HoldingsChannel.com
Cooper Haims Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 565,946 +54,168 $39,724
     SCHX565,946+54,168$39,724
SCHWAB STRATEGIC TR 757,714 -4,047 $24,315
     SCHF757,714-4,047$24,315
SCHWAB STRATEGIC TR 440,818 +19,934 $23,363
     SCHZ440,818+19,934$23,363
SCHWAB STRATEGIC TR 767,263 +16,488 $20,133
     SCHE767,263+16,488$20,133
VANGUARD INTL EQUITY INDEX F (VGK) 237,563 +8,315 $13,042
     VGK237,563+8,315$13,042
ISHARES TR (IVV) 34,437 -2,725 $10,150
     IVV34,437-2,725$10,150
SCHWAB STRATEGIC TR 58,729 -11,984 $4,198
     SCHA58,729-11,984$4,198
ISHARES TR (EFA) 51,849 -84 $3,408
     EFA51,849-84$3,408
SCHWAB STRATEGIC TR 27,944 -11,267 $2,325
     SCHG27,944-11,267$2,325
APPLE INC 8,507 -2,979 $1,684
     AAPL8,507-2,979$1,684
SPDR S&P 500 ETF TR (SPY) 4,431 +183 $1,298
     SPY4,431+183$1,298
AMAZON COM INC 497 UNCH $941
     AMZN497UNCH$941
CHEVRON CORP NEW 7,128 +31 $887
     CVX7,128+31$887
VANGUARD INDEX FDS (VOO) 3,281 -91 $883
     VOO3,281-91$883
B & G FOODS INC NEW 41,120 +5,731 $855
     BGS41,120+5,731$855
VANGUARD GROUP (VIG) 7,120 -4,097 $820
     VIG7,120-4,097$820
MICROSOFT CORP 5,293 -668 $709
     MSFT5,293-668$709
SCHWAB STRATEGIC TR 12,176 -887 $695
     SCHM12,176-887$695
WELBILT INC 37,612 UNCH $628
     WBT37,612UNCH$628
ISHARES TR (IWM) 3,873 -115 $602
     IWM3,873-115$602
VANGUARD ADMIRAL FDS INC (VOOG) 3,387 UNCH $546
     VOOG3,387UNCH$546
JOHNSON & JOHNSON 3,100 -1,173 $432
     JNJ3,100-1,173$432
PEPSICO INC 3,288 UNCH $431
     PEP3,288UNCH$431
INTERNATIONAL BUSINESS MACHS 3,088 -15 $426
     IBM3,088-15$426
FACEBOOK INC 2,080 -100 $401
     FB2,080-100$401
HONEYWELL INTL INC 2,269 +1 $396
     HON2,269+1$396
REALTY INCOME CORP 5,697 UNCH $393
     O5,697UNCH$393
COCA COLA CO 7,680 +67 $391
     KO7,680+67$391
VANGUARD TAX MANAGED INTL FD (VEA) 9,323 -648 $389
     VEA9,323-648$389
GRAHAM CORP 17,977 UNCH $363
     GHM17,977UNCH$363
ISHARES TR (IEFA) 5,777 UNCH $355
     IEFA5,777UNCH$355
KEYCORP NEW 19,888 +6 $353
     KEY19,888+6$353
ABBVIE INC 4,818 -1,000 $350
     ABBV4,818-1,000$350
ISHARES TR (IYY) 2,321 UNCH $339
     IYY2,321UNCH$339
EXXON MOBIL CORP 4,234 -415 $324
     XOM4,234-415$324
INTEL CORP 6,453 -1,945 $309
     INTC6,453-1,945$309
CONSTELLATION BRANDS INC 1,485 UNCH $292
     STZ1,485UNCH$292
VANGUARD CHARLOTTE FDS (BNDX) 5,063 +5,063 $290
     BNDX5,063+5,063$290
PAYCHEX INC 3,425 +2 $282
     PAYX3,425+2$282
BANK AMER CORP 9,691 -200 $281
     BAC9,691UNCH$281
VANGUARD INTL EQUITY INDEX F (VEU) 5,453 +6 $278
     VEU5,453+6$278
DISNEY WALT CO 1,899 -763 $265
     DIS1,899-763$265
ABBOTT LABS 3,116 -1,000 $262
     ABT3,116-1,000$262
ALPHABET INC 227 UNCH $246
     GOOGL227UNCH$246
VISA INC 1,420 -292 $246
     V1,420-292$246
AIR PRODS & CHEMS INC 1,018 -1,000 $230
     APD1,018-1,000$230
STARBUCKS CORP 2,694 -2,093 $226
     SBUX2,694-2,093$226
PROCTER AND GAMBLE CO 2,049 +53 $225
     PG2,049+53$225
VANGUARD INDEX FDS (VNQ) 2,538 -15 $222
     VNQ2,538-15$222
SUNTRUST BKS INC 3,492 UNCH $219
     STI3,492UNCH$219

See Full List: All Stocks Held By Cooper Haims Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Cooper Haims Advisors LLC

Size ($ in 1000's)
At 06/30/2019: $160,928
At 03/31/2019: $319,515

Cooper Haims Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cooper Haims Advisors LLC 13F filings. Link to 13F filings: SEC filings

Cooper Haims Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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