Cooper Financial Group Portfolio Holdings
Cooper Financial Group
- $866 Million
- Q3 2025
Cooper Financial Group has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $866 Million distributed in 385 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 $57.1M, Invesco Qqq Trust, Series 1 with a value of $53.2M, Nvidia Corp with a value of $39.4M, Apple Inc. with a value of $38.7M, and Vanguard Bd Index Fd Inc Inter with a value of $38.2M.
Examining the 13F form we can see an increase of $50.6M in the current position value, from $815M to 866M.
Below you can find more details about Cooper Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$866 Million
ETFs: $416 Million
Technology: $170 Million
Consumer Cyclical: $52.6 Million
Financial Services: $50.4 Million
Communication Services: $44.9 Million
Industrials: $30.2 Million
Healthcare: $27.6 Million
Consumer Defensive: $17.3 Million
Other: $37.1 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 385
- Current Value $866 Million
- Prior Value $815 Million
- Filing
- Period Q3 2025
- Filing Date October 07, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 47 stocks
- Additional Purchases 150 stocks
- Sold out of 0 stocks
- Reduced holdings in 177 stocks