Cooper Financial Group
Latest statistics and disclosures from Cooper Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, TSLA, AMZN, MSFT, IVV, and represent 25.88% of Cooper Financial Group's stock portfolio.
- Added to shares of these 10 stocks: NVDA, IUSB, MDYV, IVV, SRLN, VRP, AMZN, GOVT, JPST, JQUA.
- Started 44 new stock positions in XME, GLD, ORCL, CTVA, IP, KMI, SFM, SRLN, FISV, EXEL.
- Reduced shares in these 10 stocks: GNRC, DYLD, , JMST, MUB, CION, BIO, LDUR, LEA, IXG.
- Sold out of its positions in AGNC, ADP, BIO, BTZ, MUC, CHRW, CPT, CERN, CION, CROX.
- Cooper Financial Group was a net buyer of stock by $10M.
- Cooper Financial Group has $263M in assets under management (AUM), dropping by -0.61%.
- Central Index Key (CIK): 0001751581
Tip: Access up to 7 years of quarterly data
Positions held by Cooper Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Cooper Financial Group
Companies in the Cooper Financial Group portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 7.6 | $20M | +2% | 115k | 174.61 | |
Tesla Motors (TSLA) | 5.9 | $16M | +3% | 14k | 1077.62 | |
Amazon (AMZN) | 4.9 | $13M | +6% | 4.0k | 3259.98 | |
Microsoft Corporation (MSFT) | 4.2 | $11M | 36k | 308.31 | ||
Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $8.6M | +17% | 19k | 453.69 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $5.8M | +3% | 17k | 352.90 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $5.0M | +9% | 1.8k | 2781.42 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.7 | $4.5M | +3% | 68k | 66.22 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.6 | $4.1M | +2% | 99k | 41.75 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 1.5 | $4.1M | -8% | 40k | 101.35 | |
J P Morgan Exchange-traded F Equity Premium (JEPI) | 1.4 | $3.6M | -9% | 58k | 61.39 | |
Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.3 | $3.4M | 122k | 27.79 | ||
Ishares Tr Core Total Usd (IUSB) | 1.2 | $3.2M | +95% | 64k | 49.64 | |
Procter & Gamble Company (PG) | 1.2 | $3.1M | +2% | 21k | 152.79 | |
Setup an alertCooper Financial Group will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
NVIDIA Corporation (NVDA) | 1.2 | $3.1M | +150% | 12k | 272.85 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 1.2 | $3.1M | +86% | 44k | 70.38 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $3.1M | -7% | 11k | 277.60 | |
Two Rds Shared Tr Leasershs Alphaf (LSAT) | 1.1 | $3.0M | +2% | 87k | 34.52 | |
Two Rds Shared Tr Ldrshs Alpfact (LSAF) | 1.1 | $3.0M | +3% | 91k | 32.45 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 1.1 | $2.8M | +35% | 113k | 24.91 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $2.4M | -11% | 9.0k | 268.41 | |
Home Depot (HD) | 0.9 | $2.3M | -7% | 7.6k | 299.30 | |
Amplify Etf Tr Blackswan Grwt (SWAN) | 0.8 | $2.2M | -2% | 69k | 31.32 | |
Costco Wholesale Corporation (COST) | 0.8 | $2.2M | +25% | 3.8k | 575.84 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $2.1M | -3% | 19k | 107.89 | |
Ishares Tr Core Msci Total (IXUS) | 0.8 | $2.1M | 31k | 66.57 | ||
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.8 | $2.0M | +11% | 39k | 53.13 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.0M | +22% | 5.6k | 362.64 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $2.0M | -6% | 12k | 165.96 | |
