Cooper Financial Group
Latest statistics and disclosures from Cooper Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHV, QQQ, NVDA, AAPL, BOND, and represent 22.93% of Cooper Financial Group's stock portfolio.
- Added to shares of these 10 stocks: BOND (+$34M), STOX (+$24M), FTHI (+$6.8M), DVYE (+$6.0M), SCHF, DTH, IWY, YEAR, AFIF, QDPL.
- Started 73 new stock positions in WULF, PEG, NLY, FIX, QQQM, FTHI, SNDK, NG, DDOG, CIEN.
- Reduced shares in these 10 stocks: BIV (-$38M), JEPI (-$5.3M), PVAL, ANGL, AstraZeneca, AIG, BSX, WMT, SCHG, JPST.
- Sold out of its positions in ALNY, AIG, AstraZeneca, BDX, BSX, CALX, CCL, CVNA, LNG, COIN.
- Cooper Financial Group was a net buyer of stock by $79M.
- Cooper Financial Group has $990M in assets under management (AUM), dropping by 5.28%.
- Central Index Key (CIK): 0001751581
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Portfolio Holdings for Cooper Financial Group
Cooper Financial Group holds 425 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 6.6 | $65M | +3% | 2.1M | 30.50 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.4 | $43M | +4% | 75k | 577.18 |
|
| NVIDIA Corporation (NVDA) | 4.2 | $42M | 238k | 174.40 |
|
|
| Apple (AAPL) | 4.1 | $40M | +3% | 159k | 253.79 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 3.7 | $37M | +1119% | 396k | 92.28 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 2.8 | $28M | +3% | 551k | 50.81 |
|
| Amazon (AMZN) | 2.4 | $24M | 114k | 208.27 |
|
|
| Horizon Fds Core Equity Etf (STOX) | 2.4 | $24M | NEW | 870k | 27.05 |
|
| Microsoft Corporation (MSFT) | 2.3 | $22M | -2% | 60k | 370.17 |
|
| Broadcom (AVGO) | 2.0 | $20M | +3% | 65k | 309.51 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.0 | $19M | -21% | 341k | 56.68 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.9 | $19M | -4% | 368k | 50.61 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $18M | +4% | 64k | 287.56 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 1.7 | $17M | +5% | 509k | 33.77 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 1.6 | $16M | -21% | 336k | 46.40 |
|
| Global X Fds Artificial Etf (AIQ) | 1.5 | $15M | +8% | 328k | 46.67 |
|
| Tesla Motors (TSLA) | 1.4 | $14M | +4% | 37k | 371.75 |
|
| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 1.1 | $11M | +3% | 141k | 78.27 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $10M | +14% | 21k | 479.20 |
|
| Invesco Actively Managed Exc Total Return (GTO) | 0.9 | $9.2M | +10% | 196k | 46.83 |
|
| Meta Platforms Cl A (META) | 0.9 | $9.0M | +8% | 16k | 572.15 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.9 | $8.8M | 80k | 110.47 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.9 | $8.5M | -2% | 186k | 45.62 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $8.5M | +3% | 30k | 286.86 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.8 | $8.4M | +11% | 104k | 80.58 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.8 | $8.1M | 20k | 407.70 |
|
|
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.8 | $7.6M | 99k | 76.02 |
|
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.7 | $7.1M | +2% | 133k | 53.77 |
|
| First Tr Exchange Traded Buywrit Incm Etf (FTHI) | 0.7 | $6.8M | NEW | 298k | 22.95 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.7 | $6.8M | 138k | 49.40 |
|
|
| Exxon Mobil Corporation (XOM) | 0.6 | $6.3M | +16% | 37k | 169.66 |
|
| Ishares Em Mkts Div Etf (DVYE) | 0.6 | $6.0M | NEW | 175k | 34.38 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.6 | $5.9M | +7% | 92k | 63.91 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $5.8M | +34% | 8.9k | 653.19 |
|
| Douglas Emmett (DEI) | 0.6 | $5.8M | 615k | 9.42 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.5 | $4.8M | +3% | 120k | 40.19 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $4.8M | NEW | 194k | 24.75 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.5 | $4.8M | -2% | 84k | 56.58 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $4.6M | -16% | 157k | 29.13 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.5 | $4.5M | 122k | 37.20 |
|
|
| United Parcel Svcs CL B (UPS) | 0.4 | $4.4M | 45k | 98.38 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.3M | +4% | 4.7k | 919.70 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $4.3M | 4.3k | 996.40 |
