HoldingsChannel.com
Cooper Haims Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 677,162 +78,272 $52,013
     SCHX677,162+78,272$52,013
SCHWAB STRATEGIC TR 789,744 +5,864 $26,559
     SCHF789,744+5,864$26,559
SCHWAB STRATEGIC TR 433,065 +3,559 $23,139
     SCHZ433,065+3,559$23,139
SCHWAB STRATEGIC TR 771,822 -22,941 $21,125
     SCHE771,822-22,941$21,125
VANGUARD INTL EQUITY INDEX F (VGK) 253,021 +8,567 $14,827
     VGK253,021+8,567$14,827
ISHARES TR (IVV) 31,955 -1,484 $10,329
     IVV31,955-1,484$10,329
SCHWAB STRATEGIC TR 53,962 -3,039 $4,082
     SCHA53,962-3,039$4,082
ISHARES TR (EFA) 50,435 -1,320 $3,502
     EFA50,435-1,320$3,502
APPLE INC 8,092 -141 $2,376
     AAPL8,092+8,092$2,376
SCHWAB STRATEGIC TR 24,107 -1,563 $2,240
     SCHG24,107-1,563$2,240
SPDR S&P 500 ETF TR (SPY) 4,302 +8 $1,385
     SPY4,302+8$1,385
GANNETT CO INC NEW 173,145 +173,145 $1,105
     NEWM173,145+173,145$1,105
MICROSOFT CORP 6,518 -38 $1,028
     MSFT6,518-38$1,028
VANGUARD INDEX FDS (VOO) 3,274 +5 $968
     VOO3,274+5$968
VANGUARD GROUP (VIG) 7,270 +500 $906
     VIG7,270+500$906
CHEVRON CORP NEW 7,360 +232 $887
     CVX7,360+232$887
WELBILT INC 51,108 UNCH $798
     WBT51,108UNCH$798
VANGUARD CHARLOTTE FDS (BNDX) 13,393 +5,805 $758
     BNDX13,393+5,805$758
B & G FOODS INC NEW 41,120 UNCH $737
     BGS41,120UNCH$737
SCHWAB STRATEGIC TR 11,590 -517 $697
     SCHM11,590-517$697
AMAZON COM INC 350 -142 $647
     AMZN350+350$647
ISHARES TR (IWM) 3,875 +2 $642
     IWM3,875+2$642
VANGUARD ADMIRAL FDS INC (VOOG) 3,390 +16 $591
     VOOG3,390+16$591
JOHNSON & JOHNSON 3,468 +371 $506
     JNJ3,468+371$506
PEPSICO INC 3,475 +187 $475
     PEP3,475+187$475
ABBVIE INC 5,318 +500 $471
     ABBV5,318+500$471
COCA COLA CO 7,984 +603 $442
     KO7,984+603$442
GRAHAM CORP 20,126 UNCH $440
     GHM20,126UNCH$440
REALTY INCOME CORP 5,697 UNCH $419
     O5,697UNCH$419
FACEBOOK INC 2,031 -55 $417
     FB2,031-55$417
VANGUARD TAX MANAGED INTL FD (VEA) 9,284 -41 $409
     VEA9,284-41$409
HONEYWELL INTL INC 2,269 UNCH $402
     HON2,269UNCH$402
INTERNATIONAL BUSINESS MACHS 2,951 -150 $396
     IBM2,951-150$396
INTEL CORP 6,453 UNCH $386
     INTC6,453UNCH$386
ISHARES TR (IEFA) 5,505 -272 $359
     IEFA5,505-272$359
KEYCORP NEW 17,260 +6 $349
     KEY17,260+6$349
ISHARES TR (IYY) 2,089 -232 $333
     IYY2,089-232$333
BANK AMER CORP 9,309 +9,309 $328
     BAC9,309+9,309$328
ABBOTT LABS 3,716 +3,716 $323
     ABT3,716+3,716$323
PAYCHEX INC 3,658 +1 $311
     PAYX3,658+1$311
ALPHABET INC 227 UNCH $304
     GOOGL227UNCH$304
EXXON MOBIL CORP 4,357 +199 $304
     XOM4,357+199$304
VANGUARD INTL EQUITY INDEX F (VEU) 4,915 UNCH $264
     VEU4,915UNCH$264
CONSTELLATION BRANDS INC 1,385 -100 $263
     STZ1,385-100$263
DISNEY WALT CO 1,808 -106 $261
     DIS1,808-106$261
JPMORGAN CHASE & CO 1,851 UNCH $258
     JPM1,851UNCH$258
TRUIST FINL CORP 4,493 +4,493 $253
     TFC4,493+4,493$253
VISA INC 1,349 -71 $253
     V1,349-71$253
MERCK & CO INC 2,749 +2,749 $250
     MRK2,749+2,749$250
PROCTER & GAMBLE CO 1,952 +3 $244
     PG1,952+3$244

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 12/31/2019: $181,778
At 09/30/2019: $163,805

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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