Ishares Tr Eafe Value Etf (EFV) | 0.7 | $1.9M | -5% | 39k | 50.27 | |
Amgen (AMGN) | 0.7 | $1.9M | +2% | 7.8k | 241.79 | |
Exxon Mobil Corporation (XOM) | 0.7 | $1.8M | 22k | 82.59 | ||
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.7 | $1.8M | +65% | 36k | 50.27 | |
J P Morgan Exchange-traded F Us Qualty Fctr (JQUA) | 0.7 | $1.8M | +67% | 42k | 42.89 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.7 | $1.8M | -19% | 59k | 30.13 | |
Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.7M | +7% | 610.00 | 2793.44 | |
Johnson & Johnson (JNJ) | 0.6 | $1.7M | +5% | 9.5k | 177.25 | |
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) | 0.6 | $1.7M | -34% | 33k | 50.65 | |
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.6 | $1.6M | -20% | 35k | 44.77 | |
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.6 | $1.5M | -11% | 21k | 74.23 | |
Meta Platforms Cl A (FB) | 0.6 | $1.5M | +43% | 6.8k | 222.35 | |
Visa Com Cl A (V) | 0.6 | $1.5M | +71% | 6.8k | 221.78 | |
Chevron Corporation (CVX) | 0.6 | $1.5M | 9.2k | 162.79 | ||
International Business Machines (IBM) | 0.6 | $1.5M | +4% | 11k | 130.06 | |
Walt Disney Company (DIS) | 0.5 | $1.4M | +17% | 11k | 137.15 | |
Twilio Cl A (TWLO) | 0.5 | $1.4M | +9% | 8.3k | 164.75 | |
Blackstone Group Inc Com Cl A (BX) | 0.5 | $1.4M | +29% | 11k | 126.96 | |
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.5 | $1.3M | +17% | 32k | 42.07 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $1.3M | +32% | 13k | 100.92 | |
Fortinet (FTNT) | 0.5 | $1.3M | -15% | 3.7k | 341.82 | |
Boeing Company (BA) | 0.5 | $1.2M | +5% | 6.3k | 191.57 | |
Intel Corporation (INTC) | 0.5 | $1.2M | 24k | 49.55 | ||
Cbre Clarion Global Real Estat re (IGR) | 0.5 | $1.2M | +4% | 132k | 9.04 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $1.2M | -31% | 12k | 96.25 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $1.2M | -27% | 6.8k | 168.28 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.1M | +20% | 5.4k | 205.29 | |
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.4 | $1.1M | -29% | 21k | 50.69 | |
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.4 | $1.0M | NEW | 23k | 44.96 | |
United Parcel Service CL B (UPS) | 0.4 | $966k | 4.5k | 214.48 | ||
Cisco Systems (CSCO) | 0.4 | $958k | -18% | 17k | 55.77 | |
Wp Carey (WPC) | 0.4 | $945k | -5% | 12k | 80.85 | |
Southern Company (SO) | 0.3 | $910k | +207% | 13k | 72.54 | |
Two Rds Shared Tr Leadershares Eqt (SQEW) | 0.3 | $908k | +4% | 28k | 32.65 | |
Ishares Tr Faln Angls Usd (FALN) | 0.3 | $891k | -18% | 32k | 27.78 | |
Abbvie (ABBV) | 0.3 | $878k | -5% | 5.4k | 162.17 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $873k | 6.4k | 136.32 | ||
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.3 | $871k | 16k | 53.05 | ||
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.3 | $852k | -40% | 8.7k | 97.52 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $837k | +8% | 1.9k | 451.46 | |
Pfizer (PFE) | 0.3 | $816k | +60% | 16k | 51.78 | |
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.3 | $805k | NEW | 33k | 24.44 | |
Netflix (NFLX) | 0.3 | $802k | +21% | 2.1k | 374.59 | |
