Cozad Asset Management Inc.
Cozad Asset Management Inc is a registered investment adviser headquartered in Champaign, Illinois. Founded in 1972, it is one of the longest-standing and largest RIAs in East Central Illinois, offering investment management, financial planning, and tax solutions. The firm employs approximately 29 professionals, including investment advisors, CPAs, and CFP®s, and serves individuals, families, and organizations with a commitment to service, professionalism, and integrity.
Investment Strategy
Cozad Asset Management takes a client-centric, team-based approach to investment management, integrating financial planning and tax solutions. The firm emphasizes tailored investment strategies, asset allocation, and fiduciary discipline, aiming for long-term growth and risk management while aligning with each client's personal goals and financial objectives. Their advisors average over 20 years of experience, focusing on building trusted relationships, comprehensive service, and transparent advice.
Top Holdings
Equity Positions (408)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | Vanguard Total Stock Market ETF | 3.19% | $36.6M | 120,505 | $198.74 | $303.93 | +$4.5M |
A AAPL | Apple Inc. | 2.73% | $31.3M | 152,686 | $90.26 | $205.17 | -$627.6K |
N NVDA | Nvidia Corp. | 2.50% | $28.7M | 181,581 | $6.93 | $157.99 | +$9.1M |
A AVGO | Broadcom Inc. | 2.12% | $24.3M | 88,178 | $26.89 | $275.65 | +$8.5M |
M MSFT | Microsoft Corporation | 2.00% | $23.0M | 46,200 | $340.18 | $497.41 | +$12.9M |