Cooper/haims Advisors

Cooper/haims Advisors as of March 31, 2025

Portfolio Holdings for Cooper/haims Advisors

Cooper/haims Advisors holds 79 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 18.6 $34M 1.2M 27.57
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 10.6 $20M 278k 70.21
Ishares Tr Core S&p500 Etf (IVV) 7.2 $13M 24k 561.90
Ishares Tr Global Reit Etf (REET) 6.6 $12M 499k 24.26
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 6.5 $12M 255k 47.04
Paychex (PAYX) 6.1 $11M 73k 154.28
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.3 $9.8M 443k 22.08
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.4 $8.2M 168k 48.82
Kennametal (KMT) 4.0 $7.5M 350k 21.30
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.3 $6.0M 121k 49.62
Apple (AAPL) 2.7 $5.1M 23k 222.13
Dimensional Etf Trust Global Real Est (DFGR) 1.8 $3.2M 124k 26.26
Microsoft Corporation (MSFT) 1.4 $2.5M 6.7k 375.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.5M 4.5k 559.37
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.3 $2.5M 106k 23.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $2.5M 4.8k 513.94
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $1.9M 75k 25.04
Amazon (AMZN) 1.0 $1.8M 9.3k 190.26
American Centy Etf Tr Us Eqt Etf (AVUS) 0.7 $1.3M 14k 92.38
Broadstone Net Lease (BNL) 0.7 $1.3M 74k 17.04
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $1.2M 6.1k 193.99
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $1.2M 50k 23.43
NVIDIA Corporation (NVDA) 0.6 $1.2M 11k 108.38
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $1.2M 59k 19.78
Chevron Corporation (CVX) 0.6 $1.0M 6.1k 167.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $810k 1.5k 532.58
JPMorgan Chase & Co. (JPM) 0.4 $748k 3.0k 245.29
Ishares Tr Russell 2000 Etf (IWM) 0.4 $722k 3.6k 199.51
International Business Machines (IBM) 0.4 $716k 2.9k 248.68
Meta Platforms Cl A (META) 0.4 $676k 1.2k 576.45
Abbvie (ABBV) 0.3 $615k 2.9k 209.49
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $607k 23k 26.20
Constellation Brands Cl A (STZ) 0.3 $564k 3.1k 183.49
Caterpillar (CAT) 0.3 $540k 1.6k 329.75
B&G Foods (BGS) 0.3 $537k 78k 6.87
Visa Com Cl A (V) 0.3 $531k 1.5k 350.46
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $531k 12k 43.70
Alphabet Cap Stk Cl A (GOOGL) 0.3 $521k 3.4k 154.65
Pepsi (PEP) 0.3 $509k 3.4k 149.96
Procter & Gamble Company (PG) 0.3 $502k 2.9k 170.40
Abbott Laboratories (ABT) 0.3 $480k 3.6k 132.65
Coca-Cola Company (KO) 0.2 $460k 6.4k 71.62
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $436k 6.6k 66.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $431k 919.00 468.87
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $429k 3.2k 132.23
UnitedHealth (UNH) 0.2 $402k 768.00 523.83
Johnson & Johnson (JNJ) 0.2 $388k 2.3k 165.87
Bank of America Corporation (BAC) 0.2 $380k 9.1k 41.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $364k 1.0k 361.00
Alphabet Cap Stk Cl C (GOOG) 0.2 $359k 2.3k 156.23
Starbucks Corporation (SBUX) 0.2 $357k 3.6k 98.09
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $337k 13k 26.58
Corning Incorporated (GLW) 0.2 $333k 7.3k 45.78
Stryker Corporation (SYK) 0.2 $320k 859.00 372.25
Oracle Corporation (ORCL) 0.2 $310k 2.2k 139.82
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $308k 13k 24.21
Exxon Mobil Corporation (XOM) 0.2 $302k 2.5k 118.93
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $293k 2.2k 136.09
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $286k 3.2k 90.53
Walt Disney Company (DIS) 0.1 $272k 2.8k 98.69
Servicenow (NOW) 0.1 $268k 337.00 796.14
Ishares Tr Ibonds Dec 2032 (IBDX) 0.1 $260k 10k 24.99
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $259k 11k 24.18
Pitney Bowes (PBI) 0.1 $258k 29k 9.05
Ishares Tr Ibonds Dec 26 (IBMO) 0.1 $256k 10k 25.56
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $255k 762.00 334.34
Honeywell International (HON) 0.1 $252k 1.2k 211.71
L3harris Technologies (LHX) 0.1 $245k 1.2k 209.31
Eastman Chemical Company (EMN) 0.1 $234k 2.7k 88.10
Mastercard Incorporated Cl A (MA) 0.1 $231k 421.00 548.12
Merck & Co (MRK) 0.1 $223k 2.5k 89.76
Air Products & Chemicals (APD) 0.1 $211k 715.00 294.92
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $208k 8.2k 25.26
Costco Wholesale Corporation (COST) 0.1 $206k 218.00 945.78
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $206k 2.2k 93.66
Graham Corporation (GHM) 0.1 $201k 7.0k 28.82
Ge Aerospace Com New (GE) 0.1 $200k 1.0k 200.23
Gannett (GCI) 0.0 $75k 26k 2.89
Transocean Registered Shs (RIG) 0.0 $35k 11k 3.17