First Tr Inter Duration Pfd & Income (FPF) | 0.3 | $801k | +6% | 36k | 21.99 | |
Vaneck Etf Trust Rare Earth/strtg (REMX) | 0.3 | $791k | 6.7k | 118.32 | ||
Ishares Core Msci Emkt (IEMG) | 0.3 | $781k | +8% | 14k | 55.57 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $780k | 6.5k | 119.69 | ||
Adobe Systems Incorporated (ADBE) | 0.3 | $774k | 1.7k | 455.83 | ||
Indexiq Etf Tr Hedge Mlti Etf (QAI) | 0.3 | $770k | +13% | 25k | 30.86 | |
Eaton Corp SHS (ETN) | 0.3 | $759k | +3% | 5.0k | 151.86 | |
At&t (T) | 0.3 | $757k | +32% | 32k | 23.64 | |
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.3 | $748k | +27% | 19k | 40.05 | |
Ishares Tr Tips Bd Etf (TIP) | 0.3 | $738k | -13% | 5.9k | 124.58 | |
Lam Research Corporation (LRCX) | 0.3 | $732k | +3% | 1.4k | 537.44 | |
Kraneshares Tr Emrng Mkt Cons (KEMQ) | 0.3 | $712k | +3% | 40k | 17.81 | |
Paypal Holdings (PYPL) | 0.3 | $709k | -5% | 6.1k | 115.64 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $704k | NEW | 14k | 50.53 | |
Bristol Myers Squibb (BMY) | 0.3 | $690k | +3% | 9.4k | 73.05 | |
Philip Morris International (PM) | 0.3 | $686k | +10% | 7.3k | 94.00 | |
Wal-Mart Stores (WMT) | 0.3 | $686k | +13% | 4.6k | 149.03 | |
Pepsi (PEP) | 0.3 | $682k | -20% | 4.1k | 167.28 | |
Kla Corp Com New (KLAC) | 0.3 | $673k | +4% | 1.8k | 366.36 | |
Select Sector Spdr Tr Energy (XLE) | 0.3 | $671k | +49% | 8.8k | 76.44 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $669k | +19% | 8.5k | 78.86 | |
Target Corporation (TGT) | 0.3 | $667k | +5% | 3.1k | 212.22 | |
Danaher Corporation (DHR) | 0.3 | $664k | +4% | 2.3k | 293.42 | |
Raytheon Technologies Corp (RTX) | 0.3 | $663k | +20% | 6.7k | 99.09 | |
Ametek (AME) | 0.3 | $660k | +14% | 5.0k | 133.20 | |
Lockheed Martin Corporation (LMT) | 0.2 | $637k | +96% | 1.4k | 441.44 | |
Broadcom (AVGO) | 0.2 | $632k | 1.0k | 629.48 | ||
Innovative Industria A (IIPR) | 0.2 | $630k | +13% | 3.1k | 205.55 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $625k | -19% | 6.2k | 100.55 | |
Wisdomtree Tr Us High Dividend (DHS) | 0.2 | $613k | -21% | 7.0k | 88.04 | |
Two Rds Shared Tr Leadershs Activi (ACTV) | 0.2 | $613k | +5% | 17k | 36.03 | |
Nextera Energy (NEE) | 0.2 | $591k | -41% | 7.0k | 84.68 | |
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.2 | $580k | -36% | 44k | 13.13 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $579k | +60% | 1.4k | 415.05 | |
Ishares Tr Msci Usa Value (VLUE) | 0.2 | $542k | -35% | 5.2k | 104.57 | |
UnitedHealth (UNH) | 0.2 | $526k | NEW | 1.0k | 509.69 | |
Global X Fds Global X Uranium (URA) | 0.2 | $517k | +13% | 20k | 26.15 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $514k | -3% | 4.2k | 123.14 | |
Bok Finl Corp Com New (BOKF) | 0.2 | $512k | NEW | 5.4k | 94.00 | |
Marriott Intl Cl A (MAR) | 0.2 | $501k | +16% | 2.9k | 175.79 | |
Perficient (PRFT) | 0.2 | $489k | +2% | 4.4k | 110.09 | |
Citigroup Com New (C) | 0.2 | $481k | +18% | 9.0k | 53.36 | |
Laboratory Corp Amer Hldgs Com New (LH) | 0.2 | $471k | +40% | 1.8k | 263.42 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $470k | +12% | 12k | 38.66 | |
salesforce (CRM) | 0.2 | $468k | +12% | 2.2k | 212.24 | |
