BUTENSKY & COHEN FINANCIAL SECURITY, INC

CIK 0001632802 • 6 13F filings • Apr 11, 2025 – Jul 10, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $326.7M95 positionsView on SEC.gov

			% of Portfolio
2025 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.1M	0.3%	51,335 SH
2026 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.1M	0.3%	57,884 SH
2027 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.2M	0.4%	61,752 SH
2028 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.2M	0.4%	59,747 SH
2029 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.3M	0.4%	67,459 SH
2030 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.3M	0.4%	77,479 SH
2031 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.2M	0.4%	74,428 SH
2032 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.2M	0.4%	56,788 SH
2033 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.1M	0.3%	52,294 SH
2034 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$977K	0.3%	47,698 SH
ABBOTT LABS COM	Stock	$4.3M	1.3%	32,159 SH
ADOBE INC COM	Stock	$4.1M	1.2%	10,606 SH
ADVANCED MICRO DEVICES INC COM	Stock	$3.9M	1.2%	37,705 SH
ALLSTATE CORP	Stock	$5.8M	1.8%	28,052 SH
ALPHABET INC CL A	Stock	$4.9M	1.5%	31,850 SH
ALTRIA GROUP INC COM	Stock	$6.2M	1.9%	102,849 SH
AMAZON COM INC COM	Stock	$5.3M	1.6%	27,801 SH
AMGEN INC COM	Stock	$5.1M	1.6%	16,295 SH
APPLE INC	Stock	$5.7M	1.7%	25,686 SH
ARCHER DANIELS MIDLAND CO COM	Stock	$3.0M	0.9%	62,954 SH
ATMOS ENERGY CORP COM	Stock	$5.9M	1.8%	38,260 SH
BANK NEW YORK MELLON CORP COM	Stock	$5.9M	1.8%	70,252 SH
BARRICK GOLD CORP F	Stock	$3.3M	1.0%	167,959 SH
BERKLEY W R CORP COM	Stock	$6.1M	1.9%	85,233 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$274K	0.1%	515 SH
BP PLC SPONSORED ADR	ADR	$4.4M	1.4%	131,260 SH
CHECK POINT SOFTWARE TECHNOLOGIES LTD	Stock	$5.2M	1.6%	22,840 SH
CHEVRON CORP NEW COM	Stock	$5.2M	1.6%	31,352 SH
CISCO SYS INC	Stock	$5.7M	1.7%	91,767 SH
COCA COLA CO COM	Stock	$1.5M	0.4%	20,282 SH
COMCAST CORP NEW CL A	Stock	$4.3M	1.3%	116,528 SH
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND	ETF	$2.2M	0.7%	22,318 SH
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD	ETF	$2.5M	0.8%	12,720 SH
CONSUMER STAPLES SELECT SECTOR SPDR	ETF	$2.7M	0.8%	32,931 SH
CSX CORP	Stock	$3.5M	1.1%	117,247 SH
CUMMINS INC COM	Stock	$4.7M	1.4%	14,854 SH
CVS HEALTH CORP COM	Stock	$3.5M	1.1%	51,720 SH
DOW INC COM	Stock	$3.0M	0.9%	86,699 SH
DUPONT DE NEMOURS INC COM	Stock	$4.4M	1.3%	58,305 SH
EASTMAN CHEMICAL CO	Stock	$3.9M	1.2%	44,766 SH
ENERGY SELECT SECTOR SPDR	ETF	$1.7M	0.5%	18,278 SH
EOG RES INC COM	Stock	$5.0M	1.5%	39,102 SH
EQUIFAX INC COM	Stock	$4.0M	1.2%	16,324 SH
FINANCIAL SELECT SECTOR SPDR	ETF	$2.8M	0.9%	56,281 SH
