Cooper Financial Group

Latest statistics and disclosures from Cooper Financial Group's latest quarterly 13F-HR filing:

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Cooper Financial Group

Companies in the Cooper Financial Group portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Esg Awr Msci Usa (ESGU) 8.7 $43M +13% 497k 86.03
Spdr Ser Tr Portfolio S&p500 (SPLG) 6.7 $33M +36% 748k 43.96
Apple (AAPL) 4.8 $24M +24% 177k 132.69
Ishares Tr Us Treas Bd Etf (GOVT) 4.1 $20M -4% 735k 27.24
Ishares Tr Eafe Grwth Etf (EFG) 3.1 $15M +27% 152k 100.91
Wisdomtree Tr Em Ex St-owned (XSOE) 3.1 $15M +29% 381k 39.67
Amazon (AMZN) 2.8 $14M +33% 4.3k 3256.83
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.5 $12M -7% 333k 37.18
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.5 $12M -10% 220k 55.17
Tesla Motors (TSLA) 2.4 $12M +30% 17k 705.67
Spdr Ser Tr Portfolio Ln Cor (SPLB) 2.1 $10M +45% 305k 33.10
Ishares Tr Msci Usa Value (VLUE) 1.9 $9.3M +18% 107k 86.91
Microsoft Corporation (MSFT) 1.9 $9.2M +26% 41k 222.41
Ishares Tr Mbs Etf (MBB) 1.7 $8.4M +1555% 76k 110.13

Setup an alert

Cooper Financial Group will file the next quarterly 13-HR in about 1 months. Would you like to be notified?

Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.6 $7.9M +7% 174k 45.44
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.5 $7.3M +3% 69k 104.51
Ishares Tr Core S&p500 Etf (IVV) 1.3 $6.5M +2% 17k 375.37
Ishares Tr U.s. Med Dvc Etf (IHI) 1.3 $6.4M +16% 20k 327.31
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $5.2M +11% 77k 67.88
Lattice Strategies Tr Hartford Mlt Etf (RODM) 1.0 $5.0M -52% 176k 28.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $4.5M +3% 19k 231.86
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.9 $4.4M +5% 87k 50.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $4.2M +95% 13k 313.76
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $4.1M +64% 74k 55.29
Ishares Tr Msci Usa Sze Ft (SIZE) 0.8 $4.0M -53% 36k 111.17
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $4.0M +20% 16k 241.15
Ishares Tr Short Treas Bd (SHV) 0.7 $3.4M NEW 31k 110.52
Boeing Company (BA) 0.7 $3.3M +12% 16k 214.07
Alphabet Cap Stk Cl A (GOOGL) 0.6 $3.1M +10% 1.8k 1752.57
Procter & Gamble Company (PG) 0.6 $2.9M +6% 21k 139.13
Home Depot (HD) 0.6 $2.8M +33% 10k 265.62
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $2.7M +38% 20k 136.73
Walt Disney Company (DIS) 0.5 $2.6M +21% 14k 181.15
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.5 $2.5M +8% 81k 30.79
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $2.5M 15k 161.27
Facebook Cl A (FB) 0.5 $2.3M +89% 8.5k 273.11
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.5 $2.3M +15% 46k 51.04
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $2.1M +157% 20k 102.65
Amgen (AMGN) 0.4 $2.1M +16% 8.9k 229.98
Ishares Tr Barclays 7 10 Yr (IEF) 0.4 $2.0M +196% 17k 119.98
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.0M NEW 17k 118.17
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $2.0M +7% 58k 34.38
Twilio Cl A (TWLO) 0.4 $2.0M -5% 5.8k 338.49
Johnson & Johnson (JNJ) 0.4 $1.9M +27% 12k 157.37
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.4 $1.8M +8% 40k 45.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.8M NEW 20k 88.21
Select Sector Spdr Tr Technology (XLK) 0.4 $1.8M +464% 14k 130.01
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.7M +1002% 26k 63.83
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $1.7M +7% 34k 49.27
Costco Wholesale Corporation (COST) 0.3 $1.7M +66% 4.4k 376.79
Intel Corporation (INTC) 0.3 $1.6M +7% 32k 49.81