|
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.4 | $4.3M | -2% | 72k | 60.26 |
|
| Wal-Mart Stores (WMT) | 0.4 | $4.3M | -18% | 35k | 124.28 |
|
| Wisdomtree Tr Itl High Div Fd (DTH) | 0.4 | $4.3M | NEW | 79k | 54.09 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.4 | $3.7M | 38k | 97.91 |
|
|
| Netflix (NFLX) | 0.4 | $3.7M | +3% | 39k | 96.15 |
|
| Chevron Corporation (CVX) | 0.4 | $3.7M | +5% | 18k | 206.91 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $3.5M | -10% | 5.4k | 650.39 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.4 | $3.5M | NEW | 14k | 248.84 |
|
| Visa Com Cl A (V) | 0.3 | $3.4M | -11% | 11k | 302.23 |
|
| Ab Active Etfs Ultra Short Incm (YEAR) | 0.3 | $3.3M | NEW | 65k | 50.47 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $3.3M | +6% | 65k | 50.37 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $3.2M | +53% | 35k | 90.53 |
|
| John Hancock Exchange Traded Multi Intl Etf (JHMD) | 0.3 | $3.1M | +3% | 74k | 42.37 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $3.1M | +27% | 45k | 69.75 |
|
| Caterpillar (CAT) | 0.3 | $3.1M | -4% | 4.3k | 708.46 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $3.0M | 10k | 294.16 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.3 | $3.0M | 71k | 42.54 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $2.9M | +7% | 20k | 144.44 |
|
| Two Rds Shared Tr Anfield Unvl Etf (AFIF) | 0.3 | $2.9M | NEW | 313k | 9.32 |
|
| Citigroup Com New (C) | 0.3 | $2.9M | -15% | 25k | 113.41 |
|
| Amgen (AMGN) | 0.3 | $2.9M | +6% | 8.1k | 351.84 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $2.8M | +16% | 111k | 25.64 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.3 | $2.8M | +4% | 37k | 75.74 |
|
| Goldman Sachs (GS) | 0.3 | $2.7M | +3% | 3.2k | 845.93 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.7M | 19k | 142.43 |
|
|
| Wisdomtree Tr Wisdomtree Us Va (WTV) | 0.3 | $2.7M | -3% | 28k | 94.73 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $2.7M | -93% | 35k | 77.18 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $2.6M | -3% | 52k | 50.98 |
|
| International Business Machines (IBM) | 0.3 | $2.6M | +4% | 11k | 242.39 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.6M | +4% | 5.1k | 499.63 |
|
| Cisco Systems (CSCO) | 0.3 | $2.5M | +7% | 33k | 77.59 |
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.3 | $2.5M | NEW | 63k | 40.14 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $2.5M | +2% | 13k | 192.90 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.5M | +11% | 10k | 244.44 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.4M | +48% | 12k | 213.67 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $2.4M | +72% | 32k | 76.54 |
|
| Eaton Corp SHS (ETN) | 0.2 | $2.4M | +8% | 6.6k | 357.70 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $2.3M | NEW | 55k | 42.56 |
|
| Home Depot (HD) | 0.2 | $2.3M | -3% | 7.0k | 328.90 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $2.3M | 6.8k | 337.97 |
|
|
| Guggenheim Bld Amr Bds Mng D (GBAB) | 0.2 | $2.3M | 158k | 14.50 |
|
|
| McKesson Corporation (MCK) | 0.2 | $2.2M | -9% | 2.6k | 865.50 |
|
| Micron Technology (MU) | 0.2 | $2.2M | -18% | 6.6k | 337.83 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $2.2M | -3% | 11k | 208.05 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.2M | -2% | 5.1k | 426.37 |
|
| Walt Disney Company (DIS) | 0.2 | $2.1M | +3% | 22k | 96.38 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.2 | $2.1M | 45k | 46.07 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $2.1M | +17% | 14k | 147.10 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $2.1M | -13% | 4.6k | 446.54 |
|
| Servicenow (NOW) | 0.2 | $2.1M | +14% | 20k | 104.55 |
|
| Abbvie (ABBV) | 0.2 | $2.0M | +2% | 9.4k | 217.50 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $2.0M | -4% | 15k | 135.72 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.0M | +8% | 30k | 67.53 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.9M | 23k | 82.57 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $1.8M | 14k | 128.12 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.8M | +23% | 12k | 146.28 |
|
| FedEx Corporation (FDX) | 0.2 | $1.8M | -8% | 5.0k | 356.16 |
|
| Philip Morris International (PM) | 0.2 | $1.8M | -3% | 11k | 165.34 |
