Cooper Financial Group Incresed Positions in Q2 2025

Cooper Financial Group

  • $815 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
270
+ 3.42%
$108.12 - $135.04 $29.2K - $36.5K
8.17K $1.1M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
241
+ 0.35%
$44.22 - $52.08 $10.7K - $12.6K
68.7K $3.57M
MS
Morgan Stanley

Financial Services
22
+ 0.44%
$99.83 - $140.86 $2.2K - $3.1K
5.05K $711K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
369
+ 48.68%
$483.07 - $625.6 $178K - $231K
1.13K $591K
URI
United Rentals, Inc.

Industrials
13
+ 1.64%
$551.94 - $753.4 $7.18K - $9.79K
807 $607K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
134
+ 6.93%
$180.84 - $240.32 $24.2K - $32.2K
2.07K $497K
ISRG
Intuitive Surgical Inc

Healthcare
83
+ 6.65%
$451.58 - $565.94 $37.5K - $47K
1.33K $723K
QCOM
Qualcomm Inc

Technology
398
+ 6.6%
$124.66 - $159.48 $49.6K - $63.5K
6.43K $1.02M
NTRS
Northern Trust Corp

Financial Services
175
+ 7.12%
$84.45 - $126.79 $14.8K - $22.2K
2.63K $333K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
673
+ 4.88%
$50.39 - $60.05 $33.9K - $40.4K
14.5K $868K
T
At&T Inc.

Communication Services
2.39K
+ 9.74%
$26.33 - $28.94 $62.8K - $69.1K
26.9K $778K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
304
+ 3.55%
$56.88 - $70.77 $17.3K - $21.5K
8.86K $627K
HIG
Hartford Financial Services Group, Inc.

Financial Services
549
+ 21.23%
$109.83 - $131.67 $60.3K - $72.3K
3.14K $397K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
481
+ 2.62%
$45.88 - $54.4 $22.1K - $26.2K
18.9K $1.03M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
792
+ 6.91%
$77.74 - $78.78 $61.6K - $62.4K
12.2K $963K
IGR
Cbre Global Real Estate Income Fund

Financial Services
7.14K
+ 3.12%
$4.33 - $5.29 $30.9K - $37.8K
236K $1.25M
ADP
Automatic Data Processing Inc

Industrials
197
+ 16.21%
$276.76 - $326.81 $54.5K - $64.4K
1.41K $435K
IRM
Iron Mountain Inc

Real Estate
113
+ 3.71%
$76.93 - $105.25 $8.69K - $11.9K
3.16K $323K
CHTR
Charter Communications, Inc.

Communication Services
28
+ 2.27%
$321.68 - $427.25 $9.01K - $12K
1.26K $515K
TJX
Tjx Companies Inc

Consumer Cyclical
399
+ 15.07%
$119.13 - $135.03 $47.5K - $53.9K
3.05K $376K
PTF
Invesco Exchange Traded Fd Tr

ETFs
125
+ 2.68%
$51.29 - $68.29 $6.41K - $8.54K
4.79K $326K
A
Agilent Technologies, Inc.

Healthcare
394
+ 21.83%
$99.29 - $120.52 $39.1K - $47.5K
2.2K $259K
DFAU
Dimensional ETF Tr

ETFs
4
+ 0.03%
$34.04 - $42.36 $136 - $169
11.7K $494K
ABT
Abbott Laboratories

Healthcare
184
+ 3.39%
$123.95 - $138.08 $22.8K - $25.4K
5.6K $762K
GD
General Dynamics Corp

Industrials
60
+ 4.42%
$247.68 - $291.66 $14.9K - $17.5K
1.42K $413K
RSG
Republic Services, Inc.

Industrials
159
+ 15.22%
$227.2 - $258.07 $36.1K - $41K
1.2K $296K
STZ
Constellation Brands, Inc.

Consumer Defensive
703
+ 19.7%
$160.0 - $195.62 $112K - $138K
4.27K $694K
KEYS
Keysight Technologies, Inc.

Technology
92
+ 5.17%
$127.02 - $165.4 $11.7K - $15.2K
1.87K $306K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
185
+ 10.68%
$114.78 - $133.31 $21.2K - $24.7K
1.92K $255K
PHM
Pultegroup Inc

Consumer Cyclical
92
+ 1.39%
$92.02 - $106.54 $8.47K - $9.8K
6.7K $706K
GILD
Gilead Sciences, Inc.

Healthcare
261
+ 11.14%
$96.91 - $113.0 $25.3K - $29.5K
2.6K $288K
PSX
Phillips 66

Energy
225
+ 13.4%
$92.87 - $125.73 $20.9K - $28.3K
1.9K $227K
VLO
Valero Energy Corp

Energy
67
+ 1.67%
$104.69 - $141.77 $7.01K - $9.5K
4.08K $548K
RSP
Invesco S&P 500 Equal Weight E

ETFs
18
+ 1.16%
$152.93 - $181.74 $2.75K - $3.27K
1.57K $285K
BXSL
Blackstone Secured Lending Fund

Financial Services
934
+ 10.29%
$26.88 - $32.74 $25.1K - $30.6K
10K $307K
LYG
Lloyds Banking Group PLC

Financial Services
73
+ 0.3%
$3.32 - $4.29 $242 - $313
24.1K $102K
CSGP
Costar Group, Inc.

Real Estate
90
+ 2.78%
$72.62 - $83.22 $6.54K - $7.49K
3.33K $267K
JEF
Jefferies Financial Group Inc.

Financial Services
54
+ 0.8%
$41.06 - $56.09 $2.22K - $3.03K
6.78K $370K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
1.72K
+ 14.44%
$13.77 - $16.67 $23.6K - $28.6K
13.6K $204K
ALL
Allstate Corp

Financial Services
55
+ 5.49%
$180.53 - $212.64 $9.93K - $11.7K
1.06K $212K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
600
+ 1.49%
$10.51 - $11.34 $6.31K - $6.8K
41K $457K
WETF
Wisdom Tree Investments, Inc.

Financial Services
605
+ 5.32%
N/A
12K $65K
SHEL
Shell PLC

Energy
190
+ 5.19%
$59.75 - $73.05 $11.4K - $13.9K
3.85K $271K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
106
+ 0.85%
$22.81 - $22.97 $2.42K - $2.43K
12.5K $286K
WPC
W. P. Carey Inc.

Real Estate
181
+ 1.53%
$56.12 - $64.53 $10.2K - $11.7K
12K $748K
CGMS
Capital Grp Core Plus Income E
179
+ 1.41%
N/A
12.9K $0
First Tr Exchng Traded Fd Vi
608
+ 0.76%
N/A
80.6K $0
Blackrock Inc
529
+ 143.36%
N/A
898 $0
J P Morgan Exchange Traded F
50
+ 0.93%
N/A
5.45K $0
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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