Cooper/Haims Advisors, LLC Reduced Holdings in Q3 2024

Cooper/Haims Advisors, LLC

  • $179 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-36.2K
- 75.32%
$98.91 - $134.91 $3.58M - $4.88M
11.9K $1.44M
MSFT
Microsoft Corp

Technology
-4.57K
- 39.81%
$395.15 - $467.56 $1.8M - $2.13M
6.9K $2.97M
AAPL
Apple Inc.

Technology
-7.4K
- 23.46%
$207.23 - $234.82 $1.53M - $1.74M
24.1K $5.62M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.84K
- 19.52%
$161.02 - $200.0 $457K - $568K
11.7K $2.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.49K
- 23.88%
$475.2 - $527.7 $707K - $785K
4.74K $2.5M
GOOG
Alphabet Inc.

Communication Services
-2.21K
- 47.88%
$149.54 - $192.66 $331K - $426K
2.41K $402K
GOOGL
Alphabet Inc.

Communication Services
-1.74K
- 32.98%
$148.65 - $191.18 $259K - $333K
3.54K $587K
CVX
Chevron Corp

Energy
-203
- 3.22%
$137.88 - $161.97 $28K - $32.9K
6.11K $899K
COST
Costco Wholesale Corp

Consumer Defensive
-107
- 31.01%
$801.83 - $917.05 $85.8K - $98.1K
238 $210K
QCOM
Qualcomm Inc

Technology
-113
- 8.46%
$156.12 - $209.64 $17.6K - $23.7K
1.22K $207K
JNJ
Johnson & Johnson

Healthcare
-431
- 15.32%
$145.48 - $167.38 $62.7K - $72.1K
2.38K $386K
BAC
Bank Of America Corp

Financial Services
-500
- 5.47%
$36.65 - $44.13 $18.3K - $22.1K
8.64K $342K
STZ
Constellation Brands, Inc.

Consumer Defensive
-50
- 2.38%
$236.42 - $259.82 $11.8K - $13K
2.05K $528K
JPM
Jpmorgan Chase & CO

Financial Services
-184
- 5.68%
$194.9 - $224.8 $35.9K - $41.4K
3.06K $643K
DIS
Walt Disney CO

Communication Services
-11
- 0.39%
$85.6 - $98.61 $942 - $1.08K
2.8K $268K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-517
- 6.31%
$75.47 - $83.18 $39K - $43K
7.68K $637K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-103
- 3.93%
$75.32 - $84.37 $7.76K - $8.69K
2.52K $210K
META
Meta Platforms, Inc.

Communication Services
-162
- 11.07%
$453.41 - $572.44 $73.5K - $92.7K
1.3K $745K
V
Visa Inc.

Financial Services
-35
- 2.35%
$253.74 - $291.56 $8.88K - $10.2K
1.45K $399K
SOFI
So Fi Technologies, Inc.

Financial Services
-375
- 3.05%
$6.32 - $8.19 $2.37K - $3.07K
11.9K $93K
NOW
Service Now, Inc.

Technology
-30
- 8.17%
$730.87 - $937.36 $21.9K - $28.1K
337 $301K
APD
Air Products & Chemicals, Inc.

Basic Materials
-37
- 4.75%
$247.34 - $300.11 $9.15K - $11.1K
742 $220K
GLW
Corning Inc

Technology
-449
- 6.23%
$37.76 - $46.2 $17K - $20.7K
6.76K $305K
VNQ
Vanguard Specialized Funds Van

ETFs
-80
- 2.47%
$82.97 - $98.97 $6.64K - $7.92K
3.16K $308K
IWM
Ishares Russell 2000 ETF

ETFs
-123
- 3.22%
$200.87 - $224.6 $24.7K - $27.6K
3.7K $817K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-902
- 2.8%
$36.98 - $41.55 $33.4K - $37.5K
31.4K $1.29M
UNH
Unitedhealth Group Inc

Healthcare
-12
- 1.38%
$488.01 - $604.18 $5.86K - $7.25K
860 $502K
CAT
Caterpillar Inc

Industrials
-70
- 4.11%
$316.8 - $391.12 $22.2K - $27.4K
1.64K $639K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-123
- 0.24%
$45.2 - $47.87 $5.56K - $5.89K
50.6K $2.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-89
- 0.33%
$46.9 - $51.96 $4.17K - $4.62K
27.2K $1.4M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-33
- 0.98%
$72.18 - $107.33 $2.38K - $3.54K
3.33K $352K
IBM
International Business Machines Corp

Technology
-100
- 3.21%
$175.1 - $223.38 $17.5K - $22.3K
3.02K $667K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.66K
- 1.08%
$61.11 - $67.85 $101K - $112K
151K $10.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-121
- 0.5%
$520.18 - $576.82 $62.9K - $69.8K
24K $13.8M
PAYX
Paychex Inc

Industrials
-55
- 0.07%
$116.17 - $135.19 $6.39K - $7.44K
73.5K $9.86M
Activity Summary
Buys All Purchases 28 New Holdings 7 Increased Positions 21 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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