|
| Coca-Cola Company (KO) | 0.2 | $1.7M | +8% | 23k | 76.05 |
|
| Spdr Index Shs Fds State Street Spd (SPGM) | 0.2 | $1.7M | NEW | 23k | 75.71 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.7M | +40% | 3.5k | 491.55 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $1.7M | +8% | 18k | 93.98 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $1.7M | +6% | 14k | 122.78 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.2 | $1.6M | -11% | 36k | 46.19 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $1.6M | +78% | 7.6k | 213.67 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.6M | -6% | 4.2k | 390.41 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.2 | $1.6M | -9% | 35k | 46.60 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.2 | $1.6M | +82% | 160k | 10.03 |
|
| Metropcs Communications (TMUS) | 0.2 | $1.6M | -4% | 7.5k | 210.04 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.6M | +7% | 7.6k | 203.43 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.5M | -13% | 32k | 48.75 |
|
| Nextera Energy (NEE) | 0.1 | $1.5M | -2% | 16k | 92.88 |
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| Corteva (CTVA) | 0.1 | $1.4M | -2% | 17k | 83.71 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.1 | $1.4M | NEW | 26k | 54.65 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.4M | +18% | 5.4k | 261.91 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $1.4M | NEW | 32k | 44.62 |
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| Ishares Tr North Amern Nat (IGE) | 0.1 | $1.4M | NEW | 22k | 62.94 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 0.1 | $1.4M | 35k | 39.73 |
|
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.1 | $1.4M | -2% | 20k | 70.36 |
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| ConocoPhillips (COP) | 0.1 | $1.4M | +8% | 10k | 132.00 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $1.4M | 37k | 37.42 |
|
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.1 | $1.4M | +87% | 27k | 51.18 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.3M | +14% | 3.0k | 430.29 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.3M | 1.9k | 682.22 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.3M | +69% | 2.9k | 436.73 |
|
| salesforce (CRM) | 0.1 | $1.3M | -13% | 6.9k | 186.68 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.2M | 11k | 113.11 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $1.2M | +28% | 8.1k | 150.82 |
|
| Uber Technologies (UBER) | 0.1 | $1.2M | +34% | 17k | 71.93 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.2M | -4% | 4.2k | 283.79 |
|
| Corning Incorporated (GLW) | 0.1 | $1.2M | -14% | 8.6k | 135.97 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | 1.9k | 604.53 |
|
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| Palo Alto Networks (PANW) | 0.1 | $1.2M | +71% | 7.2k | 160.32 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.2M | -5% | 10k | 114.99 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $1.2M | 20k | 58.18 |
|
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| Ge Vernova (GEV) | 0.1 | $1.2M | +32% | 1.3k | 872.90 |
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| Cbre Clarion Global Real Estat re (IGR) | 0.1 | $1.1M | +3% | 261k | 4.39 |
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| Applied Materials (AMAT) | 0.1 | $1.1M | +7% | 3.4k | 341.84 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.1M | +24% | 5.3k | 211.17 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.1M | +13% | 8.9k | 126.36 |
|
| Honeywell International (HON) | 0.1 | $1.1M | 5.0k | 226.05 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.1M | -4% | 2.9k | 391.70 |
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| UnitedHealth (UNH) | 0.1 | $1.1M | -6% | 4.0k | 270.57 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.1M | +6% | 6.6k | 164.57 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $1.1M | -4% | 3.6k | 304.10 |
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| Sempra Energy (SRE) | 0.1 | $1.1M | 11k | 97.17 |
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| Intel Corporation (INTC) | 0.1 | $1.1M | +4% | 24k | 44.13 |
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| Allstate Corporation (ALL) | 0.1 | $1.1M | +340% | 5.1k | 207.34 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.0M | -32% | 5.4k | 191.81 |