GENUINE PARTS CO COM	Stock	$4.3M	1.3%	36,394 SH
HEALTH CARE SELECT SECTOR SPDR	ETF	$2.5M	0.8%	17,455 SH
HUNTSMAN CORP COM	Stock	$2.3M	0.7%	146,339 SH
INDUSTRIAL SELECT SECTOR SPDR	ETF	$2.7M	0.8%	20,566 SH
INVESCO PREFERRED ETF	ETF	$746K	0.2%	66,521 SH
ISHARES TR DOW JONES U S HEALTHCARE	ETF	$208K	0.1%	3,411 SH
JOHNSON & JOHNSON COM	Stock	$4.6M	1.4%	27,981 SH
JOHNSON CTLS INTL PLC SHS	Stock	$4.7M	1.4%	59,010 SH
JPMORGAN CHASE & CO. COM	Stock	$5.7M	1.7%	23,049 SH
KENVUE INC COM	Stock	$5.0M	1.5%	207,142 SH
KINDER MORGAN INC DEL COM	Stock	$6.1M	1.9%	215,185 SH
KLA CORP COM NEW	Stock	$4.5M	1.4%	6,625 SH
KRAFT HEINZ CO	Stock	$3.6M	1.1%	119,137 SH
LENNAR CORP CL A	Stock	$3.5M	1.1%	30,533 SH
LOCKHEED MARTIN CORP	Stock	$4.6M	1.4%	10,274 SH
LOWES COS INC COM	Stock	$4.7M	1.4%	20,160 SH
MATERIALS SELECT SECTOR SPDR	ETF	$1.8M	0.6%	20,970 SH
MCDONALDS CORP COM	Stock	$5.3M	1.6%	17,025 SH
MCKESSON CORP COM	Stock	$5.8M	1.8%	8,666 SH
MEDTRONIC PLC SHS	Stock	$4.8M	1.5%	53,117 SH
MERCK & CO INC COM	Stock	$4.0M	1.2%	44,213 SH
METLIFE INC COM	Stock	$5.2M	1.6%	64,341 SH
MICRON TECHNOLOGY INC COM	Stock	$3.7M	1.1%	43,017 SH
MICROSOFT	Stock	$5.0M	1.5%	13,384 SH
MOLSON COORS BEVERAGE CO CL B	Stock	$5.2M	1.6%	85,684 SH
MOSAIC CO	Stock	$4.5M	1.4%	167,865 SH
MSC INDL DIRECT INC CL A	Stock	$4.4M	1.3%	56,215 SH
NUCOR CORP COM	Stock	$3.3M	1.0%	27,758 SH
PEPSICO INC COM	Stock	$3.8M	1.2%	25,269 SH
PINNACLE WEST CAP CORP COM	Stock	$5.5M	1.7%	58,256 SH
POWERSHARES QQQ TR	ETF	$465K	0.1%	991 SH
QUALCOMM INC	Stock	$4.4M	1.4%	28,789 SH
REALTY INCOME CORP	REIT	$4.0M	1.2%	68,982 SH
RTX CORPORATION COM	Stock	$6.0M	1.8%	45,553 SH
SERVISFIRST BANCSHARES INC COM	Stock	$480K	0.1%	5,810 SH
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	ETF	$2.9M	0.9%	79,353 SH
SPDR PORTFOLIO S&P 400 MID CAP ETF	ETF	$931K	0.3%	18,186 SH
SPDR PORTFOLIO S&P 500 ETF	ETF	$2.0M	0.6%	30,445 SH
SPDR PORTFOLIO S&P 600 SMALL CAP ETF	ETF	$593K	0.2%	14,558 SH
SPDR S&P 500 ETF	ETF	$649K	0.2%	1,160 SH
SPDR S&P DIVIDEND ETF	ETF	$1.2M	0.4%	8,489 SH
TARGET CORP COM	Stock	$2.9M	0.9%	27,617 SH
TECHNOLOGY SELECT SECTOR SPDR	ETF	$3.4M	1.0%	16,564 SH
UNILEVER PLC SPON ADR NEW	ADR	$5.4M	1.7%	91,446 SH
UNITED PARCEL SERVICE INC	Stock	$3.7M	1.1%	33,567 SH
UTILITIES SELECT SECTOR SPDR	ETF	$2.2M	0.7%	28,410 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$300K	0.1%	1,546 SH
VANGUARD FTSE ALL-WORLD EX-US	ETF	$271K	0.1%	4,469 SH
VANGUARD S&P 500 ETF	ETF	$333K	0.1%	649 SH
VERIZON COMMUNICATIONS	Stock	$4.8M	1.5%	105,976 SH
VISA INC	Stock	$6.1M	1.9%	17,323 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001214659-26-012797	—	View
Jan 13, 2026	Q4 2025	13F-HR	0001214659-26-000392	$369.6M	View
Oct 20, 2025