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). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MU MICRON TECHNOLOGY INC COM27.1K shares-34.89%2025-12-312026-01-13
BK BANK NEW YORK MELLON CORP COM61.5K shares-3.24%2025-12-312026-01-13
RTX RTX CORPORATION COM38.5K shares-7.05%2025-12-312026-01-13
AAPL APPLE INC25.9K shares-0.91%2025-12-312026-01-13
CMI CUMMINS INC COM13.5K shares-8.31%2025-12-312026-01-13
NVDA NVIDIA CORPORATION COM36.5K shares-1.16%2025-12-312026-01-13
JPM JPMORGAN CHASE & CO. COM21.1K shares-0.67%2025-12-312026-01-13
CSCO CISCO SYS INC88.1K shares-2.23%2025-12-312026-01-13
BTI BRITISH AMERN TOB PLC SPONSORED ADR118.2K shares-0.37%2025-12-312026-01-13
NEE NEXTERA ENERGY INC COM80.7K shares-1.10%2025-12-312026-01-13
AMZN AMAZON COM INC COM28.0K shares1.84%2025-12-312026-01-13
MSFT MICROSOFT13.3K shares1.50%2025-12-312026-01-13
KLAC KLA CORP COM NEW5.3K shares-17.65%2025-12-312026-01-13
MCK MCKESSON CORP COM7.8K shares-3.86%2025-12-312026-01-13
JCI JOHNSON CTLS INTL PLC SHS50.9K shares-0.79%2025-12-312026-01-13
V VISA INC17.2K shares2.07%2025-12-312026-01-13
JNJ JOHNSON & JOHNSON COM29.1K shares-0.05%2025-12-312026-01-13
ALL ALLSTATE CORP28.7K shares2.35%2025-12-312026-01-13
KMI KINDER MORGAN INC DEL COM212.6K shares2.01%2025-12-312026-01-13
AMGN AMGEN INC COM17.5K shares2.34%2025-12-312026-01-13
MCD MCDONALDS CORP COM18.6K shares2.88%2025-12-312026-01-13
WRB BERKLEY W R CORP COM78.0K shares1.47%2025-12-312026-01-13
CVX CHEVRON CORP NEW COM35.8K shares4.13%2025-12-312026-01-13
QCOM QUALCOMM INC31.8K shares1.55%2025-12-312026-01-13
PNW PINNACLE WEST CAP CORP COM60.6K shares2.97%2025-12-312026-01-13
MET METLIFE INC COM67.9K shares2.41%2025-12-312026-01-13
LMT LOCKHEED MARTIN CORP10.8K shares0.69%2025-12-312026-01-13
LOW LOWES COS INC COM21.7K shares3.93%2025-12-312026-01-13
BP BP PLC SPONSORED ADR145.9K shares3.09%2025-12-312026-01-13
MSM MSC INDL DIRECT INC CL A59.1K shares2.47%2025-12-312026-01-13
NUE NUCOR CORP COM30.1K shares4.66%2025-12-312026-01-13
GPC GENUINE PARTS CO COM39.7K shares2.63%2025-12-312026-01-13
VZ VERIZON COMMUNICATIONS117.0K shares5.17%2025-12-312026-01-13
CSX CSX CORP131.0K shares4.26%2025-12-312026-01-13
EOG EOG RES INC COM44.2K shares4.59%2025-12-312026-01-13
XLK TECHNOLOGY SELECT SECTOR SPDR32.1K shares93.44%2025-12-312026-01-13
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD24.8K shares6.81%2025-12-312026-01-13
O REALTY INCOME CORP79.7K shares5.25%2025-12-312026-01-13
HSY HERSHEY CO COM24.4K shares25.12%2025-12-312026-01-13
PEP PEPSICO INC COM30.1K shares7.27%2025-12-312026-01-13
CVS CVS HEALTH CORP COM53.2K shares1.75%2025-12-312026-01-13
ABT ABBOTT LABS COM33.3K shares2.67%2025-12-312026-01-13
MOS MOSAIC CO166.8K shares5.03%2025-12-312026-01-13
ADM ARCHER DANIELS MIDLAND CO COM68.8K shares2.11%2025-12-312026-01-13
TAP MOLSON COORS BEVERAGE CO CL B82.5K shares-4.76%2025-12-312026-01-13
KVUE KENVUE INC COM223.2K shares4.54%2025-12-312026-01-13
LEN LENNAR CORP CL A36.1K shares6.91%2025-12-312026-01-13
EFX EQUIFAX INC COM17.1K shares3.22%2025-12-312026-01-13
