Cooper/Haims Advisors, LLC Portfolio Holdings

Cooper/Haims Advisors, LLC

  • $173 Million
  • Q4 2024

Cooper/Haims Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $173 Million distributed in 78 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 $32.5M, Vanguard Ftse Europe ETF Ftse with a value of $17.7M, Ishares Core S&P 500 ETF with a value of $14.1M, J P Morgan Exchange Traded Fd with a value of $11.7M, and Ishares Global Reit ETF with a value of $11.5M.

Examining the 13F form we can see an decrease of $5.59M in the current position value, from $179M to 173M.

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

Portfolio value $173 Million
ETFs: $133 Million
Technology: $12.2 Million
Industrials: $12.2 Million
Consumer Cyclical: $3.05 Million
Consumer Defensive: $2.66 Million
Financial Services: $2.5 Million
Communication Services: $2.32 Million
Healthcare: $2.28 Million
Other: $2.83 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 78
  • Current Value $173 Million
  • Prior Value $179 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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