Cooper Financial Group Portfolio Holdings
Cooper Financial Group
- $815 Million
- Q2 2025
Cooper Financial Group has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $815 Million distributed in 374 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 $51.9M, Invesco Qqq Trust, Series 1 with a value of $47.9M, Vanguard Bd Index Fd Inc Inter with a value of $36.9M, Apple Inc. with a value of $31.1M, and Nvidia Corp with a value of $30M.
Examining the 13F form we can see an increase of $84.3M in the current position value, from $731M to 815M.
Below you can find more details about Cooper Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$815 Million
ETFs: $423 Million
Technology: $146 Million
Financial Services: $50.1 Million
Consumer Cyclical: $47.3 Million
Communication Services: $38.3 Million
Industrials: $27.7 Million
Healthcare: $26.4 Million
Consumer Defensive: $18 Million
Other: $36.6 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 374
- Current Value $815 Million
- Prior Value $731 Million
- Filing
- Period Q2 2025
- Filing Date July 17, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 38 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 215 stocks