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 101–150 of 380
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QUAL | ISHARES TR | 8K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 7K | $1M+ | SH |
| ADBE | ADOBE INC | 4K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 19K | $1M+ | SH |
| KO | COCA COLA CO | 21K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 16K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC | 2K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 4K | $1M+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 20K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 35K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 6K | $1M+ | SH |
| DASH | DOORDASH INC | 6K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 6K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 34K | $1M+ | SH |
| GE | GE AEROSPACE | 4K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| IVW | ISHARES TR | 11K | $1M+ | SH |
| PECO | PHILLIPS EDISON & CO INC | 37K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 16K | $1M+ | SH |
| FTNT | FORTINET INC | 16K | $1M+ | SH |
| EFV | ISHARES TR | 18K | $1M+ | SH |
| IYW | ISHARES TR | 6K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 20K | $1M+ | SH |
| CTVA | CORTEVA INC | 18K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 3K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| QCOM | QUALCOMM INC | 7K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED | 19K | $1M+ | SH |
| IGR | CBRE GBL REAL ESTATE INC FD | 252K | $1M+ | SH |
| MS | MORGAN STANLEY | 6K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 2K | $1M+ | SH |
| AIG | AMERICAN INTL GROUP INC | 13K | $1M+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 4K | $1M+ | SH |
| LH | LABCORP HOLDINGS INC | 4K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 8K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 12K | $1M+ | SH |
| TLT | ISHARES TR | 12K | $1M+ | SH |
| BLK | BLACKROCK INC | 948 | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 11K | $1M+ | SH |
| ILCG | ISHARES TR | 10K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 12K | $500K+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED | 16K | $500K+ | SH |
| LUV | SOUTHWEST AIRLS CO | 24K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 5K | $500K+ | SH |
| SRE | SEMPRA | 11K | $500K+ | SH |
| GM | GENERAL MTRS CO | 12K | $500K+ | SH |
| AGNC | AGNC INVT CORP | 88K | $500K+ | SH |
| RQI | COHEN & STEERS QUALITY | 82K | $500K+ | SH |