Cooper/Haims Advisors, LLC Portfolio Holdings

Cooper/Haims Advisors, LLC

  • $181 Million
  • Q1 2025

Cooper/Haims Advisors, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $181 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Emergin with a value of $34.2M, Vanguard Ftse Europe ETF Ftse with a value of $19.5M, Ishares Core S&P 500 ETF with a value of $13.3M, Ishares Global Reit ETF with a value of $12.1M, and J P Morgan Exchange Traded Fd with a value of $12M.

Examining the 13F form we can see an increase of $7.84M in the current position value, from $173M to 181M.

Below you can find more details about Cooper/Haims Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $181 Million
ETFs: $135 Million
Industrials: $20.5 Million
Technology: $10.4 Million
Consumer Defensive: $2.78 Million
Financial Services: $2.7 Million
Consumer Cyclical: $2.55 Million
Healthcare: $2.42 Million
Communication Services: $1.9 Million
Other: $3.07 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $181 Million
  • Prior Value $173 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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