Cooper/Haims Advisors, LLC Purchases and Sells in Q3 2025

Cooper/Haims Advisors, LLC

$210 Million
Q3 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
REET	17.2K + 3.32%	$24.45 - $25.91 $420K - $445K	535K $13.7M
BNDX	13K + 7.54%	$49.0 - $49.51 $637K - $644K	185K $9.17M
XOM	4.06K + 159.87%	$105.83 - $117.22 $429K - $475K	6.59K $743K
VTEB	5.94K + 3.71%	$48.5 - $50.19 $288K - $298K	166K $8.31M
JCPB	2.5K + 0.83%	$46.37 - $47.77 $116K - $119K	304K $14.5M
GOOGL	59 + 1.73%	$174.36 - $254.72 $10.3K - $15K	3.46K $842K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAU	6.55K New	$61.62 - $72.77 $403K - $476K	6.55K $476K
IJT	1.47K New	$131.47 - $143.64 $194K - $211K	1.47K $208K
TSM	742 New	$224.68 - $282.71 $167K - $210K	742 $207K
JLL	685 New	$248.95 - $319.66 $171K - $219K	685 $204K
INTC	6.06K New	$19.31 - $35.5 $117K - $215K	6.06K $203K
MRK	2.4K New	$77.6 - $87.37 $186K - $210K	2.4K $201K

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KMT	-20K - 11.78%	$19.97 - $25.7 $399K - $514K	150K $3.14M
STZ	-350 - 11.63%	$131.78 - $176.09 $46.1K - $61.6K	2.66K $358K
NOW	-32 - 8.67%	$850.86 - $1044.69 $27.2K - $33.4K	337 $310K
KO	-497 - 7.74%	$65.67 - $71.67 $32.6K - $35.6K	5.93K $393K
V	-90 - 5.64%	$332.09 - $358.86 $29.9K - $32.3K	1.51K $514K
AMZN	-215 - 2.17%	$211.65 - $238.24 $45.5K - $51.2K	9.7K $2.13M

Activity Summary All Purchases 35 New Holdings 6 Increased Positions 29 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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