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: $369.6M97 positionsView on SEC.gov

			% of Portfolio
2026 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.3M	0.4%Prev: 0.3%	66,681 SH	Increased+4,422 SH
2027 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.4M	0.4%Prev: 0.4%	71,486 SH	Increased+4,988 SH
2028 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.4M	0.4%Prev: 0.4%	69,497 SH	Increased+4,794 SH
2029 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.5M	0.4%Prev: 0.4%	77,195 SH	Increased+4,586 SH
2030 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.5M	0.4%Prev: 0.4%	89,046 SH	Increased+5,624 SH
2031 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.5M	0.4%Prev: 0.4%	86,878 SH	Increased+5,502 SH
2032 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.4M	0.4%Prev: 0.4%	66,961 SH	Increased+4,648 SH
2033 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.3M	0.4%Prev: 0.3%	62,443 SH	Increased+4,481 SH
2034 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.3M	0.4%Prev: 0.3%	62,089 SH	Increased+5,934 SH
2035 INVESCO BULLETSHARES CORPORATE BOND ETF	ETF	$1.3M	0.4%Prev: 0.1%	62,299 SH	Increased+45,781 SH
ABBOTT LABS COM	Stock	$4.2M	1.1%Prev: 1.2%	33,262 SH	Decreased+866 SH
ADOBE INC COM	Stock	$3.0M	0.8%Prev: 0.9%	8,605 SH	Decreased-800 SH
ALLSTATE CORP	Stock	$6.0M	1.6%Prev: 1.7%	28,657 SH	Decreased+658 SH
ALPHABET INC CL A	Stock	$8.0M	2.2%Prev: 2.1%	25,487 SH	Increased-4,829 SH
AMAZON COM INC COM	Stock	$6.5M	1.8%Prev: 1.7%	28,049 SH	Increased+507 SH
AMGEN INC COM	Stock	$5.7M	1.5%Prev: 1.3%	17,484 SH	Increased+400 SH
APPLE INC	Stock	$7.0M	1.9%Prev: 1.9%	25,901 SH	Increased-239 SH
ARCHER DANIELS MIDLAND CO COM	Stock	$4.0M	1.1%Prev: 1.1%	68,842 SH	Decreased+1,423 SH
BANK NEW YORK MELLON CORP COM	Stock	$7.1M	1.9%Prev: 1.9%	61,532 SH	Increased-2,063 SH
BARRICK GOLD CORP F	Stock	$7.0M	1.9%Prev: 1.6%	159,802 SH	Increased-13,741 SH
BERKLEY W R CORP COM	Stock	$5.5M	1.5%Prev: 1.6%	77,972 SH	Decreased+1,130 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$256K	0.1%Prev: 0.1%	510 SH	Decreased
BP PLC SPONSORED ADR	ADR	$5.1M	1.4%Prev: 1.4%	145,949 SH	Increased+4,373 SH
BRITISH AMERN TOB PLC SPONSORED ADR	ADR	$6.7M	1.8%Prev: 1.8%	118,175 SH	Increased-435 SH
CHECK POINT SOFTWARE TECHNOLOGIES LTD	Stock	$4.6M	1.2%Prev: 1.3%	24,829 SH	Decreased+1,583 SH
CHEVRON CORP NEW COM	Stock	$5.5M	1.5%Prev: 1.5%	35,808 SH	Increased+1,420 SH
CISCO SYS INC	Stock	$6.8M	1.8%Prev: 1.7%	88,131 SH	Increased-2,011 SH
COCA COLA CO COM	Stock	$1.2M	0.3%Prev: 0.3%	17,486 SH	Increased-86 SH
COMCAST CORP NEW CL A	Stock	$2.5M	0.7%Prev: 0.9%	84,287 SH	Decreased-22,846 SH
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD	ETF	$3.2M	0.9%Prev: 0.9%	27,166 SH	Increased+13,657 SH
