Cooper/Haims Advisors, LLC Purchases in Q4 2024

Cooper/Haims Advisors, LLC

  • $173 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
42.1K
+ 19.83%
$46.07 - $48.17 $1.94M - $2.03M
255K $11.7M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
82K
+ 162.15%
$22.63 - $47.53 $1.86M - $3.9M
133K $3.01M
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.6K
New
$25.79 - $80.4 $326K - $1.02M
12.6K $329K
AVGO
Broadcom Inc.

Technology
993
New
$159.67 - $250.0 $159K - $248K
993 $230K
AVUS
American Centy ETF Tr Avantis

ETFs
2.05K
+ 17.32%
$94.36 - $102.06 $193K - $209K
13.9K $1.35M
SCHG
Schwab Strategic Tr Us Large C

ETFs
56.1K
+ 300.01%
$25.93 - $105.3 $1.46M - $5.91M
74.9K $2.09M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.03%
$205.18 - $250.29 $205 - $250
3.06K $732K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 0.44%
$521.84 - $558.82 $11K - $11.7K
4.76K $2.57M
BAC
Bank Of America Corp

Financial Services
578
+ 6.69%
$39.22 - $47.77 $22.7K - $27.6K
9.22K $405K
SCHX
Schwab Strategic Tr Us Large C

ETFs
293K
+ 194.27%
$22.4 - $68.28 $6.57M - $20M
444K $10.3M
RIG
Transocean Ltd.

Energy
11K
New
$3.47 - $4.67 $38.2K - $51.4K
11K $41K
ORCL
Oracle Corp

Technology
293
+ 14.99%
$165.41 - $192.43 $48.5K - $56.4K
2.25K $374K
META
Meta Platforms, Inc.

Communication Services
3
+ 0.23%
$554.08 - $632.68 $1.66K - $1.9K
1.31K $769K
EEM
Ishares Msci Emerging Markets

ETFs
1.64K
+ 13.59%
$41.82 - $47.36 $68.7K - $77.8K
13.7K $574K
SCHA
Schwab Strategic Tr Us Small C

ETFs
27.4K
+ 100.46%
$25.33 - $51.16 $693K - $1.4M
54.6K $1.41M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.4K
+ 200.1%
$27.54 - $83.04 $423K - $1.28M
23K $638K
BNDX
Vanguard Total International B

ETFs
4.05K
+ 2.5%
$48.91 - $50.61 $198K - $205K
166K $8.14M
Dimensional ETF Trust
16.3K
+ 16.46%
N/A
115K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
18
+ 2.43%
$285.5 - $335.62 $5.14K - $6.04K
760 $220K
SBUX
Starbucks Corp

Consumer Cyclical
200
+ 5.5%
$87.44 - $102.5 $17.5K - $20.5K
3.83K $349K
CVX
Chevron Corp

Energy
1
+ 0.02%
$141.15 - $162.53 $141 - $163
6.11K $885K
GE
General Electric CO

Industrials
14
+ 1.18%
$159.95 - $194.23 $2.24K - $2.72K
1.2K $200K
AVDE
American Centy ETF Tr Avantis

ETFs
90
+ 1.39%
$60.9 - $66.69 $5.48K - $6K
6.57K $403K
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.03%
$151.29 - $176.1 $151 - $176
3.39K $516K
KO
Coca Cola CO

Consumer Defensive
7
+ 0.1%
$61.74 - $71.71 $432 - $502
6.85K $426K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
29.5K
+ 94.18%
$18.41 - $40.87 $544K - $1.21M
60.9K $1.13M
REET
Ishares Global Reit ETF

ETFs
9.53K
+ 2.03%
$23.43 - $26.54 $223K - $253K
479K $11.5M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.35K
+ 0.85%
$63.27 - $70.31 $149K - $165K
278K $17.7M
Activity Summary
Buys All Purchases 29 New Holdings 3 Increased Positions 26 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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