S&p Global (SPGI) | 0.2 | $466k | +2% | 1.1k | 410.21 | |
Caterpillar (CAT) | 0.2 | $465k | 2.1k | 222.91 | ||
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $452k | NEW | 3.4k | 134.60 | |
Coca-Cola Company (KO) | 0.2 | $449k | 7.2k | 62.04 | ||
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $442k | +51% | 1.5k | 287.39 | |
Fidelity National Financial Fnf Group Com (FNF) | 0.2 | $442k | +6% | 9.1k | 48.81 | |
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) | 0.2 | $438k | -14% | 20k | 22.06 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $437k | NEW | 1.9k | 226.90 | |
Duke Energy Corp Com New (DUK) | 0.2 | $435k | -3% | 3.9k | 111.60 | |
Edwards Lifesciences (EW) | 0.2 | $434k | 3.7k | 117.62 | ||
Ishares Tr Mbs Etf (MBB) | 0.2 | $434k | +34% | 4.3k | 101.93 | |
Oneok (OKE) | 0.2 | $428k | +14% | 6.1k | 70.62 | |
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) | 0.2 | $424k | NEW | 11k | 37.87 | |
Williams Companies (WMB) | 0.2 | $423k | +59% | 13k | 33.41 | |
The Necessity Retail Reit In Com Class A (RTL) | 0.2 | $421k | 53k | 7.91 | ||
Emerson Electric (EMR) | 0.2 | $420k | +7% | 4.3k | 97.97 | |
PNC Financial Services (PNC) | 0.2 | $407k | +6% | 2.2k | 184.58 | |
BlackRock (BLK) | 0.2 | $397k | +5% | 520.00 | 763.46 | |
Valero Energy Corporation (VLO) | 0.1 | $394k | +38% | 3.9k | 101.47 | |
Sempra Energy (SRE) | 0.1 | $387k | 2.3k | 168.33 | ||
Regeneron Pharmaceuticals (REGN) | 0.1 | $386k | NEW | 553.00 | 698.01 | |
Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $378k | -15% | 12k | 32.65 | |
Union Pacific Corporation (UNP) | 0.1 | $369k | NEW | 1.4k | 272.93 | |
Best Buy (BBY) | 0.1 | $367k | -11% | 4.0k | 90.93 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $365k | +5% | 7.8k | 46.78 | |
Spdr Ser Tr S&p Metals Mng (XME) | 0.1 | $365k | NEW | 6.0k | 61.21 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $363k | -18% | 4.7k | 77.66 | |
Northrop Grumman Corporation (NOC) | 0.1 | $350k | -20% | 782.00 | 447.57 | |
BP Sponsored Adr (BP) | 0.1 | $349k | +8% | 12k | 29.37 | |
Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $348k | +3% | 8.5k | 40.94 | |
Hershey Company (HSY) | 0.1 | $347k | +4% | 1.6k | 216.88 | |
Keysight Technologies (KEYS) | 0.1 | $347k | +2% | 2.2k | 157.94 | |
Ishares Esg Awr Msci Em (ESGE) | 0.1 | $346k | 9.4k | 36.69 | ||
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) | 0.1 | $344k | -18% | 18k | 19.56 | |
Fs Kkr Capital Corp (FSK) | 0.1 | $343k | -6% | 15k | 22.81 | |
Hologic (HOLX) | 0.1 | $343k | +36% | 4.5k | 76.84 | |
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.1 | $341k | NEW | 7.1k | 47.89 | |
Landstar System (LSTR) | 0.1 | $338k | NEW | 2.2k | 150.89 | |
Fiserv (FISV) | 0.1 | $337k | NEW | 3.3k | 101.26 | |
First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.1 | $336k | +9% | 3.6k | 94.17 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $333k | +3% | 498.00 | 668.67 | |
Qualcomm (QCOM) | 0.1 | $332k | 2.2k | 152.78 | ||
Toll Brothers (TOL) | 0.1 | $330k | NEW | 7.0k | 47.06 | |
Verizon Communications (VZ) | 0.1 | $329k | +10% | 6.5k | 50.96 | |
Kilroy Realty Corporation (KRC) | 0.1 | $323k | NEW | 4.2k | 76.49 | |
Ishares Tr Global Tech Etf (IXN) | 0.1 | $323k | -24% | 5.6k | 58.04 | |
