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BUTENSKY & COHEN FINANCIAL SECURITY, INC13F | |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | |
| Last update 2025-07-11 | 93 Stocks (3 new) |
| Value $336.00 Mil | Turnover 7 % |
BUTENSKY & COHEN FINANCIAL SEC... Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 13,328 | 6,629.7 | -0.42% | 1.970 | -0.01% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
NVDA | NVIDIA Corp | 41,117 | 6,496.1 | New Holding | 1.930 | +1.93% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
RTX | RTX Corp | 44,063 | 6,434.1 | -3.27% | 1.910 | -0.06% | 0.000 | +15.09% | +28.21% | 196,211.5 | Aerospace & Defense | |
JPM | JPMorgan Chase & Co | 22,035 | 6,388.2 | -4.40% | 1.900 | -0.08% | 0.000 | +22.03% | +21.61% | 797,211.0 | Banks | |
BK | Bank of New York Mellon Corp | 69,247 | 6,309.1 | -1.43% | 1.880 | -0.03% | 0.010 | +21.41% | +23.42% | 67,050.5 | Banks | |
CSCO | Cisco Systems Inc | 90,810 | 6,300.4 | -1.04% | 1.870 | -0.02% | 0.000 | +19.24% | +17.03% | 269,081.9 | Hardware | |
AMZN | Amazon.com Inc | 28,273 | 6,202.8 | +1.70% | 1.850 | +0.03% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
KMI | Kinder Morgan Inc | 205,854 | 6,052.1 | -4.34% | 1.800 | -0.08% | 0.010 | +6.32% | +3.80% | 61,882.0 | Oil & Gas | |
KLAC | KLA Corp | 6,734 | 6,031.9 | +1.65% | 1.790 | +0.03% | 0.010 | +38.28% | +47.42% | 122,267.8 | Semiconductors | |
V | Visa Inc | 16,732 | 5,940.7 | -3.41% | 1.770 | -0.06% | 0.000 | +4.53% | +10.46% | 679,681.4 | Credit Services |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-06-30 | New Buy New Buy | +1.93% | 94.31 ($125.57) 157.99 | $164.92 | 31.34% | New holding | 41,117 | 41,117 | |
MO | Altria Group Inc | 2025-06-30 | Sold Out Sold Out | -1.89% | 55.56 ($58.75) 60.91 | $57.80 | -1.62% | Sold Out | 0 | -102,849 | |
ATO | Atmos Energy Corp | 2025-06-30 | Sold Out Sold Out | -1.81% | 145.06 ($155.32) 162.66 | $154.19 | -0.73% | Sold Out | 0 | -38,260 | |
BTI | British American Tobacco PLC | 2025-06-30 | New Buy New Buy | +1.69% | 39.43 ($44.24) 49.34 | $51.17 | 15.66% | New holding | 120,321 | 120,321 | |
NEE | NextEra Energy Inc | 2025-06-30 | New Buy New Buy | +1.66% | 64.11 ($69.48) 75 | $74.40 | 7.08% | New holding | 80,191 | 80,191 | |
AMD | Advanced Micro Devices Inc | 2025-06-30 | Sold Out Sold Out | -1.19% | 78.21 ($108.77) 143.81 | $146.42 | 34.61% | Sold Out | 0 | -37,705 | |
HUN | Huntsman Corp | 2025-06-30 | Sold Out Sold Out | -0.71% | 10.28 ($12.24) 15.79 | $11.49 | -6.13% | Sold Out | 0 | -146,339 | |
WRB | WR Berkley Corp | 2025-06-30 | Reduce Reduce | -0.19% | 64.28 ($71.67) 75.17 | $68.88 | -3.89% | Reduce -10.26% | 76,484 | -8,749 | |
JCI | Johnson Controls International PLC | 2025-06-30 | Reduce Reduce | -0.18% | 71.14 ($91.86) 105.62 | $105.85 | 15.23% | Reduce -12.55% | 51,605 | -7,405 | |
ADBE | Adobe Inc | 2025-06-30 | Reduce Reduce | -0.17% | 340 ($385.29) 420.68 | $363.35 | -5.69% | Reduce -13.94% | 9,128 | -1,478 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC Total Holding History ($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 2025-06-30
BUTENSKY & COHEN FINANCIAL SECURITY, INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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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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