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 22.58% of Cooper Financial Group's stock portfolio.
- Added to shares of these 10 stocks: JIVE (+$23M), CGXU (+$23M), AVEM (+$12M), FTGC (+$11M), VOOG (+$8.2M), QQQM (+$7.8M), HGER (+$7.2M), FENI (+$5.4M), SCHV, BOND.
- Started 60 new stock positions in JIVE, SPCX, SMIZ, UL, AOR, FTGC, FDXF, KVUE, ITW, PAYX.
- Reduced shares in these 10 stocks: AFIF, AVUV, SPYV, IEMG, IEFA, XSMO, HELO, STX, SPYG, IWD.
- Sold out of its positions in AYI, BABA, COR, CBOE, CHTR, CION, CRUS, CMCSA, CUBE, DG.
- Cooper Financial Group was a net buyer of stock by $105M.
- Cooper Financial Group has $1.2B in assets under management (AUM), dropping by 21.91%.
- Central Index Key (CIK): 0001751581
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Portfolio Holdings for Cooper Financial Group
Cooper Financial Group holds 448 positions in its portfolio as reported in the June 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 | $79M | +6% | 2.3M | 34.81 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.8 | $58M | +5% | 79k | 736.40 |
|
| NVIDIA Corporation (NVDA) | 4.0 | $48M | 238k | 200.09 |
|
|
| Apple (AAPL) | 3.9 | $47M | +2% | 163k | 289.36 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 3.3 | $40M | +9% | 433k | 92.21 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 2.8 | $34M | +4% | 576k | 58.92 |
|
| Horizon Fds Core Equity Etf (STOX) | 2.3 | $27M | 879k | 31.02 |
|
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| Amazon (AMZN) | 2.3 | $27M | 114k | 238.34 |
|
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| Broadcom (AVGO) | 2.0 | $24M | 64k | 377.75 |
|
|
| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 1.9 | $23M | NEW | 253k | 91.95 |
|
| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 1.9 | $23M | NEW | 664k | 34.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $23M | 64k | 357.37 |
|
|
| Global X Fds Artificial Etf (AIQ) | 1.9 | $23M | +5% | 346k | 65.61 |
|
| Microsoft Corporation (MSFT) | 1.8 | $22M | 59k | 373.02 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.8 | $22M | +118% | 228k | 96.49 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.7 | $21M | +6% | 362k | 56.48 |
|
| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 1.6 | $19M | +2% | 522k | 36.53 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.5 | $18M | -3% | 355k | 50.57 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 1.4 | $17M | 330k | 50.95 |
|
|
| Tesla Motors (TSLA) | 1.3 | $16M | +2% | 38k | 420.61 |
|
| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 1.0 | $13M | 141k | 89.18 |
|
|
| Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B) | 0.9 | $11M | +6% | 22k | 500.39 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.9 | $11M | NEW | 387k | 27.05 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.9 | $10M | +110% | 256k | 40.13 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.8 | $9.8M | +500% | 119k | 82.62 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $9.5M | -9% | 27k | 353.33 |
|
| Invesco Actively Managed Exc Total Return (GTO) | 0.8 | $9.4M | 200k | 46.87 |
|
|
| Micron Technology (MU) | 0.8 | $9.1M | +20% | 7.9k | 1154.29 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.7 | $8.4M | +1417% | 28k | 302.97 |
|
| Meta Platforms Cl A (META) | 0.7 | $8.2M | -8% | 15k | 563.31 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.6 | $7.6M | -10% | 167k | 45.49 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.6 | $7.4M | 136k | 54.63 |
|
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.6 | $7.4M | +3% | 138k | 53.50 |
|
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.6 | $7.3M | -21% | 78k | 93.63 |
|
| Douglas Emmett (DEI) | 0.6 | $7.3M | 615k | 11.80 |
|
|
| Harbor Etf Trust Comm All Wea Etf (HGER) | 0.6 | $7.2M | NEW | 245k | 29.34 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.6 | $7.1M | -28% | 57k | 124.76 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $6.5M | 8.7k | 748.86 |
|
|
| Eli Lilly & Co. (LLY) | 0.5 | $6.3M | +11% | 5.3k | 1199.33 |
|
| Advanced Micro Devices (AMD) | 0.5 | $6.3M | +41% | 11k | 580.91 |
|
| First Tr Exchange Traded Buywrit Incm Etf (FTHI) | 0.5 | $6.2M | -13% | 258k | 23.85 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.5 | $5.9M | +92% | 72k | 82.49 |
|
| Ishares Em Mkts Div Etf (DVYE) | 0.5 | $5.8M | +3% | 180k | 32.23 |
|
| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.5 | $5.8M | 123k | 47.20 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $5.5M | 198k | 27.70 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $5.4M | +2% | 160k | 33.84 |
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.4 | $5.0M | 72k | 69.59 |
|
|
| Caterpillar (CAT) | 0.4 | $5.0M | +7% | 4.7k | 1064.95 |
|
| United Parcel Svcs CL B (UPS) | 0.4 | $4.8M | 45k | 107.50 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $4.8M | -6% | 35k | 136.72 |
|
| Visa Com Cl A (V) | 0.4 | $4.4M | +14% | 13k | 343.08 |
|
| Wisdomtree Tr Itl High Div Fd (DTH) | 0.4 | $4.4M | +2% | 81k | 54.11 |
|
| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.4 | $4.3M | -30% | 63k | 67.58 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.4 | $4.3M | +4% | 15k | 290.61 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $4.1M | 5.5k | 746.81 |
|
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| Costco Wholesale Corporation (COST) | 0.3 | $3.9M | -3% | 4.2k | 935.49 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $3.7M | +11% | 8.5k | 433.31 |
|
| Ab Active Etfs Ultra Short Incm (YEAR) | 0.3 | $3.6M | +11% | 72k | 50.34 |
|
| Wal-Mart Stores (WMT) | 0.3 | $3.6M | -8% | 32k | 113.26 |
|
| John Hancock Exchange Traded Multi Intl Etf (JHMD) | 0.3 | $3.5M | +7% | 80k | 44.41 |
|
| JPMorgan Chase & Co. Put Option (JPM) | 0.3 | $3.5M | +2% | 11k | 327.33 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $3.4M | +3% | 115k | 29.43 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $3.4M | +5% | 4.4k | 763.14 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.3 | $3.4M | -3% | 68k | 49.28 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $3.3M | 65k | 50.49 |
|
|
| Intel Corporation (INTC) | 0.3 | $3.2M | -3% | 23k | 139.63 |
|
| Horizon Fds Anfield Universl | 0.3 | $3.2M | NEW | 338k | 9.40 |
|
| Cisco Systems (CSCO) | 0.3 | $3.2M | -18% | 27k | 117.46 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $3.0M | 11k | 285.58 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $3.0M | -7% | 6.3k | 477.60 |
|
| Amgen (AMGN) | 0.2 | $3.0M | 8.3k | 362.14 |
|
|
| Applied Materials (AMAT) | 0.2 | $3.0M | +23% | 4.1k | 722.99 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.2 | $3.0M | -34% | 25k | 118.99 |
|
| Chevron Corporation (CVX) | 0.2 | $2.9M | 18k | 165.76 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $2.9M | -5% | 18k | 164.27 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.9M | 20k | 146.64 |
|
|
| Abbvie (ABBV) | 0.2 | $2.9M | +21% | 12k | 251.64 |
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.2 | $2.9M | 64k | 45.07 |
|
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.2 | $2.8M | 32k | 87.88 |
|
|
| Spdr Series Trust St Str P500val (SPYV) | 0.2 | $2.8M | -46% | 45k | 60.79 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.8M | +6% | 11k | 253.98 |
|
| Citigroup Com New (C) | 0.2 | $2.8M | -22% | 20k | 139.96 |
|
| Goldman Sachs (GS) | 0.2 | $2.7M | -16% | 2.7k | 1011.37 |
|
| Eaton Corp SHS (ETN) | 0.2 | $2.7M | -4% | 6.3k | 426.15 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $2.6M | 34k | 76.70 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $2.6M | +14% | 5.3k | 496.73 |
|
| Home Depot (HD) | 0.2 | $2.6M | +5% | 7.4k | 352.68 |
|
| International Business Machines (IBM) | 0.2 | $2.5M | -14% | 9.1k | 281.21 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $2.4M | +16% | 17k | 146.41 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $2.4M | +7% | 59k | 41.43 |
|
| Corning Incorporated (GLW) | 0.2 | $2.4M | +9% | 9.5k | 255.43 |
|
| Palo Alto Networks (PANW) | 0.2 | $2.4M | -2% | 7.0k | 341.02 |
|
| Guggenheim Bld Amr Bds Mng D (GBAB) | 0.2 | $2.4M | +4% | 164k | 14.46 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.4M | -10% | 4.6k | 513.55 |
|
| Snowflake Com Shs (SNOW) | 0.2 | $2.3M | +14% | 9.2k | 254.50 |
|
| Oracle Corporation (ORCL) | 0.2 | $2.3M | +13% | 16k | 146.55 |
|
| Wisdomtree Tr Us Value Fd (WTV) | 0.2 | $2.3M | -19% | 23k | 101.72 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $2.2M | -14% | 44k | 51.00 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.2M | -9% | 12k | 189.73 |
|
| Walt Disney Company (DIS) | 0.2 | $2.2M | +3% | 23k | 96.25 |
|
