CIK 1751581
Cooper Financial Group
Institutional 13F holdings & portfolio
Holdings
380
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 380
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BOND | PIMCO ETF TR | 32K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS | 10K | $1M+ | SH |
| JHMD | JOHN HANCOCK EXCHANGE | 71K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 5K | $1M+ | SH |
| ITOT | ISHARES TR | 19K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED | 54K | $1M+ | SH |
| WTV | WISDOMTREE TR | 29K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 3K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 19K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED | 36K | $1M+ | SH |
| NOW | SERVICENOW INC | 17K | $1M+ | SH |
| CAT | CATERPILLAR INC | 5K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 17K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 95K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |
| AMGN | AMGEN INC | 8K | $1M+ | SH |
| IWF | ISHARES TR | 5K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 11K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 5K | $1M+ | SH |
| DIS | DISNEY WALT CO | 21K | $1M+ | SH |
| IEMG | ISHARES INC | 35K | $1M+ | SH |
| CSCO | CISCO SYS INC | 31K | $1M+ | SH |
| MCK | MCKESSON CORP | 3K | $1M+ | SH |
| ORCL | ORACLE CORP | 12K | $1M+ | SH |
| RTX | RTX CORPORATION | 13K | $1M+ | SH |
| GBAB | GUGGENHEIM TAXABLE MUNICP | 155K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 8K | $1M+ | SH |
| ABBV | ABBVIE INC | 9K | $1M+ | SH |
| CRM | SALESFORCE INC | 8K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED | 45K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 4K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG | 7K | $1M+ | SH |
| IEFA | ISHARES TR | 23K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 36K | $1M+ | SH |
| IWP | ISHARES TR | 14K | $1M+ | SH |
| ETN | EATON CORP PLC | 6K | $1M+ | SH |
| SHY | ISHARES TR | 23K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 9K | $1M+ | SH |
| HDV | ISHARES TR | 16K | $1M+ | SH |
| IUSB | ISHARES TR | 40K | $1M+ | SH |
| JBBB | JANUS DETROIT STR TR | 38K | $1M+ | SH |
| IJH | ISHARES TR | 27K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 11K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 10K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 13K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 17K | $1M+ | SH |
| BX | BLACKSTONE INC | 11K | $1M+ | SH |
| IWD | ISHARES TR | 8K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 8K | $1M+ | SH |
| FDX | FEDEX CORP | 5K | $1M+ | SH |