Cooper Financial Group has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $670 Million distributed in 372 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $32.1M, Apple Inc. with a value of $30.4M, Schwab Strategic Tr Us Large C with a value of $29.8M, Pacer Fds Tr Us Cash Cows 100 with a value of $28M, and Vanguard Bd Index Fd Inc Inter with a value of $25.5M.

Examining the 13F form we can see an increase of $67.2M in the current position value, from $602M to 670M.

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

Portfolio value $670 Million
ETFs: $366 Million
Technology: $110 Million
Consumer Cyclical: $42.2 Million
Financial Services: $35.1 Million
Healthcare: $25.6 Million
Communication Services: $23.4 Million
Industrials: $18 Million
Consumer Defensive: $15.9 Million
Other: $32.3 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 372
  • Current Value $670 Million
  • Prior Value $602 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 50 stocks
  • Additional Purchases 206 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 107 stocks
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