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Home > Institutional Investor > Cooper Financial Group > 13F Holdings

Instuitional Investor - Cooper Financial Group

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 2,360,396 $78,624,803 6.26%
2.
Invesco Qqq Tr
 81,366 $60,192,181 4.79%
3.
Nvidia Corp
 NVDA 250,622 $57,237,049 4.56%
4.
Apple Inc.
 AAPL 155,949 $51,934,131 4.14%
5.
Pimco Etf Trust
 MINT 465,447 $40,489,210 3.22%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.