Cooper/Haims Advisors, LLC Top Holdings and 13F Report (2025) About Cooper/Haims Advisors, LLCInvestment ActivityCooper/Haims Advisors, LLC has $203.02 million in total holdings as of June 30, 2025.Cooper/Haims Advisors, LLC owns shares of 85 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 6.25% of the portfolio was purchased this quarter.About 2.59% of the portfolio was sold this quarter.This quarter, Cooper/Haims Advisors, LLC has purchased 79 new stocks and bought additional shares in 46 stocks.Cooper/Haims Advisors, LLC sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab Emerging Markets Equity ETF $38,206,378Vanguard FTSE Europe ETF $21,586,862iShares Core S&P 500 ETF $17,117,231JPMorgan Core Plus Bond ETF $14,197,392iShares Global REIT ETF $12,785,845 Largest New Holdings this Quarter 11135F101 - Broadcom $362,204 Holding64110L106 - Netflix $325,409 Holding74347X831 - ProShares UltraPro QQQ $285,520 Holding532457108 - Eli Lilly and Company $257,245 Holding931142103 - Walmart $241,614 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 3,871 shares (about $2.40M)JPMorgan Core Plus Bond ETF 47,072 shares (about $2.22M)Vanguard Tax-Exempt Bond ETF 38,860 shares (about $1.91M)Schwab U.S. Aggregate Bond ETF 35,343 shares (about $821.37K)Schwab Emerging Markets Equity ETF 26,312 shares (about $793.04K) Largest Sales this Quarter Kennametal 180,126 shares (about $4.14M)Schwab International Equity ETF 4,522 shares (about $99.94K)Stryker 70 shares (about $27.69K)Corning 400 shares (about $21.04K)Honeywell International 72 shares (about $16.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCooper/Haims Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHESchwab Emerging Markets Equity ETF$38,206,378$793,044 ▲2.1%1,267,63018.8%ETFVGKVanguard FTSE Europe ETF$21,586,862$55,103 ▲0.3%278,54010.6%ETFIVViShares Core S&P 500 ETF$17,117,231$2,403,540 ▲16.3%27,5688.4%ETFJCPBJPMorgan Core Plus Bond ETF$14,197,392$2,215,209 ▲18.5%301,6877.0%ETFREETiShares Global REIT ETF$12,785,845$455,838 ▲3.7%517,6466.3%ETFSCHXSchwab US Large-Cap ETF$10,955,986$138,453 ▲1.3%448,2815.4%ETFPAYXPaychex$10,662,6540.0%73,3035.3%Computer and TechnologyBNDXVanguard Total International Bond ETF$8,535,561$222,201 ▲2.7%172,4014.2%ETFVTEBVanguard Tax-Exempt Bond ETF$7,846,003$1,905,300 ▲32.1%160,0253.9%ETFAAPLApple$4,995,957$324,788 ▲7.0%24,3502.5%Computer and TechnologyKMTKennametal$3,898,654$4,135,693 ▼-51.5%169,8021.9%IndustrialsMSFTMicrosoft$3,426,490$82,566 ▲2.5%6,8891.7%Computer and TechnologyDFGRDimensional Global Real Estate ETF$3,422,430$108,608 ▲3.3%127,5601.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$3,287,175$821,370 ▲33.3%141,4451.6%ETFVOOVanguard S&P 500 ETF$2,810,748$99,410 ▲3.7%4,9481.4%ETFSPYSPDR S&P 500 ETF Trust$2,798,167$42,013 ▲1.5%4,5291.4%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$2,180,975$5,813 ▼-0.3%74,6651.1%ETFAMZNAmazon.com$2,175,471$137,119 ▲6.7%9,9161.1%Retail/WholesaleNVDANVIDIA$1,729,539$22,119 ▲1.3%10,9470.9%Computer and TechnologyAVUSAvantis U.S. Equity ETF$1,408,132$4,335 ▲0.3%13,9670.7%ETFSCHASchwab US Small-Cap ETF$1,273,905$405 ▼0.0%50,3520.6%ETFVIGVanguard Dividend Appreciation ETF$1,245,6220.0%6,0860.6%ETFBNLBroadstone Net Lease$1,198,117$7,271 ▲0.6%74,6490.6%FinanceSCHFSchwab International Equity ETF$1,195,947$99,937 ▼-7.7%54,1150.6%ETFJPMJPMorgan Chase & Co.