Cohen Investment Advisors LLC Portfolio Holdings
Cohen Investment Advisors LLC
- $164 Million
- Q3 2024
Cohen Investment Advisors LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $164 Million distributed in 77 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.6M, Eli Lilly & CO with a value of $8.64M, Microsoft Corp with a value of $6.88M, Amazon Com Inc with a value of $6.46M, and Meta Platforms, Inc. with a value of $5.87M.
Examining the 13F form we can see an increase of $13.3M in the current position value, from $150M to 164M.
Below you can find more details about Cohen Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$164 Million
Technology: $32.4 Million
Financial Services: $26.7 Million
Healthcare: $22.6 Million
Consumer Cyclical: $18.8 Million
Communication Services: $16.6 Million
Industrials: $11.4 Million
Energy: $10.9 Million
Consumer Defensive: $8.42 Million
Other: $15.7 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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