| Netflix (NFLX) | 0.2 | $2.2M | -21% | 30k | 71.40 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.2 | $2.1M | +56% | 42k | 51.27 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $2.1M | -10% | 13k | 169.88 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.2 | $2.1M | +2% | 46k | 46.05 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.1M | +234% | 17k | 124.17 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.1M | -9% | 27k | 77.11 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $2.0M | +398% | 74k | 27.41 |
|
| Spdr Index Shs Fds St Str Msci Glb (SPGM) | 0.2 | $2.0M | +2% | 23k | 85.67 |
|
| Ssga Active Etf Tr St Str Total Etf (TOTL) | 0.2 | $2.0M | +45% | 51k | 39.47 |
|
| Ge Aerospace Com New (GE) | 0.2 | $1.9M | +24% | 5.2k | 373.74 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.9M | 23k | 82.11 |
|
|
| Datadog Cl A Com (DDOG) | 0.2 | $1.9M | +16% | 7.3k | 260.36 |
|
| UnitedHealth (UNH) | 0.2 | $1.9M | +10% | 4.5k | 415.66 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.2 | $1.8M | +12% | 40k | 46.15 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.7M | +2% | 5.5k | 303.12 |
|
| Kla Corp Com New (KLAC) | 0.1 | $1.6M | +754% | 5.5k | 301.73 |
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| Philip Morris International (PM) | 0.1 | $1.6M | -15% | 9.1k | 180.91 |
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| Ge Vernova (GEV) | 0.1 | $1.6M | +5% | 1.4k | 1174.86 |
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| Servicenow (NOW) | 0.1 | $1.6M | -18% | 16k | 99.28 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.6M | -44% | 6.4k | 242.44 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.6M | 8.8k | 176.31 |
|
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| Coca-Cola Company (KO) | 0.1 | $1.5M | -16% | 19k | 81.27 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $1.5M | 37k | 41.62 |
|
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| Bank of America Corporation (BAC) | 0.1 | $1.5M | -16% | 26k | 56.98 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.5M | 11k | 137.53 |
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|
| Morgan Stanley Com New (MS) | 0.1 | $1.5M | +6% | 7.1k | 209.03 |
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| Analog Devices (ADI) | 0.1 | $1.5M | +77% | 3.7k | 397.15 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $1.4M | -17% | 132k | 10.90 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | -17% | 2.9k | 501.41 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.1 | $1.4M | 19k | 73.80 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.4M | -62% | 17k | 82.84 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.4M | -5% | 12k | 116.67 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $1.3M | 20k | 68.01 |
|
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $1.3M | -18% | 28k | 47.35 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $1.3M | +8% | 34k | 38.23 |
|
| McKesson Corporation (MCK) | 0.1 | $1.3M | -33% | 1.7k | 755.69 |
|
| Fortinet (FTNT) | 0.1 | $1.3M | +3% | 8.4k | 153.62 |
|
| Ishares Tr North Amern Nat (IGE) | 0.1 | $1.3M | +2% | 23k | 56.18 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.3M | +7% | 11k | 117.67 |
|
| Bwx Technologies (BWXT) | 0.1 | $1.2M | +60% | 6.4k | 194.65 |
|
| Cbre Clarion Global Real Estat re (IGR) | 0.1 | $1.2M | 266k | 4.61 |
|
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| Astrazeneca Ord (AZN) | 0.1 | $1.2M | NEW | 6.3k | 189.62 |
|
| Doordash Cl A (DASH) | 0.1 | $1.2M | -5% | 6.5k | 184.53 |
|
| J P Morgan Exchange Traded F Acti De Mark Etf (JADE) | 0.1 | $1.2M | +16% | 15k | 80.13 |
|
| Western Digital (WDC) | 0.1 | $1.2M | -16% | 1.9k | 638.72 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.2M | -3% | 5.2k | 227.06 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.2M | -57% | 1.2k | 964.73 |
|
| Quanta Services (PWR) | 0.1 | $1.2M | NEW | 1.6k | 720.04 |
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.1 | $1.1M | 26k | 44.36 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.1M | +81% | 10k | 114.18 |
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| Corteva (CTVA) | 0.1 | $1.1M | -21% | 14k | 84.69 |
|
| Sandisk Corp (SNDK) | 0.1 | $1.1M | -11% | 499.00 | 2273.73 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $1.1M | 9.7k | 117.02 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | +23% | 3.8k | 298.04 |
|
