Cooper Financial Group Incresed Positions in Q2 2025

Cooper Financial Group

  • $815 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
306K
+ 19.48%
$23.55 - $27.67 $7.2M - $8.46M
1.88M $51.9M
MSFT
Microsoft Corp

Technology
742
+ 1.29%
$354.56 - $497.45 $263K - $369K
58.4K $29M
SCHG
Schwab Strategic Tr Us Large C

ETFs
123K
+ 84.5%
$22.27 - $29.21 $2.75M - $3.6M
269K $7.87M
AMZN
Amazon Com Inc

Consumer Cyclical
2.3K
+ 2.08%
$167.32 - $223.3 $385K - $514K
113K $24.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
38.1K
+ 8.69%
$75.05 - $77.34 $2.86M - $2.95M
477K $36.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
55.6K
+ 75.34%
$50.52 - $50.92 $2.81M - $2.83M
130K $6.59M
JEPI
J P Morgan Exchange Traded Fd

ETFs
46.7K
+ 12.95%
$51.14 - $57.0 $2.39M - $2.66M
408K $23.2M
TSLA
Tesla, Inc.

Consumer Cyclical
166
+ 0.5%
$221.86 - $362.89 $36.8K - $60.2K
33.5K $10.6M
NFLX
Netflix Inc

Communication Services
245
+ 6.89%
$855.86 - $1339.13 $210K - $328K
3.8K $5.09M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
25.7K
+ 5.76%
$27.3 - $31.8 $702K - $818K
472K $15M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3
+ 0.02%
$299.15 - $396.54 $897 - $1.19K
19.8K $7.86M
GOOG
Alphabet Inc.

Communication Services
3.33K
+ 11.36%
$146.58 - $180.01 $488K - $599K
32.6K $5.79M
V
Visa Inc.

Financial Services
3.14K
+ 29.06%
$308.27 - $373.31 $968K - $1.17M
13.9K $4.95M
LLY
Eli Lilly & CO

Healthcare
1.58K
+ 53.19%
$713.71 - $898.95 $1.13M - $1.42M
4.56K $3.55M
DIS
Walt Disney CO

Communication Services
4.48K
+ 21.41%
$81.72 - $124.01 $366K - $555K
25.4K $3.15M
SNPS
Synopsys Inc

Technology
1.46K
+ 96.06%
$380.9 - $517.66 $557K - $757K
2.98K $1.53M
CRWD
Crowd Strike Holdings, Inc.

Technology
594
+ 17.91%
$321.63 - $509.31 $191K - $303K
3.91K $1.99M
ADBE
Adobe Inc.

Technology
1.97K
+ 53.78%
$340.0 - $420.68 $668K - $827K
5.62K $2.17M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
37.9K
+ 366.34%
$16.43 - $18.82 $623K - $713K
48.3K $908K
BSX
Boston Scientific Corp

Healthcare
5.65K
+ 207.64%
$89.7 - $107.41 $507K - $607K
8.38K $899K
JPM
Jpmorgan Chase & CO

Financial Services
331
+ 3.31%
$210.28 - $289.91 $69.6K - $96K
10.3K $3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
763
+ 13.8%
$141.37 - $228.57 $108K - $174K
6.29K $1.42M
GE
General Electric CO

Industrials
1.29K
+ 48.07%
$166.81 - $257.39 $216K - $333K
3.98K $1.02M
IBM
International Business Machines Corp

Technology
255
+ 2.98%
$221.03 - $294.78 $56.4K - $75.2K
8.81K $2.6M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
196
+ 1.68%
$139.8 - $197.22 $27.4K - $38.7K
11.9K $2.34M
SYK
Stryker Corp

Healthcare
1.05K
+ 90.25%
$337.37 - $395.63 $353K - $414K
2.21K $872K
EOG
Eog Resources Inc

Energy
3.21K
+ 46.06%
$104.61 - $129.97 $336K - $417K
10.2K $1.22M
STX
Seagate Technology Holdings PLC

Technology
292
+ 6.35%
$66.54 - $144.33 $19.4K - $42.1K
4.89K $706K
CTVA
Corteva, Inc.

Basic Materials
1.33K
+ 7.54%
$55.52 - $74.53 $73.9K - $99.2K
19K $1.41M
URA
Global X Uranium ETF

ETFs
300
+ 1.7%
$20.26 - $38.81 $6.08K - $11.6K
17.9K $696K
AMD
Advanced Micro Devices Inc

Technology
697
+ 14.12%
$78.21 - $143.81 $54.5K - $100K
5.63K $799K
APH
Amphenol Corp

Technology
755
+ 11.62%
$59.09 - $98.75 $44.6K - $74.6K
7.25K $716K
JPIE
J P Morgan Exchange Traded Fd
6.13K
+ 23.81%
$45.12 - $46.32 $277K - $284K
31.9K $1.48M
FCX
Freeport Mcmoran Inc

Basic Materials
3.7K
+ 23.71%
$29.15 - $44.46 $108K - $165K
19.3K $837K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
911
+ 1.46%
$27.46 - $33.2 $25K - $30.2K
63.5K $2.11M
KR
Kroger CO

Consumer Defensive
2.99K
+ 51.64%
$64.62 - $74.0 $193K - $221K
8.77K $629K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
232
+ 0.76%
$55.54 - $69.09 $12.9K - $16K
30.6K $2.12M
AXP
American Express CO

Financial Services
295
+ 10.86%
$231.39 - $318.98 $68.3K - $94.1K
3.01K $960K
JCI
Johnson Controls International PLC

Industrials
223
+ 3.08%
$71.14 - $105.62 $15.9K - $23.6K
7.47K $788K
SCHW
Schwab Charles Corp

Financial Services
78
+ 0.55%
$69.06 - $91.24 $5.39K - $7.12K
14.3K $1.31M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.95K
+ 4.63%
$27.29 - $29.28 $135K - $145K
112K $3.27M
PANW
Palo Alto Networks Inc

Technology
569
+ 27.1%
$152.44 - $204.64 $86.7K - $116K
2.67K $546K
BX
Blackstone Inc.

Financial Services
823
+ 12.88%
$120.07 - $151.11 $98.8K - $124K
7.21K $1.08M
CRM
Salesforce, Inc.

Technology
563
+ 7.78%
$236.26 - $291.15 $133K - $164K
7.8K $2.13M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
39.5K
+ 6.66%
$24.32 - $27.87 $961K - $1.1M
633K $16.8M
JBBB
Janus Detroit Str Tr Henderson

ETFs
3.91K
+ 8.52%
$46.79 - $48.56 $183K - $190K
49.8K $2.4M
AMAT
Applied Materials Inc

Technology
281
+ 9.51%
$126.95 - $183.52 $35.7K - $51.6K
3.24K $592K
VZ
Verizon Communications Inc

Communication Services
3.77K
+ 68.01%
$41.67 - $45.62 $157K - $172K
9.3K $402K
IEFA
Ishares Tr

ETFs
18
+ 0.1%
$67.83 - $84.09 $1.22K - $1.51K
18.8K $1.57M
Activity Summary
Buys All Purchases 152 New Holdings 38 Increased Positions 114 Sells All Sells 215 Reductions 215 Sold out 0 Options Calls 0 Puts 0
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