CONSUMER STAPLES SELECT SECTOR SPDR	ETF	$2.9M	0.8%Prev: 0.8%	37,061 SH	Increased+1,843 SH
CSX CORP	Stock	$4.7M	1.3%Prev: 1.2%	131,010 SH	Increased+5,350 SH
CUMMINS INC COM	Stock	$6.9M	1.9%Prev: 1.7%	13,481 SH	Increased-1,222 SH
CVS HEALTH CORP COM	Stock	$4.2M	1.1%Prev: 1.1%	53,230 SH	Increased+917 SH
DUPONT DE NEMOURS INC COM	Stock	$2.6M	0.7%Prev: 1.3%	64,577 SH	Decreased+2,763 SH
EASTMAN CHEMICAL CO	Stock	$2.8M	0.8%Prev: 0.9%	43,463 SH	Decreased-5,526 SH
ENERGY SELECT SECTOR SPDR	ETF	$1.9M	0.5%Prev: 0.5%	41,417 SH	Increased+21,416 SH
EOG RES INC COM	Stock	$4.6M	1.3%Prev: 1.3%	44,231 SH	Decreased+1,940 SH
EQUIFAX INC COM	Stock	$3.7M	1.0%Prev: 1.2%	17,070 SH	Decreased+533 SH
FINANCIAL SELECT SECTOR SPDR	ETF	$3.3M	0.9%Prev: 0.9%	59,789 SH	Increased+1,119 SH
GENUINE PARTS CO COM	Stock	$4.9M	1.3%Prev: 1.5%	39,660 SH	Decreased+1,017 SH
HEALTH CARE SELECT SECTOR SPDR	ETF	$3.2M	0.9%Prev: 0.8%	20,372 SH	Increased+313 SH
HERSHEY CO COM	Stock	$4.4M	1.2%Prev: 1.0%	24,418 SH	Increased+4,903 SH
INDUSTRIAL SELECT SECTOR SPDR	ETF	$3.3M	0.9%Prev: 0.9%	21,143 SH	Increased+137 SH
INVESCO PREFERRED ETF	ETF	$556K	0.2%Prev: 0.2%	49,429 SH	Decreased-4,847 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$209K	0.1%Prev: 0.1%	1,408 SH	Increased
ISHARES GOLD TRUST	ETF	$1.1M	0.3%	13,940 SH	New
JOHNSON & JOHNSON COM	Stock	$6.0M	1.6%Prev: 1.5%	29,131 SH	Increased-15 SH
JOHNSON CTLS INTL PLC SHS	Stock	$6.1M	1.6%Prev: 1.6%	50,923 SH	Increased-403 SH
JPMORGAN CHASE & CO. COM	Stock	$6.8M	1.8%Prev: 1.9%	21,091 SH	Increased-143 SH
KENVUE INC COM	Stock	$3.9M	1.0%Prev: 1.0%	223,228 SH	Increased+9,704 SH
KINDER MORGAN INC DEL COM	Stock	$5.8M	1.6%Prev: 1.6%	212,624 SH	Decreased+4,193 SH
KLA CORP COM NEW	Stock	$6.4M	1.7%Prev: 1.9%	5,252 SH	Decreased-1,126 SH
LENNAR CORP CL A	Stock	$3.7M	1.0%Prev: 1.2%	36,087 SH	Decreased+2,333 SH
LOCKHEED MARTIN CORP	Stock	$5.2M	1.4%Prev: 1.5%	10,848 SH	Decreased+74 SH
LOWES COS INC COM	Stock	$5.2M	1.4%Prev: 1.5%	21,674 SH	Decreased+820 SH
MATERIALS SELECT SECTOR SPDR	ETF	$2.1M	0.6%Prev: 0.6%	46,815 SH	Increased+24,259 SH
MCDONALDS CORP COM	Stock	$5.7M	1.5%Prev: 1.5%	18,553 SH	Increased+519 SH
MCKESSON CORP COM	Stock	$6.4M	1.7%Prev: 1.7%	7,772 SH	Increased-312 SH
MEDTRONIC PLC SHS	Stock	$5.5M	1.5%Prev: 1.5%	56,998 SH	Increased+1,335 SH
MERCK & CO INC COM	Stock	$5.8M	1.6%Prev: 1.2%	55,379 SH	Increased+2,923 SH
META PLATFORMS INC CL A	Stock	$1.4M	0.4%	2,160 SH	New
METLIFE INC COM	Stock	$5.4M	1.5%Prev: 1.5%	67,912 SH	Decreased+1,595 SH
MICRON TECHNOLOGY INC COM	Stock	$7.7M	2.1%Prev: 1.9%	27,099 SH	Increased-14,522 SH
MICROSOFT	Stock	$6.4M	1.7%Prev: 1.9%	13,288 SH	Decreased+197 SH
MOLSON COORS BEVERAGE CO CL B	Stock	$3.9M	1.0%Prev: 1.1%	82,516 SH	Decreased-4,121 SH