|
| Doordash Cl A (DASH) | 0.1 | $1.0M | +12% | 6.9k | 150.15 |
|
| Merck & Co (MRK) | 0.1 | $1.0M | +30% | 8.5k | 120.29 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.0M | +3% | 12k | 82.75 |
|
| Cohen & Steers Quality Income Realty (RQI) | 0.1 | $1.0M | +2% | 85k | 12.05 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.0M | -23% | 26k | 38.86 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.0M | +29% | 17k | 60.65 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $999k | -24% | 13k | 74.35 |
|
| Capital One Financial (COF) | 0.1 | $999k | -6% | 5.5k | 182.42 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $997k | -5% | 18k | 55.52 |
|
| EOG Resources (EOG) | 0.1 | $996k | -15% | 6.9k | 144.57 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $994k | +2% | 16k | 61.32 |
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| Intuit (INTU) | 0.1 | $991k | +14% | 2.3k | 432.36 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $991k | -2% | 17k | 58.78 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $987k | +2% | 32k | 30.68 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $986k | NEW | 11k | 91.77 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $977k | -3% | 11k | 86.69 |
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $971k | -14% | 3.6k | 266.77 |
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| Kla Corp Com New (KLAC) | 0.1 | $940k | +31% | 638.00 | 1473.37 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $921k | 9.6k | 95.48 |
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| Cigna Corp (CI) | 0.1 | $915k | +50% | 3.4k | 266.77 |
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| Blackrock (BLK) | 0.1 | $915k | 951.00 | 961.59 |
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| Prologis (PLD) | 0.1 | $913k | 6.9k | 132.18 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $910k | -3% | 6.9k | 130.94 |
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| American Express Company (AXP) | 0.1 | $903k | -6% | 3.0k | 302.52 |
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| Valero Energy Corporation (VLO) | 0.1 | $896k | -4% | 3.6k | 247.05 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $888k | -9% | 1.5k | 597.59 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $886k | -8% | 14k | 62.56 |
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| Global X Fds Global X Uranium (URA) | 0.1 | $884k | 18k | 48.43 |
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| J P Morgan Exchange Traded F Active Developin (JADE) | 0.1 | $849k | +7% | 13k | 66.28 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $848k | 18k | 47.53 |
|
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| Southwest Airlines (LUV) | 0.1 | $832k | -6% | 22k | 37.57 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $822k | 6.6k | 124.31 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $820k | +9% | 915.00 | 895.68 |
|
| Bwx Technologies (BWXT) | 0.1 | $815k | -11% | 4.0k | 204.49 |
|
| Medtronic SHS (MDT) | 0.1 | $808k | +2% | 9.3k | 86.65 |
|
| General Motors Company (GM) | 0.1 | $806k | -7% | 11k | 74.50 |
|
| Wp Carey (WPC) | 0.1 | $803k | 12k | 67.96 |
|
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| Gilead Sciences (GILD) | 0.1 | $800k | +21% | 5.7k | 139.37 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $794k | 14k | 55.65 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $790k | +25% | 2.5k | 310.74 |
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.1 | $788k | NEW | 40k | 19.86 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $784k | -29% | 4.3k | 181.44 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $772k | -4% | 9.8k | 78.41 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $751k | 9.7k | 77.08 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $746k | 9.4k | 79.27 |
|
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $740k | -3% | 958.00 | 772.54 |
|
| Bluerock Pvt Real Estate (BPRE) | 0.1 | $736k | +138% | 44k | 16.61 |
|
| Progressive Corporation (PGR) | 0.1 | $736k | +2% | 3.7k | 198.23 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $735k | NEW | 6.2k | 118.05 |
|
| Nrg Energy Com New (NRG) | 0.1 | $727k | 5.0k | 146.15 |
