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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 $830,414,567
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 155,597 $38,964,479 4.69%
2.
Invesco Qqq Tr
 74,977 $38,330,590 4.61%
3.
Schwab Strategic Trust
 FNDF 1,430,875 $37,302,917 4.49%
4.
Pacer Fds Tr
 559,433 $31,596,794 3.8%
5.
Vanguard Bond Index Funds
 BND 400,349 $29,918,103 3.6%
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)