Cooper Financial Group Reduced Holdings in Q4 2025

Cooper Financial Group

  • $907 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
LYB
Lyondell Basell Industries N.V.

Basic Materials
-194
- 3.77%
$42.38 - $49.47 $8.22K - $9.6K
4.95K $224K
IWS
Ishares Russell Midcap Value E

ETFs
-149
- 4.37%
$135.66 - $140.93 $20.2K - $21K
3.26K $448K
MTZ
Mastec Inc

Industrials
-28
- 2.63%
$190.08 - $221.36 $5.32K - $6.2K
1.04K $199K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-59
- 3.48%
$600.51 - $631.95 $35.4K - $37.3K
1.64K $1.01M
JETS
ETF Ser Solutions U S Global J

ETFs
-1.13K
- 11.69%
$23.99 - $25.69 $27.1K - $29.1K
8.54K $212K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-696
- 8.31%
$43.84 - $45.35 $30.5K - $31.6K
7.68K $344K
AYI
Acuity Brands Inc

Industrials
-66
- 6.21%
$342.59 - $370.46 $22.6K - $24.5K
996 $341K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-753
- 2.34%
$26.44 - $27.53 $19.9K - $20.7K
31.5K $856K
GLW
Corning Inc

Technology
-270
- 2.61%
$82.06 - $90.29 $22.2K - $24.4K
10.1K $825K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-437
- 2.31%
$76.84 - $80.86 $33.6K - $35.3K
18.5K $1.46M
SHOP
Shopify Inc.

Technology
-68
- 2.05%
$146.04 - $179.01 $9.93K - $12.2K
3.24K $473K
XYL
Xylem Inc.

Industrials
-53
- 3.3%
$142.73 - $152.95 $7.56K - $8.11K
1.55K $221K
EMR
Emerson Electric CO

Industrials
-73
- 4.08%
$126.01 - $140.03 $9.2K - $10.2K
1.72K $219K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-155
- 2.87%
$459.47 - $491.71 $71.2K - $76.2K
5.25K $2.47M
MDT
Medtronic PLC

Healthcare
-228
- 2.45%
$90.06 - $98.43 $20.5K - $22.4K
9.08K $873K
PFE
Pfizer Inc

Healthcare
-343
- 3.03%
$24.23 - $27.37 $8.31K - $9.39K
11K $275K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-17
- 2.85%
$423.47 - $491.22 $7.2K - $8.35K
580 $260K
KLAC
Kla Corp

Technology
-36
- 6.91%
$982.75 - $1235.28 $35.4K - $44.5K
485 $550K
LUV
Southwest Airlines CO

Industrials
-1.03K
- 4.14%
$29.67 - $34.68 $30.4K - $35.6K
23.7K $779K
BXSL
Blackstone Secured Lending Fund

Financial Services
-615
- 5.37%
$25.02 - $27.16 $15.4K - $16.7K
10.8K $288K
PPL
Ppl Corp

Utilities
-56
- 0.34%
$36.25 - $37.97 $2.03K - $2.13K
16.6K $611K
EXC
Exelon Corp

Utilities
-466
- 3.15%
$44.97 - $48.24 $21K - $22.5K
14.3K $658K
VTI
Vanguard Total Stock Market Et

ETFs
-27
- 2.81%
$321.8 - $337.95 $8.69K - $9.12K
933 $307K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-66
- 2.9%
$100.8 - $103.83 $6.65K - $6.85K
2.21K $227K
MMM
3 M CO

Industrials
-218
- 7.7%
$148.75 - $171.6 $32.4K - $37.4K
2.61K $432K
DOW
Dow Inc.

Basic Materials
-261
- 2.93%
$20.65 - $25.73 $5.39K - $6.72K
8.66K $198K
ABC
Amerisourcebergen Corp

Healthcare
-37
- 3.63%
N/A
983 $182K
WPC
W. P. Carey Inc.

Real Estate
-79
- 0.67%
$65.26 - $69.2 $5.16K - $5.47K
11.7K $791K
FCNCA
First Citizens Bancshares Inc

Financial Services
-3
- 2.29%
$1638.68 - $1845.3 $4.92K - $5.54K
128 $229K
FCX
Freeport Mcmoran Inc

Basic Materials
-514
- 2.88%
$38.65 - $43.31 $19.9K - $22.3K
17.3K $696K
MBB
Ishares Tr

ETFs
-33
- 0.52%
$94.9 - $96.23 $3.13K - $3.18K
6.33K $602K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-19
- 0.83%
$91.46 - $91.76 $1.74K - $1.74K
2.28K $208K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-24
- 1.34%
$142.82 - $150.36 $3.43K - $3.61K
1.77K $259K
VUG
Vanguard Growth ETF

ETFs
-19
- 1.08%
$470.44 - $504.26 $8.94K - $9.58K
1.74K $839K
DHS
Wisdomtree Tr U.S

ETFs
-28
- 1.0%
$97.62 - $101.16 $2.73K - $2.83K
2.77K $279K
BSX
Boston Scientific Corp

Healthcare
-561
- 5.04%
$94.95 - $104.98 $53.3K - $58.9K
10.6K $1.09M
Labcorp Holdings Inc
-143
- 3.25%
N/A
4.26K $0
Blackrock Inc
-125
- 11.65%
N/A
948 $0
Linde PLC
-323
- 30.33%
N/A
742 $0
J P Morgan Exchange Traded
-17.4K
- 17.01%
N/A
85K $0
Lam Research Corp
-684
- 13.83%
N/A
4.26K $0
Tcw ETF Trust
-2.51K
- 21.52%
N/A
9.16K $0
Arista Networks Inc
-465
- 3.42%
N/A
13.1K $0
Pacer Fds Tr
-94
- 0.61%
N/A
15.3K $0
Howard Hughes Holdings Inc
-273
- 8.5%
N/A
2.94K $0
Blackrock ETF Trust Ii
-416
- 6.87%
N/A
5.64K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-45
- 0.87%
$52.54 - $55.77 $2.36K - $2.51K
5.13K $281K
SRE
Sempra Energy

Utilities
-226
- 2.06%
$89.26 - $94.01 $20.2K - $21.2K
10.7K $988K
IWD
Ishares Russell 1000 Val ETF

ETFs
-68
- 0.88%
$199.44 - $208.01 $13.6K - $14.1K
7.7K $1.58M
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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