | 6 | 0.19% | 0.26% | 0.32% | Q4 2020 | Q1 2022 | 6 |
HD | HOME DEPOT INC | 6 | 6 | 0.21% | 0.26% | 0.32% | Q4 2020 | Q1 2022 | 6 |
JNJ | JOHNSON & JOHNSON | 6 | 6 | 0.22% | 0.26% | 0.32% | Q4 2020 | Q1 2022 | 6 |
TOTL | SSGA ACTIVE ETF TR | 6 | 6 | 0.19% | 0.25% | 0.31% | Q4 2020 | Q1 2022 | 6 |
BA | BOEING CO | 6 | 6 | 0.19% | 0.23% | 0.28% | Q4 2020 | Q1 2022 | 6 |
ADBE | ADOBE SYSTEMS INCORPOR... | 6 | 6 | 0.16% | 0.22% | 0.26% | Q4 2020 | Q1 2022 | 6 |
CMCSA | COMCAST CORP NEW | 6 | 6 | 0.15% | 0.22% | 0.27% | Q4 2020 | Q1 2022 | 6 |
IBMK | ISHARES TR | 4 | 1 | 0.22% | 0.50% | 0.64% | Q4 2020 | Q1 2022 | 5 |
CSX | CSX CORP | 3 | 2 | 0.24% | 0.29% | 0.34% | Q4 2020 | Q1 2022 | 5 |
XOM | EXXON MOBIL CORP | 5 | 5 | 0.20% | 0.24% | 0.31% | Q1 2021 | Q1 2022 | 5 |
DSI | ISHARES TR | 5 | 5 | 0.18% | 0.20% | 0.22% | Q1 2021 | Q1 2022 | 5 |
SUB | ISHARES TR | 4 | 1 | 0.16% | 0.20% | 0.28% | Q4 2020 | Q1 2022 | 5 |
GOOGL | ALPHABET INC | 5 | 5 | 0.17% | 0.19% | 0.20% | Q1 2021 | Q1 2022 | 5 |
IBDM | ISHARES TR | 4 | 4 | 0.79% | 0.92% | 1.10% | Q4 2020 | Q3 2021 | 4 |
IBDO | ISHARES TR | 4 | 4 | 0.19% | 0.43% | 0.55% | Q2 2021 | Q1 2022 | 4 |
IUSB | ISHARES TR | 4 | 4 | 0.40% | 0.42% | 0.45% | Q2 2021 | Q1 2022 | 4 |
TIP | ISHARES TR | 4 | 4 | 0.19% | 0.40% | 0.77% | Q2 2021 | Q1 2022 | 4 |
EFV | ISHARES TR | 4 | 4 | 0.27% | 0.38% | 0.50% | Q2 2021 | Q1 2022 | 4 |
RSP | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.30% | 0.37% | 0.55% | Q2 2021 | Q1 2022 | 4 |
IGSB | ISHARES TR | 4 | 4 | 0.25% | 0.30% | 0.35% | Q4 2020 | Q3 2021 | 4 |
FLOT | ISHARES TR | 4 | 4 | 0.25% | 0.28% | 0.32% | Q2 2021 | Q1 2022 | 4 |
COMT | ISHARES U S ETF TR | 4 | 4 | 0.18% | 0.28% | 0.38% | Q2 2021 | Q1 2022 | 4 |
IHI | ISHARES TR | 4 | 4 | 0.16% | 0.21% | 0.26% | Q4 2020 | Q3 2021 | 4 |
DUK | DUKE ENERGY CORP NEW | 4 | 4 | 0.14% | 0.17% | 0.18% | Q2 2021 | Q1 2022 | 4 |
SUSC | ISHARES TR | 4 | 4 | 0.14% | 0.16% | 0.18% | Q1 2021 | Q4 2021 | 4 |
USXF | ISHARES TR | 4 | 4 | 0.13% | 0.16% | 0.18% | Q2 2021 | Q1 2022 | 4 |
GOOG | ALPHABET INC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q2 2021 | Q1 2022 | 4 |
DVY | ISHARES TR | 3 | 3 | 0.16% | 0.17% | 0.20% | Q3 2021 | Q1 2022 | 3 |
UPS | UNITED PARCEL SERVICE INC | 2 | 1 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q1 2022 | 3 |
MUNI | PIMCO ETF TR | 2 | 2 | 0.18% | 0.74% | 1.31% | Q4 2021 | Q1 2022 | 2 |
TM | TOYOTA MTR CORP | 2 | 2 | 0.52% | 0.53% | 0.54% | Q4 2020 | Q1 2021 | 2 |
STLV | ISHARES TR | 2 | 2 | 0.29% | 0.30% | 0.32% | Q4 2021 | Q1 2022 | 2 |
SHYG | ISHARES TR | 2 | 2 | 0.21% | 0.23% | 0.24% | Q4 2020 | Q1 2021 | 2 |
AMGN | AMGEN INC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q4 2021 | Q1 2022 | 2 |
SMMD | ISHARES TR | 2 | 2 | 0.17% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
FALN | ISHARES TR | 2 | 2 | 0.15% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
PFE | PFIZER INC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q4 2021 | Q1 2022 | 2 |
IXG | ISHARES TR | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2021 | Q1 2022 | 2 |
IAU | ISHARES GOLD TR | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2021 | Q1 2022 | 2 |
EFA | ISHARES TR | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
PEP | PEPSICO INC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
MINT | PIMCO ETF TR | 1 | 1 | 6.13% | 6.13% | 6.13% | Q1 2022 | Q1 2022 | 1 |
ITM | VANECK ETF TRUST | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2022 | Q1 2022 | 1 |
INMU | BLACKROCK ETF TRUST II | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
IWX | ISHARES TR | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
FMB | FIRST TR EXCH TRADED F... | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
DGRO | ISHARES TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
VTI | VANGUARD INDEX FDS | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
IBMN | ISHARES TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
FTCS | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
ESGD | ISHARES TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
BAC | BK OF AMERICA CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
MRGE | MIRAGE ENERGY CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
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The securities at the top of the list , including ISHARES TR, VANGUARD SPECIALIZED FUNDS, and ISHARES TR, are the highest-conviction holdings of Karn, Couzens & Associates, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Karn, Couzens & Associates, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Karn, Couzens & Associates, Inc. owns currently or has owned in the past.