| FedEx Corporation (FDX) | 0.1 | $1.1M | -28% | 3.6k | 313.11 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $1.1M | -4% | 16k | 72.28 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.1M | +8% | 14k | 82.65 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.1M | -67% | 12k | 96.58 |
|
| Cohen & Steers Quality Income Realty (RQI) | 0.1 | $1.1M | +6% | 90k | 12.31 |
|
| Nextera Energy (NEE) | 0.1 | $1.1M | -20% | 13k | 87.77 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.1M | +6% | 1.6k | 686.77 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.1M | 4.3k | 252.22 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.1M | -2% | 2.9k | 368.38 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | +8% | 2.1k | 509.45 |
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| Intuit (INTU) | 0.1 | $1.1M | +78% | 4.1k | 260.98 |
|
| Capital Group International SHS (CGIC) | 0.1 | $1.1M | +139% | 29k | 36.39 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.1M | -3% | 17k | 61.46 |
|
| Uber Technologies (UBER) | 0.1 | $1.1M | -13% | 15k | 72.16 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.0M | +314% | 12k | 86.14 |
|
| Merck & Co (MRK) | 0.1 | $1.0M | -5% | 8.1k | 128.50 |
|
| Metropcs Communications (TMUS) | 0.1 | $1.0M | -19% | 6.0k | 167.72 |
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| Wp Carey (WPC) | 0.1 | $1.0M | +19% | 14k | 71.50 |
|
| Progressive Corporation (PGR) | 0.1 | $997k | +22% | 4.6k | 218.43 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $995k | 6.7k | 148.31 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $991k | -40% | 11k | 92.27 |
|
| American Express Company (AXP) | 0.1 | $988k | -2% | 2.9k | 338.22 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $978k | +63% | 38k | 25.95 |
|
| salesforce (CRM) | 0.1 | $971k | -9% | 6.2k | 156.66 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $964k | 18k | 54.03 |
|
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $964k | 11k | 86.42 |
|
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| Hyatt Hotels Corp Com Cl A (H) | 0.1 | $956k | +6% | 4.9k | 193.84 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $950k | NEW | 5.6k | 170.86 |
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| Sempra Energy (SRE) | 0.1 | $931k | -7% | 10k | 92.71 |
|
| EOG Resources (EOG) | 0.1 | $914k | +2% | 7.0k | 129.73 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $910k | -10% | 29k | 31.71 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $903k | -12% | 12k | 76.55 |
|
| Cigna Corp (CI) | 0.1 | $881k | -6% | 3.2k | 275.66 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $866k | +13% | 11k | 77.91 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $858k | NEW | 8.5k | 100.81 |
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 0.1 | $856k | +24% | 25k | 34.15 |
|
| Capital One Financial (COF) | 0.1 | $852k | -22% | 4.2k | 200.62 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $846k | +4% | 11k | 75.45 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $846k | -5% | 865.00 | 977.82 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $842k | -29% | 3.8k | 219.42 |
|
| Marvell Technology (MRVL) | 0.1 | $812k | +32% | 2.7k | 297.84 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $812k | -7% | 13k | 62.20 |
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $808k | -20% | 2.9k | 280.05 |
|
| Allstate Corporation (ALL) | 0.1 | $798k | -33% | 3.4k | 237.94 |
|
| J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK) | 0.1 | $793k | -6% | 7.1k | 111.55 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $792k | +29% | 6.9k | 114.49 |
|
| Nrg Energy Com New (NRG) | 0.1 | $790k | +8% | 5.4k | 146.06 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $783k | -26% | 12k | 62.89 |
|
| Annaly Capital Management In Com New (NLY) | 0.1 | $780k | +3% | 35k | 22.36 |
|
| Deere & Company (DE) | 0.1 | $778k | -2% | 1.2k | 634.38 |
|
| ConocoPhillips (COP) | 0.1 | $776k | -28% | 7.5k | 103.96 |
|
| Cadence Design Systems (CDNS) | 0.1 | $775k | +4% | 2.1k | 375.27 |
|
| United Rentals (URI) | 0.1 | $771k | -22% | 681.00 | 1132.62 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $762k | +2% | 9.6k | 79.03 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $760k | 4.8k | 156.95 |
|
|
| Synopsys (SNPS) | 0.1 | $757k | +9% | 1.7k | 446.07 |
|
| Global X Fds Global X Uranium (URA) | 0.1 | $740k | -7% | 17k | 43.70 |
|
