Cooper Financial Group Incresed Positions in Q4 2024

Cooper Financial Group

  • $808 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
51.4K
+ 353.06%
$122.65 - $138.35 $6.3M - $7.11M
65.9K $8.31M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
180K
+ 71.25%
$29.73 - $30.81 $5.34M - $5.53M
432K $13.2M
AMZN
Amazon Com Inc

Consumer Cyclical
4.9K
+ 4.83%
$180.88 - $232.93 $886K - $1.14M
106K $23.3M
AAPL
Apple Inc.

Technology
6.95K
+ 4.68%
$221.69 - $259.02 $1.54M - $1.8M
156K $39M
AVGO
Broadcom Inc.

Technology
3.86K
+ 7.07%
$159.67 - $250.0 $616K - $965K
58.5K $13.6M
NVDA
Nvidia Corp

Technology
15.7K
+ 10.29%
$117.0 - $148.88 $1.84M - $2.34M
168K $22.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
74.3K
+ 18.5%
$50.37 - $50.6 $3.74M - $3.76M
476K $24M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.03K
+ 4.21%
$481.22 - $538.17 $1.46M - $1.63M
75K $38.3M
GOOGL
Alphabet Inc.

Communication Services
5.99K
+ 9.6%
$161.86 - $196.66 $969K - $1.18M
68.4K $12.9M
META
Meta Platforms, Inc.

Communication Services
3.16K
+ 53.3%
$554.08 - $632.68 $1.75M - $2M
9.1K $5.36M
DIS
Walt Disney CO

Communication Services
13.5K
+ 196.18%
$92.39 - $117.6 $1.25M - $1.59M
20.4K $2.27M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
37.1K
+ 10.2%
$74.5 - $78.37 $2.76M - $2.9M
400K $29.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
984K
+ 219.87%
$25.79 - $80.4 $25.4M - $79.1M
1.43M $37.3M
MSFT
Microsoft Corp

Technology
4.25K
+ 8.43%
$406.35 - $454.46 $1.73M - $1.93M
54.6K $23M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
17.3K
+ 58.84%
$66.77 - $71.52 $1.15M - $1.24M
46.7K $3.22M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
35.3K
+ 121.06%
$30.04 - $32.01 $1.06M - $1.13M
64.5K $2.03M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
20.2K
+ 127.58%
$58.88 - $64.8 $1.19M - $1.31M
36K $2.12M
GOOG
Alphabet Inc.

Communication Services
1.48K
+ 5.39%
$163.08 - $198.16 $241K - $292K
28.9K $5.5M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
64.5K
+ 258.14%
$22.63 - $47.53 $1.46M - $3.06M
89.4K $2.03M
NFLX
Netflix Inc

Communication Services
186
+ 5.42%
$687.65 - $936.56 $128K - $174K
3.62K $3.23M
AVUV
American Centy ETF Tr Avantis

ETFs
7.17K
+ 9.77%
$94.37 - $106.41 $677K - $763K
80.6K $7.78M
XSMO
Invesco S&P Smallcap Momentum

ETFs
11K
+ 11.86%
$65.08 - $73.72 $719K - $814K
104K $6.88M
JBBB
Janus Detroit Str Tr Henderson

ETFs
14.2K
+ 50.96%
$48.59 - $49.45 $692K - $704K
42.2K $2.07M
WMT
Walmart Inc.

Consumer Defensive
2.98K
+ 6.78%
$79.1 - $95.7 $236K - $285K
47K $4.24M
PAVE
Global X Fds Us Infrastructure

ETFs
25.7K
+ 5.43%
$40.41 - $45.95 $1.04M - $1.18M
499K $20.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.16K
+ 41.01%
$521.84 - $558.82 $607K - $650K
4K $2.15M
DEI
Douglas Emmett Inc

Real Estate
3
+ 0.0%
$17.33 - $20.32 $52 - $61
615K $11.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
387K
+ 221.68%
$26.93 - $84.95 $10.4M - $32.9M
561K $15.3M
V
Visa Inc.

Financial Services
560
+ 6.39%
$273.87 - $320.91 $153K - $180K
9.32K $2.94M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.93K
+ 42.02%
$49.03 - $53.35 $438K - $477K
30.2K $1.55M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.04K
+ 30.42%
$94.43 - $105.47 $381K - $426K
17.3K $1.76M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.97K
+ 21.88%
$77.25 - $91.3 $307K - $363K
22.1K $1.89M
CRM
Salesforce, Inc.

Technology
262
+ 4.15%
$270.87 - $367.87 $71K - $96.4K
6.57K $2.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12.5K
+ 20.56%
$45.07 - $47.1 $565K - $591K
73.6K $3.33M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.56K
+ 31.41%
$50.62 - $50.97 $433K - $436K
35.8K $1.82M
GS
Goldman Sachs Group Inc

Financial Services
310
+ 9.65%
$486.1 - $608.57 $151K - $189K
3.52K $2.02M
JPM
Jpmorgan Chase & CO

Financial Services
850
+ 11.56%
$205.18 - $250.29 $174K - $213K
8.2K $1.97M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
7
+ 0.04%
$340.59 - $380.5 $2.38K - $2.66K
19.8K $7.25M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.17K
+ 174.14%
$89.97 - $98.59 $375K - $411K
6.56K $623K
BAC
Bank Of America Corp

Financial Services
5.39K
+ 13.8%
$39.22 - $47.77 $211K - $257K
44.4K $1.95M
C
Citigroup Inc

Financial Services
1.75K
+ 5.37%
$61.31 - $72.5 $108K - $127K
34.4K $2.42M
COST
Costco Wholesale Corp

Consumer Defensive
263
+ 5.72%
$873.59 - $994.69 $230K - $262K
4.86K $4.46M
MBB
Ishares Tr

ETFs
4.32K
+ 44.8%
$91.26 - $95.82 $394K - $414K
14K $1.28M
BKNG
Booking Holdings Inc.

Consumer Cyclical
30
+ 11.19%
$4100.99 - $5300.34 $123K - $159K
298 $1.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
448
+ 7.64%
$567.81 - $607.81 $254K - $272K
6.31K $3.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
106K
+ 308.26%
$25.93 - $105.3 $2.74M - $11.1M
140K $3.9M
APO
Apollo Global Management, Inc.

Financial Services
592
+ 10.41%
$131.36 - $178.61 $77.8K - $106K
6.28K $1.04M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.85K
+ 21.72%
$176.42 - $186.91 $327K - $346K
10.4K $1.85M
LLY
Eli Lilly & CO

Healthcare
695
+ 35.46%
$727.2 - $932.06 $505K - $648K
2.66K $2.05M
Activity Summary
Buys All Purchases 280 New Holdings 31 Increased Positions 249 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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