Cooper Financial Group Purchases in Q1 2025

Cooper Financial Group

  • $731 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
138K
+ 9.67%
$25.77 - $27.6 $3.57M - $3.82M
1.57M $41.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
38.2K
+ 9.54%
$73.78 - $76.59 $2.82M - $2.93M
439K $33.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
75.8K
+ 58.42%
$44.41 - $45.98 $3.37M - $3.49M
206K $9.39M
BOND
Pimco Active Bond Exchange Tra

ETFs
20.6K
+ 72.9%
$89.27 - $92.9 $1.84M - $1.92M
48.9K $4.52M
JEPI
J P Morgan Exchange Traded Fd

ETFs
36.4K
+ 11.21%
$56.17 - $59.71 $2.04M - $2.17M
361K $20.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
354
+ 1.8%
$442.66 - $534.52 $157K - $189K
20K $10.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
14.4K
+ 513.77%
$114.9 - $139.6 $1.66M - $2.02M
17.3K $2.03M
META
Meta Platforms, Inc.

Communication Services
2.44K
+ 26.82%
$576.36 - $736.67 $1.41M - $1.8M
11.5K $6.65M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31.7K
+ 5.64%
$27.01 - $28.54 $855K - $904K
593K $16.6M
CSCO
Cisco Systems, Inc.

Technology
17.5K
+ 113.34%
$58.74 - $64.87 $1.03M - $1.14M
32.9K $2.03M
V
Visa Inc.

Financial Services
1.49K
+ 15.98%
$306.92 - $362.71 $457K - $540K
10.8K $3.79M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13.3K
+ 28.42%
$64.88 - $72.1 $861K - $957K
60K $3.94M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.47K
+ 43.03%
$168.16 - $186.21 $751K - $831K
14.8K $2.54M
PM
Philip Morris International Inc.

Consumer Defensive
2.36K
+ 29.36%
$117.15 - $158.79 $277K - $375K
10.4K $1.65M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12.8K
+ 17.38%
$44.72 - $46.25 $572K - $591K
86.4K $3.98M
IVE
Ishares S&P 500 Value ETF

ETFs
3.36K
+ 66.19%
$185.78 - $198.58 $624K - $667K
8.43K $1.61M
CVX
Chevron Corp

Energy
1.31K
+ 7.4%
$146.71 - $167.97 $192K - $219K
19K $3.17M
AIG
American International Group, Inc.

Financial Services
5.57K
+ 79.84%
$70.5 - $86.94 $392K - $484K
12.5K $1.09M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
8.56K
New
$58.04 - $65.84 $497K - $564K
8.56K $545K
PAVE
Global X Fds Us Infrastructure

ETFs
49.7K
+ 9.96%
$37.31 - $43.82 $1.85M - $2.18M
548K $20.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
141
+ 1.29%
$80.53 - $147.57 $11.4K - $20.8K
11.1K $1.46M
MA
Mastercard Inc

Financial Services
792
+ 21.22%
$504.67 - $576.31 $400K - $456K
4.53K $2.48M
PLTR
Palantir Technologies Inc.

Technology
5.8K
+ 212.5%
$64.98 - $124.62 $377K - $723K
8.53K $719K
JPM
Jpmorgan Chase & CO

Financial Services
1.8K
+ 21.96%
$225.19 - $279.95 $406K - $504K
10K $2.45M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.21K
+ 138.38%
$165.25 - $224.62 $530K - $721K
5.53K $917K
IVW
Ishares S&P 500 Growth ETF

ETFs
6.45K
+ 37.3%
$92.45 - $106.69 $597K - $689K
23.8K $2.21M
KO
Coca Cola CO

Consumer Defensive
3.71K
+ 21.74%
$60.81 - $72.32 $226K - $268K
20.8K $1.49M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.2K
+ 33.68%
$48.06 - $53.73 $489K - $546K
40.4K $1.97M
IEMG
Ishares Inc

ETFs
7.68K
+ 49.03%
N/A
23.3K $1.25M
LLY
Eli Lilly & CO

Healthcare
321
+ 12.09%
$725.72 - $929.72 $233K - $298K
2.98K $2.46M
UNH
Unitedhealth Group Inc

Healthcare
628
+ 14.8%
$461.52 - $548.18 $290K - $344K
4.87K $2.55M
JNJ
Johnson & Johnson

Healthcare
1.07K
+ 10.21%
$142.06 - $167.7 $152K - $179K
11.5K $1.91M
STX
Seagate Technology Holdings PLC

Technology
4.6K
New
$84.92 - $108.42 $391K - $499K
4.6K $390K
COST
Costco Wholesale Corp

Consumer Defensive
234
+ 4.81%
$890.62 - $1076.86 $208K - $252K
5.1K $4.82M
CRWD
Crowd Strike Holdings, Inc.

Technology
960
+ 40.75%
$308.86 - $455.36 $297K - $437K
3.32K $1.17M
EFV
Msci Eafe Value ETF

ETFs
2.94K
+ 11.15%
$51.88 - $60.73 $153K - $179K
29.3K $1.73M
MCK
Mckesson Corp

Healthcare
83
+ 2.99%
$566.21 - $672.99 $47K - $55.9K
2.86K $1.93M
IBM
International Business Machines Corp

Technology
365
+ 4.46%
$217.4 - $264.74 $79.4K - $96.6K
8.56K $2.13M
MBB
Ishares Tr

ETFs
3.09K
+ 22.16%
$90.37 - $94.08 $279K - $291K
17K $1.6M
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.27K
+ 148.4%
$45.72 - $51.73 $333K - $376K
12.2K $560K
IEFA
Ishares Tr

ETFs
2.87K
+ 18.0%
$69.57 - $78.65 $200K - $226K
18.8K $1.42M
CI
Cigna Corp

Healthcare
563
+ 25.48%
$274.49 - $329.0 $155K - $185K
2.77K $912K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10.9K
+ 12.15%
$22.46 - $23.26 $244K - $253K
100K $2.32M
AZN
Astrazeneca PLC

Healthcare
2.44K
+ 18.08%
$65.37 - $77.96 $159K - $190K
15.9K $1.17M
COP
Conocophillips

Energy
2.25K
+ 27.3%
$88.6 - $105.85 $200K - $238K
10.5K $1.1M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.4K
New
$22.77 - $22.94 $282K - $285K
12.4K $284K
BSX
Boston Scientific Corp

Healthcare
2.72K
New
$89.38 - $106.18 $243K - $289K
2.72K $274K
QCOM
Qualcomm Inc

Technology
1.77K
+ 41.61%
$151.94 - $175.86 $269K - $312K
6.03K $926K
NFG
National Fuel Gas CO

Energy
3.36K
New
$60.71 - $79.19 $204K - $266K
3.36K $266K
Activity Summary
Buys All Purchases 278 New Holdings 30 Increased Positions 248 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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