• 13F History

Cooper Financial Group

13F Filings History

Latest 13F report
Q4 2024 - Jan 13, 2025
Value $
$830M
Signature - Title
Arthur Cooper - Managing Director
Location
Irvine, CA
Summary
This page shows a list of all the recent 13F filings made by Cooper Financial Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cooper Financial Group reported 386 stock holdings with total value $830M as of Q4 2024. Top holdings included AAPL, QQQ, SCHV, COWZ, and BIV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 386 $830M +$115M -$29.8M +$85.4M AAPL, QQQ, SCHV, COWZ, BIV 13F-HR 1/13/2025, 12:29 PM
Q3 2024 382 $770M +$99.5M -$39.3M +$60.2M SCHV, QQQ, AAPL, COWZ, BIV 13F-HR 11/14/2024, 10:28 AM
Q2 2024 372 $680M +$101M -$29.1M +$72M QQQ, AAPL, SCHV, COWZ, BIV 13F-HR 7/15/2024, 02:33 PM
Q1 2024 349 $608M +$58.5M -$32.7M +$25.8M QQQ, SCHV, COWZ, AAPL, BIV 13F-HR 4/11/2024, 01:37 PM
Q4 2023 342 $550M +$126M -$27.8M +$98.1M AAPL, QQQ, COWZ, SCHV, BIV 13F-HR 1/16/2024, 06:01 AM
Q3 2023 324 $416M +$48.7M -$13.6M +$35.2M AAPL, JPST, MSFT, JEPI, TSLA 13F-HR 10/13/2023, 10:34 AM
Q2 2023 316 $403M +$42.4M -$23.1M +$19.4M AAPL, MSFT, JPST, TSLA, JEPI 13F-HR 7/7/2023, 03:23 PM
Q1 2023 298 $371M +$35.3M -$6.75M +$28.6M AAPL, SPY, JPST, MSFT, JEPI 13F-HR 5/10/2023, 06:45 PM
Q4 2022 293 $327M +$58.5M -$13.1M +$45.4M AAPL, SPY, JPST, MSFT, JEPI 13F-HR 1/13/2023, 11:10 AM
Q3 2022 261 $278M +$48.2M -$8.06M +$40.2M AAPL, TSLA, MSFT, AMZN, DBEF 13F-HR 10/13/2022, 11:26 AM
Q2 2022 250 $275M +$84.7M -$7.83M +$76.8M AAPL, TSLA, MSFT, AMZN, DBEF 13F-HR 7/11/2022, 04:14 PM
Q1 2022 242 $261M +$35.8M -$10.4M +$25.4M AAPL, TSLA, AMZN, MSFT, IVV Restatement 4/25/2022, 11:43 AM
Q4 2021 234 $264M +$30.1M -$260M -$230M AAPL, TSLA, AMZN, MSFT, IVV 13F-HR 2/10/2022, 05:51 PM
Q3 2021 245 $482M +$50M -$55.9M -$5.95M ESGU, SPLG, EFV, AAPL, EFG 13F-HR 10/6/2021, 02:47 PM
Q2 2021 250 $492M +$59.7M -$35.5M +$24.1M ESGU, SPLG, GOVT, EFV, AAPL 13F-HR 7/12/2021, 12:29 PM
Q1 2021 241 $443M +$100M -$161M -$60.5M ESGU, SPLG, GOVT, SCHJ, EFV 13F-HR 5/17/2021, 05:09 PM
Q4 2020 294 $489M +$134M -$17M +$117M ESGU, SPLG, AAPL, GOVT, EFG 13F-HR 2/16/2021, 03:38 PM
Q3 2020 205 $346M +$43.8M -$7.5M +$36.3M ESGU, GOVT, SPLG, AAPL, IGSB 13F-HR 10/9/2020, 12:48 PM
Q2 2020 191 $309M +$117M -$71.6M +$45.7M ESGU, GOVT, SPLG, AAPL, IGSB 13F-HR 7/15/2020, 12:08 PM
Q1 2020 152 $240M +$54M -$16.1M +$37.9M GOVT, ACWI, SPLG, QUAL, ESGU 13F-HR 5/15/2020, 04:53 PM
Q4 2019 156 $249M +$35.3M -$11.4M +$24M ACWI, GOVT, SPLG, QUAL, NEAR 13F-HR 1/7/2020, 03:22 PM
Q3 2019 143 $222M +$26.6M -$12.1M +$14.5M ACWI, GOVT, SPLG, QUAL, NEAR 13F-HR 10/8/2019, 01:45 PM
Q2 2019 125 $206M +$33.3M -$12.5M +$20.7M ACWI, GOVT, SPLG, NEAR, QUAL 13F-HR 7/8/2019, 05:10 PM
Q1 2019 109 $182M +$40M -$10.6M +$29.5M ACWI, NEAR, SPLG, QUAL, GOVT 13F-HR 5/15/2019, 04:21 PM
Q4 2018 101 $148M ACWI, NEAR, QUAL, MTUM, SPLB 13F-HR 1/17/2019, 11:57 AM