$101 Million is the total value of BUTENSKY & COHEN FINANCIAL SECURITY, INC's 196 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GM | New | GENERAL MTRS CO COMstock | $1,619,000 | – | 47,610 | +100.0% | 1.60% | – |
KHC | New | Kraft Heinz Costock | $1,376,000 | – | 18,914 | +100.0% | 1.36% | – |
GOOGL | New | GOOGLE INCstock | $1,199,000 | – | 1,541 | +100.0% | 1.18% | – |
GOOG | New | ALPHABET INC CAP STK CL Cstock | $14,000 | – | 18 | +100.0% | 0.01% | – |
LSTR | New | LANDSTAR SYS INC COMstock | $13,000 | – | 215 | +100.0% | 0.01% | – |
ACN | New | ACCENTURE PLC IRELAND SHS CLASS Astock | $10,000 | – | 95 | +100.0% | 0.01% | – |
C | New | CITIGROUP INC COM NEWstock | $2,000 | – | 40 | +100.0% | 0.00% | – |
ABC | New | AMERISOURCEBERGEN CORP COMstock | $2,000 | – | 17 | +100.0% | 0.00% | – |
IBDJ | New | ISHARES IBONDS DEC 2017 CORPORATE ETFetf | $1,000 | – | 30 | +100.0% | 0.00% | – |
IBDB | New | ISHARES IBONDS MAR 2018 CORPORATE ETFetf | $1,000 | – | 7 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-01-26
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.