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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
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.67%
0.26%
$2.146M
4,243 shares@ $505.81 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Decreased -5.51%
0.26%
$2.121M
35,509 shares@ $59.74 avg price
GBABGuggenheim Taxable Municp Bo
Recent Activity
Decreased -9.44%
0.25%
$2.041M
134,298 shares@ $15.21 avg price
TOTLSsga Active Etf Tr
Recent Activity
Decreased -1.78%
0.24%
$1.92M
48,738 shares@ $39.4 avg price
FIFiserv Inc
Recent Activity
Decreased -2.96%
0.21%
$1.701M
8,280 shares@ $205.43 avg price
IJHIshares Tr
Recent Activity
Decreased -3.49%
0.21%
$1.691M
27,146 shares@ $62.32 avg price
FDXFedex Corp
Recent Activity
Decreased -3.7%
0.19%
$1.563M
5,557 shares@ $281.32 avg price
IWDIshares Tr
Recent Activity
Decreased -7.89%
0.19%
$1.547M
8,358 shares@ $185.14 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -76.43%
0.18%
$1.434M
32,580 shares@ $44.02 avg price
QAINew York Life Investments Et
Recent Activity
Decreased -1.52%
0.16%
$1.298M
41,315 shares@ $31.42 avg price