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.6M +36% 898.00 1751.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.5M NEW 7.8k 194.59
Innovative Industria A (IIPR) 0.3 $1.5M NEW 8.2k 183.10
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $1.5M 48k 31.40
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $1.5M 15k 102.03
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.3 $1.5M NEW 17k 87.76
First Tr Nas100 Eq Weighted SHS (QQEW) 0.3 $1.4M NEW 14k 100.85
Chevron Corporation (CVX) 0.3 $1.4M +54% 16k 84.42
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $1.4M NEW 8.5k 160.79
International Business Machines (IBM) 0.3 $1.4M +2% 11k 125.88
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.3 $1.4M +3% 20k 69.34
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.4M +173% 20k 69.11
Exxon Mobil Corporation (XOM) 0.3 $1.3M +28% 32k 41.22
Wp Carey (WPC) 0.3 $1.3M +172% 18k 70.56
Pepsi (PEP) 0.3 $1.3M +33% 8.6k 148.27
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.3M +332% 7.1k 178.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.2M +122% 3.3k 373.98
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $1.2M NEW 64k 18.94
Verizon Communications (VZ) 0.2 $1.2M +78% 21k 58.75
Abbvie (ABBV) 0.2 $1.2M +75% 11k 107.11
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.2M NEW 16k 72.95
Select Sector Spdr Tr Communication (XLC) 0.2 $1.2M NEW 18k 67.51
JPMorgan Chase & Co. (JPM) 0.2 $1.2M +13% 9.3k 127.10
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.2M +299% 8.5k 138.09
Rockwell Automation (ROK) 0.2 $1.2M +17% 4.7k 250.80
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $1.1M NEW 16k 72.37
Micron Technology (MU) 0.2 $1.1M +63% 15k 75.21
At&t (T) 0.2 $1.1M +19% 38k 28.77
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $1.1M +4% 20k 55.51
First Tr Inter Duration Pfd & Income (FPF) 0.2 $1.1M -21% 45k 24.05
Ishares Core Msci Emkt (IEMG) 0.2 $1.1M +15% 17k 62.02
Mastercard Incorporated Cl A (MA) 0.2 $1.1M +53% 3.0k 357.05
Lockheed Martin Corporation (LMT) 0.2 $1.0M +60% 2.9k 355.04
Cisco Systems (CSCO) 0.2 $1.0M +85% 23k 44.73
Adobe Systems Incorporated (ADBE) 0.2 $1.0M +76% 2.0k 500.00
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.0M +182% 12k 86.21
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.0M NEW 7.8k 128.08
Paypal Holdings (PYPL) 0.2 $993k +54% 4.2k 234.25
Visa Com Cl A (V) 0.2 $973k +61% 4.5k 218.65
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $952k NEW 16k 60.15
Vanguard Index Fds Growth Etf (VUG) 0.2 $950k +103% 3.8k 253.27
Amplify Etf Tr Blackswan Grwt (SWAN) 0.2 $934k +100% 29k 32.83
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $924k -6% 16k 56.75
Ishares Esg Awr Msci Em (ESGE) 0.2 $923k +213% 22k 41.96
Generac Holdings (GNRC) 0.2 $909k +11% 4.0k 227.53
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $887k +27% 19k 47.20
salesforce (CRM) 0.2 $853k +167% 3.8k 222.54
Wal-Mart Stores (WMT) 0.2 $849k +35% 5.9k 144.22
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.2 $849k +112% 20k 43.58
Kraneshares Tr Emrng Mkt Cons (KEMQ) 0.2 $848k NEW 26k 32.60
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $844k -12% 13k 64.16
Netflix (NFLX) 0.2 $840k +24% 1.6k 540.89
Bristol Myers Squibb (BMY) 0.2 $831k +34% 13k 62.02
United Parcel Service CL B (UPS) 0.2 $824k +5% 4.9k 168.30
Sempra Energy (SRE) 0.2 $810k 6.4k 127.38
Vanguard Index Fds Value Etf (VTV) 0.2 $806k +142% 6.8k 119.00
Broadcom (AVGO) 0.2 $803k +50% 1.8k 437.60
Coca-Cola Company (KO) 0.2 $774k +84% 14k 54.82
Merck & Co (MRK) 0.2 $764k +136% 9.3k 81.77
Ishares Tr Msci Acwi Exus (HAWX) 0.2 $758k +56% 26k 29.44
