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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
VZVerizon Communications Inc
Recent Activity
Increased 2.43%
1.49%
$2.469M
61,749 shares@ $40.0 avg price
BHPBhp Group Ltd
Recent Activity
Decreased -3.87%
1.48%
$2.439M
49,948 shares@ $48.84 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 3.46%
1.45%
$2.395M
18,991 shares@ $126.1 avg price
DISDisney Walt Co
Recent Activity
Increased 2.25%
1.38%
$2.288M
20,544 shares@ $111.35 avg price
ORealty Income Corp
Recent Activity
Increased 3.21%
1.33%
$2.202M
41,221 shares@ $53.42 avg price
KOCoca Cola Co
Recent Activity
Increased 2.66%
1.3%
$2.146M
34,465 shares@ $62.27 avg price
SBUXStarbucks Corp
Recent Activity
Increased 2.29%
1.29%
$2.125M
23,284 shares@ $91.25 avg price
PFEPfizer Inc
Recent Activity
Increased 4.46%
1.26%
$2.08M
78,409 shares@ $26.54 avg price
BABoeing Co
Recent Activity
Decreased -7.99%
1.14%
$1.884M
10,643 shares@ $177.0 avg price
NVDANvidia Corporation
Recent Activity
Increased 369.01%
1.11%
$1.831M
13,634 shares@ $134.3 avg price