The Analysis of BUTENSKY & COHEN FINANCIAL SECURITY, INC's Holdings


Currently, BUTENSKY & COHEN FINANCIAL SECURITY, INC holds 97 types of securities in its portfolio with a total value $369.6M. In the most recent quarter, they have increased their positions in N/A (+82.2K shares, valued at $5.4M), XLK (+15.5K shares, valued at $2.2M), WMT (+14.7K shares, valued at $1.6M); decreased their positions in MU (-14.5K shares, valued at $4.1M), N/A (-4.8K shares, valued at $1.5M), KLAC (-1.1K shares, valued at $1.4M); initiated new positions in N/A (+82.2K shares, valued at $5.4M), WMT (+14.7K shares, valued at $1.6M), META (+2.2K shares, valued at $1.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ALPHABET INC CL A ALPHABET INC CL A25.5K shares-15.93%2025-12-312026-01-13history
MU MICRON TECHNOLOGY INC COM27.1K shares-34.89%2025-12-312026-01-13history
BK BANK NEW YORK MELLON CORP COM61.5K shares-3.24%2025-12-312026-01-13history
RTX RTX CORPORATION COM38.5K shares-7.05%2025-12-312026-01-13history
AAPL APPLE INC25.9K shares-0.91%2025-12-312026-01-13history
BARRICK GOLD CORP F BARRICK GOLD CORP F159.8K shares-7.92%2025-12-312026-01-13history
CMI CUMMINS INC COM13.5K shares-8.31%2025-12-312026-01-13history
NVDA NVIDIA CORPORATION COM36.5K shares-1.16%2025-12-312026-01-13history
Sponsored
JPM JPMORGAN CHASE & CO. COM21.1K shares-0.67%2025-12-312026-01-13history
CSCO CISCO SYS INC88.1K shares-2.23%2025-12-312026-01-13history
BTI BRITISH AMERN TOB PLC SPONSORED ADR118.2K shares-0.37%2025-12-312026-01-13history
NEE NEXTERA ENERGY INC COM80.7K shares-1.10%2025-12-312026-01-13history
AMZN AMAZON COM INC COM28.0K shares1.84%2025-12-312026-01-13history
MSFT MICROSOFT13.3K shares1.50%2025-12-312026-01-13history
KLAC KLA CORP COM NEW5.3K shares-17.65%2025-12-312026-01-13history
MCK MCKESSON CORP COM7.8K shares-3.86%2025-12-312026-01-13history
Sponsored
JCI JOHNSON CTLS INTL PLC SHS50.9K shares-0.79%2025-12-312026-01-13history
V VISA INC17.2K shares2.07%2025-12-312026-01-13history
JNJ JOHNSON & JOHNSON COM29.1K shares-0.05%2025-12-312026-01-13history
ALL ALLSTATE CORP28.7K shares2.35%2025-12-312026-01-13history
KMI KINDER MORGAN INC DEL COM212.6K shares2.01%2025-12-312026-01-13history
MERCK & CO INC COM MERCK & CO INC COM55.4K shares5.57%2025-12-312026-01-13history
AMGN AMGEN INC COM17.5K shares2.34%2025-12-312026-01-13history
MCD MCDONALDS CORP COM18.6K shares2.88%2025-12-312026-01-13history
Sponsored
MEDTRONIC PLC SHS MEDTRONIC PLC SHS57.0K shares2.40%2025-12-312026-01-13history
WRB BERKLEY W R CORP COM78.0K shares1.47%2025-12-312026-01-13history
CVX CHEVRON CORP NEW COM35.8K shares4.13%2025-12-312026-01-13history
QCOM QUALCOMM INC31.8K shares1.55%2025-12-312026-01-13history
PNW PINNACLE WEST CAP CORP COM60.6K shares2.97%2025-12-312026-01-13history
UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW82.2K sharesnew addition2025-12-312026-01-13history
MET METLIFE INC COM67.9K shares2.41%2025-12-312026-01-13history
LMT LOCKHEED MARTIN CORP10.8K shares0.69%2025-12-312026-01-13history
Sponsored
LOW LOWES COS INC COM21.7K shares3.93%2025-12-312026-01-13history
BP BP PLC SPONSORED ADR145.9K shares3.09%2025-12-312026-01-13history
MSM MSC INDL DIRECT INC CL A59.1K shares2.47%2025-12-312026-01-13history
NUE NUCOR CORP COM30.1K shares4.66%2025-12-312026-01-13history
GPC GENUINE PARTS CO COM39.7K shares2.63%2025-12-312026-01-13history
VZ VERIZON COMMUNICATIONS117.0K shares5.17%2025-12-312026-01-13history
CSX CSX CORP131.0K shares4.26%2025-12-312026-01-13history
EOG EOG RES INC COM44.2K shares4.59%2025-12-312026-01-13history
Sponsored
XLK TECHNOLOGY SELECT SECTOR SPDR32.1K shares93.44%2025-12-312026-01-13history
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD24.8K shares6.81%2025-12-312026-01-13history
O REALTY INCOME CORP79.7K shares5.25%2025-12-312026-01-13history
HSY HERSHEY CO COM24.4K shares25.12%2025-12-312026-01-13history
PEP PEPSICO INC COM30.1K shares7.27%2025-12-312026-01-13history
CVS CVS HEALTH CORP COM53.2K shares1.75%2025-12-312026-01-13history
ABT ABBOTT LABS COM33.3K shares2.67%2025-12-312026-01-13history
MOS MOSAIC CO166.8K shares5.03%2025-12-312026-01-13history
Sponsored
