Cooper Financial Group Portfolio Holdings
Cooper Financial Group
- $731 Million
- Q1 2025
Cooper Financial Group has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $731 Million distributed in 379 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $41.7M, Apple Inc. with a value of $36.3M, Vanguard Bd Index Fd Inc Inter with a value of $33.6M, Microsoft Corp with a value of $21.6M, and Nvidia Corp with a value of $21.2M.
Examining the 13F form we can see an decrease of $77.1M in the current position value, from $808M to 731M.
Below you can find more details about Cooper Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$731 Million
ETFs: $373 Million
Technology: $118 Million
Financial Services: $46.9 Million
Consumer Cyclical: $45.4 Million
Communication Services: $31.7 Million
Healthcare: $29.8 Million
Industrials: $25.9 Million
Consumer Defensive: $20 Million
Other: $37.6 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 379
- Current Value $731 Million
- Prior Value $808 Million
- Filing
- Period Q1 2025
- Filing Date May 12, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 30 stocks
- Additional Purchases 248 stocks
- Sold out of 0 stocks
- Reduced holdings in 93 stocks