Cooper Financial Group Incresed Positions in Q3 2025

Cooper Financial Group

  • $866 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.96K
+ 4.44%
$28.95 - $29.73 $144K - $148K
117K $3.47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.68K
+ 6.72%
$62.09 - $66.51 $104K - $112K
26.7K $1.74M
MA
Mastercard Inc

Financial Services
287
+ 7.35%
$550.18 - $598.96 $158K - $172K
4.19K $2.39M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
542
+ 43.96%
$301.44 - $365.84 $163K - $198K
1.78K $574K
BSX
Boston Scientific Corp

Healthcare
2.75K
+ 32.83%
$97.03 - $108.14 $267K - $297K
11.1K $1.09M
EME
Emcor Group, Inc.

Industrials
3
+ 0.19%
$530.88 - $655.83 $1.59K - $1.97K
1.61K $1.04M
PM
Philip Morris International Inc.

Consumer Defensive
2.21K
+ 25.34%
$157.77 - $183.27 $349K - $405K
10.9K $1.77M
VB
Vanguard Small Cap ETF

ETFs
392
+ 8.34%
$237.58 - $259.17 $93.1K - $102K
5.09K $1.29M
UNH
Unitedhealth Group Inc

Healthcare
119
+ 2.84%
$237.77 - $353.61 $28.3K - $42.1K
4.31K $1.49M
URI
United Rentals, Inc.

Industrials
17
+ 2.11%
$774.14 - $975.23 $13.2K - $16.6K
824 $786K
GILD
Gilead Sciences, Inc.

Healthcare
1.52K
+ 58.28%
$108.22 - $120.47 $164K - $183K
4.12K $457K
QUAL
Ishares Msci Usa Quality Facto

ETFs
352
+ 4.13%
$182.33 - $194.5 $64.2K - $68.5K
8.88K $1.73M
NFLX
Netflix Inc

Communication Services
580
+ 15.27%
$1147.87 - $1297.18 $666K - $752K
4.38K $5.25M
URA
Global X Uranium ETF

ETFs
88
+ 0.49%
$36.45 - $50.4 $3.21K - $4.44K
18K $859K
AZN
Astrazeneca PLC

Healthcare
632
+ 4.08%
$68.72 - $82.11 $43.4K - $51.9K
16.1K $1.24M
LOW
Lowes Companies Inc

Consumer Cyclical
434
+ 29.81%
$215.01 - $273.02 $93.3K - $118K
1.89K $474K
MCK
Mckesson Corp

Healthcare
44
+ 1.55%
$659.01 - $772.54 $29K - $34K
2.88K $2.22M
CEG
Constellation Energy Corp

Utilities
400
+ 21.46%
$298.82 - $354.89 $120K - $142K
2.26K $745K
BP
Bp PLC

Energy
2.47K
+ 20.17%
$30.25 - $35.69 $74.7K - $88.2K
14.7K $507K
AMD
Advanced Micro Devices Inc

Technology
173
+ 3.07%
$134.8 - $184.42 $23.3K - $31.9K
5.81K $939K
MS
Morgan Stanley

Financial Services
280
+ 5.55%
$139.09 - $161.16 $38.9K - $45.1K
5.33K $847K
AGNC
Agnc Investment Corp.

Real Estate
8.62K
+ 11.01%
$9.2 - $10.37 $79.3K - $89.4K
86.9K $851K
ACN
Accenture PLC

Technology
776
+ 66.5%
$232.56 - $304.78 $180K - $237K
1.94K $479K
MRK
Merck & Co., Inc.

Healthcare
1.25K
+ 27.02%
$77.6 - $87.37 $97.2K - $109K
5.89K $494K
ITOT
Ishares Core S&P Total U.S. St

ETFs
272
+ 3.33%
$135.0 - $146.02 $36.7K - $39.7K
8.45K $1.23M
LMT
Lockheed Martin Corp

Industrials
92
+ 5.14%
$410.74 - $499.21 $37.8K - $45.9K
1.88K $940K
TXN
Texas Instruments Inc

Technology
565
+ 34.64%
N/A
2.2K $427K
PLD
Prologis, Inc.

Real Estate
428
+ 6.57%
$104.08 - $115.35 $44.5K - $49.4K
6.94K $794K
GD
General Dynamics Corp

Industrials
111
+ 7.83%
$293.92 - $341.0 $32.6K - $37.9K
1.53K $521K
T
At&T Inc.

Communication Services
4.38K
+ 16.26%
$26.94 - $29.62 $118K - $130K
31.3K $883K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
963
+ 6.66%
$59.61 - $63.09 $57.4K - $60.8K
15.4K $970K
LLY
Eli Lilly & CO

Healthcare
229
+ 5.02%
$625.65 - $812.69 $143K - $186K
4.79K $3.65M
VST
Vistra Corp.

Utilities
489
+ 36.49%
$182.0 - $217.92 $89K - $107K
1.83K $358K
EFV
Msci Eafe Value ETF

ETFs
182
+ 0.95%
$62.79 - $68.42 $11.4K - $12.5K
19.3K $1.31M
PWR
Quanta Services, Inc.

Industrials
128
+ 11.31%
$372.29 - $421.68 $47.7K - $54K
1.26K $522K
VUG
Vanguard Growth ETF

ETFs
43
+ 2.51%
$433.97 - $484.08 $18.7K - $20.8K
1.76K $841K
BDX
Becton Dickinson & CO

Healthcare
137
+ 3.14%
$172.41 - $199.66 $23.6K - $27.4K
4.5K $842K
DUK
Duke Energy Corp

Utilities
583
+ 21.75%
$116.31 - $125.93 $67.8K - $73.4K
3.26K $403K
MCHP
Microchip Technology Inc

Technology
1.72K
+ 40.73%
$60.95 - $75.26 $105K - $129K
5.93K $380K
XLG
Invesco Exchange Traded Fd Tr

ETFs
797
+ 11.43%
$51.78 - $57.89 $41.3K - $46.1K
7.77K $446K
CUBE
Cube Smart

Real Estate
2.57K
+ 21.2%
$38.71 - $43.34 $99.6K - $112K
14.7K $598K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
200
+ 3.36%
$108.46 - $120.63 $21.7K - $24.1K
6.14K $730K
MAR
Marriott International Inc

Consumer Cyclical
396
+ 21.52%
$255.35 - $282.87 $101K - $112K
2.24K $582K
VTV
Vanguard Value ETF

ETFs
341
+ 24.31%
$175.51 - $186.57 $59.8K - $63.6K
1.74K $325K
JEF
Jefferies Financial Group Inc.

Financial Services
42
+ 0.62%
$54.67 - $70.36 $2.3K - $2.96K
6.82K $446K
IEMG
Ishares Inc

ETFs
1.39K
+ 7.25%
N/A
20.5K $1.1M
F
Ford Motor CO

Consumer Cyclical
4.97K
+ 42.84%
$10.82 - $12.09 $53.8K - $60.1K
16.6K $198K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
5.56K
+ 7.95%
$12.09 - $12.69 $67.2K - $70.5K
75.4K $940K
APO
Apollo Global Management, Inc.

Financial Services
872
+ 16.46%
$131.55 - $156.05 $115K - $136K
6.17K $822K
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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