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Jacqueline Bos

@Butensky & Cohen Financial Security, Inc

Latest period2024 - Q4ReportedManaged Assets$318.05MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ORCLOracle Corporation
Recent Activity
Exited
0%
$5.68M
33,335 shares@ $170.4 avg price
BSCO2024 Invesco Bulletshares Corporate Bond Etf
Recent Activity
Exited
0%
$954,307
45,185 shares@ $21.12 avg price
GOOGAlphabet Inc Cl C
Recent Activity
Exited
0%
$241,757
1,446 shares@ $167.2 avg price