| Valero Energy Corporation (VLO) | 0.1 | $740k | -21% | 2.8k | 260.42 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.1 | $723k | -61% | 9.9k | 72.90 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $717k | +4% | 7.6k | 94.52 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $714k | -25% | 12k | 57.62 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $708k | 7.2k | 98.59 |
|
|
| Medtronic SHS (MDT) | 0.1 | $698k | -4% | 8.9k | 78.23 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $696k | -2% | 11k | 61.23 |
|
| Prologis (PLD) | 0.1 | $692k | -26% | 5.1k | 135.47 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $673k | -42% | 2.0k | 330.51 |
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.1 | $668k | +11% | 44k | 15.03 |
|
| Boeing Company (BA) | 0.1 | $667k | +38% | 3.1k | 216.47 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $664k | -9% | 13k | 51.60 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $662k | -31% | 1.3k | 509.49 |
|
| Pepsi (PEP) | 0.1 | $662k | +22% | 4.9k | 135.40 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $657k | 1.3k | 515.23 |
|
|
| Southwest Airlines (LUV) | 0.1 | $650k | -42% | 13k | 51.42 |
|
| Howmet Aerospace (HWM) | 0.1 | $642k | -2% | 2.4k | 268.85 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $635k | +70% | 6.4k | 98.98 |
|
| Simplify Exchange Traded Fun High Yield Etf (CDX) | 0.1 | $634k | 30k | 21.12 |
|
|
| Marriott Intl Cl A (MAR) | 0.1 | $628k | +11% | 1.7k | 370.57 |
|
| Linde SHS (LIN) | 0.1 | $627k | +14% | 1.2k | 519.06 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $625k | -10% | 8.7k | 71.60 |
|
| Qualcomm (QCOM) | 0.1 | $619k | -32% | 3.3k | 184.81 |
|
| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.1 | $617k | -5% | 15k | 40.85 |
|
| Abbott Laboratories (ABT) | 0.1 | $616k | +24% | 6.8k | 90.74 |
|
| General Motors Company (GM) | 0.1 | $615k | -26% | 8.0k | 77.08 |
|
| Exelon Corporation (EXC) | 0.1 | $614k | -9% | 13k | 46.62 |
|
| TJX Companies (TJX) | 0.1 | $610k | 4.0k | 151.50 |
|
|
| Southern Company (SO) | 0.1 | $605k | -3% | 6.3k | 95.70 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.0 | $594k | -9% | 11k | 52.72 |
|
| McDonald's Corporation (MCD) | 0.0 | $586k | -14% | 2.2k | 270.37 |
|
| Dynatrace Com New (DT) | 0.0 | $579k | -6% | 13k | 43.91 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.0 | $576k | 21k | 27.33 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $574k | +11% | 2.1k | 271.96 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $566k | +17% | 6.1k | 93.39 |
|
| BP Sponsored Adr (BP) | 0.0 | $564k | +14% | 15k | 36.95 |
|
| Pulte (PHM) | 0.0 | $556k | -33% | 4.1k | 137.21 |
|
| Gilead Sciences (GILD) | 0.0 | $556k | -23% | 4.4k | 126.34 |
|
| Wells Fargo & Company (WFC) | 0.0 | $552k | +3% | 6.7k | 82.64 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $551k | -24% | 1.6k | 342.83 |
|
| Dell Technologies CL C (DELL) | 0.0 | $545k | NEW | 1.3k | 431.48 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) | 0.0 | $543k | 12k | 44.03 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $542k | -12% | 3.9k | 139.10 |
|
| Bluerock Pvt Real Estate (BPRE) | 0.0 | $537k | -6% | 41k | 13.01 |
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $531k | 44k | 12.12 |
|
|
| Emcor (EME) | 0.0 | $528k | -11% | 636.00 | 830.03 |
|
| Honeywell International (HON) | 0.0 | $515k | NEW | 2.3k | 223.91 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $514k | 22k | 23.13 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $513k | NEW | 1.5k | 334.82 |
|
| American Electric Power Company (AEP) | 0.0 | $512k | NEW | 3.7k | 136.81 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $511k | -10% | 1.3k | 397.68 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $508k | +48% | 1.4k | 370.15 |
|
| Honeywell Aerospace (HONA) | 0.0 | $498k | NEW | 2.3k | 221.08 |
|
| Keysight Technologies (KEYS) | 0.0 | $478k | -8% | 1.4k | 350.07 |
|
| Automatic Data Processing (ADP) | 0.0 | $478k | +42% | 2.1k | 223.95 |
|
| Starbucks Corporation (SBUX) | 0.0 | $477k | +38% | 4.7k | 102.19 |
|
| Verizon Communications (VZ) | 0.0 | $476k | +6% | 11k | 42.34 |
|
| At&t (T) | 0.0 | $476k | 23k | 20.70 |
|
|
| Equinix (EQIX) | 0.0 | $475k | +71% | 456.00 | 1042.39 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $471k | 3.8k | 124.42 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.0 | $459k | +6% | 3.4k | 136.30 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $455k | +14% | 2.4k | 190.50 |
