Cooper Financial Group Reduced Holdings in Q3 2025

Cooper Financial Group

  • $866 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-600K
- 94.91%
$26.38 - $27.95 $15.8M - $16.8M
32.2K $879K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-134K
- 49.65%
$28.92 - $32.19 $3.87M - $4.31M
136K $4.33M
VTI
Vanguard Total Stock Market Et

ETFs
-9.89K
- 91.15%
$303.93 - $329.86 $3.01M - $3.26M
960 $315K
SPVM
Invesco S&P 500 Value With Mom

ETFs
-37.9K
- 79.76%
$59.87 - $65.75 $2.27M - $2.49M
9.61K $632K
FTNT
Fortinet, Inc.

Technology
-9.51K
- 37.89%
$74.39 - $107.65 $707K - $1.02M
15.6K $1.31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.06K
- 54.86%
$567.77 - $614.76 $1.17M - $1.27M
1.7K $1.04M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.32K
- 36.33%
$366.54 - $479.53 $485K - $635K
2.32K $908K
SNPS
Synopsys Inc

Technology
-1.31K
- 43.97%
$387.78 - $645.35 $509K - $847K
1.67K $824K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-36.3K
- 75.32%
$18.58 - $19.75 $675K - $718K
11.9K $228K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-7.15K
- 38.4%
$65.64 - $78.22 $469K - $559K
11.5K $768K
KLAC
Kla Corp

Technology
-767
- 59.55%
$843.9 - $1078.6 $647K - $827K
521 $561K
V
Visa Inc.

Financial Services
-1.14K
- 8.14%
$332.09 - $358.86 $377K - $407K
12.8K $4.37M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-90
- 43.06%
$5364.25 - $5815.92 $483K - $523K
119 $642K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-11.1K
- 31.27%
$55.15 - $58.11 $611K - $643K
24.3K $1.4M
COST
Costco Wholesale Corp

Consumer Defensive
-236
- 5.17%
$915.95 - $994.57 $216K - $235K
4.33K $4.01M
AME
Ametek Inc

Industrials
-2.82K
- 72.09%
$176.44 - $192.03 $498K - $542K
1.09K $205K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-10.1K
- 20.25%
$48.04 - $48.61 $484K - $490K
39.7K $1.91M
CRM
Salesforce, Inc.

Technology
-875
- 11.21%
$231.66 - $273.65 $203K - $239K
6.93K $1.64M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.9K
- 2.46%
$50.47 - $50.74 $500K - $502K
392K $19.9M
LNG
Cheniere Energy, Inc.

Energy
-1.72K
- 55.24%
$222.68 - $244.28 $384K - $421K
1.4K $328K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-10.4K
- 5.39%
$45.26 - $46.63 $472K - $486K
183K $8.46M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-4.59K
- 65.69%
$103.83 - $179.9 $476K - $826K
2.4K $428K
BOND
Pimco Active Bond Exchange Tra

ETFs
-4.15K
- 9.97%
$90.83 - $93.81 $377K - $390K
37.5K $3.5M
CSCO
Cisco Systems, Inc.

Technology
-3.99K
- 12.72%
$66.2 - $71.79 $264K - $286K
27.4K $1.87M
EOG
Eog Resources Inc

Energy
-1.75K
- 17.21%
$112.12 - $126.1 $197K - $221K
8.43K $945K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-7.24K
- 15.73%
$39.58 - $40.74 $287K - $295K
38.8K $1.58M
HDV
Ishares Core High Dividend ETF

ETFs
-2.8K
- 13.53%
$118.16 - $123.66 $331K - $347K
17.9K $2.19M
GS
Goldman Sachs Group Inc

Financial Services
-679
- 19.24%
$696.56 - $806.32 $473K - $547K
2.85K $2.27M
CHTR
Charter Communications, Inc.

Communication Services
-155
- 12.3%
$256.57 - $418.22 $39.8K - $64.8K
1.11K $303K
CDNS
Cadence Design Systems Inc

Technology
-940
- 32.71%
$309.46 - $373.37 $291K - $351K
1.93K $679K
GTO
Invesco Actively Managed ETF T

ETFs
-4.97K
- 8.23%
$46.43 - $47.91 $231K - $238K
55.4K $2.63M
PECO
Phillips Edison & Company, Inc.

Real Estate
-4.65K
- 11.27%
$33.04 - $36.15 $154K - $168K
36.6K $1.26M
HON
Honeywell International Inc

Industrials
-351
- 6.94%
$207.7 - $240.4 $72.9K - $84.4K
4.71K $990K
CTVA
Corteva, Inc.

Basic Materials
-791
- 4.17%
$67.08 - $77.12 $53.1K - $61K
18.2K $1.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-972
- 5.17%
$459.11 - $506.91 $446K - $493K
17.8K $8.96M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.04K
- 12.69%
$82.38 - $83.0 $168K - $169K
14K $1.16M
SNY
Sanofi

Healthcare
-3.15K
- 19.71%
$45.07 - $51.35 $142K - $162K
12.8K $605K
CI
Cigna Corp

Healthcare
-190
- 7.38%
$262.23 - $334.39 $49.8K - $63.5K
2.38K $686K
FSK
Fs Kkr Capital Corp

Financial Services
-1.02K
- 4.45%
$14.93 - $22.48 $15.3K - $23K
22K $328K
STZ
Constellation Brands, Inc.

Consumer Defensive
-189
- 4.43%
$131.78 - $176.09 $24.9K - $33.3K
4.08K $549K
ISRG
Intuitive Surgical Inc

Healthcare
-22
- 1.65%
$433.66 - $544.47 $9.54K - $12K
1.31K $585K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.46K
- 7.56%
$35.34 - $47.21 $51.6K - $68.9K
17.9K $700K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-473
- 7.74%
$93.1 - $110.49 $44K - $52.3K
5.64K $525K
PG
Procter & Gamble CO

Consumer Defensive
-27
- 0.14%
$150.47 - $161.22 $4.06K - $4.35K
19.9K $3.06M
DT
Dynatrace, Inc.

Technology
-404
- 2.85%
$46.04 - $56.64 $18.6K - $22.9K
13.8K $667K
PGR
Progressive Corp

Financial Services
-163
- 4.39%
$238.61 - $264.3 $38.9K - $43.1K
3.55K $875K
SLAB
Silicon Laboratories Inc.

Technology
-263
- 5.45%
$123.76 - $153.48 $32.5K - $40.4K
4.57K $598K
LUV
Southwest Airlines CO

Industrials
-3K
- 10.8%
$29.06 - $37.7 $87.1K - $113K
24.8K $790K
SYK
Stryker Corp

Healthcare
-115
- 5.22%
$368.57 - $403.53 $42.4K - $46.4K
2.09K $772K
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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