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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
VUGVanguard Index Fds
Recent Activity
Increased 3.54%
0.71%
$1.177M
2,867 shares@ $410.44 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 8.46%
0.62%
$1.022M
21,375 shares@ $47.83 avg price
VTVVanguard Index Fds
Recent Activity
Increased 5.5%
0.56%
$923,193
5,453 shares@ $169.31 avg price
VBVanguard Index Fds
Recent Activity
Increased 6.35%
0.52%
$862,125
3,588 shares@ $240.29 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.31%
0.4%
$652,236
2,967 shares@ $219.84 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.39%
0.38%
$621,596
3,264 shares@ $190.44 avg price
CCitigroup Inc
Recent Activity
Increased 1.11%
0.37%
$611,830
8,692 shares@ $70.4 avg price
TSLATesla Inc
Recent Activity
0.36%
$585,164
1,449 shares@ $403.84 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 8.26%
0.35%
$578,069
13,126 shares@ $44.04 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 1.46%
0.35%
$576,325
1,186 shares@ $485.95 avg price