Cooper Financial Group Incresed Positions in Q3 2025

Cooper Financial Group

  • $866 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CBRE
Cbre Group, Inc.

Real Estate
201
+ 9.58%
$137.04 - $165.9 $27.5K - $33.3K
2.3K $362K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
141
+ 0.75%
$53.81 - $57.52 $7.59K - $8.11K
19K $1.09M
MCD
Mcdonalds Corp

Consumer Cyclical
136
+ 9.58%
$291.67 - $316.99 $39.7K - $43.1K
1.56K $472K
WTMF
Wisdomtree Tr Managed Futures

ETFs
386
+ 2.48%
$35.27 - $37.96 $13.6K - $14.7K
16K $604K
AYI
Acuity Brands Inc

Industrials
7
+ 0.66%
$287.07 - $344.52 $2.01K - $2.41K
1.06K $365K
MCO
Moodys Corp

Financial Services
127
+ 30.09%
$472.69 - $521.32 $60K - $66.2K
549 $261K
IXUS
Ishares Tr

ETFs
399
+ 13.27%
$76.35 - $82.58 $30.5K - $32.9K
3.41K $281K
DFAU
Dimensional ETF Tr

ETFs
4
+ 0.03%
$42.42 - $45.96 $170 - $184
11.7K $534K
COIN
Coinbase Global, Inc.

Technology
133
+ 17.27%
$297.99 - $419.78 $39.6K - $55.8K
903 $304K
VGT
Vanguard Information Technolog

ETFs
10
+ 2.16%
$656.44 - $753.15 $6.56K - $7.53K
473 $340K
A
Agilent Technologies, Inc.

Healthcare
56
+ 2.55%
$112.04 - $128.75 $6.27K - $7.21K
2.26K $289K
ALL
Allstate Corp

Financial Services
58
+ 5.49%
$192.0 - $214.65 $11.1K - $12.4K
1.12K $239K
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.09%
$132.83 - $140.61 $398 - $422
3.41K $475K
CW
Curtiss Wright Corp

Industrials
1
+ 0.24%
$472.43 - $542.94 $472 - $543
413 $224K
ECL
Ecolab Inc.

Basic Materials
67
+ 8.61%
$259.39 - $285.47 $17.4K - $19.1K
845 $231K
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.35%
$285.05 - $309.14 $855 - $927
863 $265K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
145
+ 6.53%
$97.75 - $100.75 $14.2K - $14.6K
2.37K $237K
XLE
Energy Sector Spdr

ETFs
10
+ 0.31%
$84.25 - $91.99 $843 - $920
3.23K $288K
COF
Capital One Financial Corp

Financial Services
77
+ 1.26%
$207.29 - $229.74 $16K - $17.7K
6.21K $1.32M
KMB
Kimberly Clark Corp

Consumer Defensive
143
+ 8.62%
$121.72 - $136.77 $17.4K - $19.6K
1.8K $223K
NRG
Nrg Energy, Inc.

Utilities
15
+ 0.3%
$144.77 - $173.91 $2.17K - $2.61K
4.99K $808K
UNP
Union Pacific Corp

Industrials
11
+ 1.18%
$214.91 - $237.16 $2.36K - $2.61K
947 $223K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
70
+ 1.11%
$43.36 - $44.8 $3.04K - $3.14K
6.35K $282K
IGR
Cbre Global Real Estate Income Fund

Financial Services
7.75K
+ 3.28%
$4.81 - $5.36 $37.3K - $41.5K
244K $1.25M
ADP
Automatic Data Processing Inc

Industrials
86
+ 6.09%
$288.69 - $310.94 $24.8K - $26.7K
1.5K $439K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
106
+ 0.85%
$22.84 - $22.95 $2.42K - $2.43K
12.6K $289K
IRM
Iron Mountain Inc

Real Estate
50
+ 1.58%
$89.46 - $104.46 $4.47K - $5.22K
3.21K $326K
ABC
Amerisourcebergen Corp

Healthcare
14
+ 1.39%
N/A
1.02K $188K
J P Morgan Exchange Traded F
1.4K
+ 25.67%
N/A
6.85K $0
Linde PLC
85
+ 8.67%
N/A
1.07K $0
Lam Research Corp
1.66K
+ 50.46%
N/A
4.95K $0
WETF
Wisdom Tree Investments, Inc.

Financial Services
67
+ 0.56%
N/A
12.1K $65K
Blackrock Inc
175
+ 19.49%
N/A
1.07K $0
J P Morgan Exchange Traded F
12K
+ 11.14%
N/A
120K $0
JGRO
J P Morgan Exchange Traded Fd
1.57K
+ 36.51%
N/A
5.87K $0
CGMS
Capital Grp Core Plus Income E
7.28K
+ 56.43%
N/A
20.2K $0
Pgim ETF Tr
2.58K
+ 28.7%
N/A
11.6K $0
Tcw ETF Trust
21
+ 0.15%
N/A
13.9K $0
FSCO
Fs Cr Opportunities Corp Com
7
+ 0.07%
N/A
10.5K $0
J P Morgan Exchange Traded F
1.37K
+ 1.36%
N/A
102K $0
Blackrock ETF Trust
1.07K
+ 16.44%
N/A
7.58K $0
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
339
+ 2.49%
$14.19 - $15.82 $4.81K - $5.36K
13.9K $198K
INTU
Intuit Inc

Technology
259
+ 14.71%
$646.03 - $807.39 $167K - $209K
2.02K $1.38M
BXSL
Blackstone Secured Lending Fund

Financial Services
1.44K
+ 14.35%
$26.07 - $32.55 $37.5K - $46.8K
11.5K $298K
DE
Deere & CO

Industrials
73
+ 7.3%
$457.26 - $524.37 $33.4K - $38.3K
1.07K $490K
LYB
Lyondell Basell Industries N.V.

Basic Materials
211
+ 4.28%
$48.34 - $67.22 $10.2K - $14.2K
5.15K $252K
DIS
Walt Disney CO

Communication Services
766
+ 3.02%
$112.25 - $124.0 $86K - $95K
26.1K $2.99M
BRBR
Bellring Brands, Inc.

Consumer Defensive
91
+ 0.89%
$35.51 - $58.78 $3.23K - $5.35K
10.3K $375K
UPS
United Parcel Service Inc

Industrials
71
+ 0.12%
$82.58 - $105.54 $5.86K - $7.49K
57K $4.76M
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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