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Arthur Cooper

@Cooper Financial Group

Latest period2024 - Q4ReportedManaged Assets$830.415MTotal holdings386
Assets growth rate7.81%Assets growth rate (2-Q avg)10.53%Continuous growth in asset value11 quarters

Portfolio positions

This chart displays the top 10 holdings in Cooper Financial Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 386 positions.

Assets under management

The assets under management (AUM) of Cooper Financial Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 830.415M in assets, with a quarterly growth rate of 7.81% and a 2-quarter average growth rate of 10.53%. The portfolio is managed by Arthur Cooper, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ETEnergy Transfer L P
Recent Activity
Exited
0%
$417,188
25,993 shares@ $16.06 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
Exited
0%
$310,600
5,593 shares@ $55.54 avg price
TTDThe Trade Desk Inc
Recent Activity
Exited
0%
$280,156
2,555 shares@ $109.66 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$258,672
272 shares@ $951.0 avg price
ROSTRoss Stores Inc
Recent Activity
Exited
0%
$256,519
1,704 shares@ $150.54 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$239,608
294 shares@ $815.0 avg price
BBAGJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$235,470
4,976 shares@ $47.33 avg price
EXASExact Sciences Corp
Recent Activity
Exited
0%
$232,221
3,409 shares@ $68.12 avg price
HOLXHologic Inc
Recent Activity
Exited
0%
$218,964
2,688 shares@ $81.46 avg price
JJacobs Solutions Inc
Recent Activity
Exited
0%
$213,919
1,634 shares@ $130.92 avg price