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF81.9K shares1.11%2025-12-312026-01-13
UPS UNITED PARCEL SERVICE INC33.6K shares6.79%2025-12-312026-01-13
XLI INDUSTRIAL SELECT SECTOR SPDR21.1K shares0.65%2025-12-312026-01-13
XLF FINANCIAL SELECT SECTOR SPDR59.8K shares1.91%2025-12-312026-01-13
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD27.2K shares101.10%2025-12-312026-01-13
XLV HEALTH CARE SELECT SECTOR SPDR20.4K shares1.56%2025-12-312026-01-13
ADBE ADOBE INC COM8.6K shares-8.51%2025-12-312026-01-13
MSI MOTOROLA SOLUTIONS INC COM NEW7.8K shares52.37%2025-12-312026-01-13
XLP CONSUMER STAPLES SELECT SECTOR SPDR37.1K shares5.23%2025-12-312026-01-13
EMN EASTMAN CHEMICAL CO43.5K shares-11.28%2025-12-312026-01-13
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF22.5K shares-0.57%2025-12-312026-01-13
XLU UTILITIES SELECT SECTOR SPDR59.1K shares101.49%2025-12-312026-01-13
CMCSA COMCAST CORP NEW CL A84.3K shares-21.32%2025-12-312026-01-13
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF31.1K shares0.43%2025-12-312026-01-13
XLB MATERIALS SELECT SECTOR SPDR46.8K shares107.55%2025-12-312026-01-13
XLE ENERGY SELECT SECTOR SPDR41.4K shares107.07%2025-12-312026-01-13
WMT WALMART INC COM14.7K sharesnew addition2025-12-312026-01-13
BSCU 2030 INVESCO BULLETSHARES CORPORATE BOND ETF89.0K shares6.74%2025-12-312026-01-13
TGT TARGET CORP COM15.2K shares-40.93%2025-12-312026-01-13
BSCT 2029 INVESCO BULLETSHARES CORPORATE BOND ETF77.2K shares6.32%2025-12-312026-01-13
BSCV 2031 INVESCO BULLETSHARES CORPORATE BOND ETF86.9K shares6.76%2025-12-312026-01-13
BSCS 2028 INVESCO BULLETSHARES CORPORATE BOND ETF69.5K shares7.41%2025-12-312026-01-13
META META PLATFORMS INC CL A2.2K sharesnew addition2025-12-312026-01-13
BSCR 2027 INVESCO BULLETSHARES CORPORATE BOND ETF71.5K shares7.50%2025-12-312026-01-13
BSCW 2032 INVESCO BULLETSHARES CORPORATE BOND ETF67.0K shares7.46%2025-12-312026-01-13
BSCX 2033 INVESCO BULLETSHARES CORPORATE BOND ETF62.4K shares7.73%2025-12-312026-01-13
SDY STATE STREET SPDR S&P DIVIDEND ETF9.4K shares4.78%2025-12-312026-01-13
BSCQ 2026 INVESCO BULLETSHARES CORPORATE BOND ETF66.7K shares7.10%2025-12-312026-01-13
BSCY 2034 INVESCO BULLETSHARES CORPORATE BOND ETF62.1K shares10.57%2025-12-312026-01-13
BSCZ 2035 INVESCO BULLETSHARES CORPORATE BOND ETF62.3K shares277.16%2025-12-312026-01-13
KO COCA COLA CO COM17.5K shares-0.49%2025-12-312026-01-13
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF19.6K shares2.23%2025-12-312026-01-13
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF15.9K shares2.51%2025-12-312026-01-13
SPY SPDR S&P 500 ETF1.1K shares-6.57%2025-12-312026-01-13
PGX INVESCO PREFERRED ETF49.4K shares-8.93%2025-12-312026-01-13
SFBS SERVISFIRST BANCSHARES INC COM5.0K shares0.00%2025-12-312026-01-13
VIG VANGUARD DIVIDEND APPRECIATION ETF1.5K shares-3.13%2025-12-312026-01-13
VEU VANGUARD FTSE ALL-WORLD EX-US3.8K shares-2.52%2025-12-312026-01-13
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF1.4K shares0.00%2025-12-312026-01-13
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available