Butensky & Cohen Financial Security, Inc: Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investment firms play a crucial role in the financial world, managing portfolios and making strategic decisions for their clients. Butensky & Cohen Financial Security, Inc is one such firm that continuously analyzes and adjusts its holdings to ensure optimal performance. In this blog post, we will dive into the Q2 2023 vs. Q3 2023 13F holdings comparison for Butensky & Cohen Financial Security, Inc, highlighting the changes in their portfolio and the potential implications.

MCK - MCKESSON CORP COM:

Butensky & Cohen Financial Security, Inc has increased their holdings in MCKESSON CORP COM from 11,246 shares in Q2 2023 to 11,425 shares in Q3 2023. This 3.4% increase shows their confidence in the company's future prospects. The value of their holdings has also grown from $4,805,000 to $4,968,000.

MSM - MSC INDL DIRECT INC CL A:

A slight decrease is observed in Butensky & Cohen Financial Security, Inc's holdings of MSC INDL DIRECT INC CL A. In Q3 2023, they held 49,866 shares compared to 50,350 shares in Q2 2023. However, the change is relatively small, reflecting a 2% decrease. The value of their holdings in the company stands at $4,894,000 in Q3 2023.

AFL - AFLAC INC COM:

Butensky & Cohen Financial Security, Inc has made a notable change in their holdings of AFLAC INC COM. They have reduced their holdings from 66,004 shares in Q2 2023 to 63,662 shares in Q3 2023, representing a 6.1% decrease. Despite the reduction in shares, the value of their holdings has increased from $4,607,000 to $4,886,000.

CSCO - CISCO SYS INC:

CISCO SYS INC continues to be a part of Butensky & Cohen Financial Security, Inc's portfolio. Their holdings in the company have decreased slightly from 93,387 shares in Q2 2023 to 90,252 shares in Q3 2023, reflecting a 0.4% decrease. The value of their holdings remains stable at $4,831,000.

UL - UNILEVER PLC SPON ADR NEW:

Butensky & Cohen Financial Security, Inc has seen a small decrease in their holdings of UNILEVER PLC SPON ADR NEW. In Q3 2023, they held 96,474 shares compared to 92,064 shares in Q2 2023, resulting in a 0.7% decrease. The value of their holdings stands at $4,765,000 in Q3 2023.

GOOGL - ALPHABET INC CL A:

ALPHABET INC CL A remains a significant part of Butensky & Cohen Financial Security, Inc's portfolio. They have increased their holdings from 35,505 shares in Q2 2023 to 36,321 shares in Q3 2023, indicating an 11.8% increase. The value of their holdings has also grown impressively from $4,249,000 to $4,752,000.

TAP - MOLSON COORS BEVERAGE CO CL B:

In Q3 2023, Butensky & Cohen Financial Security, Inc's holdings of MOLSON COORS BEVERAGE CO CL B have slightly increased. They now hold 74,573 shares, compared to 71,893 shares in Q2 2023, showing a 0.2% increase. The value of their holdings remains relatively stable at $4,742,000.

CVX - CHEVRON CORP NEW COM:

Chevron Corp New Com continues to be an essential part of Butensky & Cohen Financial Security, Inc's portfolio. They have increased their holdings from 26,077 shares in Q2 2023 to 27,776 shares in Q3 2023, indicating a 14.1% increase. The value of their holdings has also grown significantly from $4,103,000 to $4,683,000.

AAPL - APPLE INC:

In Q3 2023, Butensky & Cohen Financial Security, Inc's holdings of APPLE INC have shown a significant decrease. They now hold 27,210 shares, compared to 26,577 shares in Q2 2023, reflecting a 9.6% decrease. The value of their holdings has also decreased from $5,155,000 to $4,658,000.

BP - BP PLC SPONSORED ADR:

Butensky & Cohen Financial Security, Inc has increased their holdings in BP PLC SPONSORED ADR. In Q3 2023, they held 119,421 shares compared to 113,751 shares in Q2 2023, resulting in a 15.2% increase. The value of their holdings has grown from $4,014,000 to $4,623,000.

The aforementioned examples provide a glimpse into the changes made by Butensky & Cohen Financial Security, Inc in their portfolio. These adjustments showcase their astute decision-making skills and their commitment to maximizing returns for their clients. It's important to note that investment decisions are complex and influenced by various factors, including market conditions and research analysis.

Please remember that this blog post is for informational purposes only and should not be considered as financial advice. If you are interested in investing, it is recommended to consult with a professional financial advisor who can provide personalized guidance based on your individual circumstances.

In conclusion, Butensky & Cohen Financial Security, Inc's Q2 2023 vs. Q3 2023 13F holdings comparison reveals interesting insights into their portfolio adjustments. By closely monitoring and evaluating their holdings, investment firms like Butensky & Cohen Financial Security, Inc strive to make informed decisions to benefit their clients and achieve financial success.

_________________

Note: The information provided in this article is based on publicly available data. The company names and stock symbols mentioned are for illustrative purposes only and do not constitute a recommendation to buy or sell any securities.