|
| Edwards Lifesciences (EW) | 0.0 | $451k | +6% | 5.0k | 90.46 |
|
| Tcw Etf Trust Durable Growth (GRW) | 0.0 | $448k | 14k | 32.23 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $447k | +8% | 20k | 22.78 |
|
| Ford Motor Company (F) | 0.0 | $446k | +2% | 32k | 13.90 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $445k | +45% | 908.00 | 490.56 |
|
| Shell Spon Ads (SHEL) | 0.0 | $444k | +42% | 5.7k | 77.54 |
|
| Apollo Global Mgmt (APO) | 0.0 | $440k | -29% | 3.7k | 118.31 |
|
| Stryker Corporation (SYK) | 0.0 | $440k | +20% | 1.4k | 314.92 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $438k | +724% | 3.7k | 119.51 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $433k | -27% | 695.00 | 623.13 |
|
| Phillips 66 (PSX) | 0.0 | $431k | +21% | 2.6k | 169.06 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $429k | +5% | 3.4k | 126.56 |
|
| Glacier Ban (GBCI) | 0.0 | $427k | -4% | 8.3k | 51.58 |
|
| Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH) | 0.0 | $421k | -4% | 21k | 20.17 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $413k | NEW | 2.4k | 173.54 |
|
| Consolidated Edison (ED) | 0.0 | $413k | +27% | 3.7k | 110.63 |
|
| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.0 | $412k | 10k | 40.15 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $412k | NEW | 1.4k | 302.70 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $410k | +16% | 7.7k | 53.11 |
|
| Ross Stores (ROST) | 0.0 | $409k | +2% | 1.9k | 212.91 |
|
| East West Ban (EWBC) | 0.0 | $407k | -5% | 3.2k | 129.09 |
|
| Blackrock Etf Trust Isha Us Them Etf (THRO) | 0.0 | $405k | -11% | 9.4k | 43.11 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $403k | +4% | 1.8k | 217.93 |
|
| Zacks Trust Earngs Constant (ZECP) | 0.0 | $401k | +62% | 11k | 37.74 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $387k | +7% | 1.7k | 226.99 |
|
| Republic Services (RSG) | 0.0 | $386k | +44% | 1.8k | 213.08 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.0 | $381k | 12k | 33.19 |
|
|
| Blackrock (BLK) | 0.0 | $376k | -58% | 391.00 | 960.50 |
|
| Monster Beverage Corp (MNST) | 0.0 | $374k | +2% | 3.9k | 96.12 |
|
| Advanced Energy Industries (AEIS) | 0.0 | $374k | 1.0k | 372.87 |
|
|
| H.B. Fuller Company (FUL) | 0.0 | $368k | -10% | 6.3k | 58.29 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $368k | +16% | 2.8k | 132.83 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $363k | +7% | 3.5k | 103.88 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $363k | 6.8k | 53.47 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $359k | +19% | 2.3k | 158.02 |
|
| New York Life Invts Active E Mack Mu Insd Etf (MMIN) | 0.0 | $355k | +19% | 15k | 24.21 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $353k | +63% | 2.3k | 156.71 |
|
| Pfizer (PFE) | 0.0 | $352k | +14% | 15k | 24.08 |
|
| Jefferies Finl Group (JEF) | 0.0 | $349k | 7.0k | 49.98 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $348k | +360% | 4.3k | 80.57 |
|
| Microchip Technology (MCHP) | 0.0 | $348k | +18% | 3.8k | 91.20 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $347k | 6.7k | 51.69 |
|
|
| Rbc Cad (RY) | 0.0 | $346k | +31% | 1.7k | 206.97 |
|
| Washington Federal (WAFD) | 0.0 | $343k | -9% | 8.9k | 38.37 |
|
| Tcw Etf Trust Flexible Income (FLXR) | 0.0 | $340k | -5% | 8.7k | 39.21 |
|
| Constellation Energy (CEG) | 0.0 | $340k | 1.4k | 248.36 |
|
|
| Teradyne (TER) | 0.0 | $339k | NEW | 701.00 | 483.84 |
|
| CSX Corporation (CSX) | 0.0 | $335k | -5% | 7.0k | 47.53 |
|
| Williams Companies (WMB) | 0.0 | $333k | +3% | 4.5k | 74.33 |
|
| Kroger (KR) | 0.0 | $331k | -3% | 6.0k | 55.53 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $331k | 2.0k | 161.54 |
|
|
| Lowe's Companies (LOW) | 0.0 | $328k | -32% | 1.5k | 220.55 |
|
| Fastenal Company (FAST) | 0.0 | $327k | +35% | 6.8k | 48.03 |
|
| Carrier Global Corporation (CARR) | 0.0 | $327k | +7% | 4.5k | 73.35 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $323k | -5% | 16k | 20.57 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $316k | NEW | 159.00 | 1989.74 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $315k | -3% | 2.3k | 134.69 |
|
| Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM) | 0.0 | $310k | -37% | 4.2k | 74.41 |
|
| MasTec (MTZ) | 0.0 | $309k | -12% | 742.00 | 416.06 |
