Cooper Financial Group Portfolio Holdings
Cooper Financial Group
- $808 Million
- Q4 2024
Cooper Financial Group has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $808 Million distributed in 386 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39M, Invesco Qqq Trust, Series 1 with a value of $38.3M, Schwab Strategic Tr Us Large C with a value of $37.3M, Pacer Fds Tr Us Cash Cows 100 with a value of $31.6M, and Vanguard Bd Index Fd Inc Inter with a value of $29.9M.
Examining the 13F form we can see an increase of $55.5M in the current position value, from $752M to 808M.
Below you can find more details about Cooper Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$808 Million
ETFs: $434 Million
Technology: $132 Million
Consumer Cyclical: $55.1 Million
Financial Services: $43.3 Million
Communication Services: $32.4 Million
Industrials: $28.5 Million
Healthcare: $25.7 Million
Consumer Defensive: $18.5 Million
Other: $36.7 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 386
- Current Value $808 Million
- Prior Value $752 Million
- Filing
- Period Q4 2024
- Filing Date January 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 31 stocks
- Additional Purchases 249 stocks
- Sold out of 0 stocks
- Reduced holdings in 99 stocks