Cooper Financial Group - Portfolio overview

Cooper Financial Group has 476 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHV - SCHWAB STRATEGIC TR, 6.36%
2. QQQ - INVESCO QQQ TR, 4.22%
3. NVDA - NVIDIA CORPORATION, 4.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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