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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
AAPLApple Inc
Recent Activity
Decreased -0.21%
2.05%
$6.517M
26,024 shares@ $250.42 avg price
AMZNAmazon Com Inc Com
Recent Activity
Decreased -1.49%
1.98%
$6.276M
28,605 shares@ $219.4 avg price
KMIKinder Morgan Inc Del Com
Recent Activity
Decreased -17.33%
1.93%
$6.112M
223,083 shares@ $27.4 avg price
GOOGLAlphabet Inc Cl A
Recent Activity
Increased 1.97%
1.92%
$6.089M
32,164 shares@ $189.3 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -4.87%
1.89%
$5.982M
24,954 shares@ $239.71 avg price
BKBank New York Mellon Corp Com
Recent Activity
Decreased -11.51%
1.87%
$5.926M
77,134 shares@ $76.83 avg price
VVisa Inc
Recent Activity
Decreased -0.61%
1.82%
$5.774M
18,271 shares@ $316.05 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.99%
1.79%
$5.67M
95,784 shares@ $59.21 avg price
MSFTMicrosoft
Recent Activity
Increased 2.1%
1.78%
$5.659M
13,426 shares@ $421.52 avg price
ATOAtmos Energy Corp Com
Recent Activity
Decreased -3.71%
1.74%
$5.513M
39,586 shares@ $139.27 avg price