Toronto Dominion Bk Ont Com New (TD) | 0.1 | $322k | +6% | 4.1k | 79.47 | |
Otis Worldwide Corp (OTIS) | 0.1 | $322k | +16% | 4.2k | 76.96 | |
McKesson Corporation (MCK) | 0.1 | $319k | +2% | 1.0k | 305.85 | |
Chemed Corp Com Stk (CHE) | 0.1 | $315k | NEW | 622.00 | 506.43 | |
Zoetis Cl A (ZTS) | 0.1 | $309k | NEW | 1.6k | 188.64 | |
Exelixis (EXEL) | 0.1 | $305k | NEW | 14k | 22.65 | |
Kinder Morgan (KMI) | 0.1 | $305k | NEW | 16k | 18.92 | |
American Homes 4 Rent Cl A (AMH) | 0.1 | $302k | NEW | 7.6k | 39.98 | |
Pool Corporation (POOL) | 0.1 | $300k | NEW | 710.00 | 422.54 | |
Exelon Corporation (EXC) | 0.1 | $300k | +81% | 6.3k | 47.59 | |
Illumina (ILMN) | 0.1 | $297k | +35% | 850.00 | 349.41 | |
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS) | 0.1 | $295k | 2.8k | 104.46 | ||
Metropcs Communications (TMUS) | 0.1 | $292k | +5% | 2.3k | 128.41 | |
Pentair SHS (PNR) | 0.1 | $290k | +5% | 5.4k | 54.12 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $290k | -52% | 1.8k | 157.87 | |
Ss&c Technologies Holding (SSNC) | 0.1 | $288k | +5% | 3.8k | 75.06 | |
Kroger (KR) | 0.1 | $286k | -23% | 5.0k | 57.34 | |
Etf Ser Solutions Us Glb Jets (JETS) | 0.1 | $284k | 13k | 21.75 | ||
Medtronic SHS (MDT) | 0.1 | $284k | +27% | 2.6k | 110.81 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $284k | +49% | 6.0k | 47.33 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $283k | NEW | 1.6k | 180.95 | |
Paychex (PAYX) | 0.1 | $282k | +22% | 2.1k | 136.43 | |
International Paper Company (IP) | 0.1 | $279k | NEW | 6.0k | 46.22 | |
stock (SPLK) | 0.1 | $276k | NEW | 1.9k | 148.79 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $276k | +7% | 5.8k | 48.00 | |
Amplify Etf Tr Seymour Cannbs (CNBS) | 0.1 | $275k | -36% | 22k | 12.56 | |
Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $275k | -17% | 9.7k | 28.28 | |
Quanta Services (PWR) | 0.1 | $270k | NEW | 2.0k | 131.77 | |
Franklin Templeton Etf Tr Liberty Us Cor (FLCB) | 0.1 | $267k | +5% | 11k | 23.46 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $266k | -43% | 4.4k | 60.61 | |
General Dynamics Corporation (GD) | 0.1 | $260k | NEW | 1.1k | 240.74 | |
Genuine Parts Company (GPC) | 0.1 | $259k | +40% | 2.1k | 125.85 | |
Morgan Stanley Com New (MS) | 0.1 | $257k | NEW | 2.9k | 87.47 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $257k | 719.00 | 357.44 | ||
Invesco SHS (IVZ) | 0.1 | $256k | -23% | 11k | 23.10 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $255k | +5% | 3.3k | 76.26 | |
Cigna Corp (CI) | 0.1 | $255k | +12% | 1.1k | 240.11 | |
Us Bancorp Del Com New (USB) | 0.1 | $253k | +5% | 4.8k | 53.23 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $250k | +2% | 959.00 | 260.69 | |
Merck & Co (MRK) | 0.1 | $248k | NEW | 3.0k | 81.98 | |
First Tr Exchange Traded Wtr Etf (FIW) | 0.1 | $247k | +25% | 2.9k | 84.19 | |
Intuit (INTU) | 0.1 | $246k | +4% | 511.00 | 481.41 | |
Teledyne Technologies Incorporated (TDY) | 0.1 | $246k | +3% | 521.00 | 472.17 | |
Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.1 | $244k | -7% | 4.0k | 61.49 | |
Ford Motor Company (F) | 0.1 | $244k | 14k | 16.94 | ||
Starbucks Corporation (SBUX) | 0.1 | $243k | 2.7k | 91.11 | ||