|
| Zacks Trust Small/mid Cap (SMIZ) | 0.0 | $308k | NEW | 6.9k | 44.62 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $308k | 6.2k | 49.55 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $306k | 622.00 | 491.31 |
|
|
| Capital Group Core Balanced SHS (CGBL) | 0.0 | $304k | NEW | 8.0k | 37.96 |
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.0 | $303k | -5% | 6.9k | 43.61 |
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $300k | 2.6k | 113.68 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $299k | 5.0k | 59.69 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $297k | 864.00 | 343.96 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $294k | NEW | 9.4k | 31.38 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $293k | -26% | 2.7k | 107.61 |
|
| Dow (DOW) | 0.0 | $292k | +25% | 11k | 27.36 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $291k | -3% | 2.9k | 99.54 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $289k | -28% | 1.7k | 173.81 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $285k | -71% | 2.0k | 146.11 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $283k | +15% | 1.2k | 242.90 |
|
| Ametek (AME) | 0.0 | $281k | 1.2k | 241.91 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $281k | -2% | 1.3k | 212.69 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $281k | +14% | 5.5k | 51.05 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $281k | -17% | 1.7k | 164.60 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $278k | -26% | 2.9k | 95.43 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $277k | -16% | 3.0k | 91.20 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $276k | -51% | 6.5k | 42.66 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $273k | 26k | 10.50 |
|
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $273k | +6% | 131.00 | 2080.79 |
|
| Emerson Electric (EMR) | 0.0 | $272k | +4% | 1.9k | 143.12 |
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $272k | NEW | 1.8k | 151.00 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.0 | $272k | 6.0k | 45.58 |
|
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $271k | -11% | 21k | 12.94 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $270k | +4% | 2.9k | 91.69 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $270k | -39% | 3.1k | 87.22 |
|
| Pennymac Financial Services (PFSI) | 0.0 | $270k | 3.1k | 87.11 |
|
|
| Ishares Tr Core 60 Bala Etf (AOR) | 0.0 | $270k | NEW | 3.9k | 69.50 |
|
| Illinois Tool Works (ITW) | 0.0 | $269k | NEW | 996.00 | 270.46 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $269k | +27% | 1.7k | 156.30 |
|
| Ingersoll Rand (IR) | 0.0 | $268k | -46% | 3.3k | 82.00 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $267k | +12% | 1.4k | 197.59 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $265k | +32% | 3.4k | 78.82 |
|
| S&p Global (SPGI) | 0.0 | $264k | -13% | 648.00 | 407.52 |
|
| Totalenergies Se Act (TTE) | 0.0 | $263k | 3.4k | 77.76 |
|
|
| Cummins (CMI) | 0.0 | $263k | NEW | 368.00 | 713.45 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $261k | -4% | 10k | 25.56 |
|
| Curtiss-Wright (CW) | 0.0 | $261k | -3% | 344.00 | 757.76 |
|
| Spdr Index Shs Fds St Str Sp N Am (NANR) | 0.0 | $261k | 3.5k | 75.49 |
|
|
| Booking Holdings (BKNG) | 0.0 | $259k | +1281% | 1.5k | 178.24 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $258k | NEW | 4.2k | 61.75 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $258k | NEW | 2.5k | 103.46 |
|
| Lumentum Hldgs (LITE) | 0.0 | $253k | 295.00 | 858.06 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $252k | -23% | 127.00 | 1981.95 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $251k | -2% | 1.7k | 144.60 |
|
| Unilever Spon Adr New (UL) | 0.0 | $248k | NEW | 4.1k | 60.12 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.0 | $248k | -32% | 4.7k | 52.34 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $247k | -47% | 1.2k | 204.95 |
|
| General Dynamics Corporation (GD) | 0.0 | $244k | +7% | 689.00 | 354.35 |
|
| Chubb (CB) | 0.0 | $244k | +5% | 716.00 | 340.56 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $244k | 11k | 22.89 |
|
|
| Altria (MO) | 0.0 | $242k | +10% | 3.4k | 71.95 |
|
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $242k | -14% | 7.3k | 33.22 |
|
| Us Bancorp Com New (USB) | 0.0 | $238k | NEW | 3.9k | 60.40 |
|