Ishares Tr National Mun Etf (MUB) 0.2 $757k NEW 6.5k 117.18
Fortinet (FTNT) 0.2 $750k 5.0k 148.57
Wisdomtree Tr Us High Dividend (DHS) 0.2 $743k 11k 69.32
Docusign (DOCU) 0.2 $742k NEW 3.3k 222.22
Philip Morris International (PM) 0.1 $727k +14% 8.8k 82.79
Nextera Energy (NEE) 0.1 $725k +1027% 9.4k 77.13
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $724k -28% 6.2k 116.19
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.1 $720k +58% 21k 33.90
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $709k +5% 7.3k 97.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $704k +52% 14k 50.11
Cbre Clarion Global Real Estat re (IGR) 0.1 $699k +4% 102k 6.88
McDonald's Corporation (MCD) 0.1 $690k +35% 3.2k 214.49
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $686k +78% 7.5k 91.96
Ishares Tr Broad Usd High (USHY) 0.1 $685k +15% 17k 41.28
Blackstone Group Com Cl A (BX) 0.1 $666k +40% 10k 64.82
Kimberly-Clark Corporation (KMB) 0.1 $659k +2% 4.9k 134.74
Pfizer (PFE) 0.1 $651k +49% 18k 36.81
3M Company (MMM) 0.1 $631k +17% 3.6k 174.89
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $630k +107% 8.8k 71.55
Vanguard World Fds Utilities Etf (VPU) 0.1 $628k NEW 4.6k 137.27
Starbucks Corporation (SBUX) 0.1 $623k +59% 5.8k 107.01
Best Buy (BBY) 0.1 $620k 6.2k 99.79
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.1 $615k +33% 19k 31.93
Ishares Tr Russell 2000 Etf (IWM) 0.1 $611k +59% 3.1k 196.08
Realty Income (O) 0.1 $600k +136% 9.6k 62.20
NVIDIA Corporation (NVDA) 0.1 $599k +24% 1.1k 522.23
Eaton Corp SHS (ETN) 0.1 $596k +4% 5.0k 120.06
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $595k 12k 51.48
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $589k NEW 11k 53.56
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.1 $587k 26k 22.43
Abbott Laboratories (ABT) 0.1 $586k NEW 5.4k 109.45
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $564k NEW 3.2k 173.97
Vanguard Index Fds Large Cap Etf (VV) 0.1 $564k NEW 3.2k 175.76
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $554k -22% 1.4k 384.19
Square Cl A (SQ) 0.1 $545k +14% 2.5k 217.48
Raytheon Technologies Corp (RTX) 0.1 $536k +32% 7.5k 71.51
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $530k -10% 35k 15.16
UnitedHealth (UNH) 0.1 $519k +108% 1.5k 350.91
Vaneck Vectors Etf Tr Rare Earth Strat (REMX) 0.1 $503k -19% 7.6k 65.85
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) 0.1 $503k 30k 16.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $501k +32% 1.5k 343.86
Wells Fargo & Company (WFC) 0.1 $488k NEW 16k 30.19
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $476k +4% 2.0k 232.54
Clorox Company (CLX) 0.1 $471k +9% 2.3k 202.15
Ishares Tr Global Tech Etf (IXN) 0.1 $469k -9% 1.6k 299.87
Bank of America Corporation (BAC) 0.1 $468k +21% 15k 30.31
Citigroup Com New (C) 0.1 $463k +10% 7.5k 61.72
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $462k NEW 7.9k 58.56
Ametek (AME) 0.1 $461k 3.8k 120.93
Tempur-Pedic International (TPX) 0.1 $459k +315% 17k 26.98
Danaher Corporation (DHR) 0.1 $458k +2% 2.1k 222.11
American Fin Tr Com Class A (AFIN) 0.1 $449k -17% 60k 7.43
PIMCO Corporate Opportunity Fund (PTY) 0.1 $443k -33% 25k 17.87
Target Corporation (TGT) 0.1 $439k +34% 2.5k 176.52
Comcast Corp Cl A (CMCSA) 0.1 $437k +8% 8.3k 52.45
Illumina (ILMN) 0.1 $436k +81% 1.2k 370.12
BlackRock (BLK) 0.1 $429k +30% 594.00 722.22
Southwest Airlines (LUV) 0.1 $426k 9.1k 46.66
Kla Corp Com New (KLAC) 0.1 $424k -17% 1.6k 259.01
Lam Research Corporation (LRCX) 0.1 $421k +2% 892.00 471.97
Marriott Intl Cl A (MAR) 0.1 $419k +28% 3.2k 131.76
