Jacqueline Bos

@Butensky & Cohen Financial Security, Inc

Latest period2024 - Q4

Reported3d ago

Managed Assets$318.05M

Total holdings95

Assets growth rate-5.65%

Assets growth rate (2-Q avg)0.79%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Butensky & Cohen Financial Security, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Butensky & Cohen Financial Security, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 318.05M in assets, with a quarterly growth rate of -5.65% and a 2-quarter average growth rate of 0.79%. The portfolio is managed by Jacqueline Bos, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ADBEAdobe Inc Com Recent Activity New Position	1.45%	$4.601M 10,347 shares@ $444.69 avg price	New Position
MCDMcdonalds Corp Com Recent Activity New Position	0.79%	$2.504M 8,638 shares@ $289.9 avg price	New Position
BSCY2034 Invesco Bulletshares Corporate Bond Etf Recent Activity New Position	0.26%	$806,215 39,882 shares@ $20.22 avg price	New Position