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BUTENSKY & COHEN FINANCIAL SECURITY, INC13F | |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | |
| Last update 2025-04-11 | 95 Stocks (1 new) |
| Value $327.00 Mil | Turnover 3 % |
BUTENSKY & COHEN FINANCIAL SEC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MO | Altria Group Inc | 102,849 | 6,173.0 | -1.47% | 1.890 | -0.03% | 0.010 | +2.52% | +16.36% | 98,961.5 | Tobacco Products | |
KMI | Kinder Morgan Inc | 215,185 | 6,139.2 | -3.54% | 1.880 | -0.07% | 0.010 | +3.77% | +8.05% | 64,416.0 | Oil & Gas | |
V | Visa Inc | 17,323 | 6,071.0 | -5.19% | 1.860 | -0.09% | 0.000 | -0.19% | +10.67% | 681,009.7 | Credit Services | |
WRB | WR Berkley Corp | 85,233 | 6,065.2 | -1.29% | 1.860 | -0.02% | 0.020 | +9.95% | +24.68% | 27,423.6 | Insurance | |
RTX | RTX Corp | 45,553 | 6,033.9 | -3.30% | 1.850 | -0.06% | 0.000 | +8.97% | +26.28% | 193,259.1 | Aerospace & Defense | |
ATO | Atmos Energy Corp | 38,260 | 5,914.2 | -3.35% | 1.810 | -0.06% | 0.020 | +1.59% | +10.74% | 24,221.0 | Utilities - Regulated | |
BK | Bank of New York Mellon Corp | 70,252 | 5,892.0 | -8.92% | 1.800 | -0.17% | 0.010 | +8.60% | +20.07% | 65,233.3 | Banks | |
MCK | McKesson Corp | 8,666 | 5,831.8 | -2.28% | 1.790 | -0.04% | 0.010 | +9.14% | +27.62% | 90,652.6 | Medical Distribution | |
ALL | Allstate Corp | 28,052 | 5,808.7 | -1.56% | 1.780 | -0.03% | 0.010 | -6.01% | +2.54% | 51,840.7 | Insurance | |
AAPL | Apple Inc | 25,686 | 5,705.5 | -1.30% | 1.750 | -0.03% | 0.000 | -10.05% | -19.51% | 3,003,295.9 | Hardware |
BUTENSKY & COHEN FINANCIAL SECURITY, INC's Historical Top Holdings Breakdowns
BUTENSKY & COHEN FINANCIAL SECURITY, INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MCD | McDonald's Corp | 2025-03-31 | Add Add | +0.80% | 279.74 ($299.1) 321.29 | $291.55 | -2.52% | Add 97.09% | 17,025 | 8,387 | |
SBUX | Starbucks Corp | 2025-03-31 | Sold Out Sold Out | -0.76% | 92.17 ($103.37) 115.81 | $92.11 | -10.89% | Sold Out | 0 | -26,538 | |
PEP | PepsiCo Inc | 2025-03-31 | Add Add | +0.37% | 142.64 ($148.84) 156.42 | $131.04 | -11.96% | Add 47.71% | 25,269 | 8,162 | |
KO | Coca-Cola Co | 2025-03-31 | Reduce Reduce | -0.35% | 60.81 ($66.78) 72.32 | $70.33 | 5.32% | Reduce -47.27% | 20,282 | -18,182 | |
CHKP |
Check Point Software Technologies Ltd
Check Point Software Technologies Ltd
| 2025-03-31 | Reduce Reduce | -0.20% | 179.88 ($211.9) 231.31 | $216.27 | 2.06% | Reduce -13.19% | 22,840 | -3,470 | |
BK | Bank of New York Mellon Corp | 2025-03-31 | Reduce Reduce | -0.17% | 75.42 ($84.04) 88.95 | $91.18 | 8.50% | Reduce -8.92% | 70,252 | -6,882 | |
SFBS | Servisfirst Bancshares Inc | 2025-03-31 | New Buy New Buy | +0.15% | 80.8 ($86.86) 93.58 | $79.07 | -8.97% | New holding | 5,810 | 5,810 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.14% | 225.19 ($254.94) 279.95 | $287.11 | 12.62% | Reduce -7.63% | 23,049 | -1,905 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Add Add | +0.12% | 96.63 ($111.19) 129.55 | $143.81 | 29.34% | Add 10.73% | 37,705 | 3,655 | |
UPS | United Parcel Service Inc | 2025-03-31 | Add Add | +0.11% | 109.66 ($119.57) 136.26 | $101.18 | -15.38% | Add 10.45% | 33,567 | 3,175 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC Total Holding History ($B)
BUTENSKY & COHEN FINANCIAL SECURITY, INC's Asset Allocation
BUTENSKY & COHEN FINANCIAL SECURITY, INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BUTENSKY & COHEN FINANCIAL SECURITY, INC's Hypothetical Growth since 2025-03-31
BUTENSKY & COHEN FINANCIAL SECURITY, INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BUTENSKY & COHEN FINANCIAL SECURITY, INC's Holdings Heat Map
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BUTENSKY & COHEN FINANCIAL SECURITY, INC's Holdings Bubble Chart
BUTENSKY & COHEN FINANCIAL SECURITY, INC News
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