|
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 0.1 | $722k | NEW | 20k | 35.78 |
|
| Pulte (PHM) | 0.1 | $715k | -3% | 6.1k | 117.60 |
|
| Exelon Corporation (EXC) | 0.1 | $713k | 15k | 49.02 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.1 | $712k | NEW | 34k | 21.15 |
|
| Deere & Company (DE) | 0.1 | $711k | +12% | 1.3k | 563.20 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $691k | +60% | 23k | 29.99 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $689k | +14% | 7.3k | 94.95 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $669k | 4.8k | 138.32 |
|
|
| Hyatt Hotels Corp Com Cl A (H) | 0.1 | $668k | +2% | 4.6k | 143.79 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $666k | +3% | 4.4k | 150.00 |
|
| At&t (T) | 0.1 | $664k | -14% | 23k | 28.99 |
|
| Analog Devices (ADI) | 0.1 | $664k | +120% | 2.1k | 318.09 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $663k | -10% | 1.4k | 460.99 |
|
| Fortinet (FTNT) | 0.1 | $661k | -49% | 8.1k | 81.72 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $658k | +71% | 5.5k | 118.62 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $644k | +22% | 13k | 48.18 |
|
| Simplify Exchange Traded Fun High Yield Etf (CDX) | 0.1 | $641k | 30k | 21.34 |
|
|
| United Rentals (URI) | 0.1 | $639k | +3% | 878.00 | 728.19 |
|
| Qualcomm (QCOM) | 0.1 | $637k | -24% | 4.9k | 128.78 |
|
| TJX Companies (TJX) | 0.1 | $637k | +27% | 4.0k | 159.70 |
|
| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.1 | $636k | 16k | 39.68 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $634k | +5% | 12k | 54.55 |
|
| Southern Company (SO) | 0.1 | $634k | 6.6k | 96.53 |
|
|
| BP Sponsored Adr (BP) | 0.1 | $625k | -12% | 13k | 47.00 |
|
| PPL Corporation (PPL) | 0.1 | $624k | 16k | 38.20 |
|
|
| Pepsi (PEP) | 0.1 | $619k | +7% | 4.0k | 155.27 |
|
| Synopsys (SNPS) | 0.1 | $613k | +4% | 1.5k | 396.48 |
|
| Western Digital (WDC) | 0.1 | $607k | +36% | 2.2k | 270.49 |
|
| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.1 | $605k | +3% | 7.6k | 79.54 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $604k | +5% | 7.1k | 84.52 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $596k | +59% | 3.1k | 194.16 |
|
| New York Life Investments Et Nyli Hedge Multi (QAI) | 0.1 | $586k | 17k | 34.12 |
|
|
| Apollo Global Mgmt (APO) | 0.1 | $586k | -8% | 5.3k | 111.43 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $565k | 21k | 27.23 |
|
|
| Howmet Aerospace (HWM) | 0.1 | $562k | +3% | 2.4k | 230.47 |
|
| Abbott Laboratories (ABT) | 0.1 | $558k | -7% | 5.4k | 102.66 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $556k | NEW | 5.1k | 108.25 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $553k | -46% | 2.3k | 243.03 |
|
| Cubesmart (CUBE) | 0.1 | $549k | 15k | 36.65 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $547k | 2.0k | 277.83 |
|
|
| Verizon Communications (VZ) | 0.1 | $532k | +14% | 11k | 50.20 |
|
| Emcor (EME) | 0.1 | $530k | -7% | 718.00 | 738.41 |
|
| Paypal Holdings (PYPL) | 0.1 | $529k | +11% | 12k | 45.23 |
|
| Linde SHS (LIN) | 0.1 | $524k | +42% | 1.1k | 495.62 |
|
| Dynatrace Com New (DT) | 0.1 | $523k | 14k | 36.98 |
|
|
| Lowe's Companies (LOW) | 0.1 | $523k | +11% | 2.2k | 236.24 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $521k | 5.3k | 97.66 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $514k | +42% | 22k | 23.22 |
|
| Wells Fargo & Company (WFC) | 0.1 | $514k | -8% | 6.5k | 79.61 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $510k | +26% | 2.1k | 239.95 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) | 0.1 | $507k | NEW | 12k | 41.09 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $507k | +28% | 1.3k | 398.00 |
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $504k | +2% | 43k | 11.65 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $502k | -5% | 5.1k | 98.42 |
|
| Fiserv (FI) | 0.1 | $501k | 9.0k | 55.80 |
|
|
| Marriott Intl Cl A (MAR) | 0.1 | $497k | +3% | 1.5k | 327.18 |
|
| Ingersoll Rand (IR) | 0.0 | $488k | +15% | 6.1k | 80.13 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $469k | +95% | 6.9k | 68.14 |
|
| Union Pacific Corporation (UNP) | 0.0 | $460k | +50% | 1.9k | 242.65 |
|
| Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM) | 0.0 | $460k | -18% | 6.7k | 68.90 |
