Cooper Financial Group Incresed Positions in Q4 2025

Cooper Financial Group

  • $907 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
LYG
Lloyds Banking Group PLC

Financial Services
3.54K
+ 17.44%
$4.42 - $5.03 $15.6K - $17.8K
23.8K $114K
NRG
Nrg Energy, Inc.

Utilities
27
+ 0.54%
$160.42 - $178.5 $4.33K - $4.82K
5.02K $829K
PANW
Palo Alto Networks Inc

Technology
53
+ 1.27%
$204.77 - $221.38 $10.9K - $11.7K
4.23K $867K
GIL
Gildan Activewear Inc.

Consumer Cyclical
115
+ 0.82%
$55.39 - $61.52 $6.37K - $7.07K
14.2K $830K
WMT
Walmart Inc.

Consumer Defensive
195
+ 0.46%
$101.18 - $109.03 $19.7K - $21.3K
42.4K $4.37M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
97
+ 5.11%
$137.47 - $143.13 $13.3K - $13.9K
2K $281K
PSX
Phillips 66

Energy
4
+ 0.23%
$126.76 - $142.32 $507 - $569
1.76K $250K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
2.4K
+ 3.38%
$54.07 - $56.94 $130K - $137K
73.6K $4.03M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
570
+ 3.8%
$23.37 - $23.7 $13.3K - $13.5K
15.6K $364K
FPE
First Tr Pfd Secs & Income ETF

ETFs
499
+ 1.4%
$18.14 - $18.51 $9.05K - $9.24K
36.2K $662K
AME
Ametek Inc

Industrials
21
+ 1.92%
$179.28 - $202.11 $3.76K - $4.24K
1.11K $215K
ED
Consolidated Edison Inc

Utilities
73
+ 2.62%
$96.11 - $102.39 $7.02K - $7.47K
2.86K $290K
WTMF
Wisdomtree Tr Managed Futures

ETFs
308
+ 1.93%
$37.53 - $38.9 $11.6K - $12K
16.3K $613K
CW
Curtiss Wright Corp

Industrials
8
+ 1.94%
$536.42 - $601.78 $4.29K - $4.81K
421 $232K
ALL
Allstate Corp

Financial Services
38
+ 3.41%
$190.0 - $214.3 $7.22K - $8.14K
1.15K $247K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
577
+ 2.16%
$63.25 - $66.24 $36.5K - $38.2K
27.3K $1.75M
STZ
Constellation Brands, Inc.

Consumer Defensive
224
+ 5.49%
$127.65 - $142.97 $28.6K - $32K
4.31K $556K
CVX
Chevron Corp

Energy
89
+ 0.53%
$148.9 - $157.72 $13.3K - $14K
16.9K $2.62M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
312
+ 2.02%
$61.42 - $63.67 $19.2K - $19.9K
15.7K $976K
HIG
Hartford Financial Services Group, Inc.

Financial Services
37
+ 1.23%
$122.36 - $133.85 $4.53K - $4.95K
3.04K $406K
WETF
Wisdom Tree Investments, Inc.

Financial Services
799
+ 6.63%
N/A
12.8K $70K
FTNT
Fortinet, Inc.

Technology
388
+ 2.49%
$80.54 - $87.52 $31.2K - $34K
16K $1.31M
WAFD
Washington Federal Inc

Financial Services
43
+ 0.44%
$27.83 - $30.68 $1.2K - $1.32K
9.79K $299K
CARR
Carrier Global Corp

Industrials
441
+ 12.15%
$54.1 - $60.75 $23.9K - $26.8K
4.07K $220K
AIG
American International Group, Inc.

Financial Services
168
+ 1.34%
$76.15 - $84.05 $12.8K - $14.1K
12.7K $984K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
138
+ 1.09%
$22.88 - $22.95 $3.16K - $3.17K
12.8K $292K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
67
+ 1.05%
$44.38 - $44.96 $2.97K - $3.01K
6.42K $284K
MUB
Ishares National Muni Bond ETF

ETFs
9
+ 0.25%
$106.36 - $107.61 $957 - $968
3.62K $386K
TT
Trane Technologies PLC

Industrials
12
+ 1.83%
$408.5 - $448.65 $4.9K - $5.38K
667 $278K
FSCO
Fs Cr Opportunities Corp Com
8
+ 0.08%
N/A
10.5K $0
J P Morgan Exchange Traded
10.4K
+ 8.71%
N/A
130K $0
CGMS
Capital Grp Core Plus Income E
337
+ 1.67%
N/A
20.5K $0
J P Morgan Exchange Traded
526
+ 7.68%
N/A
7.38K $0
Blackrock ETF Trust
744
+ 9.82%
N/A
8.32K $0
JGRO
J P Morgan Exchange Traded Fd
879
+ 14.98%
N/A
6.75K $0
NI
Nisource Inc.

Utilities
61
+ 1.09%
$42.11 - $44.17 $2.57K - $2.69K
5.68K $243K
Pgim ETF Tr
2.6K
+ 22.48%
N/A
14.2K $0
Ge Vernova Inc
20
+ 2.04%
N/A
998 $0
ILCG
Ishares Morningstar Growth ETF
1
+ 0.01%
N/A
9.65K $0
Grayscale Bitcoin Mini Tr
2.46K
+ 20.68%
N/A
14.4K $0
CBRE
Cbre Group, Inc.

Real Estate
51
+ 2.22%
$149.99 - $164.2 $7.65K - $8.37K
2.35K $361K
VZ
Verizon Communications Inc

Communication Services
577
+ 6.62%
$38.4 - $43.83 $22.2K - $25.3K
9.29K $380K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.3%
$185.12 - $192.11 $740 - $768
1.36K $254K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
111
+ 0.93%
$18.55 - $19.06 $2.06K - $2.12K
12K $226K
RSG
Republic Services, Inc.

Industrials
95
+ 8.61%
$204.12 - $227.29 $19.4K - $21.6K
1.2K $251K
COIN
Coinbase Global, Inc.

Technology
160
+ 17.72%
$283.14 - $387.27 $45.3K - $62K
1.06K $301K
GNL
Global Net Lease, Inc.

Real Estate
50
+ 0.3%
$7.55 - $8.19 $378 - $410
16.6K $131K
DT
Dynatrace, Inc.

Technology
312
+ 2.27%
$46.06 - $50.95 $14.4K - $15.9K
14.1K $659K
FUL
Fuller H B CO

Basic Materials
24
+ 0.35%
$57.09 - $61.49 $1.37K - $1.48K
6.98K $400K
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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