Cooper Financial Group Portfolio Holdings
Cooper Financial Group
- $670 Million
- Q2 2024
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
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