|
| Kroger (KR) | 0.0 | $448k | -23% | 6.2k | 72.36 |
|
| Simplify Exchange Traded Fun Aggregate Bond E (AGGH) | 0.0 | $444k | 22k | 20.35 |
|
|
| Boeing Company (BA) | 0.0 | $444k | +4% | 2.2k | 199.03 |
|
| Booking Holdings (BKNG) | 0.0 | $442k | 105.00 | 4213.46 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $439k | -31% | 25k | 17.75 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $434k | NEW | 1.8k | 237.58 |
|
| H.B. Fuller Company (FUL) | 0.0 | $434k | 7.0k | 61.68 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $421k | -25% | 3.8k | 111.36 |
|
| Keysight Technologies (KEYS) | 0.0 | $420k | +4% | 1.5k | 282.37 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $420k | +7% | 3.2k | 130.96 |
|
| 3M Company (MMM) | 0.0 | $415k | +9% | 2.9k | 145.22 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $412k | NEW | 18k | 22.91 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.0 | $412k | NEW | 13k | 32.95 |
|
| Riot Blockchain (RIOT) | 0.0 | $409k | NEW | 33k | 12.36 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $407k | +6% | 6.6k | 61.26 |
|
| Ross Stores (ROST) | 0.0 | $405k | +2% | 1.9k | 216.69 |
|
| Capital Group International SHS (CGIC) | 0.0 | $405k | 12k | 33.11 |
|
|
| Chesapeake Energy Corp (EXE) | 0.0 | $401k | NEW | 3.7k | 109.78 |
|
| Marathon Digital Holdings In (MARA) | 0.0 | $399k | NEW | 49k | 8.16 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $390k | 3.7k | 106.15 |
|
|
| Glacier Ban (GBCI) | 0.0 | $388k | NEW | 8.7k | 44.67 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.0 | $384k | +27% | 11k | 36.22 |
|
| Constellation Energy (CEG) | 0.0 | $383k | -25% | 1.4k | 279.20 |
|
| Phillips 66 (PSX) | 0.0 | $382k | +19% | 2.1k | 182.15 |
|
| Tcw Etf Trust Durable Growth (GRW) | 0.0 | $382k | 14k | 27.51 |
|
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $382k | +133% | 24k | 16.09 |
|
| Hartford Financial Services (HIG) | 0.0 | $381k | -7% | 2.8k | 135.22 |
|
| Stryker Corporation (SYK) | 0.0 | $380k | -41% | 1.2k | 328.58 |
|
| Edwards Lifesciences (EW) | 0.0 | $374k | 4.7k | 80.08 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $374k | +22% | 3.8k | 99.27 |
|
| Shell Spon Ads (SHEL) | 0.0 | $373k | 4.0k | 93.01 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $362k | +23% | 7.0k | 51.93 |
|
| Ford Motor Company (F) | 0.0 | $360k | +82% | 31k | 11.54 |
|
| Tcw Etf Trust Flexible Income (FLXR) | 0.0 | $360k | 9.2k | 39.27 |
|
|
| Pfizer (PFE) | 0.0 | $358k | +15% | 13k | 28.08 |
|
| Sandisk Corp (SNDK) | 0.0 | $357k | NEW | 562.00 | 635.34 |
|
| East West Ban (EWBC) | 0.0 | $357k | -3% | 3.3k | 106.76 |
|
| Dow (DOW) | 0.0 | $353k | -2% | 8.5k | 41.65 |
|
| Insmed Com Par $.01 (INSM) | 0.0 | $350k | -4% | 2.1k | 163.52 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.0 | $347k | 12k | 30.19 |
|
|
| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.0 | $347k | -32% | 10k | 33.74 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $346k | -24% | 1.8k | 196.18 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $346k | -13% | 4.3k | 80.57 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $345k | +7% | 4.0k | 86.65 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $338k | -2% | 17k | 20.36 |
|
| Silicon Laboratories (SLAB) | 0.0 | $334k | -64% | 1.6k | 208.15 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $333k | +59% | 6.7k | 50.04 |
|
| Consolidated Edison (ED) | 0.0 | $330k | +2% | 2.9k | 113.17 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $329k | +3% | 2.4k | 135.46 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $326k | -5% | 2.3k | 139.57 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $325k | NEW | 671.00 | 484.91 |
|
| Advanced Energy Industries (AEIS) | 0.0 | $323k | 1.0k | 322.71 |
|
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.0 | $321k | +14% | 7.4k | 43.59 |
|
| S&p Global (SPGI) | 0.0 | $317k | -11% | 745.00 | 425.46 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $316k | +18% | 3.3k | 97.13 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $316k | NEW | 3.1k | 100.71 |
|
| Williams Companies (WMB) | 0.0 | $315k | +17% | 4.3k | 72.79 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $313k | +16% | 1.6k | 197.73 |
|
