Butensky & Cohen Financial Security, Inc Portfolio Holdings
Butensky & Cohen Financial Security, Inc
- $330 Million
- Q3 2024
Butensky & Cohen Financial Security, Inc has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $330 Million distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Bank Of New York Mellon Corp with a value of $6.26M, Raytheon Technologies Corp with a value of $6.15M, Apple Inc. with a value of $6.07M, Kinder Morgan, Inc. with a value of $5.96M, and Unilever PLC with a value of $5.95M.
Examining the 13F form we can see an increase of $21.2M in the current position value, from $309M to 330M.
Below you can find more details about Butensky & Cohen Financial Security, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$330 Million
Technology: $46.4 Million
ETFs: $43.3 Million
Industrials: $39.2 Million
Consumer Defensive: $33.5 Million
Financial Services: $32.9 Million
Healthcare: $29.8 Million
Basic Materials: $29.7 Million
Consumer Cyclical: $25.5 Million
Other: $48.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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