Cooper Capital Advisors LLC - Portfolio overview

Cooper Capital Advisors LLC has 49 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. BUFR - FIRST TR EXCHNG TRADED FD VI, 7.72%
2. VTV - VANGUARD INDEX FDS, 7.60%
3. QQQM - INVESCO EXCH TRADED FD TR II, 7.05%

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

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