| Washington Federal (WAFD) | 0.0 | $311k | 9.9k | 31.40 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $311k | -5% | 445.00 | 698.19 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.0 | $309k | -12% | 4.6k | 67.12 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $306k | -33% | 1.1k | 275.24 |
|
| CSX Corporation (CSX) | 0.0 | $305k | +6% | 7.4k | 41.05 |
|
| Cion Invt Corp (CION) | 0.0 | $305k | -3% | 45k | 6.84 |
|
| Automatic Data Processing (ADP) | 0.0 | $303k | +17% | 1.5k | 203.11 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $303k | 6.7k | 45.12 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $302k | NEW | 3.3k | 90.98 |
|
| Starbucks Corporation (SBUX) | 0.0 | $301k | +20% | 3.4k | 89.58 |
|
| AmerisourceBergen (COR) | 0.0 | $301k | -2% | 958.00 | 314.26 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $300k | -36% | 2.1k | 145.76 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $296k | 923.00 | 320.91 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $291k | -18% | 6.3k | 46.23 |
|
| New York Life Invts Active E Nyli Mackay Muni (MMIN) | 0.0 | $291k | NEW | 12k | 23.71 |
|
| Spdr Index Shs Fds State Street Spd (NANR) | 0.0 | $290k | NEW | 3.4k | 84.01 |
|
| Hershey Company (HSY) | 0.0 | $288k | NEW | 1.4k | 207.89 |
|
| Charter Communications Cl A (CHTR) | 0.0 | $288k | +36% | 1.3k | 215.88 |
|
| Jefferies Finl Group (JEF) | 0.0 | $286k | 6.9k | 41.27 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $286k | +43% | 4.4k | 65.23 |
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $284k | -6% | 2.6k | 109.24 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $283k | -3% | 2.3k | 125.46 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $282k | NEW | 4.8k | 59.03 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $281k | -4% | 1.9k | 148.10 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $277k | -8% | 2.1k | 132.90 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.0 | $276k | -37% | 9.9k | 28.00 |
|
| Republic Services (RSG) | 0.0 | $275k | +4% | 1.3k | 219.02 |
|
| Monster Beverage Corp (MNST) | 0.0 | $275k | NEW | 3.8k | 72.46 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $274k | 5.1k | 54.05 |
|
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.0 | $273k | NEW | 5.9k | 45.86 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.0 | $272k | -28% | 3.2k | 86.33 |
|
| MasTec (MTZ) | 0.0 | $272k | -18% | 846.00 | 321.74 |
|
| Pennymac Financial Services (PFSI) | 0.0 | $271k | NEW | 3.1k | 87.41 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $270k | +4% | 2.4k | 113.98 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $269k | 11k | 25.11 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $269k | 937.00 | 287.08 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $264k | +5% | 26k | 10.18 |
|
| Acuity Brands (AYI) | 0.0 | $263k | -5% | 940.00 | 280.25 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $261k | 1.4k | 191.98 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $261k | -6% | 626.00 | 416.87 |
|
| Equinix (EQIX) | 0.0 | $261k | NEW | 266.00 | 980.24 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $259k | 866.00 | 298.78 |
|
|
| NiSource (NI) | 0.0 | $251k | -5% | 5.4k | 46.66 |
|
| Vistra Energy (VST) | 0.0 | $249k | +23% | 1.7k | 150.37 |
|
| Novagold Resources Com New (NG) | 0.0 | $246k | NEW | 27k | 8.98 |
|
| Ametek (AME) | 0.0 | $245k | +2% | 1.1k | 214.34 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $244k | -16% | 11k | 22.92 |
|
| Curtiss-Wright (CW) | 0.0 | $243k | -15% | 357.00 | 681.12 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $242k | NEW | 623.00 | 388.23 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $242k | NEW | 2.8k | 85.24 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $240k | +53% | 6.5k | 36.75 |
|
| CBOE Holdings (CBOE) | 0.0 | $240k | NEW | 853.00 | 281.06 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $238k | NEW | 2.0k | 120.02 |
|
| Emerson Electric (EMR) | 0.0 | $238k | +5% | 1.8k | 130.99 |
|
| Msc Income Fund (MSIF) | 0.0 | $236k | NEW | 19k | 12.18 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $234k | NEW | 3.0k | 77.47 |
|
| Spdr Series Trust State Street Spd (SPAB) | 0.0 | $234k | NEW | 9.1k | 25.62 |
|
| Carrier Global Corporation (CARR) | 0.0 | $234k | 4.1k | 56.30 |
|
|