MOSAIC CO	Stock	$4.0M	1.1%Prev: 1.5%	166,754 SH	Decreased+7,982 SH
MOTOROLA SOLUTIONS INC COM NEW	Stock	$3.0M	0.8%Prev: 0.7%	7,818 SH	Increased+2,687 SH
MSC INDL DIRECT INC CL A	Stock	$5.0M	1.3%Prev: 1.5%	59,128 SH	Decreased+1,427 SH
NEXTERA ENERGY INC COM	Stock	$6.5M	1.8%Prev: 1.7%	80,672 SH	Increased-897 SH
NUCOR CORP COM	Stock	$4.9M	1.3%Prev: 1.1%	30,146 SH	Increased+1,341 SH
NVIDIA CORPORATION COM	Stock	$6.8M	1.8%Prev: 1.9%	36,514 SH	Decreased-428 SH
PEPSICO INC COM	Stock	$4.3M	1.2%Prev: 1.1%	30,148 SH	Increased+2,043 SH
PINNACLE WEST CAP CORP COM	Stock	$5.4M	1.5%Prev: 1.5%	60,621 SH	Increased+1,749 SH
POWERSHARES QQQ TR	ETF	$518K	0.1%Prev: 0.1%	843 SH	Decreased-20 SH
QUALCOMM INC	Stock	$5.4M	1.5%Prev: 1.4%	31,755 SH	Increased+485 SH
REALTY INCOME CORP	REIT	$4.5M	1.2%Prev: 1.3%	79,670 SH	Decreased+3,976 SH
RTX CORPORATION COM	Stock	$7.1M	1.9%Prev: 1.9%	38,510 SH	Increased-2,922 SH
SERVISFIRST BANCSHARES INC COM	Stock	$360K	0.1%Prev: 0.1%	5,010 SH	Decreased
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	ETF	$3.6M	1.0%Prev: 1.0%	81,859 SH	Increased+899 SH
SPDR S&P 500 ETF	ETF	$717K	0.2%Prev: 0.2%	1,052 SH	Decreased-74 SH
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF	ETF	$2.7M	0.7%	22,524 SH	New
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF	ETF	$1.1M	0.3%	19,594 SH	New
STATE STREET SPDR PORTFOLIO S&P 500 ETF	ETF	$2.5M	0.7%	31,125 SH	New
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF	ETF	$745K	0.2%	15,904 SH	New
STATE STREET SPDR S&P DIVIDEND ETF	ETF	$1.3M	0.4%	9,448 SH	New
TARGET CORP COM	Stock	$1.5M	0.4%Prev: 0.6%	15,217 SH	Decreased-10,544 SH
TECHNOLOGY SELECT SECTOR SPDR	ETF	$4.6M	1.3%Prev: 1.3%	32,107 SH	Decreased+15,509 SH
UNILEVER PLC SPON ADR NEW	ADR	$5.4M	1.5%Prev: 1.5%	82,163 SH	Decreased-8,829 SH
UNITED PARCEL SERVICE INC	Stock	$3.3M	0.9%Prev: 0.7%	33,642 SH	Increased+2,138 SH
UTILITIES SELECT SECTOR SPDR	ETF	$2.5M	0.7%Prev: 0.7%	59,118 SH	Decreased+29,778 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$319K	0.1%Prev: 0.1%	1,453 SH	Decreased-47 SH
VANGUARD FTSE ALL-WORLD EX-US	ETF	$279K	0.1%Prev: 0.1%	3,789 SH	Increased-98 SH
VANGUARD S&P 500 ETF	ETF	$401K	0.1%Prev: 0.1%	639 SH	Decreased-35 SH
VERIZON COMMUNICATIONS	Stock	$4.8M	1.3%Prev: 1.4%	117,049 SH	Decreased+5,753 SH
VISA INC	Stock	$6.0M	1.6%Prev: 1.6%	17,239 SH	Increased+350 SH
WALMART INC COM	Stock	$1.6M	0.4%	14,746 SH	New

Sold (vs prior filing)

2025 INVESCO BULLETSHARES CORPORATE BOND ETF — $999K
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND — $2.7M
SPDR PORTFOLIO S&P 400 MID CAP ETF — $1.1M
SPDR PORTFOLIO S&P 500 ETF — $2.4M
SPDR PORTFOLIO S&P 600 SMALL CAP ETF — $719K
SPDR S&P DIVIDEND ETF — $1.3M

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