Arthur M. Cohen & Associates, LLC Reduced Holdings in Q4 2024

Arthur M. Cohen & Associates, LLC

  • $551 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-1.62K
- 0.76%
$226.16 - $274.52 $367K - $446K
213K $48.8M
META
Meta Platforms, Inc.

Communication Services
-9.97K
- 98.71%
$554.08 - $632.68 $5.52M - $6.31M
130 $76K
LLY
Eli Lilly & CO

Healthcare
-1.29K
- 5.07%
$727.2 - $932.06 $939K - $1.2M
24.2K $18.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.24K
- 12.04%
$501.29 - $612.85 $624K - $762K
9.08K $4.73M
MSFT
Microsoft Corp

Technology
-2.62K
- 4.22%
$406.35 - $454.46 $1.06M - $1.19M
59.4K $25.1M
SPGI
S&P Global Inc.

Financial Services
-1.55K
- 66.38%
$480.36 - $529.17 $746K - $822K
787 $391K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-497
- 0.65%
$442.29 - $483.08 $220K - $240K
75.7K $34.3M
ZS
Zscaler, Inc.

Technology
-3.95K
- 57.67%
$166.99 - $211.99 $660K - $838K
2.9K $523K
PGR
Progressive Corp

Financial Services
-576
- 1.68%
$239.6 - $268.88 $138K - $155K
33.7K $8.08M
AMGN
Amgen Inc

Healthcare
-345
- 4.36%
$258.78 - $328.31 $89.3K - $113K
7.57K $1.97M
HSY
Hershey CO

Consumer Defensive
-2.24K
- 35.6%
$168.67 - $193.65 $378K - $434K
4.05K $686K
HD
Home Depot, Inc.

Consumer Cyclical
-616
- 3.6%
$385.02 - $431.37 $237K - $266K
16.5K $6.42M
JNJ
Johnson & Johnson

Healthcare
-2.11K
- 20.62%
$143.34 - $165.86 $302K - $349K
8.11K $1.17M
VEEV
Veeva Systems Inc

Healthcare
-1.68K
- 9.16%
$201.81 - $250.45 $338K - $420K
16.6K $3.49M
UNH
Unitedhealth Group Inc

Healthcare
-50
- 1.83%
$485.52 - $625.25 $24.3K - $31.3K
2.68K $1.36M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.41K
- 1.55%
$126.68 - $134.74 $178K - $190K
89.2K $11.4M
ABBV
Abb Vie Inc.

Healthcare
-369
- 4.41%
$164.99 - $203.87 $60.9K - $75.2K
7.99K $1.42M
ZTS
Zoetis Inc.

Healthcare
-400
- 8.17%
$162.24 - $194.42 $64.9K - $77.8K
4.5K $732K
FIW
First Trust Water ETF

ETFs
-410
- 1.76%
$102.02 - $110.91 $41.8K - $45.5K
22.9K $2.34M
IEX
Idex Corp

Industrials
-500
- 29.41%
$202.75 - $236.06 $101K - $118K
1.2K $251K
CSCO
Cisco Systems, Inc.

Technology
-2K
- 35.59%
$52.45 - $60.02 $105K - $120K
3.62K $214K
PEP
Pepsico Inc

Consumer Defensive
-170
- 5.37%
$151.29 - $176.1 $25.7K - $29.9K
3K $455K
ILMN
Illumina, Inc.

Healthcare
-740
- 11.05%
$128.99 - $155.15 $95.5K - $115K
5.96K $795K
DVY
Ishares Tr

ETFs
-373
- 7.58%
$129.55 - $143.41 $48.3K - $53.5K
4.55K $597K
PG
Procter & Gamble CO

Consumer Defensive
-30
- 0.61%
$161.05 - $179.7 $4.83K - $5.39K
4.91K $823K
WST
West Pharmaceutical Services Inc

Healthcare
-130
- 16.67%
$285.69 - $344.0 $37.1K - $44.7K
650 $212K
VCR
Vanguard Consumer Discretionar

ETFs
-148
- 13.17%
$328.51 - $401.37 $48.6K - $59.4K
976 $366K
VIG
Vanguard Dividend Appreciation

ETFs
-25
- 0.9%
N/A
2.76K $502K
Veralto Corp
-93
- 0.18%
N/A
50.5K $0
EW
Edwards Lifesciences Corp

Healthcare
-1.3K
- 6.24%
$64.54 - $75.92 $83.6K - $98.3K
19.5K $1.44M
MA
Mastercard Inc

Financial Services
-16
- 0.33%
$491.3 - $536.15 $7.86K - $8.58K
4.87K $2.56M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.05K
- 20.14%
$213.65 - $479.86 $224K - $503K
4.16K $1.68M
COST
Costco Wholesale Corp

Consumer Defensive
-96
- 0.58%
$873.59 - $994.69 $83.9K - $95.5K
16.4K $15M
BLK
Black Rock Inc.

Financial Services
-277
- 2.41%
$934.02 - $1065.26 $259K - $295K
11.2K $11.5M
AAPL
Apple Inc.

Technology
-7.85K
- 4.22%
$221.69 - $259.02 $1.74M - $2.03M
178K $44.6M
GOOG
Alphabet Inc.

Communication Services
-1.51K
- 1.12%
$163.08 - $198.16 $247K - $300K
134K $25.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-633
- 0.46%
$180.88 - $232.93 $114K - $147K
136K $29.9M
Activity Summary
Buys All Purchases 54 New Holdings 6 Increased Positions 48 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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