Cooper/Haims Advisors, LLC Sells in Q3 2025

Cooper/Haims Advisors, LLC

  • $210 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KMT
Kennametal Inc

Industrials
-20K
- 11.78%
$19.97 - $25.7 $399K - $514K
150K $3.14M
STZ
Constellation Brands, Inc.

Consumer Defensive
-350
- 11.63%
$131.78 - $176.09 $46.1K - $61.6K
2.66K $358K
NOW
Service Now, Inc.

Technology
-32
- 8.67%
$850.86 - $1044.69 $27.2K - $33.4K
337 $310K
KO
Coca Cola CO

Consumer Defensive
-497
- 7.74%
$65.67 - $71.67 $32.6K - $35.6K
5.93K $393K
V
Visa Inc.

Financial Services
-90
- 5.64%
$332.09 - $358.86 $29.9K - $32.3K
1.51K $514K
AMZN
Amazon Com Inc

Consumer Cyclical
-215
- 2.17%
$211.65 - $238.24 $45.5K - $51.2K
9.7K $2.13M
PG
Procter & Gamble CO

Consumer Defensive
-176
- 5.64%
$150.47 - $161.22 $26.5K - $28.4K
2.95K $452K
LLY
Eli Lilly & CO

Healthcare
-49
- 14.85%
$625.65 - $812.69 $30.7K - $39.8K
281 $214K
PBI
Pitney Bowes Inc

Industrials
-5K
- 18.24%
$10.92 - $12.79 $54.6K - $63.9K
22.4K $255K
HON
Honeywell International Inc

Industrials
-58
- 5.19%
$207.7 - $240.4 $12K - $13.9K
1.06K $223K
META
Meta Platforms, Inc.

Communication Services
-2
- 0.16%
$695.21 - $791.73 $1.39K - $1.58K
1.23K $901K
UNH
Unitedhealth Group Inc

Healthcare
-104
- 11.45%
$237.77 - $353.61 $24.7K - $36.8K
804 $277K
MA
Mastercard Inc

Financial Services
-10
- 2.4%
$550.18 - $598.96 $5.5K - $5.99K
406 $230K
TJX
Tjx Companies Inc

Consumer Cyclical
-240
- 14.48%
$121.35 - $144.54 $29.1K - $34.7K
1.42K $204K
IYY
Ishares Tr

ETFs
-109
- 5.06%
$150.75 - $162.82 $16.4K - $17.7K
2.04K $332K
PEP
Pepsico Inc

Consumer Defensive
-35
- 1.02%
$133.81 - $152.16 $4.68K - $5.33K
3.39K $476K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-21
- 2.22%
$546.99 - $602.2 $11.5K - $12.6K
923 $554K
BNL
Broadstone Net Lease, Inc.

Real Estate
-5.55K
- 7.43%
$15.75 - $18.78 $87.4K - $104K
69.1K $1.23M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.13K
- 2.09%
$21.69 - $23.34 $24.5K - $26.4K
53K $1.23M
EEM
Ishares Msci Emerging Markets

ETFs
-274
- 2.25%
$48.07 - $53.4 $13.2K - $14.6K
11.9K $634K
JNJ
Johnson & Johnson

Healthcare
-42
- 1.76%
$155.17 - $185.42 $6.52K - $7.79K
2.34K $433K
ORCL
Oracle Corp

Technology
-240
- 10.38%
$218.96 - $328.33 $52.6K - $78.8K
2.07K $583K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.43K
- 2.84%
$25.29 - $28.33 $36.2K - $40.6K
48.9K $1.36M
ABBV
Abb Vie Inc.

Healthcare
-86
- 2.85%
$184.85 - $231.54 $15.9K - $19.9K
2.93K $679K
GOOG
Alphabet Inc.

Communication Services
-120
- 4.83%
$175.16 - $255.24 $21K - $30.6K
2.36K $575K
SPY
Spdr S&P 500 ETF Trust

ETFs
-89
- 1.97%
$617.65 - $666.84 $55K - $59.3K
4.44K $2.96M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-69
- 1.39%
$567.77 - $614.76 $39.2K - $42.4K
4.88K $2.99M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-5.72K
- 2.05%
$75.26 - $80.19 $431K - $459K
273K $21.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-115
- 3.46%
$103.83 - $179.9 $11.9K - $20.7K
3.21K $573K
NVDA
Nvidia Corp

Technology
-88
- 0.8%
$153.3 - $186.58 $13.5K - $16.4K
10.9K $2.03M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-10.5K
- 2.34%
$24.46 - $26.5 $256K - $278K
438K $11.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.11K
- 4.01%
$620.67 - $670.08 $686K - $740K
26.5K $17.7M
AAPL
Apple Inc.

Technology
-1.44K
- 5.92%
$202.38 - $256.87 $292K - $370K
22.9K $5.83M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-26.1K
- 2.06%
$30.13 - $33.37 $786K - $871K
1.24M $41.4M
Activity Summary
Buys All Purchases 35 New Holdings 6 Increased Positions 29 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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