Bio Rad Labs Cl A (BIO) 0.1 $417k -2% 715.00 583.22
Invesco Exchange Traded Fd T Cleantech Etf (ERTH) 0.1 $408k NEW 5.4k 75.07
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $404k +79% 1.3k 305.60
Invesco Exchange Traded Fd T Dwa Technology (PTF) 0.1 $403k NEW 2.9k 140.76
Caterpillar (CAT) 0.1 $401k +11% 2.2k 181.78
Vanguard Index Fds Small Cp Etf (VB) 0.1 $395k NEW 2.0k 194.58
Vanguard World Fds Health Car Etf (VHT) 0.1 $394k NEW 1.8k 223.61
Aberdeen Std Palladium Etf T Physcl Palladm (PALL) 0.1 $393k +58% 1.7k 229.56
Pgim Global Short Duration H (GHY) 0.1 $388k +25% 27k 14.55
Duke Energy Corp Com New (DUK) 0.1 $386k +16% 4.2k 91.51
Agf Invts Tr Agfiq Us Mk Anti (BTAL) 0.1 $378k -31% 20k 19.08
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $374k 19k 20.17
Northrop Grumman Corporation (NOC) 0.1 $371k -3% 1.2k 305.10
Altria (MO) 0.1 $369k +57% 9.0k 40.98
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $361k -37% 4.0k 90.73
Qualcomm (QCOM) 0.1 $358k NEW 2.3k 152.41
Garmin SHS (GRMN) 0.1 $357k +4% 3.0k 119.72
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $355k NEW 4.3k 82.91
Quidel Corporation (QDEL) 0.1 $355k NEW 2.0k 179.47
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $353k -48% 1.5k 229.67
Cronos Group (CRON) 0.1 $352k NEW 51k 6.94
Etsy (ETSY) 0.1 $352k NEW 2.0k 178.14
Axt (AXTI) 0.1 $351k NEW 37k 9.58
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $350k +4% 3.0k 116.01
Etf Ser Solutions Us Glb Jets (JETS) 0.1 $349k +14% 16k 22.35
Edwards Lifesciences (EW) 0.1 $345k +8% 3.8k 91.27
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $344k NEW 3.8k 91.54
Nike CL B (NKE) 0.1 $341k NEW 2.4k 141.26
Keysight Technologies (KEYS) 0.1 $341k NEW 2.6k 131.97
Medtronic SHS (MDT) 0.1 $333k NEW 2.8k 117.21
Guggenheim Bld Amr Bds Mng D (GBAB) 0.1 $331k NEW 13k 25.46
Annaly Capital Management (NLY) 0.1 $329k +25% 39k 8.45
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.1 $327k -54% 6.5k 50.24
Ishares Tr Select Divid Etf (DVY) 0.1 $324k NEW 3.4k 96.06
Moderna (MRNA) 0.1 $324k NEW 3.1k 104.31
Fs Kkr Capital Corp (FSK) 0.1 $324k -2% 20k 16.58
Automatic Data Processing (ADP) 0.1 $315k NEW 1.8k 176.08
PPL Corporation (PPL) 0.1 $315k NEW 11k 28.20
Qorvo (QRVO) 0.1 $314k NEW 1.9k 166.49
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $313k NEW 7.7k 40.43
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $311k 7.4k 42.11
Take-Two Interactive Software (TTWO) 0.1 $311k NEW 1.5k 208.03
S&p Global (SPGI) 0.1 $308k +6% 937.00 328.71
Monster Beverage Corp (MNST) 0.1 $305k +10% 3.3k 92.37
Dupont De Nemours (DD) 0.1 $302k +9% 4.2k 71.16
Amedisys (AMED) 0.1 $302k +4% 1.0k 293.77
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $298k NEW 1.4k 206.66
Otis Worldwide Corp (OTIS) 0.1 $296k +25% 4.4k 67.60
Digital Turbine Com New (APPS) 0.1 $295k NEW 5.2k 56.48
Emerson Electric (EMR) 0.1 $289k +2% 3.6k 80.32
Laboratory Corp Amer Hldgs Com New (LH) 0.1 $284k NEW 1.4k 203.88
American Electric Power Company (AEP) 0.1 $282k NEW 3.4k 83.28
Sprouts Fmrs Mkt (SFM) 0.1 $280k NEW 14k 20.07
PNC Financial Services (PNC) 0.1 $273k 1.8k 148.85
Metropcs Communications (TMUS) 0.1 $273k +15% 2.0k 134.88
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $271k NEW 1.9k 141.00
Goldman Sachs (GS) 0.1 $271k NEW 1.0k 263.62
Agnc Invt Corp Com reit (AGNC) 0.1 $270k +3% 17k 15.62
Novanta (NOVT) 0.1 $270k 2.3k 118.37
Oracle Corporation (ORCL) 0.1 $269k NEW 4.2k 64.73
Edison International (EIX) 0.1 $268k NEW 4.3k 62.85
American Express Company (AXP) 0.1 $265k NEW 2.2k 121.06
Mondelez Intl Cl A (MDLZ) 0.1 $265k NEW 4.5k 58.37
