Cooper/Haims Advisors, LLC Portfolio Holdings

Cooper/Haims Advisors, LLC

  • $179 Million
  • Q3 2024

Cooper/Haims Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $179 Million distributed in 85 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 $35.8M, Vanguard Ftse Europe ETF Ftse with a value of $19.6M, Ishares Core S&P 500 ETF with a value of $13.8M, Ishares Global Reit ETF with a value of $12.5M, and J P Morgan Exchange Traded Fd with a value of $10.2M.

Examining the 13F form we can see an increase of $3M in the current position value, from $176M to 179M.

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

Portfolio value $179 Million
ETFs: $138 Million
Industrials: $11.9 Million
Technology: $11.8 Million
Consumer Defensive: $3.03 Million
Consumer Cyclical: $2.89 Million
Communication Services: $2.73 Million
Healthcare: $2.54 Million
Financial Services: $2.41 Million
Other: $3.68 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $179 Million
  • Prior Value $176 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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