Butensky & Cohen Financial Security, Inc Portfolio Holdings
Butensky & Cohen Financial Security, Inc
- $318 Million
- Q1 2025
Butensky & Cohen Financial Security, Inc has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $318 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Altria Group, Inc. with a value of $6.17M, Kinder Morgan, Inc. with a value of $6.14M, Visa Inc. with a value of $6.07M, Berkley W R Corp with a value of $6.07M, and Raytheon Technologies Corp with a value of $6.03M.
Examining the 13F form we can see an increase of $7.36M in the current position value, from $311M to 318M.
Below you can find more details about Butensky & Cohen Financial Security, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$318 Million
Technology: $42.2 Million
ETFs: $41.9 Million
Industrials: $35.5 Million
Financial Services: $35.4 Million
Healthcare: $32.1 Million
Consumer Defensive: $31.6 Million
Basic Materials: $24.8 Million
Consumer Cyclical: $23.1 Million
Other: $50.3 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|