BUTENSKY & COHEN FINANCIAL SECURITY, INC - Portfolio overview

BUTENSKY & COHEN FINANCIAL SECURITY, INC has 100 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. NEE - NEXTERA ENERGY INC COM, 2.44%
2. CVX - CHEVRON CORPORATION COM, 2.35%
3. KMI - KINDER MORGAN INC DEL COM, 2.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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