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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $318 Million
  • Prior Value $311 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
Track This Portfolio

Track Butensky & Cohen Financial Security, Inc Portfolio

Follow Butensky & Cohen Financial Security, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Butensky & Cohen Financial Security, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Butensky & Cohen Financial Security, Inc with notifications on news.