Cooper Financial Group Incresed Positions in Q4 2025

Cooper Financial Group

  • $907 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AIQ
Global X Funds Global X Artifi

ETFs
298K
+ 6407.39%
$48.93 - $53.56 $14.6M - $16M
303K $15.2M
NOW
Service Now, Inc.

Technology
14.9K
+ 657.64%
$835.79 - $946.29 $12.5M - $14.1M
17.2K $14.4M
GTO
Invesco Actively Managed ETF T

ETFs
123K
+ 221.29%
$47.44 - $47.93 $5.82M - $5.88M
178K $8.45M
NVDA
Nvidia Corp

Technology
23.7K
+ 11.23%
$179.83 - $207.04 $4.26M - $4.91M
235K $43.8M
AVGO
Broadcom Inc.

Technology
7.58K
+ 13.83%
$324.63 - $385.98 $2.46M - $2.93M
62.4K $21.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
101K
+ 5.14%
$28.46 - $29.45 $2.87M - $2.97M
2.06M $59.8M
GOOGL
Alphabet Inc.

Communication Services
2.66K
+ 4.54%
$236.57 - $291.31 $629K - $774K
61.2K $16.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
35.5K
+ 7.26%
$77.73 - $78.84 $2.76M - $2.8M
525K $40.9M
AAPL
Apple Inc.

Technology
2.26K
+ 1.49%
$245.27 - $275.25 $553K - $621K
154K $41.2M
JHML
John Hancock Multifactor Large

ETFs
26.8K
+ 24.35%
$76.59 - $80.09 $2.06M - $2.15M
137K $10.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
53.4K
+ 39.34%
$31.41 - $33.69 $1.68M - $1.8M
189K $6.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.1K
+ 119.91%
$142.79 - $150.05 $1.45M - $1.52M
18.6K $2.72M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.02K
+ 130.22%
$402.9 - $437.15 $1.22M - $1.32M
5.34K $2.32M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
18.4K
+ 107.12%
$72.75 - $76.17 $1.34M - $1.4M
35.5K $2.67M
GOOG
Alphabet Inc.

Communication Services
65
+ 0.23%
$237.49 - $291.74 $15.4K - $19K
28.7K $8.19M
PVAL
Putnam ETF Tr Putnam Focused L
15.4K
+ 3.74%
$41.58 - $44.36 $641K - $684K
428K $18.7M
JHMD
John Hancock ETF Tr Multifacto

ETFs
22.8K
+ 47.36%
$39.34 - $41.27 $896K - $940K
70.9K $2.89M
IEMG
Ishares Inc

ETFs
14.5K
+ 70.8%
N/A
35.1K $1.88M
AMD
Advanced Micro Devices Inc

Technology
1.32K
+ 22.74%
$164.01 - $264.33 $216K - $349K
7.13K $1.71M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.35K
+ 66.59%
$82.69 - $83.12 $773K - $777K
23.4K $1.94M
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.54K
+ 274.57%
$88.67 - $92.06 $757K - $786K
11.7K $1.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.04K
+ 20.69%
$653.02 - $687.39 $677K - $712K
6.04K $4.02M
MU
Micron Technology Inc

Technology
13
+ 0.16%
$181.6 - $253.3 $2.36K - $3.29K
8.04K $1.99M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.6K
+ 23.63%
$50.55 - $50.74 $584K - $586K
60.4K $3.06M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.4K
+ 2.69%
$56.0 - $57.6 $639K - $657K
435K $24.7M
CSCO
Cisco Systems, Inc.

Technology
3.23K
+ 11.79%
$67.46 - $78.0 $218K - $252K
30.6K $2.38M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12.1K
+ 2.57%
$33.05 - $33.87 $399K - $409K
482K $16.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.15K
+ 4.45%
$46.2 - $46.85 $376K - $382K
191K $8.83M
CAT
Caterpillar Inc

Industrials
4
+ 0.09%
$480.82 - $585.49 $1.92K - $2.34K
4.58K $2.53M
JPIE
J P Morgan Exchange Traded Fd
7.03K
+ 18.5%
$46.18 - $46.47 $325K - $327K
45K $2.08M
ISRG
Intuitive Surgical Inc

Healthcare
303
+ 23.13%
$429.59 - $576.2 $130K - $175K
1.61K $881K
XLE
Energy Sector Spdr

ETFs
3.02K
+ 93.71%
$85.22 - $92.02 $258K - $278K
6.25K $575K
MA
Mastercard Inc

Financial Services
728
+ 17.36%
$536.85 - $580.45 $391K - $423K
4.92K $2.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
285
+ 1.6%
$475.68 - $513.11 $136K - $146K
18.1K $9.21M
XLK
Technology Sector Spdr

ETFs
776
+ 51.73%
$278.39 - $304.13 $216K - $236K
2.28K $655K
CRM
Salesforce, Inc.

Technology
969
+ 13.98%
$235.69 - $263.41 $228K - $255K
7.9K $1.87M
IEFA
Ishares Tr

ETFs
2.24K
+ 10.74%
$86.09 - $89.88 $192K - $201K
23K $2.05M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
15.3K
+ 10.97%
$15.26 - $15.77 $234K - $241K
155K $2.4M
XOM
Exxon Mobil Corp

Energy
516
+ 1.64%
$110.64 - $119.78 $57.1K - $61.8K
32.1K $3.77M
NEE
Nextera Energy Inc

Utilities
595
+ 3.85%
$78.18 - $86.03 $46.5K - $51.2K
16K $1.37M
JNJ
Johnson & Johnson

Healthcare
406
+ 4.65%
$185.98 - $199.58 $75.5K - $81K
9.15K $1.83M
JPM
Jpmorgan Chase & CO

Financial Services
1.13K
+ 12.3%
$294.11 - $320.41 $333K - $362K
10.3K $3.1M
SNOW
Snowflake Inc.

Technology
11
+ 0.18%
$230.55 - $277.14 $2.54K - $3.05K
6.27K $1.61M
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.23K
+ 41.56%
$56.5 - $60.52 $182K - $195K
11K $645K
IBM
International Business Machines Corp

Technology
85
+ 0.85%
$275.97 - $314.98 $23.5K - $26.8K
10.1K $3.01M
PLTR
Palantir Technologies Inc.

Technology
1.35K
+ 15.57%
$172.14 - $207.18 $232K - $279K
10K $1.74M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.84K
+ 12.77%
$37.61 - $39.41 $144K - $151K
33.9K $1.31M
MCD
Mcdonalds Corp

Consumer Cyclical
478
+ 30.72%
$293.81 - $310.11 $140K - $148K
2.03K $620K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.72K
+ 5.23%
$25.85 - $27.19 $122K - $128K
95K $2.52M
Activity Summary
Buys All Purchases 197 New Holdings 26 Increased Positions 171 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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