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Daniel Jones

@Cooper Haims Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$181.862MTotal holdings85
Assets growth rate2.01%Assets growth rate (2-Q avg)2.83%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Cooper Haims Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 85 positions.

Assets under management

The assets under management (AUM) of Cooper Haims Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 181.862M in assets, with a quarterly growth rate of 2.01% and a 2-quarter average growth rate of 2.83%. The portfolio is managed by Daniel Jones, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MMM3m Co
Recent Activity
New Position
0.13%
$227,080
1,661 shares@ $136.72 avg price
AOAIshares Tr
Recent Activity
New Position
0.13%
$226,194
2,866 shares@ $78.93 avg price
GEGe Aerospace
Recent Activity
New Position
0.13%
$223,796
1,187 shares@ $188.54 avg price
MAMastercard Incorporated
Recent Activity
New Position
0.12%
$214,803
435 shares@ $493.8 avg price
IJTIshares Tr
Recent Activity
New Position
0.12%
$205,329
1,472 shares@ $139.49 avg price
IQLTIshares Tr
Recent Activity
New Position
0.12%
$200,514
4,833 shares@ $41.49 avg price
USMVIshares Tr
Recent Activity
New Position
0.12%
$200,334
2,194 shares@ $91.31 avg price