| Fastenal Company (FAST) | 0.0 | $233k | NEW | 5.0k | 46.40 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $232k | -3% | 123.00 | 1884.66 |
|
| Natera (NTRA) | 0.0 | $230k | +2% | 1.2k | 199.99 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $230k | +17% | 2.1k | 112.08 |
|
| Affiliated Managers (AMG) | 0.0 | $229k | -8% | 828.00 | 276.70 |
|
| Comfort Systems USA (FIX) | 0.0 | $229k | NEW | 166.00 | 1378.99 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $227k | -3% | 2.1k | 106.00 |
|
| SkyWest (SKYW) | 0.0 | $227k | +5% | 2.5k | 91.83 |
|
| Cirrus Logic (CRUS) | 0.0 | $223k | NEW | 1.5k | 144.62 |
|
| Expedia Group Com New (EXPE) | 0.0 | $222k | -10% | 963.00 | 230.89 |
|
| Public Service Enterprise (PEG) | 0.0 | $221k | NEW | 2.7k | 80.95 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $221k | NEW | 1.2k | 184.27 |
|
| Terawulf (WULF) | 0.0 | $221k | NEW | 15k | 14.43 |
|
| Chubb (CB) | 0.0 | $220k | NEW | 676.00 | 326.08 |
|
| General Dynamics Corporation (GD) | 0.0 | $220k | NEW | 642.00 | 343.33 |
|
| Zacks Trust Earngs Constant (ZECP) | 0.0 | $220k | NEW | 6.5k | 33.83 |
|
| Ecolab (ECL) | 0.0 | $220k | +6% | 827.00 | 266.10 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $220k | NEW | 5.2k | 42.20 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $219k | -50% | 1.1k | 198.37 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $218k | NEW | 1.0k | 217.16 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $215k | +8% | 2.5k | 84.89 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $214k | NEW | 875.00 | 244.18 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $213k | -17% | 9.0k | 23.69 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $212k | NEW | 1.8k | 118.61 |
|
| Nike CL B (NKE) | 0.0 | $212k | -7% | 4.0k | 52.82 |
|
| Lumentum Hldgs (LITE) | 0.0 | $212k | NEW | 301.00 | 702.76 |
|
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $210k | 8.5k | 24.63 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $210k | NEW | 1.4k | 152.73 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $210k | 2.3k | 91.65 |
|
|
| Microchip Technology (MCHP) | 0.0 | $207k | -28% | 3.2k | 64.61 |
|
| Rbc Cad (RY) | 0.0 | $205k | -6% | 1.3k | 161.78 |
|
| Dollar General (DG) | 0.0 | $205k | NEW | 1.7k | 118.73 |
|
| EQT Corporation (EQT) | 0.0 | $205k | NEW | 3.2k | 63.64 |
|
| Marvell Technology (MRVL) | 0.0 | $204k | NEW | 2.1k | 99.06 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $204k | NEW | 1.3k | 151.42 |
|
| Wabtec Corporation (WAB) | 0.0 | $203k | NEW | 810.00 | 249.99 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $202k | -19% | 1.4k | 141.46 |
|
| Altria (MO) | 0.0 | $202k | NEW | 3.1k | 65.99 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $202k | NEW | 7.0k | 28.71 |
|
| WisdomTree Investments (WT) | 0.0 | $174k | -7% | 12k | 14.56 |
|
| ConAgra Foods (CAG) | 0.0 | $174k | NEW | 11k | 15.72 |
|
| Transocean Registered Shs (RIG) | 0.0 | $134k | NEW | 20k | 6.63 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $123k | +2% | 24k | 5.03 |
|
| Global Net Lease Com New (GNL) | 0.0 | $104k | -32% | 11k | 9.36 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $54k | 11k | 5.10 |
|
|
| Srm Entertainment (TRON) | 0.0 | $45k | 20k | 2.27 |
|
|
| The Beauty Health Company Com Cl A (SKIN) | 0.0 | $9.1k | NEW | 10k | 0.89 |
|
Past Filings by Cooper Financial Group
SEC 13F filings are viewable for Cooper Financial Group going back to 2018
- Cooper Financial Group 2026 Q1 filed April 7, 2026
- Cooper Financial Group 2025 Q4 filed Jan. 8, 2026
- Cooper Financial Group 2025 Q3 filed Oct. 7, 2025
- Cooper Financial Group 2025 Q2 filed July 18, 2025
- Cooper Financial Group 2025 Q1 filed May 12, 2025
- Cooper Financial Group 2024 Q4 filed Jan. 13, 2025
- Cooper Financial Group 2024 Q2 filed July 15, 2024
- Cooper Financial Group 2024 Q1 filed April 11, 2024
- Cooper Financial Group 2023 Q4 filed Jan. 16, 2024
- Cooper Financial Group 2023 Q3 filed Oct. 13, 2023
- Cooper Financial Group 2023 Q2 filed July 7, 2023
- Cooper Financial Group 2023 Q1 filed May 11, 2023
- Cooper Financial Group 2022 Q4 filed Jan. 13, 2023
- Cooper Financial Group 2022 Q3 filed Oct. 13, 2022
- Cooper Financial Group 2022 Q2 filed July 11, 2022
- Cooper Financial Group 2022 Q1 restated filed April 25, 2022