Cooper/Haims Advisors, LLC Purchases and Sells in Q2 2025

Cooper/Haims Advisors, LLC

$199 Million
Q2 2025

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHE	26.3K + 2.12%	$24.38 - $30.18 $641K - $794K	1.27M $38.2M
IVV	3.87K + 16.34%	$498.8 - $620.9 $1.93M - $2.4M	27.6K $17.1M
JCPB	47.1K + 18.49%	$45.9 - $47.2 $2.16M - $2.22M	302K $14.2M
VGK	711 + 0.26%	$62.73 - $78.42 $44.6K - $55.8K	279K $21.6M
VTEB	38.9K + 32.07%	$48.13 - $49.85 $1.87M - $1.94M	160K $7.85M
SCHX	5.67K + 1.28%	$19.6 - $24.44 $111K - $138K	448K $11M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	1.31K New	$146.29 - $275.65 $192K - $362K	1.31K $362K
NFLX	243 New	$855.86 - $1339.13 $208K - $325K	243 $325K
TQQQ	3.44K New	$38.9 - $83.0 $134K - $286K	3.44K $285K
LLY	330 New	$713.71 - $898.95 $236K - $297K	330 $257K
WMT	2.47K New	$81.79 - $99.98 $202K - $247K	2.47K $241K
EFA	2.41K New	$72.96 - $90.39 $176K - $218K	2.41K $215K

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KMT	-180K - 51.48%	$17.54 - $23.27 $3.16M - $4.19M	170K $3.9M
STZ	-65 - 2.11%	$160.0 - $195.62 $10.4K - $12.7K	3.01K $489K
XOM	-5 - 0.2%	$99.93 - $119.04 $500 - $595	2.54K $273K
SYK	-70 - 8.15%	$337.37 - $395.63 $23.6K - $27.7K	789 $312K
MA	-5 - 1.19%	$479.92 - $590.74 $2.4K - $2.95K	416 $233K
HON	-72 - 6.05%	$182.86 - $232.88 $13.2K - $16.8K	1.12K $260K

Activity Summary All Purchases 56 New Holdings 10 Increased Positions 46 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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