| John Bean Technologies Corporation (JBTM) | 0.0 | $238k | NEW | 1.6k | 145.00 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $235k | -25% | 2.3k | 100.35 |
|
| Standex Int'l (SXI) | 0.0 | $235k | NEW | 657.00 | 357.67 |
|
| D.R. Horton (DHI) | 0.0 | $234k | NEW | 1.4k | 162.86 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $234k | NEW | 2.3k | 100.28 |
|
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.0 | $233k | 9.1k | 25.52 |
|
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.0 | $233k | NEW | 6.9k | 33.75 |
|
| SkyWest (SKYW) | 0.0 | $233k | -5% | 2.3k | 99.33 |
|
| NiSource (NI) | 0.0 | $232k | -9% | 4.9k | 47.55 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $232k | NEW | 772.00 | 300.54 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $231k | +92% | 4.1k | 56.16 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $231k | NEW | 556.00 | 415.40 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $231k | 1.4k | 163.68 |
|
|
| Nike CL B (NKE) | 0.0 | $229k | +38% | 5.6k | 41.05 |
|
| Hartford Financial Services (HIG) | 0.0 | $227k | -39% | 1.7k | 132.52 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $226k | NEW | 3.9k | 57.84 |
|
| Littelfuse (LFUS) | 0.0 | $225k | NEW | 495.00 | 455.33 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $225k | +5% | 9.5k | 23.71 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $224k | 4.3k | 52.65 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $224k | NEW | 1.5k | 151.33 |
|
| Natera (NTRA) | 0.0 | $223k | -28% | 820.00 | 271.45 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $222k | +56% | 38k | 5.83 |
|
| Ishares Msci Sth Afr Etf (EZA) | 0.0 | $220k | NEW | 3.5k | 63.19 |
|
| Paychex (PAYX) | 0.0 | $219k | NEW | 2.2k | 98.33 |
|
| Public Service Enterprise (PEG) | 0.0 | $219k | 2.7k | 81.16 |
|
|
| 3M Company (MMM) | 0.0 | $219k | -52% | 1.4k | 161.87 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $218k | -2% | 852.00 | 255.67 |
|
| Affiliated Managers (AMG) | 0.0 | $217k | -22% | 642.00 | 338.40 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $217k | NEW | 1.1k | 201.61 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $217k | -38% | 682.00 | 317.45 |
|
| Canadian Natl Ry (CNI) | 0.0 | $216k | NEW | 1.8k | 119.27 |
|
| Travelers Companies (TRV) | 0.0 | $216k | NEW | 654.00 | 330.34 |
|
| ON Semiconductor (ON) | 0.0 | $215k | NEW | 2.3k | 94.54 |
|
| Cardinal Health (CAH) | 0.0 | $214k | NEW | 902.00 | 237.63 |
|
| Hershey Company (HSY) | 0.0 | $213k | -12% | 1.2k | 175.45 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $213k | +9% | 2.2k | 98.25 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $212k | NEW | 2.4k | 87.04 |
|
| Hubbell (HUBB) | 0.0 | $212k | NEW | 404.00 | 523.77 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $211k | NEW | 2.4k | 86.65 |
|
| Blackrock Etf Trust Isha La Core Etf (BLCR) | 0.0 | $208k | NEW | 4.1k | 50.37 |
|
| Target Corporation (TGT) | 0.0 | $208k | NEW | 1.6k | 130.58 |
|
| SLM Corporation (SLM) | 0.0 | $207k | NEW | 8.0k | 25.94 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $207k | NEW | 396.00 | 521.74 |
|
| WisdomTree Investments (WT) | 0.0 | $207k | +2% | 12k | 16.94 |
|
| Wabtec Corporation (WAB) | 0.0 | $206k | -5% | 764.00 | 269.70 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $205k | NEW | 7.6k | 27.11 |
|
| Realty Income (O) | 0.0 | $205k | NEW | 3.3k | 61.96 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $205k | NEW | 1.3k | 162.99 |
|
| MetLife (MET) | 0.0 | $201k | NEW | 2.4k | 84.60 |
|
| AFLAC Incorporated (AFL) | 0.0 | $200k | NEW | 1.7k | 117.26 |
|
| Kenvue (KVUE) | 0.0 | $192k | NEW | 10k | 19.11 |
|
| Novagold Resources Com New (NG) | 0.0 | $179k | +9% | 30k | 5.97 |
|
| ConAgra Foods (CAG) | 0.0 | $173k | +16% | 13k | 13.46 |
|
| Transocean Registered Shs (RIG) | 0.0 | $108k | +9% | 22k | 4.89 |
|
| Global Net Lease Com New (GNL) | 0.0 | $100k | 11k | 8.94 |
|
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $69k | +31% | 14k | 4.99 |
|
| Skinhealth Systems Com Cl A (SKIN) | 0.0 | $7.1k | 10k | 0.69 |
|
|
| Cohen & Steers Quality Incom Right 07/15/2026 | 0.0 | $1.3k | NEW | 88k | 0.01 |
|
Past Filings by Cooper Financial Group
SEC 13F filings are viewable for Cooper Financial Group going back to 2018
- Cooper Financial Group 2026 Q2 filed July 8, 2026
- 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