Cooper/Haims Advisors, LLC Incresed Positions in Q2 2025

Cooper/Haims Advisors, LLC

  • $199 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
26.3K
+ 2.12%
$24.38 - $30.18 $641K - $794K
1.27M $38.2M
IVV
Ishares Core S&P 500 ETF

ETFs
3.87K
+ 16.34%
$498.8 - $620.9 $1.93M - $2.4M
27.6K $17.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
47.1K
+ 18.49%
$45.9 - $47.2 $2.16M - $2.22M
302K $14.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
711
+ 0.26%
$62.73 - $78.42 $44.6K - $55.8K
279K $21.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
38.9K
+ 32.07%
$48.13 - $49.85 $1.87M - $1.94M
160K $7.85M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.67K
+ 1.28%
$19.6 - $24.44 $111K - $138K
448K $11M
MSFT
Microsoft Corp

Technology
166
+ 2.47%
$354.56 - $497.45 $58.9K - $82.6K
6.89K $3.43M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
35.3K
+ 33.31%
$22.68 - $23.28 $802K - $823K
141K $3.29M
REET
Ishares Global Reit ETF

ETFs
18.5K
+ 3.7%
$21.59 - $25.16 $398K - $464K
518K $12.8M
NVDA
Nvidia Corp

Technology
140
+ 1.3%
$94.31 - $157.99 $13.2K - $22.1K
10.9K $1.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
175
+ 3.67%
$456.74 - $568.03 $79.9K - $99.4K
4.95K $2.81M
BNDX
Vanguard Total International B

ETFs
4.49K
+ 2.67%
$48.77 - $49.55 $219K - $222K
172K $8.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
68
+ 1.52%
$496.48 - $617.85 $33.8K - $42K
4.53K $2.8M
META
Meta Platforms, Inc.

Communication Services
56
+ 4.77%
$484.66 - $738.09 $27.1K - $41.3K
1.23K $907K
JPM
Jpmorgan Chase & CO

Financial Services
213
+ 6.99%
$210.28 - $289.91 $44.8K - $61.8K
3.26K $945K
ORCL
Oracle Corp

Technology
95
+ 4.28%
$122.82 - $218.63 $11.7K - $20.8K
2.31K $505K
IBM
International Business Machines Corp

Technology
1
+ 0.03%
$221.03 - $294.78 $221 - $295
2.88K $848K
AVUS
American Centy ETF Tr Avantis

ETFs
43
+ 0.31%
$81.38 - $100.82 $3.5K - $4.34K
14K $1.41M
NOW
Service Now, Inc.

Technology
32
+ 9.5%
$721.65 - $1040.18 $23.1K - $33.3K
369 $379K
QQQ
Invesco Qqq Trust, Series 1

ETFs
25
+ 2.72%
$416.06 - $551.64 $10.4K - $13.8K
944 $520K
COST
Costco Wholesale Corp

Consumer Defensive
77
+ 35.32%
$908.13 - $1056.85 $69.9K - $81.4K
295 $292K
GOOG
Alphabet Inc.

Communication Services
187
+ 8.15%
$146.58 - $180.01 $27.4K - $33.7K
2.48K $440K
GOOGL
Alphabet Inc.

Communication Services
34
+ 1.01%
$144.7 - $178.6 $4.92K - $6.07K
3.41K $600K
GE
General Electric CO

Industrials
11
+ 1.1%
$166.81 - $257.39 $1.83K - $2.83K
1.01K $260K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.03%
$174.82 - $215.79 $175 - $216
3.62K $781K
AVDE
American Centy ETF Tr Avantis

ETFs
112
+ 1.7%
$59.32 - $74.36 $6.64K - $8.33K
6.68K $494K
EEM
Ishares Msci Emerging Markets

ETFs
9
+ 0.07%
$38.52 - $48.28 $347 - $435
12.2K $586K
BAC
Bank Of America Corp

Financial Services
2
+ 0.02%
$34.39 - $47.46 $68.8 - $94.9
9.11K $430K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
200
+ 0.86%
$22.92 - $28.05 $4.58K - $5.61K
23.4K $655K
V
Visa Inc.

Financial Services
80
+ 5.28%
$308.27 - $373.31 $24.7K - $29.9K
1.6K $566K
SCHV
Schwab Strategic Tr Us Large C

ETFs
100
+ 0.79%
$23.55 - $27.67 $2.36K - $2.77K
12.8K $353K
Dimensional ETF Trust
4.05K
+ 3.28%
N/A
128K $0
VNQ
Vanguard Specialized Funds Van

ETFs
12
+ 0.38%
$79.79 - $91.42 $957 - $1.1K
3.18K $282K
PG
Procter & Gamble CO

Consumer Defensive
176
+ 5.97%
$157.66 - $172.39 $27.7K - $30.3K
3.12K $497K
KO
Coca Cola CO

Consumer Defensive
2
+ 0.03%
$68.37 - $73.9 $137 - $148
6.42K $454K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
122
+ 8.02%
$483.48 - $539.8 $59K - $65.9K
1.64K $798K
SBUX
Starbucks Corp

Consumer Cyclical
110
+ 3.02%
$79.69 - $99.41 $8.77K - $10.9K
3.75K $343K
JNJ
Johnson & Johnson

Healthcare
42
+ 1.8%
$146.36 - $159.82 $6.15K - $6.71K
2.38K $363K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
74
+ 2.28%
$99.37 - $134.05 $7.35K - $9.92K
3.32K $376K
ABBV
Abb Vie Inc.

Healthcare
86
+ 2.93%
$170.16 - $206.27 $14.6K - $17.7K
3.02K $560K
PEP
Pepsico Inc

Consumer Defensive
35
+ 1.03%
$128.02 - $151.37 $4.48K - $5.3K
3.43K $452K
AAPL
Apple Inc.

Technology
1.58K
+ 6.95%
$172.42 - $223.89 $273K - $354K
24.4K $5M
BNL
Broadstone Net Lease, Inc.

Real Estate
453
+ 0.61%
$14.72 - $17.13 $6.67K - $7.76K
74.6K $1.2M
UNH
Unitedhealth Group Inc

Healthcare
140
+ 18.23%
$274.35 - $599.47 $38.4K - $83.9K
908 $283K
CVX
Chevron Corp

Energy
47
+ 0.77%
$133.73 - $168.51 $6.29K - $7.92K
6.15K $881K
Activity Summary
Buys All Purchases 56 New Holdings 10 Increased Positions 46 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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