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  Name: BUTENSKY & COHEN FINANCIAL SECURITY INC
  City: PONTE VEDRA BEACH
  State: FL
  Zip: 32082
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $321,004,000
  Total Value Change : $20,075,000
  Securities Held Change : 0
   
All Securities Held : 96
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 54
  Unchanged Positions : 3
  Decreased Positions : 37

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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SFBS)1 Year Chart         SFBS Servisfirst Bancshares, Inc. 89 - $63.34 $386,000 5,810 0.12% -1,000 0 0.011    Foreign Money Center ...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 93 - $406.37 $259,000 615 0.08% 40,000 0 0    Property & Casualty I...
   (BAC)1 Year Chart         BAC Bank of America Corp 95 - $37.71 $233,000 6,150 0.07% 26,000 0 0    Domestic Money Center...

      3 Records Found
  1    
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