Cooper/Haims Advisors, LLC Purchases in Q1 2025

Cooper/Haims Advisors, LLC

  • $181 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KMT
Kennametal Inc

Industrials
350K
New
$21.0 - $24.68 $7.35M - $8.64M
350K $7.45M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
19.3K
+ 1.58%
$25.81 - $28.52 $498K - $551K
1.24M $34.2M
REET
Ishares Global Reit ETF

ETFs
20.1K
+ 4.19%
$23.24 - $25.16 $466K - $505K
499K $12.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
40
+ 0.02%
$45.56 - $47.23 $1.82K - $1.89K
255K $12M
LHX
L3 Harris Technologies, Inc.

Industrials
1.17K
New
$194.65 - $222.86 $228K - $261K
1.17K $244K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.19K
New
$87.68 - $94.52 $192K - $207K
2.19K $205K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4
+ 0.12%
$80.53 - $147.57 $322 - $590
3.25K $429K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.02K
+ 49.78%
$161.05 - $222.93 $165K - $228K
3.08K $564K
V
Visa Inc.

Financial Services
144
+ 10.5%
$306.92 - $362.71 $44.2K - $52.2K
1.52K $531K
BNL
Broadstone Net Lease, Inc.

Real Estate
443
+ 0.6%
$15.2 - $17.25 $6.73K - $7.64K
74.2K $1.26M
GLW
Corning Inc

Technology
500
+ 7.39%
$44.91 - $54.25 $22.5K - $27.1K
7.26K $332K
SCHV
Schwab Strategic Tr Us Large C

ETFs
59
+ 0.47%
$25.77 - $27.6 $1.52K - $1.63K
12.7K $337K
Dimensional ETF Trust
8.42K
+ 7.31%
N/A
124K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
127
+ 0.55%
$25.58 - $29.24 $3.25K - $3.71K
23.2K $606K
CAT
Caterpillar Inc

Industrials
1
+ 0.06%
$326.75 - $407.63 $327 - $408
1.64K $539K
AVUS
American Centy ETF Tr Avantis

ETFs
44
+ 0.32%
$90.7 - $101.57 $3.99K - $4.47K
13.9K $1.29M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 0.25%
$507.05 - $563.67 $6.08K - $6.76K
4.77K $2.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 0.18%
$551.42 - $612.93 $4.41K - $4.9K
4.46K $2.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.01%
$24.91 - $29.02 $149 - $174
74.9K $1.87M
Activity Summary
Buys All Purchases 20 New Holdings 3 Increased Positions 17 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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