HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
134,038 | +19,457 | $18,326 |
| AAPL | 134,038 | +19,457 | $18,326 |
| TESLA INC |
15,311 | +972 | $10,311 |
| TSLA | 15,311 | +972 | $10,311 |
| MICROSOFT CORP |
38,625 | +2,489 | $9,920 |
| MSFT | 38,625 | +2,489 | $9,920 |
| AMAZON COM INC |
82,023 | +78,065 | $8,712 |
| AMZN | 82,023 | +78,065 | $8,712 |
| DBX ETF TR (DBEF) |
247,694 | +247,694 | $8,622 |
| DBEF | 247,694 | +247,694 | $8,622 |
| ISHARES TR (IVV) |
20,514 | +1,470 | $7,778 |
| IVV | 20,514 | +1,470 | $7,778 |
| VANGUARD ADMIRAL FDS INC (VOOG) |
26,258 | +26,258 | $5,715 |
| VOOG | 26,258 | +26,258 | $5,715 |
 BERKSHIRE HATHAWAY INC DEL |
$4,741 | ||
| BRK.B | 17,366 | +857 | $4,741 |
| ALPHABET INC |
2,034 | +236 | $4,434 |
| GOOGL | 2,034 | +236 | $4,434 |
| SPDR SER TR (SPYV) |
115,564 | +16,634 | $4,255 |
| SPYV | 115,564 | +16,634 | $4,255 |
| JOHN HANCOCK EXCHANGE TRADED (JHML) |
86,075 | +86,075 | $4,104 |
| JHML | 86,075 | +86,075 | $4,104 |
| SPDR SER TR (SPYG) |
71,550 | +3,138 | $3,741 |
| SPYG | 71,550 | +3,138 | $3,741 |
| ISHARES TR (ESGU) |
42,860 | +2,602 | $3,596 |
| ESGU | 42,860 | +2,602 | $3,596 |
| ISHARES TR (IUSB) |
71,546 | +8,063 | $3,350 |
| IUSB | 71,546 | +8,063 | $3,350 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
60,119 | +1,674 | $3,334 |
| JEPI | 60,119 | +1,674 | $3,334 |
| BLACKROCK TAX MUNICPAL BD TR |
173,102 | +173,102 | $3,317 |
| BBN | 173,102 | +173,102 | $3,317 |
| PROCTER AND GAMBLE CO |
21,002 | +497 | $3,020 |
| PG | 21,002 | +497 | $3,020 |
| TWO RDS SHARED TR |
99,816 | +12,501 | $2,951 |
| LSAT | 99,816 | +12,501 | $2,951 |
| SPDR SER TR (MDYV) |
44,425 | +196 | $2,688 |
| MDYV | 44,425 | +196 | $2,688 |
| ISHARES TR (GOVT) |
110,338 | -2,407 | $2,637 |
| GOVT | 110,338 | -2,407 | $2,637 |
| TWO RDS SHARED TR |
94,365 | +3,285 | $2,599 |
| LSAF | 94,365 | +3,285 | $2,599 |
| INVESCO EXCHANGE TRADED FD T (XSVM) |
56,368 | +56,368 | $2,503 |
| XSVM | 56,368 | +56,368 | $2,503 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
48,183 | +11,842 | $2,414 |
| JPST | 48,183 | +11,842 | $2,414 |
| SCHWAB STRATEGIC TR |
37,454 | +37,454 | $2,338 |
| SCHV | 37,454 | +37,454 | $2,338 |
| ISHARES TR (IWF) |
10,608 | -451 | $2,320 |
| IWF | 10,608 | -451 | $2,320 |
| INDEXIQ ETF TR (QAI) |
78,524 | +53,569 | $2,253 |
| QAI | 78,524 | +53,569 | $2,253 |
| HOME DEPOT INC |
8,201 | +580 | $2,249 |
| HD | 8,201 | +580 | $2,249 |
| SSGA ACTIVE ETF TR (SRLN) |
52,589 | +29,860 | $2,190 |
| SRLN | 52,589 | +29,860 | $2,190 |
| JOHN HANCOCK EXCHANGE TRADED (JHMD) |
77,537 | +77,537 | $2,095 |
| JHMD | 77,537 | +77,537 | $2,095 |
| ISHARES TR (IJH) |
9,001 | +11 | $2,036 |
| IJH | 9,001 | +11 | $2,036 |
| ISHARES TR (EFV) |
45,316 | +6,682 | $1,967 |
| EFV | 45,316 | +6,682 | $1,967 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
24,179 | +24,179 | $1,935 |
| VCIT | 24,179 | +24,179 | $1,935 |
| COSTCO WHSL CORP NEW |
3,997 | +239 | $1,916 |
| COST | 3,997 | +239 | $1,916 |
| INVESCO QQQ TR |
6,670 | +1,119 | $1,870 |
| QQQ | 6,670 | +1,119 | $1,870 |
| EXXON MOBIL CORP |
21,745 | -582 | $1,862 |
| XOM | 21,745 | -582 | $1,862 |
| AMGEN INC |
7,631 | -136 | $1,857 |
| AMGN | 7,631 | -136 | $1,857 |
| JOHNSON & JOHNSON |
10,291 | +807 | $1,827 |
| JNJ | 10,291 | +807 | $1,827 |
| SPDR SER TR (SPLG) |
41,184 | +2,731 | $1,826 |
| SPLG | 41,184 | +2,731 | $1,826 |
| ISHARES TR (IXUS) |
31,621 | +660 | $1,803 |
| IXUS | 31,621 | +660 | $1,803 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
35,165 | +2,449 | $1,781 |
| JMST | 35,165 | +2,449 | $1,781 |
| PROSHARES TR (NOBL) |
20,658 | +20,658 | $1,763 |
| NOBL | 20,658 | +20,658 | $1,763 |
| ISHARES TR (IWD) |
12,011 | +171 | $1,741 |
| IWD | 12,011 | +171 | $1,741 |
| SPDR SER TR (SPSB) |
55,733 | -2,747 | $1,657 |
| SPSB | 55,733 | -2,747 | $1,657 |
| ALPHABET INC |
749 | +139 | $1,638 |
| GOOG | 749 | +139 | $1,638 |
| JOHN HANCOCK EXCHANGE TRADED (JHEM) |
64,195 | +64,195 | $1,568 |
| JHEM | 64,195 | +64,195 | $1,568 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
20,563 | +20,563 | $1,568 |
| VCSH | 20,563 | +20,563 | $1,568 |
| NVIDIA CORPORATION |
10,125 | -1,343 | $1,535 |
| NVDA | 10,125 | -1,343 | $1,535 |
| PHILLIPS EDISON & CO INC |
45,880 | +45,880 | $1,533 |
| PECO | 45,880 | +45,880 | $1,533 |
| SSGA ACTIVE ETF TR (TOTL) |
35,738 | +891 | $1,507 |
| TOTL | 35,738 | +891 | $1,507 |
| FIDELITY COVINGTON TRUST |
15,568 | +15,568 | $1,502 |
| FTEC | 15,568 | +15,568 | $1,502 |
See Full List: All Stocks Held By Cooper Financial Group
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cooper Financial Group
|
Size ($ in 1000's)
At 06/30/2022: $275,368 At 03/31/2022: $263,505 Cooper Financial Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cooper Financial Group 13F filings. Link to 13F filings: SEC filings |
