Glekko logo

Cooper Financial Group - Q12026 Holdings

Cooper Financial Group holds 425 stocks with a total portfolio value of $ 989.5M as of Q12026. In Q12026, Cooper Financial Group added 73 new positions, increased stakes in 192 stocks, reduced 150 holdings, and fully exited 28 positions. The largest holding is Schwab Strategic Tr (SCHV), representing 6.58% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options