Cohen Investment Advisors LLC Portfolio Holdings
Cohen Investment Advisors LLC
- $166 Million
- Q4 2024
Cohen Investment Advisors LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $166 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 $10.1M, Eli Lilly & CO with a value of $7.49M, Microsoft Corp with a value of $6.75M, Amazon Com Inc with a value of $6.7M, and Meta Platforms, Inc. with a value of $5.98M.
Examining the 13F form we can see an increase of $2.43M in the current position value, from $164M to 166M.
Below you can find more details about Cohen Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$166 Million
Technology: $35.1 Million
Financial Services: $30 Million
Healthcare: $19.7 Million
Consumer Cyclical: $18.9 Million
Communication Services: $17.6 Million
Energy: $11.5 Million
Industrials: $10.9 Million
Consumer Defensive: $7.77 Million
Other: $14.6 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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