Cooper Financial Group Incresed Positions in Q3 2025

Cooper Financial Group

  • $866 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
21.4K
+ 11.3%
$153.3 - $186.58 $3.28M - $4M
211K $39.4M
AAPL
Apple Inc.

Technology
413
+ 0.27%
$202.38 - $256.87 $83.6K - $106K
152K $38.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.93K
+ 2.23%
$546.99 - $602.2 $1.06M - $1.16M
88.7K $53.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
85.8K
+ 4.57%
$27.61 - $29.15 $2.37M - $2.5M
1.96M $57.1M
TSLA
Tesla, Inc.

Consumer Cyclical
1.73K
+ 5.16%
$293.94 - $444.72 $507K - $768K
35.2K $15.6M
MSFT
Microsoft Corp

Technology
2.04K
+ 3.49%
$491.09 - $535.64 $1M - $1.09M
60.4K $31.3M
PAVE
Global X Fds Us Infrastructure

ETFs
1.15K
+ 0.21%
$44.02 - $47.63 $50.7K - $54.9K
542K $25.8M
META
Meta Platforms, Inc.

Communication Services
3.02K
+ 26.64%
$695.21 - $791.73 $2.1M - $2.39M
14.4K $10.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
28.7K
+ 22.2%
$50.81 - $51.07 $1.46M - $1.47M
158K $8.08M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
12.5K
+ 2.63%
$76.16 - $78.59 $955K - $985K
489K $38.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.9K
+ 3.9%
$55.61 - $57.37 $884K - $911K
424K $24.1M
BX
Blackstone Inc.

Financial Services
3.54K
+ 49.02%
$152.77 - $188.68 $540K - $667K
10.7K $1.84M
PLTR
Palantir Technologies Inc.

Technology
2.52K
+ 41.1%
$130.68 - $186.97 $330K - $472K
8.66K $1.58M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4
+ 0.02%
$393.18 - $439.39 $1.57K - $1.76K
19.8K $8.51M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
8.3K
+ 93.59%
$69.02 - $73.57 $573K - $610K
17.2K $1.26M
WMT
Walmart Inc.

Consumer Defensive
3.46K
+ 8.93%
$94.4 - $104.27 $327K - $361K
42.2K $4.35M
JHML
John Hancock Multifactor Large

ETFs
35
+ 0.03%
$73.53 - $78.37 $2.57K - $2.74K
110K $8.64M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.4K
+ 27.09%
$50.53 - $50.82 $527K - $530K
48.9K $2.48M
JHMD
John Hancock ETF Tr Multifacto

ETFs
11.4K
+ 31.01%
$37.65 - $40.3 $429K - $459K
48.1K $1.92M
CAT
Caterpillar Inc

Industrials
224
+ 5.15%
$390.92 - $477.15 $87.6K - $107K
4.57K $2.18M
MU
Micron Technology Inc

Technology
1.11K
+ 16.11%
$104.88 - $168.89 $117K - $188K
8.03K $1.34M
SNOW
Snowflake Inc.

Technology
2.03K
+ 47.88%
$191.73 - $241.0 $388K - $488K
6.26K $1.41M
GLW
Corning Inc

Technology
3.01K
+ 41.19%
$51.6 - $82.03 $156K - $247K
10.3K $847K
CADE
Cadence Bank

Financial Services
1
+ 0.0%
$33.44 - $38.12 $33.4 - $38.1
82.6K $3.1M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
2.5K
+ 3.65%
$51.33 - $58.15 $129K - $146K
71.2K $4.02M
ABBV
Abb Vie Inc.

Healthcare
230
+ 2.71%
$184.85 - $231.54 $42.5K - $53.3K
8.72K $2.02M
DASH
Door Dash, Inc.

Communication Services
1.33K
+ 42.44%
$234.5 - $272.5 $313K - $363K
4.47K $1.22M
NOW
Service Now, Inc.

Technology
668
+ 41.67%
$850.86 - $1044.69 $568K - $698K
2.27K $2.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
359
+ 5.71%
$224.68 - $282.71 $80.7K - $101K
6.65K $1.86M
GE
General Electric CO

Industrials
780
+ 19.6%
$244.75 - $305.63 $191K - $238K
4.76K $1.43M
UBER
Uber Technologies, Inc

Technology
3.08K
+ 17.89%
$86.91 - $99.57 $268K - $307K
20.3K $1.99M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.81K
+ 9.47%
$24.46 - $26.5 $191K - $207K
90.3K $2.38M
AMZN
Amazon Com Inc

Consumer Cyclical
1.36K
+ 1.2%
$211.65 - $238.24 $287K - $323K
114K $25.1M
HD
Home Depot, Inc.

Consumer Cyclical
36
+ 0.48%
$357.4 - $423.42 $12.9K - $15.2K
7.51K $3.04M
PANW
Palo Alto Networks Inc

Technology
1.51K
+ 56.39%
$167.06 - $208.19 $251K - $313K
4.17K $849K
JNJ
Johnson & Johnson

Healthcare
33
+ 0.38%
$155.17 - $185.42 $5.12K - $6.12K
8.74K $1.62M
JPIE
J P Morgan Exchange Traded Fd
6.12K
+ 19.18%
$46.01 - $46.55 $281K - $285K
38K $1.76M
TMO
Thermo Fisher Scientific Inc.

Healthcare
128
+ 5.41%
$404.94 - $499.99 $51.8K - $64K
2.49K $1.21M
SCHW
Schwab Charles Corp

Financial Services
1.97K
+ 13.78%
$91.03 - $98.69 $180K - $195K
16.3K $1.56M
IEFA
Ishares Tr

ETFs
1.97K
+ 10.47%
$81.7 - $87.53 $161K - $173K
20.8K $1.82M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
11.1K
+ 8.61%
$14.8 - $15.89 $164K - $176K
140K $2.17M
ETN
Eaton Corp PLC

Industrials
374
+ 6.52%
$342.99 - $392.76 $128K - $147K
6.11K $2.29M
IBM
International Business Machines Corp

Technology
1.24K
+ 14.09%
$234.77 - $292.47 $291K - $363K
10.1K $2.84M
CRWD
Crowd Strike Holdings, Inc.

Technology
634
+ 16.21%
$412.46 - $514.1 $261K - $326K
4.54K $2.23M
APH
Amphenol Corp

Technology
457
+ 6.3%
$97.39 - $125.4 $44.5K - $57.3K
7.71K $953K
SO
Southern CO

Utilities
2.08K
+ 41.97%
$90.83 - $96.0 $189K - $200K
7.03K $666K
FTLS
First Tr Long/Short Equity ETF

ETFs
2.02K
+ 11.42%
$65.78 - $69.95 $133K - $141K
19.7K $1.38M
OTIS
Otis Worldwide Corp

Industrials
2.83K
+ 39.53%
$84.93 - $101.07 $240K - $286K
9.99K $913K
ABT
Abbott Laboratories

Healthcare
1.57K
+ 27.93%
$120.51 - $136.62 $189K - $214K
7.17K $960K
Activity Summary
Buys All Purchases 197 New Holdings 47 Increased Positions 150 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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