Zscaler Incorporated (ZS) | 0.1 | $242k | NEW | 1.0k | 241.28 | |
Bank of America Corporation (BAC) | 0.1 | $241k | +19% | 5.8k | 41.25 | |
Goldman Sachs (GS) | 0.1 | $237k | +3% | 718.00 | 330.08 | |
L3harris Technologies (LHX) | 0.1 | $234k | NEW | 941.00 | 248.67 | |
Rio Tinto Sponsored Adr (RIO) | 0.1 | $233k | NEW | 2.9k | 80.26 | |
Deere & Company (DE) | 0.1 | $229k | NEW | 550.00 | 416.36 | |
IDEX Corporation (IEX) | 0.1 | $228k | +3% | 1.2k | 191.28 | |
Micron Technology (MU) | 0.1 | $228k | +18% | 2.9k | 78.03 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $225k | -15% | 4.9k | 46.15 | |
Arista Networks (ANET) | 0.1 | $223k | -29% | 1.6k | 139.11 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $223k | NEW | 979.00 | 227.78 | |
Moderna (MRNA) | 0.1 | $222k | -46% | 1.3k | 172.49 | |
Honeywell International (HON) | 0.1 | $222k | NEW | 1.1k | 194.74 | |
Corteva (CTVA) | 0.1 | $220k | NEW | 3.8k | 57.56 | |
First Republic Bank/san F (FRC) | 0.1 | $219k | +19% | 1.4k | 162.22 | |
First Fndtn (FFWM) | 0.1 | $219k | NEW | 9.0k | 24.25 | |
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $217k | 616.00 | 352.27 | ||
H.B. Fuller Company (FUL) | 0.1 | $217k | +7% | 3.3k | 66.18 | |
Nike CL B (NKE) | 0.1 | $214k | NEW | 1.6k | 134.25 | |
Sprouts Fmrs Mkt (SFM) | 0.1 | $213k | NEW | 6.7k | 31.94 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $212k | -66% | 512.00 | 414.06 | |
FedEx Corporation (FDX) | 0.1 | $211k | NEW | 913.00 | 231.11 | |
PPL Corporation (PPL) | 0.1 | $210k | NEW | 7.3k | 28.58 | |
Advanced Micro Devices (AMD) | 0.1 | $210k | NEW | 1.9k | 109.38 | |
Electronic Arts (EA) | 0.1 | $209k | +3% | 1.7k | 126.36 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $207k | -2% | 3.0k | 69.46 | |
EOG Resources (EOG) | 0.1 | $204k | NEW | 1.7k | 118.95 | |
Oracle Corporation (ORCL) | 0.1 | $203k | NEW | 2.5k | 82.59 | |
Jefferies Finl Group (JEF) | 0.1 | $202k | 6.1k | 32.89 | ||
PIMCO Corporate Opportunity Fund (PTY) | 0.1 | $181k | 12k | 15.32 | ||
Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $175k | +76% | 20k | 8.75 | |
Pgim Global Short Duration H (GHY) | 0.1 | $163k | +2% | 12k | 13.38 | |
Annaly Capital Management (NLY) | 0.1 | $153k | +14% | 22k | 7.03 | |
Alkaline Wtr Com New (WTER) | 0.0 | $10k | 11k | 0.91 |
Past Filings by Cooper Financial Group
SEC 13F filings are viewable for Cooper Financial Group going back to 2018
- Cooper Financial Group 2022 Q1 restated filed April 25, 2022
- Cooper Financial Group 2022 Q1 filed April 12, 2022
- Cooper Financial Group 2021 Q4 filed Feb. 11, 2022
- Cooper Financial Group 2021 Q3 filed Oct. 6, 2021
- Cooper Financial Group 2021 Q2 filed July 12, 2021
- Cooper Financial Group 2021 Q1 filed May 17, 2021
- Cooper Financial Group 2020 Q4 filed Feb. 16, 2021
- Cooper Financial Group 2020 Q3 filed Oct. 9, 2020
- Cooper Financial Group 2020 Q2 filed July 15, 2020
- Cooper Financial Group 2020 Q1 filed May 15, 2020
- Cooper Financial Group 2019 Q4 filed Jan. 7, 2020
- Cooper Financial Group 2019 Q3 filed Oct. 8, 2019
- Cooper Financial Group 2019 Q2 filed July 8, 2019
- Cooper Financial Group 2019 Q1 filed May 15, 2019
- Cooper Financial Group 2018 Q4 filed Jan. 17, 2019