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CIK: 0001632802
Total reported value
$404.3M
$404.3M
95 檔
7.7%
In Q4 2024, Butensky & Cohen Financial Security, Inc's U.S. equity holdings reached a combined market value of $404.3M, distributed across 95 disclosed stock positions.
During Q4 2024, Butensky & Cohen Financial Security, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.05% | +0.08% | -0.22% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.97% | +0.08% | -1.49% | |
| 3 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.92% | -1.82% | EXIT | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.91% | +0.14% | +1.96% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | +0.06% | -4.88% | |
| 6 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.86% | +0.07% | -11.52% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 1.82% | +0.09% | -0.61% | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 1.78% | +0.07% | -1.00% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | -0.04% | +2.09% | |
| 10 | ATO | Atmos Energy CORP | Stock-Utilities | 1.73% | — | -3.71% | |
| 11 | ALL | Allstate CORP | Stock-Financials | 1.73% | +0.12% | -3.17% | |
| 12 | MO | Altria Group Inc | Stock-Consumer Staples | 1.72% | — | -1.79% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 1.71% | -0.15% | -7.18% | |
| 14 | CMI | Cummins Inc | Stock-Industrials | 1.67% | +0.21% | -7.02% | |
| 15 | MET | Metlife Inc | Stock-Financials | 1.66% | +0.17% | +0.50% | |
| 16 | UL | Unilever PLC | Stock-Consumer Staples | 1.64% | — | +0.22% | |
| 17 | MCK | Mckesson CORP | Stock-Healthcare | 1.59% | -0.27% | +0.14% | |
| 18 | WRB | Wr Berkley CORP | Stock-Financials | 1.59% | +0.02% | +0.35% | |
| 19 | PNW | Pinnacle West Capital | Stock-Utilities | 1.59% | -0.01% | +1.66% | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.57% | -0.12% | -2.14% | |
| 21 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.54% | -0.15% | +0.08% | |
| 22 | TAP | Molson Coors Beverage Co - B | Stock-Consumer Staples | 1.54% | -0.33% | +1.15% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.53% | -0.32% | +1.71% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.50% | -0.04% | -3.79% | |
| 25 | EOG | Eog Resources Inc | Stock-Energy | 1.46% | -0.27% | +10.06% | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 1.45% | -0.50% | EXIT | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.43% | -0.47% | +3.52% | |
| 28 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.39% | -0.84% | EXIT | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 1.39% | +0.34% | +4.36% | |
| 30 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.37% | +0.14% | +2.31% | |
| 31 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.35% | -0.08% | +2.51% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 1.33% | -0.05% | +1.96% | |
| 33 | KLAC | Kla CORP | Stock-Tech | 1.33% | +0.61% | +1.39% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 1.32% | -0.22% | +5.53% | |
| 35 | EFX | Equifax Inc | Stock-Industrials | 1.32% | -0.12% | +0.01% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.32% | -0.31% | -3.43% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.31% | -0.02% | +5.10% | |
| 38 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 1.30% | +0.26% | +5.14% | |
| 39 | EMN | Eastman Chemical Co | Stock-Materials | 1.30% | -0.01% | +0.09% | |
| 40 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.30% | +0.11% | +14.93% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 1.29% | — | +13.53% | |
| 42 | MOS | Mosaic Co/the | Stock-Materials | 1.27% | -0.37% | -0.02% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.26% | -0.07% | +7.58% | |
| 44 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.25% | +0.08% | -0.12% | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.20% | +0.04% | +6.80% | |
| 46 | BP | Bp Plc-spons Adr | Stock-Energy | 1.20% | -0.54% | +0.28% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 1.19% | +0.28% | -0.13% | |
| 48 | CSX | Csx CORP | Stock-Industrials | 1.17% | +0.09% | +3.25% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 1.16% | +0.05% | +3.32% | |
| 50 | O | Realty Income CORP | Stock-Real Estate | 1.13% | -0.01% | -0.51% |
According to official SEC Form 13F filings, Butensky & Cohen Financial Security, Inc reported a total U.S. public equity portfolio value of $404.3M across 95 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, KMI) accounted for 7.7% of total reported equity market value during Q4 2024.
During Q4 2024, Butensky & Cohen Financial Security, Inc's top holdings by market value included AAPL (2.0%)、AMZN (2.0%)、KMI (1.9%). The largest single position, AAPL, represented 2.0% of total portfolio value.
In Q4 2024, Butensky & Cohen Financial Security, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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