Cooper/Haims Advisors, LLC Reduced Holdings in Q1 2025

Cooper/Haims Advisors, LLC

  • $181 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.05K
- 4.41%
$209.68 - $247.1 $220K - $259K
22.8K $5.06M
IVV
Ishares Core S&P 500 ETF

ETFs
-230
- 0.96%
$554.06 - $615.85 $127K - $142K
23.7K $13.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.78K
- 16.08%
$190.26 - $242.06 $339K - $431K
9.29K $1.77M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-26.4K
- 19.95%
$22.46 - $23.26 $594K - $615K
106K $2.46M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.69K
- 0.38%
$21.75 - $24.28 $36.7K - $41K
443K $9.77M
MSFT
Microsoft Corp

Technology
-64
- 0.94%
$375.39 - $447.2 $24K - $28.6K
6.72K $2.52M
NVDA
Nvidia Corp

Technology
-200
- 1.82%
$106.98 - $149.43 $21.4K - $29.9K
10.8K $1.17M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.21K
- 7.72%
$23.16 - $27.04 $97.5K - $114K
50.4K $1.18M
GHM
Graham Corp

Industrials
-1.4K
- 16.7%
$28.82 - $49.72 $40.3K - $69.6K
6.98K $201K
GOOGL
Alphabet Inc.

Communication Services
-137
- 3.91%
$154.33 - $206.19 $21.1K - $28.2K
3.37K $521K
META
Meta Platforms, Inc.

Communication Services
-132
- 10.11%
$576.36 - $736.67 $76.1K - $97.2K
1.17K $676K
GOOG
Alphabet Inc.

Communication Services
-57
- 2.42%
$156.06 - $207.71 $8.9K - $11.8K
2.3K $358K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-99
- 8.94%
$360.07 - $417.26 $35.6K - $41.3K
1.01K $363K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-138
- 0.11%
$49.25 - $50.66 $6.8K - $6.99K
121K $6.01M
ORCL
Oracle Corp

Technology
-30
- 1.33%
$139.81 - $186.47 $4.19K - $5.59K
2.22K $310K
EEM
Ishares Msci Emerging Markets

ETFs
-1.59K
- 11.55%
$40.81 - $45.34 $64.7K - $71.9K
12.1K $530K
DIS
Walt Disney CO

Communication Services
-15
- 0.54%
$96.87 - $114.0 $1.45K - $1.71K
2.75K $271K
HON
Honeywell International Inc

Industrials
-84
- 6.59%
$202.75 - $226.52 $17K - $19K
1.19K $251K
VIG
Vanguard Dividend Appreciation

ETFs
-150
- 2.41%
N/A
6.09K $1.11M
BAC
Bank Of America Corp

Financial Services
-115
- 1.25%
$39.61 - $47.74 $4.56K - $5.49K
9.1K $379K
MRK
Merck & Co., Inc.

Healthcare
-14
- 0.56%
$83.01 - $101.02 $1.16K - $1.41K
2.49K $223K
IYY
Ishares Tr

ETFs
-76
- 3.41%
$134.05 - $149.75 $10.2K - $11.4K
2.15K $293K
SYK
Stryker Corp

Healthcare
-94
- 9.86%
$355.18 - $399.9 $33.4K - $37.6K
859 $319K
UNH
Unitedhealth Group Inc

Healthcare
-52
- 6.34%
$461.52 - $548.18 $24K - $28.5K
768 $402K
COST
Costco Wholesale Corp

Consumer Defensive
-20
- 8.4%
$890.62 - $1076.86 $17.8K - $21.5K
218 $206K
PG
Procter & Gamble CO

Consumer Defensive
-117
- 3.82%
$158.56 - $176.26 $18.6K - $20.6K
2.95K $502K
APD
Air Products & Chemicals, Inc.

Basic Materials
-45
- 5.92%
$283.24 - $338.07 $12.7K - $15.2K
715 $210K
PEP
Pepsico Inc

Consumer Defensive
-1
- 0.03%
$142.64 - $156.42 $143 - $156
3.39K $508K
GE
General Electric CO

Industrials
-200
- 16.65%
$168.59 - $212.13 $33.7K - $42.4K
1K $200K
MA
Mastercard Inc

Financial Services
-14
- 3.22%
$504.67 - $576.31 $7.07K - $8.07K
421 $230K
SBUX
Starbucks Corp

Consumer Cyclical
-195
- 5.09%
$91.75 - $115.81 $17.9K - $22.6K
3.64K $356K
JPM
Jpmorgan Chase & CO

Financial Services
-8
- 0.26%
$225.19 - $279.95 $1.8K - $2.24K
3.05K $747K
XOM
Exxon Mobil Corp

Energy
-34
- 1.32%
$105.44 - $118.93 $3.58K - $4.04K
2.54K $302K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.27K
- 3.72%
$18.36 - $20.51 $41.6K - $46.5K
58.6K $1.16M
KO
Coca Cola CO

Consumer Defensive
-429
- 6.26%
$60.81 - $72.32 $26.1K - $31K
6.42K $459K
JNJ
Johnson & Johnson

Healthcare
-44
- 1.85%
$142.06 - $167.7 $6.25K - $7.38K
2.34K $387K
PBI
Pitney Bowes Inc

Industrials
-494
- 1.7%
$7.03 - $10.86 $3.47K - $5.36K
28.5K $257K
ABT
Abbott Laboratories

Healthcare
-13
- 0.36%
$111.1 - $140.22 $1.44K - $1.82K
3.62K $479K
IBM
International Business Machines Corp

Technology
-34
- 1.17%
$217.4 - $264.74 $7.39K - $9K
2.88K $715K
ABBV
Abb Vie Inc.

Healthcare
-26
- 0.88%
$169.2 - $216.66 $4.4K - $5.63K
2.93K $614K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-26
- 1.68%
$442.66 - $534.52 $11.5K - $13.9K
1.52K $810K
CVX
Chevron Corp

Energy
-5
- 0.08%
$146.71 - $167.97 $734 - $840
6.11K $1.02M
PAYX
Paychex Inc

Industrials
-150
- 0.2%
$136.06 - $154.52 $20.4K - $23.2K
73.3K $11.3M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-557
- 0.2%
$63.07 - $73.5 $35.1K - $40.9K
278K $19.5M
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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