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $264k NEW 9.4k 28.21
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $264k -8% 3.6k 73.03
Sabra Health Care REIT (SBRA) 0.1 $262k NEW 15k 17.36
Medpace Hldgs (MEDP) 0.1 $262k NEW 1.9k 139.21
Ishares Tr Nasdaq Biotech (IBB) 0.1 $261k NEW 1.7k 151.39
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $261k -68% 4.2k 61.78
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $256k NEW 6.8k 37.53
General Electric Company (GE) 0.1 $251k +23% 23k 10.82
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $251k NEW 939.00 267.31
Atlas Corp Shares (ATCO) 0.1 $251k 23k 10.83
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $245k NEW 6.8k 35.81
Thor Industries (THO) 0.0 $243k +3% 2.6k 93.10
American Tower Reit (AMT) 0.0 $242k +7% 1.1k 224.49
Invesco Exchange Traded Fd T Dwa Healthcare (PTH) 0.0 $241k NEW 1.5k 160.03
Pentair SHS (PNR) 0.0 $239k NEW 4.5k 53.06
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $238k NEW 2.8k 86.42
Lowe's Companies (LOW) 0.0 $237k NEW 1.5k 160.24
Ishares Silver Tr Ishares (SLV) 0.0 $237k NEW 9.6k 24.56
Southern Company (SO) 0.0 $236k -35% 3.9k 61.30
Shopify Cl A (SHOP) 0.0 $235k NEW 208.00 1129.81
IDEX Corporation (IEX) 0.0 $232k NEW 1.2k 199.14
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $231k -5% 4.1k 56.63
Ford Motor Company (F) 0.0 $230k +107% 26k 8.79
Global X Fds Glbx Suprinc Etf (SPFF) 0.0 $229k 19k 11.80
Colgate-Palmolive Company (CL) 0.0 $227k NEW 2.7k 85.47
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $227k NEW 4.7k 48.04
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS) 0.0 $225k NEW 2.7k 83.77
Sprott Physical Gold Tr Unit (PHYS) 0.0 $222k +17% 15k 15.08
Ark Etf Tr Innovation Etf (ARKK) 0.0 $222k NEW 1.8k 124.58
FedEx Corporation (FDX) 0.0 $220k 849.00 259.13
Roku Com Cl A (ROKU) 0.0 $220k NEW 663.00 331.82
Kraneshares Tr Bosera Msci Ch (KBA) 0.0 $220k NEW 4.8k 45.83
Omega Healthcare Investors (OHI) 0.0 $219k NEW 6.0k 36.33
Hershey Company (HSY) 0.0 $218k NEW 1.4k 152.45
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.0 $218k NEW 6.7k 32.65
Spdr Ser Tr S&p Biotech (XBI) 0.0 $216k NEW 1.5k 140.99
International Paper Company (IP) 0.0 $216k NEW 4.3k 49.71
Las Vegas Sands (LVS) 0.0 $216k NEW 3.6k 59.65
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.0 $213k NEW 6.5k 32.62
Ubs Ag London Branch Etracs Wf Bus De (BDCZ) 0.0 $212k 13k 16.22
Arista Networks (ANET) 0.0 $207k NEW 711.00 291.14
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $205k NEW 3.0k 68.42
Hologic (HOLX) 0.0 $205k NEW 2.8k 72.69
Inphi Corporation (IPHI) 0.0 $203k NEW 1.3k 160.22
Okta Cl A (OKTA) 0.0 $202k NEW 795.00 254.09
Becton, Dickinson and (BDX) 0.0 $202k NEW 807.00 250.31
Intuit (INTU) 0.0 $202k NEW 532.00 379.70
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.0 $184k NEW 14k 13.22
Western Asset High Incm Fd I (HIX) 0.0 $181k NEW 26k 6.89
Calamos Strategic Totl Retn Com Sh Ben Int (CSQ) 0.0 $171k NEW 11k 15.78
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $155k +5% 11k 14.74
Cleveland-cliffs (CLF) 0.0 $151k 10k 14.56
Gabelli Equity Trust (GAB) 0.0 $150k NEW 24k 6.28
Apollo Commercial Real Est. Finance (ARI) 0.0 $149k NEW 13k 11.20
Colony Cr Real Estate Com Cl A (CLNC) 0.0 $126k NEW 17k 7.49
Spectrum Pharmaceuticals (SPPI) 0.0 $119k NEW 35k 3.40
Allianzgi Conv & Income Fd I 0.0 $100k NEW 20k 5.07
Bny Mellon High Yield Strate Sh Ben Int (DHF) 0.0 $44k NEW 15k 3.03
Prospect Cap Corp Note 4.950% 7/1 (Principal) 0.0 $20k NEW 20k 1.00

Past Filings by Cooper Financial Group

SEC 13F filings are viewable for Cooper Financial Group going back to 2018