Cooper Financial Group has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $808 Million distributed in 386 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39M, Invesco Qqq Trust, Series 1 with a value of $38.3M, Schwab Strategic Tr Us Large C with a value of $37.3M, Pacer Fds Tr Us Cash Cows 100 with a value of $31.6M, and Vanguard Bd Index Fd Inc Inter with a value of $29.9M.

Examining the 13F form we can see an increase of $55.5M in the current position value, from $752M to 808M.

Below you can find more details about Cooper Financial Group portfolio as well as his latest detailed transactions.

Portfolio value $808 Million
ETFs: $434 Million
Technology: $132 Million
Consumer Cyclical: $55.1 Million
Financial Services: $43.3 Million
Communication Services: $32.4 Million
Industrials: $28.5 Million
Healthcare: $25.7 Million
Consumer Defensive: $18.5 Million
Other: $36.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 386
  • Current Value $808 Million
  • Prior Value $752 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 31 stocks
  • Additional Purchases 249 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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