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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
GOOGLAlphabet Inc Cl A
Recent Activity
Increased 1.97%
1.92%
$6.089M
32,164 shares@ $189.3 avg price
MSFTMicrosoft
Recent Activity
Increased 2.1%
1.78%
$5.659M
13,426 shares@ $421.52 avg price
METMetlife Inc Com
Recent Activity
Increased 0.5%
1.67%
$5.292M
64,633 shares@ $81.88 avg price
ULUnilever Plc Spon Adr New
Recent Activity
Increased 0.23%
1.64%
$5.209M
91,869 shares@ $56.7 avg price
MCKMckesson Corp Com
Recent Activity
Increased 0.14%
1.59%
$5.054M
8,868 shares@ $569.92 avg price
WRBBerkley W R Corp Com
Recent Activity
Increased 0.35%
1.59%
$5.053M
86,349 shares@ $58.52 avg price
PNWPinnacle West Cap Corp Com
Recent Activity
Increased 1.66%
1.59%
$5.042M
59,480 shares@ $84.78 avg price
CHKPCheck Point Software Technologies Ltd
Recent Activity
Increased 0.08%
1.55%
$4.912M
26,310 shares@ $186.7 avg price
TAPMolson Coors Beverage Co Cl B
Recent Activity
Increased 1.15%
1.54%
$4.889M
85,288 shares@ $57.33 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 1.71%
1.54%
$4.868M
10,017 shares@ $485.95 avg price