$99.2 Million is the total value of BUTENSKY & COHEN FINANCIAL SECURITY, INC's 141 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $72,000 | 0.0% | 408 | 0.0% | 0.07% | +1.4% | |
| MDY | S & P MID CAP 400 DEP RCPTS MID CAPetf | $37,000 | 0.0% | 135 | 0.0% | 0.04% | 0.0% | |
| VZ | VERIZON COMMUNICATIONSstock | $29,000 | -6.5% | 631 | 0.0% | 0.03% | -6.5% | |
| IYW | ISHARES U.S. TECHNOLOGY ETFetf | $24,000 | 0.0% | 225 | 0.0% | 0.02% | 0.0% | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETFetf | $20,000 | 0.0% | 500 | 0.0% | 0.02% | 0.0% | |
| IYT | ISHARES DJ TRANSPORTATION AVERAGEetf | $19,000 | -5.0% | 130 | 0.0% | 0.02% | -5.0% | |
| DDD | 3-D SYS CORP DEL COM NEWstock | $3,000 | -25.0% | 150 | 0.0% | 0.00% | -25.0% | |
| SSYS | STRATASYS LTDstock | $3,000 | -40.0% | 100 | 0.0% | 0.00% | -40.0% | |
| LQD | ISHARES IBOXX CORPORATE BOND ETFetf | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| FAX | ABERDEEN ASIA PACIFIC INCOM FD COMcef | $0 | – | 75 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-07-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CISCO SYS INC COM | 36 | Q3 2023 | 2.2% |
| APPLE INC COM | 36 | Q3 2023 | 2.1% |
| COCA COLA CO COM | 36 | Q3 2023 | 2.2% |
| MICROSOFT CORP COM | 36 | Q3 2023 | 2.1% |
| JOHNSON & JOHNSON COM | 36 | Q3 2023 | 2.1% |
| VISA INC COM CL A | 36 | Q3 2023 | 2.0% |
| QUALCOMM INC COM | 36 | Q3 2023 | 2.0% |
| CVS HEALTH CORP COM | 36 | Q3 2023 | 1.9% |
| EMERSON ELECTRIC CO | 36 | Q3 2023 | 2.0% |
| ORACLE CORPORATION | 36 | Q3 2023 | 1.8% |
View BUTENSKY & COHEN FINANCIAL SECURITY, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-04 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-14 |
View BUTENSKY & COHEN FINANCIAL SECURITY, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.