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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
EOGEog Res Inc Com
Recent Activity
Increased 10.06%
1.47%
$4.648M
37,920 shares@ $122.59 avg price
CVXChevron Corp New Com
Recent Activity
Increased 3.53%
1.43%
$4.533M
31,295 shares@ $144.85 avg price
DDDupont De Nemours Inc Com
Recent Activity
Increased 0.53%
1.4%
$4.43M
58,094 shares@ $76.26 avg price
QCOMQualcomm Inc
Recent Activity
Increased 4.36%
1.39%
$4.411M
28,713 shares@ $153.62 avg price
KVUEKenvue Inc Com
Recent Activity
Increased 2.31%
1.38%
$4.364M
204,424 shares@ $21.35 avg price
CMCSAComcast Corp New Cl A
Recent Activity
Increased 2.51%
1.36%
$4.299M
114,552 shares@ $37.53 avg price
AMGNAmgen Inc Com
Recent Activity
Increased 1.96%
1.34%
$4.235M
16,248 shares@ $260.65 avg price
KLACKla Corp Com New
Recent Activity
Increased 1.4%
1.33%
$4.216M
6,691 shares@ $630.13 avg price
MDTMedtronic Plc Shs
Recent Activity
Increased 5.53%
1.32%
$4.192M
52,479 shares@ $79.89 avg price
EFXEquifax Inc Com
Recent Activity
Increased 0.02%
1.32%
$4.189M
16,436 shares@ $254.86 avg price