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Home > Institutional Investor > Cooper Financial Group > Profile

Instuitional Investor - Cooper Financial Group

Fund Profile
Filing Period:
Fund Name: Cooper Financial Group
Portfolio Value $759,157,525
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,569,301 $41,712,019 5.49%
2.
Apple Inc.
 AAPL 163,310 $36,276,001 4.78%
3.
Vanguard Bond Index Funds
 BND 438,548 $33,579,644 4.42%
4.
Microsoft Corp
 MSFT 57,632 $21,634,490 2.85%
5.
Nvidia Corp
 NVDA 195,975 $21,239,805 2.8%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)