ADM ARCHER DANIELS MIDLAND CO COM68.8K shares2.11%2025-12-312026-01-13history
TAP MOLSON COORS BEVERAGE CO CL B82.5K shares-4.76%2025-12-312026-01-13history
KVUE KENVUE INC COM223.2K shares4.54%2025-12-312026-01-13history
LEN LENNAR CORP CL A36.1K shares6.91%2025-12-312026-01-13history
EFX EQUIFAX INC COM17.1K shares3.22%2025-12-312026-01-13history
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF81.9K shares1.11%2025-12-312026-01-13history
UPS UNITED PARCEL SERVICE INC33.6K shares6.79%2025-12-312026-01-13history
XLI INDUSTRIAL SELECT SECTOR SPDR21.1K shares0.65%2025-12-312026-01-13history
Sponsored
XLF FINANCIAL SELECT SECTOR SPDR59.8K shares1.91%2025-12-312026-01-13history
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD27.2K shares101.10%2025-12-312026-01-13history
XLV HEALTH CARE SELECT SECTOR SPDR20.4K shares1.56%2025-12-312026-01-13history
ADBE ADOBE INC COM8.6K shares-8.51%2025-12-312026-01-13history
MSI MOTOROLA SOLUTIONS INC COM NEW7.8K shares52.37%2025-12-312026-01-13history
XLP CONSUMER STAPLES SELECT SECTOR SPDR37.1K shares5.23%2025-12-312026-01-13history
EMN EASTMAN CHEMICAL CO43.5K shares-11.28%2025-12-312026-01-13history
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF22.5K shares-0.57%2025-12-312026-01-13history
Sponsored
DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM64.6K shares4.47%2025-12-312026-01-13history
XLU UTILITIES SELECT SECTOR SPDR59.1K shares101.49%2025-12-312026-01-13history
CMCSA COMCAST CORP NEW CL A84.3K shares-21.32%2025-12-312026-01-13history
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF31.1K shares0.43%2025-12-312026-01-13history
XLB MATERIALS SELECT SECTOR SPDR46.8K shares107.55%2025-12-312026-01-13history
XLE ENERGY SELECT SECTOR SPDR41.4K shares107.07%2025-12-312026-01-13history
WMT WALMART INC COM14.7K sharesnew addition2025-12-312026-01-13history
BSCU 2030 INVESCO BULLETSHARES CORPORATE BOND ETF89.0K shares6.74%2025-12-312026-01-13history
Sponsored
TGT TARGET CORP COM15.2K shares-40.93%2025-12-312026-01-13history
BSCT 2029 INVESCO BULLETSHARES CORPORATE BOND ETF77.2K shares6.32%2025-12-312026-01-13history
BSCV 2031 INVESCO BULLETSHARES CORPORATE BOND ETF86.9K shares6.76%2025-12-312026-01-13history
BSCS 2028 INVESCO BULLETSHARES CORPORATE BOND ETF69.5K shares7.41%2025-12-312026-01-13history
META META PLATFORMS INC CL A2.2K sharesnew addition2025-12-312026-01-13history
BSCR 2027 INVESCO BULLETSHARES CORPORATE BOND ETF71.5K shares7.50%2025-12-312026-01-13history
BSCW 2032 INVESCO BULLETSHARES CORPORATE BOND ETF67.0K shares7.46%2025-12-312026-01-13history
BSCX 2033 INVESCO BULLETSHARES CORPORATE BOND ETF62.4K shares7.73%2025-12-312026-01-13history
Sponsored
SDY STATE STREET SPDR S&P DIVIDEND ETF9.4K shares4.78%2025-12-312026-01-13history
BSCQ 2026 INVESCO BULLETSHARES CORPORATE BOND ETF66.7K shares7.10%2025-12-312026-01-13history
BSCY 2034 INVESCO BULLETSHARES CORPORATE BOND ETF62.1K shares10.57%2025-12-312026-01-13history
BSCZ 2035 INVESCO BULLETSHARES CORPORATE BOND ETF62.3K shares277.16%2025-12-312026-01-13history
KO COCA COLA CO COM17.5K shares-0.49%2025-12-312026-01-13history
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF19.6K shares2.23%2025-12-312026-01-13history
ISHARES GOLD TRUST ISHARES GOLD TRUST13.9K sharesnew addition2025-12-312026-01-13history
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF15.9K shares2.51%2025-12-312026-01-13history
Sponsored
SPY SPDR S&P 500 ETF1.1K shares-6.57%2025-12-312026-01-13history
PGX INVESCO PREFERRED ETF49.4K shares-8.93%2025-12-312026-01-13history
POWERSHARES QQQ TR POWERSHARES QQQ TR843 shares-2.32%2025-12-312026-01-13history
VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF639 shares-5.19%2025-12-312026-01-13history
SFBS SERVISFIRST BANCSHARES INC COM5.0K shares0.00%2025-12-312026-01-13history
VIG VANGUARD DIVIDEND APPRECIATION ETF1.5K shares-3.13%2025-12-312026-01-13history
VEU VANGUARD FTSE ALL-WORLD EX-US3.8K shares-2.52%2025-12-312026-01-13history
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW510 shares0.00%2025-12-312026-01-13history
Sponsored
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF1.4K shares0.00%2025-12-312026-01-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available