Cohen Investment Advisors LLC Reduced Holdings in Q1 2025

Cohen Investment Advisors LLC

  • $172 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-773K
- 98.63%
$725.72 - $929.72 $561M - $719M
10.7K $8.85M
META
Meta Platforms, Inc.

Communication Services
-533K
- 98.13%
$576.36 - $736.67 $307M - $393M
10.2K $5.85M
NOW
Service Now, Inc.

Technology
-349K
- 98.72%
$783.83 - $1170.39 $274M - $409M
4.53K $3.61M
GS
Goldman Sachs Group Inc

Financial Services
-462K
- 98.22%
$524.81 - $672.19 $242M - $310M
8.36K $4.57M
MSFT
Microsoft Corp

Technology
-625K
- 97.21%
$375.39 - $447.2 $235M - $279M
17.9K $6.74M
AAPL
Apple Inc.

Technology
-913K
- 95.33%
$209.68 - $247.1 $191M - $226M
44.8K $9.94M
INTU
Intuit Inc

Technology
-320K
- 97.97%
$555.63 - $630.23 $178M - $202M
6.64K $4.08M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-330K
- 98.24%
$497.6 - $606.74 $164M - $200M
5.92K $2.94M
V
Visa Inc.

Financial Services
-427K
- 96.97%
$306.92 - $362.71 $131M - $155M
13.3K $4.68M
NOC
Northrop Grumman Corp

Industrials
-289K
- 99.63%
$433.45 - $513.82 $125M - $148M
1.08K $552K
JPM
Jpmorgan Chase & CO

Financial Services
-442K
- 95.21%
$225.19 - $279.95 $99.6M - $124M
22.2K $5.45M
HD
Home Depot, Inc.

Consumer Cyclical
-258K
- 96.26%
$347.25 - $424.87 $89.6M - $110M
10K $3.67M
CB
Chubb LTD

Financial Services
-281K
- 95.87%
$257.71 - $301.99 $72.4M - $84.8M
12.1K $3.65M
AMGN
Amgen Inc

Healthcare
-257K
- 95.94%
$258.59 - $327.36 $66.3M - $84M
10.9K $3.39M
MCD
Mcdonalds Corp

Consumer Cyclical
-255K
- 95.67%
$279.74 - $321.29 $71.3M - $81.9M
11.5K $3.6M
GOOGL
Alphabet Inc.

Communication Services
-459K
- 93.92%
$154.33 - $206.19 $70.9M - $94.7M
29.7K $4.59M
CRM
Salesforce, Inc.

Technology
-251K
- 95.55%
$268.36 - $359.95 $67.3M - $90.3M
11.7K $3.13M
BX
Blackstone Inc.

Financial Services
-373K
- 93.01%
$136.53 - $186.74 $50.9M - $69.6M
28K $3.92M
RTX
Raytheon Technologies Corp

Industrials
-302K
- 91.08%
$114.1 - $135.66 $34.5M - $41M
29.6K $3.92M
PG
Procter & Gamble CO

Consumer Defensive
-231K
- 91.51%
$158.56 - $176.26 $36.6M - $40.7M
21.4K $3.65M
CVX
Chevron Corp

Energy
-231K
- 91.33%
$146.71 - $167.97 $33.9M - $38.8M
22K $3.67M
JNJ
Johnson & Johnson

Healthcare
-220K
- 91.04%
$142.06 - $167.7 $31.3M - $37M
21.7K $3.6M
BA
Boeing CO

Industrials
-179K
- 93.49%
$148.15 - $186.25 $26.5M - $33.3M
12.4K $2.12M
NVDA
Nvidia Corp

Technology
-274K
- 94.11%
$106.98 - $149.43 $29.3M - $41M
17.2K $1.86M
SBUX
Starbucks Corp

Consumer Cyclical
-257K
- 90.43%
$91.75 - $115.81 $23.6M - $29.8M
27.3K $2.67M
XOM
Exxon Mobil Corp

Energy
-211K
- 86.42%
$105.44 - $118.93 $22.2M - $25.1M
33.1K $3.94M
UPS
United Parcel Service Inc

Industrials
-147K
- 87.21%
$109.66 - $136.26 $16.2M - $20.1M
21.6K $2.38M
WFC
Wells Fargo & Company

Financial Services
-218K
- 81.61%
$66.78 - $81.42 $14.6M - $17.8M
49.1K $3.53M
DIS
Walt Disney CO

Communication Services
-156K
- 86.9%
$96.87 - $114.0 $15.1M - $17.8M
23.5K $2.32M
KO
Coca Cola CO

Consumer Defensive
-212K
- 84.24%
$60.81 - $72.32 $12.9M - $15.3M
39.6K $2.83M
CSCO
Cisco Systems, Inc.

Technology
-234K
- 81.18%
$58.74 - $64.87 $13.8M - $15.2M
54.3K $3.35M
NEE
Nextera Energy Inc

Utilities
-199K
- 84.58%
$66.96 - $76.16 $13.3M - $15.1M
36.2K $2.57M
BAC
Bank Of America Corp

Financial Services
-326K
- 79.3%
$39.61 - $47.74 $12.9M - $15.5M
85K $3.55M
KMI
Kinder Morgan, Inc.

Energy
-349K
- 70.81%
$26.1 - $31.22 $9.1M - $10.9M
144K $4.1M
BHP
Bhp Group LTD

Basic Materials
-150K
- 72.83%
$48.18 - $52.11 $7.25M - $7.84M
56.1K $2.72M
VZ
Verizon Communications Inc

Communication Services
-132K
- 67.11%
$37.81 - $46.49 $4.98M - $6.12M
64.6K $2.93M
DKNG
Draft Kings Inc.

Consumer Cyclical
-179K
- 70.65%
$33.21 - $53.49 $5.94M - $9.56M
74.3K $2.47M
PFE
Pfizer Inc

Healthcare
-111K
- 55.64%
$25.01 - $27.13 $2.78M - $3.01M
88.5K $2.24M
C
Citigroup Inc

Financial Services
-34K
- 79.07%
$67.23 - $84.63 $2.29M - $2.88M
9K $639K
VTI
Vanguard Total Stock Market Et

ETFs
-6.85K
- 89.56%
$271.18 - $303.12 $1.86M - $2.08M
798 $219K
O
Realty Income Corp

Real Estate
-14.9K
- 25.29%
$51.67 - $58.49 $772K - $874K
44.1K $2.56M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.28K
- 54.97%
$58.01 - $64.46 $248K - $276K
3.5K $217K
Activity Summary
Buys All Purchases 0 New Holdings 0 Increased Positions 0 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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