$133 Million is the total value of BUTENSKY & COHEN FINANCIAL SECURITY, INC's 86 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BAC | BK OF AMERICA CORP COMstock | $223,000 | -39.7% | 10,500 | 0.0% | 0.17% | -20.8% | |
EFA | ISHARES MSCI EAFE ETFetf | $220,000 | -23.1% | 4,113 | 0.0% | 0.17% | +1.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
CISCO SYS INC COM | 39 | Q2 2024 | 2.2% |
APPLE INC COM | 39 | Q2 2024 | 2.1% |
MICROSOFT CORP COM | 39 | Q2 2024 | 2.1% |
COCA COLA CO COM | 39 | Q2 2024 | 2.2% |
VISA INC COM CL A | 39 | Q2 2024 | 2.0% |
JOHNSON & JOHNSON COM | 39 | Q2 2024 | 2.1% |
QUALCOMM INC COM | 39 | Q2 2024 | 2.0% |
CVS HEALTH CORP COM | 39 | Q2 2024 | 1.9% |
ORACLE CORPORATION | 39 | Q2 2024 | 1.8% |
ALLSTATE CORP COM | 39 | Q2 2024 | 1.7% |
View BUTENSKY & COHEN FINANCIAL SECURITY, INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-17 |
13F-HR | 2024-07-11 |
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 |
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.