Cooper Financial Group Incresed Positions in Q3 2024

Cooper Financial Group

  • $752 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
45.6K
+ 11.36%
$73.43 - $80.37 $3.35M - $3.67M
447K $36M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
118K
+ 2139.91%
$44.65 - $47.21 $5.25M - $5.55M
123K $5.75M
AAPL
Apple Inc.

Technology
4.37K
+ 3.03%
$207.23 - $234.82 $905K - $1.03M
149K $34.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
41.2K
+ 8.02%
$53.41 - $57.9 $2.2M - $2.39M
556K $32.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
63.6K
+ 18.82%
$50.25 - $50.74 $3.19M - $3.23M
401K $20.4M
PAVE
Global X Fds Us Infrastructure

ETFs
34.7K
+ 7.92%
$36.39 - $41.16 $1.26M - $1.43M
473K $19.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.04K
+ 7.53%
$434.77 - $502.96 $2.19M - $2.54M
72K $35.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
22.3K
+ 6.53%
$74.26 - $78.84 $1.65M - $1.76M
363K $28.5M
DEI
Douglas Emmett Inc

Real Estate
3
+ 0.0%
$13.22 - $17.58 $39.7 - $52.7
615K $10.8M
AVGO
Broadcom Inc.

Technology
50.2K
+ 1130.32%
$136.27 - $1745.86 $6.84M - $87.6M
54.6K $9.42M
NVDA
Nvidia Corp

Technology
16.2K
+ 11.9%
$98.91 - $134.91 $1.61M - $2.19M
153K $18.5M
WMT
Walmart Inc.

Consumer Defensive
10.9K
+ 32.86%
$66.91 - $81.4 $728K - $885K
44K $3.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
206
+ 1.08%
$405.19 - $478.57 $83.5K - $98.6K
19.2K $8.84M
UNH
Unitedhealth Group Inc

Healthcare
1.54K
+ 56.43%
$488.01 - $604.18 $752K - $931K
4.27K $2.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
27.9K
+ 12.43%
$28.1 - $29.89 $783K - $833K
252K $7.54M
CGGR
Capital Group Growth ETF Shs C

ETFs
24K
+ 25.44%
$30.71 - $34.79 $738K - $836K
119K $4.12M
JBBB
Janus Detroit Str Tr Henderson

ETFs
20.3K
+ 263.63%
$48.27 - $49.33 $978K - $1M
28K $1.37M
ORCL
Oracle Corp

Technology
4.67K
+ 75.62%
$125.9 - $170.35 $588K - $796K
10.8K $1.85M
META
Meta Platforms, Inc.

Communication Services
994
+ 20.13%
$453.41 - $572.44 $451K - $569K
5.93K $3.4M
HD
Home Depot, Inc.

Consumer Cyclical
1.14K
+ 16.76%
$333.64 - $405.2 $382K - $464K
7.97K $3.23M
XOM
Exxon Mobil Corp

Energy
6.89K
+ 21.08%
$109.72 - $119.0 $756K - $819K
39.6K $4.64M
VTI
Vanguard Total Stock Market Et

ETFs
2.5K
+ 38.29%
$255.18 - $283.2 $639K - $709K
9.04K $2.56M
FSK
Fs Kkr Capital Corp

Financial Services
39.9K
+ 175.28%
$18.74 - $20.43 $747K - $815K
62.6K $1.24M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.19K
+ 151.59%
$531.86 - $624.21 $633K - $743K
1.98K $1.22M
BAC
Bank Of America Corp

Financial Services
19.7K
+ 102.23%
$36.65 - $44.13 $724K - $871K
39.1K $1.55M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15K
+ 123.2%
$50.52 - $50.95 $760K - $766K
27.2K $1.39M
FTNT
Fortinet, Inc.

Technology
2.39K
+ 7.25%
$55.39 - $77.55 $132K - $185K
35.4K $2.74M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.26K
+ 120.73%
$84.77 - $97.13 $615K - $705K
13.3K $1.27M
CGDV
Capital Group Divid Value ETF

ETFs
9.51K
+ 11.38%
$32.96 - $36.48 $313K - $347K
93K $3.39M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.45K
+ 7.85%
$89.91 - $101.33 $310K - $350K
47.4K $4.65M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.88K
+ 128.24%
$58.03 - $65.37 $515K - $580K
15.8K $1.02M
TMUS
T Mobile Us, Inc.

Communication Services
1.9K
+ 28.81%
$175.14 - $206.36 $332K - $391K
8.48K $1.75M
NOC
Northrop Grumman Corp

Industrials
955
+ 112.09%
$423.73 - $533.14 $405K - $509K
1.81K $953K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.2K
+ 20.05%
$44.83 - $47.42 $457K - $483K
61K $2.88M
PHM
Pultegroup Inc

Consumer Cyclical
3.13K
+ 85.65%
$103.95 - $144.98 $325K - $453K
6.78K $972K
JHML
John Hancock Multifactor Large

ETFs
381
+ 0.31%
$62.62 - $69.44 $23.9K - $26.5K
122K $8.47M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.74K
+ 2.02%
$42.22 - $48.62 $116K - $133K
138K $6.43M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.86K
+ 86.49%
$44.24 - $49.47 $436K - $488K
21.3K $1.05M
NXPI
Nxp Semiconductors N.V.

Technology
2.28K
+ 203.75%
$225.14 - $290.78 $514K - $664K
3.41K $817K
SNY
Sanofi

Healthcare
8.16K
+ 166.33%
$48.54 - $58.53 $396K - $477K
13.1K $752K
COF
Capital One Financial Corp

Financial Services
3.2K
+ 132.35%
$131.42 - $153.05 $420K - $490K
5.62K $840K
AZN
Astrazeneca PLC

Healthcare
6.27K
+ 74.94%
$76.67 - $87.62 $481K - $549K
14.6K $1.14M
ETSY
Etsy Inc

Consumer Cyclical
8.68K
+ 169.63%
$51.5 - $65.47 $447K - $568K
13.8K $766K
XLK
Technology Sector Spdr

ETFs
1.95K
+ 63.32%
$197.34 - $237.68 $386K - $464K
5.04K $1.14M
FCX
Freeport Mcmoran Inc

Basic Materials
8.41K
+ 186.33%
$39.52 - $51.92 $332K - $437K
12.9K $645K
CAT
Caterpillar Inc

Industrials
315
+ 6.09%
$316.8 - $391.12 $99.8K - $123K
5.49K $2.15M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.75K
+ 117.47%
$201.82 - $234.36 $353K - $410K
3.24K $745K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.97K
+ 30.11%
$162.64 - $179.3 $321K - $354K
8.53K $1.53M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.59K
+ 43.66%
$45.2 - $47.87 $343K - $363K
25K $1.19M
Activity Summary
Buys All Purchases 239 New Holdings 40 Increased Positions 199 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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