Cooper Financial Group
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $61.04M | 6.5% |
| INVESCO QQQ TR | $44.28M | 4.7% |
| NVIDIA Corp | $43.79M | 4.7% |
| Apple Inc. | $41.89M | 4.5% |
| VANGUARD BD INDEX FDS | $40.86M | 4.3% |
| MICROSOFT CORP | $29.88M | 3.2% |
| Amazon.com Inc | $26.70M | 2.8% |
| GLOBAL X FDS | $25.49M | 2.7% |
| J P MORGAN EXCHANGE TRADED | $24.89M | 2.6% |
| Broadcom Inc. | $21.60M | 2.3% |
| PUTNAM ETF TRUST | $19.48M | 2.1% |
| J P MORGAN EXCHANGE TRADED | $19.40M | 2.1% |
| Alphabet Inc. | $19.15M | 2.0% |
| FIRST TR EXCHNG TRADED FD | $16.51M | 1.8% |
| Tesla Inc | $15.76M | 1.7% |
| Global X Artificial Intelligence & Technology ETF | $15.40M | 1.6% |
| JOHN HANCOCK EXCHANGE | $10.94M | 1.2% |
| Meta Platforms Inc | $9.64M | 1.0% |
| Warren E. Buffett | $9.10M | 1.0% |
| Alphabet Inc. | $9.00M | 1.0% |
| VANGUARD ADMIRAL FDS INC | $8.80M | 0.9% |
| FIDELITY MERRIMACK STR TR | $8.79M | 0.9% |
| INVESCO ACTIVELY MANAGED | $8.45M | 0.9% |
| AMERICAN CENTY ETF TR | $8.17M | 0.9% |
| AMERICAN CENTY ETF TR | $7.21M | 0.8% |
| INVESCO EXCHANGE TRADED FD | $7.12M | 0.8% |
| J P MORGAN EXCHANGE TRADED | $7.02M | 0.7% |
| Douglas Emmett Inc | $6.76M | 0.7% |
| DBX ETF TR | $6.70M | 0.7% |
| SCHWAB STRATEGIC TR | $6.17M | 0.7% |
| J P MORGAN EXCHANGE TRADED | $5.65M | 0.6% |
| CAPITAL GROUP GROWTH ETF | $5.16M | 0.5% |
| SPDR SERIES TRUST | $4.91M | 0.5% |
| ELI LILLY & Co | $4.84M | 0.5% |
| Walmart Inc. | $4.72M | 0.5% |
| ISHARES TR | $4.55M | 0.5% |
| FIDELITY COVINGTON TRUST | $4.45M | 0.5% |
| Visa Inc | $4.45M | 0.5% |
| United Parcel Service Inc | $4.43M | 0.5% |
| INVESCO EXCHANGE TRADED FD | $4.20M | 0.4% |
| SPDR S&P 500 ETF TR | $4.12M | 0.4% |
| SPDR SERIES TRUST | $4.08M | 0.4% |
| EXXON MOBIL CORP | $3.86M | 0.4% |
| COSTCO WHOLESALE CORP /NEW | $3.69M | 0.4% |
| VANECK ETF TRUST | $3.54M | 0.4% |
| Netflix Inc | $3.54M | 0.4% |
| CITIGROUP INC | $3.49M | 0.4% |
| JPMORGAN CHASE & CO | $3.33M | 0.4% |
| CAPITAL GROUP DIVIDEND | $3.13M | 0.3% |
| JANUS DETROIT STR TR | $3.06M | 0.3% |