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Christine Pribyl

@Cohen Investment Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$165.848MTotal holdings77
Assets growth rate1.38%Assets growth rate (2-Q avg)16.45%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Cohen Investment Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Cohen Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 165.848M in assets, with a quarterly growth rate of 1.38% and a 2-quarter average growth rate of 16.45%. The portfolio is managed by Christine Pribyl, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -11.33%
6.11%
$10.125M
40,433 shares@ $250.43 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.53%
4.52%
$7.491M
9,704 shares@ $772.0 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -11.87%
4.05%
$6.704M
30,556 shares@ $219.4 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -1.06%
3.58%
$5.935M
10,137 shares@ $585.51 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -0.2%
2.87%
$4.758M
8,309 shares@ $572.63 avg price
NOWServicenow Inc
Recent Activity
Decreased -0.22%
2.81%
$4.644M
4,381 shares@ $1060.12 avg price
BACBank America Corp
Recent Activity
Decreased -10.17%
1.96%
$3.245M
73,843 shares@ $43.96 avg price
AMGNAmgen Inc
Recent Activity
Decreased -7.04%
1.51%
$2.489M
9,549 shares@ $260.64 avg price
BHPBhp Group Ltd
Recent Activity
Decreased -3.87%
1.48%
$2.439M
49,948 shares@ $48.84 avg price
BABoeing Co
Recent Activity
Decreased -7.99%
1.14%
$1.884M
10,643 shares@ $177.0 avg price