Butensky & Cohen Financial Security, Inc Portfolio Holdings
Butensky & Cohen Financial Security, Inc
- $311 Million
- Q4 2024
Butensky & Cohen Financial Security, Inc has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $311 Million distributed in 127 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.52M, Amazon Com Inc with a value of $6.28M, Kinder Morgan, Inc. with a value of $6.11M, Alphabet Inc. with a value of $6.09M, and Jpmorgan Chase & CO with a value of $5.98M.
Examining the 13F form we can see an decrease of $19.5M in the current position value, from $330M to 311M.
Below you can find more details about Butensky & Cohen Financial Security, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$311 Million
Technology: $43.7 Million
ETFs: $41.9 Million
Industrials: $36.3 Million
Financial Services: $33.8 Million
Consumer Defensive: $30.8 Million
Healthcare: $27.5 Million
Consumer Cyclical: $24.3 Million
Basic Materials: $23.6 Million
Other: $47.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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