Cooper/Haims Advisors, LLC Purchases in Q3 2025

Cooper/Haims Advisors, LLC

  • $210 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
REET
Ishares Global Reit ETF

ETFs
17.2K
+ 3.32%
$24.45 - $25.91 $420K - $445K
535K $13.7M
BNDX
Vanguard Total International B

ETFs
13K
+ 7.54%
$49.0 - $49.51 $637K - $644K
185K $9.17M
IAU
Ishares Gold Trust

ETFs
6.55K
New
$61.62 - $72.77 $403K - $476K
6.55K $476K
XOM
Exxon Mobil Corp

Energy
4.06K
+ 159.87%
$105.83 - $117.22 $429K - $475K
6.59K $743K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.94K
+ 3.71%
$48.5 - $50.19 $288K - $298K
166K $8.31M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.5K
+ 0.83%
$46.37 - $47.77 $116K - $119K
304K $14.5M
GOOGL
Alphabet Inc.

Communication Services
59
+ 1.73%
$174.36 - $254.72 $10.3K - $15K
3.46K $842K
GLW
Corning Inc

Technology
300
+ 4.37%
$51.6 - $82.03 $15.5K - $24.6K
7.16K $587K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.47K
New
$131.47 - $143.64 $194K - $211K
1.47K $208K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
742
New
$224.68 - $282.71 $167K - $210K
742 $207K
INTC
Intel Corp

Technology
6.06K
New
$19.31 - $35.5 $117K - $215K
6.06K $203K
SCHG
Schwab Strategic Tr Us Large C

ETFs
5
+ 0.01%
$28.92 - $32.19 $145 - $161
74.7K $2.38M
MRK
Merck & Co., Inc.

Healthcare
2.4K
New
$77.6 - $87.37 $186K - $210K
2.4K $201K
MSFT
Microsoft Corp

Technology
19
+ 0.28%
$491.09 - $535.64 $9.33K - $10.2K
6.91K $3.58M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.88K
+ 3.45%
$22.9 - $23.58 $112K - $115K
146K $3.43M
BGS
B&G Foods, Inc.

Consumer Defensive
24.7K
+ 31.58%
$4.0 - $4.72 $98.7K - $116K
103K $455K
AVUS
American Centy ETF Tr Avantis

ETFs
36
+ 0.26%
$101.2 - $109.16 $3.64K - $3.93K
14K $1.52M
AVGO
Broadcom Inc.

Technology
101
+ 7.69%
$264.74 - $369.57 $26.7K - $37.3K
1.42K $466K
JPM
Jpmorgan Chase & CO

Financial Services
35
+ 1.07%
$282.78 - $316.06 $9.9K - $11.1K
3.3K $1.04M
CVX
Chevron Corp

Energy
102
+ 1.66%
$145.57 - $161.83 $14.8K - $16.5K
6.26K $971K
GE
General Electric CO

Industrials
85
+ 8.4%
$244.75 - $305.63 $20.8K - $26K
1.1K $329K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
61
+ 3.71%
$459.11 - $506.91 $28K - $30.9K
1.7K $856K
BAC
Bank Of America Corp

Financial Services
3
+ 0.03%
$44.92 - $52.42 $135 - $157
9.11K $469K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12
+ 0.05%
$28.15 - $30.13 $338 - $362
23.4K $692K
SCHV
Schwab Strategic Tr Us Large C

ETFs
57
+ 0.45%
$27.61 - $29.15 $1.57K - $1.66K
12.8K $373K
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 13.56%
$915.95 - $994.57 $36.6K - $39.8K
335 $310K
VNQ
Vanguard Specialized Funds Van

ETFs
4
+ 0.13%
$88.47 - $93.24 $354 - $373
3.18K $290K
RIG
Transocean Ltd.

Energy
500
+ 4.55%
$2.55 - $3.64 $1.28K - $1.82K
11.5K $35K
IBM
International Business Machines Corp

Technology
148
+ 5.14%
$234.77 - $292.47 $34.7K - $43.3K
3.03K $854K
Dimensional ETF Trust
8.97K
+ 7.04%
N/A
137K $0
IIPR
Innovative Industrial Properties Inc

Real Estate
131
+ 3.44%
$45.83 - $58.26 $6K - $7.63K
3.93K $210K
SBUX
Starbucks Corp

Consumer Cyclical
205
+ 5.47%
$81.9 - $96.86 $16.8K - $19.9K
3.95K $334K
NFLX
Netflix Inc

Communication Services
5
+ 2.06%
$1147.87 - $1297.18 $5.74K - $6.49K
248 $297K
PAYX
Paychex Inc

Industrials
5.24K
+ 7.15%
$126.69 - $147.99 $664K - $776K
78.5K $9.96M
Activity Summary
Buys All Purchases 35 New Holdings 6 Increased Positions 29 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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