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CIK: 0001751581
Total reported value
$1.2B
$1.2B
379 檔
12.8%
As reported in its official Q1 2025 Form 13F filing, Cooper Financial Group's tracked investment portfolio stood at $1.2B with 379 total positions.
In Q1 2025, Cooper Financial Group displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 379 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHV | Schwab US Large-cap Value | ETF-Other | 5.49% | -0.01% | +9.67% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.78% | -0.19% | +4.96% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.42% | -0.05% | +9.54% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.85% | -0.42% | +5.52% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.80% | -0.24% | +16.43% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | -0.15% | +4.22% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.76% | -0.39% | -13.08% | |
| 8 | PAVE | Global X US Infrastructure | ETF-Other | 2.73% | -0.01% | +9.96% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.72% | -0.26% | +11.21% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.18% | -0.02% | +5.64% | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.74% | -0.16% | +3.34% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | +0.03% | +4.60% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.41% | -0.09% | +1.80% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.31% | -0.02% | +1.31% | |
| 15 | DEI | Douglas Emmett Inc | Stock-Other | 1.30% | +0.01% | +0.00% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.24% | -0.23% | +58.42% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.14% | -0.07% | -17.80% | |
| 18 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 0.99% | -0.08% | -2.58% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.96% | -0.30% | +3.62% | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.95% | -0.07% | -2.83% | |
| 21 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.95% | -0.05% | -0.47% | |
| 22 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.89% | -0.15% | +3.98% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.23% | +26.82% | |
| 24 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.87% | — | +0.03% | |
| 25 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.87% | -0.24% | +14.54% | |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.85% | -0.25% | -6.57% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | -0.05% | -1.70% | |
| 28 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.77% | -0.11% | -3.11% | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.72% | -0.02% | -82.27% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | -0.13% | -15.13% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.05% | +0.09% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.11% | +4.81% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.07% | +1.42% | |
| 34 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.60% | -0.39% | +72.90% | |
| 35 | CGGR | Cap Group Growth Equity | ETF-Other | 0.57% | -0.01% | +9.81% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.13% | +2.32% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.24% | -12.87% | |
| 38 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.52% | -0.02% | +17.38% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.01% | +28.42% | |
| 40 | CGDV | Cap Group Dividend Value | ETF-Other | 0.50% | -0.02% | +3.31% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | +0.02% | +15.98% | |
| 42 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.49% | -0.08% | -0.90% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.48% | -0.01% | +4.45% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.02% | -1.63% | |
| 45 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.45% | -0.02% | +10.42% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.01% | +6.60% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | -0.20% | -1.82% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.13% | +7.40% | |
| 49 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.42% | -0.15% | +6.36% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.01% | -24.00% |
According to official SEC Form 13F filings, Cooper Financial Group reported a total U.S. public equity portfolio value of $1.2B across 379 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHV, AAPL, BIV) accounted for 12.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHV
市值: $41.7M
During Q1 2025, Cooper Financial Group's top holdings by market value included SCHV (5.5%)、AAPL (4.8%)、BIV (4.4%). The largest single position, SCHV, represented 5.5% of total portfolio value.
In Q1 2025, Cooper Financial Group made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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