$945,475$61,756 ▲7.0%3,2610.5%FinanceMETAMeta Platforms$907,272$41,340 ▲4.8%1,2290.4%Computer and TechnologyCVXChevron$881,250$6,730 ▲0.8%6,1540.4%EnergyIBMInternational Business Machines$848,756$295 ▲0.0%2,8790.4%Computer and TechnologyBRK.BBerkshire Hathaway$798,120$59,264 ▲8.0%1,6430.4%FinanceIWMiShares Russell 2000 ETF$781,534$216 ▲0.0%3,6220.4%FinanceSCHMSchwab U.S. Mid-Cap ETF$655,339$5,610 ▲0.9%23,3630.3%ETFCATCaterpillar$621,589$13,589 ▼-2.1%1,6010.3%IndustrialsGOOGLAlphabet$600,134$5,993 ▲1.0%3,4050.3%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$586,524$434 ▲0.1%12,1580.3%FinanceVVisa$566,660$28,404 ▲5.3%1,5960.3%Business ServicesABBVAbbVie$560,485$15,961 ▲2.9%3,0200.3%MedicalQQQInvesco QQQ$520,751$13,791 ▲2.7%9440.3%FinanceORCLOracle$505,725$20,771 ▲4.3%2,3130.2%Computer and TechnologyPGProcter & Gamble$497,558$28,040 ▲6.0%3,1230.2%Consumer StaplesAVDEAvantis International Equity ETF$494,683$8,289 ▲1.7%6,6840.2%ETFABTAbbott Laboratories$491,8120.0%3,6160.2%MedicalSTZConstellation Brands$489,637$10,574 ▼-2.1%3,0100.2%Consumer StaplesKOCocaCola$454,525$142 ▲0.0%6,4240.2%Consumer StaplesPEPPepsiCo$452,696$4,622 ▲1.0%3,4280.2%Consumer StaplesGOOGAlphabet$440,282$33,172 ▲8.1%2,4820.2%Computer and TechnologyBACBank of America$430,865$95 ▲0.0%9,1050.2%FinanceIWFiShares Russell 1000 Growth ETF$427,8690.0%1,0080.2%ETFNOWServiceNow$379,362$32,899 ▲9.5%3690.2%Computer and TechnologyBABAAlibaba Group$376,635$8,392 ▲2.3%3,3210.2%Retail/WholesaleJNJJohnson & Johnson$363,619$6,417 ▲1.8%2,3800.2%MedicalAVGOBroadcom$362,204$362,204 ▲New Holding1,3140.2%Computer and TechnologyGLWCorning$360,873$21,036 ▼-5.5%6,8620.2%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$353,868$2,767 ▲0.8%12,7890.2%ETFSBUXStarbucks$343,521$10,079 ▲3.0%3,7490.2%Retail/WholesaleDISWalt Disney$335,892$5,456 ▼-1.6%2,7090.2%Consumer DiscretionaryBGSB&G Foods$330,3800.0%78,1040.2%Consumer StaplesNFLXNetflix$325,409$325,409 ▲New Holding2430.2%Consumer DiscretionaryIYYiShares Dow Jones U.S. ETF$324,8060.0%2,1530.2%ETFSYKStryker$312,152$27,694 ▼-8.1%7890.2%MedicalIBDRiShares iBonds Dec 2026 Term Corporate ETF$308,1210.0%12,7060.2%ETFVOOGVanguard S&P 500 Growth ETF$302,0380.0%7620.1%ETFPBIPitney Bowes$298,999$11,772 ▼-3.8%27,4060.1%Computer and TechnologyCOSTCostco Wholesale$292,032$76,225 ▲35.3%2950.1%Retail/WholesaleTQQQProShares UltraPro QQQ$285,520$285,520 ▲New Holding3,4400.1%ETFUNHUnitedHealth Group$283,360$43,690 ▲18.2%9080.1%MedicalVNQVanguard Real Estate ETF$282,749$1,069 ▲0.4%3,1750.1%ETFXOMExxon Mobil$273,489$539 ▼-0.2%2,5370.1%EnergyIBDXiShares iBonds Dec 2032 Term Corporate ETF$263,1410.0%10,4070.1%ETFGEGE Aerospace$260,437$2,831 ▲1.1%1,0120.1%AerospaceIBDSiShares iBonds Dec 2027 Term Corporate ETF$260,3930.0%10,7290.1%ETFHONHoneywell International$260,371$16,768 ▼-6.1%1,1180.1%Multi-Sector ConglomeratesLLYEli Lilly and Company$257,245$257,245 ▲New Holding3300.1%MedicalIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$256,2300.0%10,0000.1%ETFWMTWalmart$241,614$241,614 ▲New Holding2,4710.1%Retail/WholesaleMAMastercard$233,767$2,810 ▼-1.2%4160.1%Business ServicesEFAiShares MSCI EAFE ETF$215,494$215,494 ▲New Holding2,4110.1%FinanceIIPRInnovative Industrial Properties$210,002$210,002 ▲New Holding3,8030.1%FinanceIBDTiShares iBonds Dec 2028 Term Corporate ETF$209,2070.0%8,2300.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$205,9510.0%2,1940.1%ETFTJXTJX Companies$204,623$204,623 ▲New Holding1,6570.1%Retail/WholesaleAPDAir Products and Chemicals$201,6730.0%7150.1%Basic MaterialsVEUVanguard FTSE All-World ex-US ETF$201,660$201,660 ▲New Holding3,0000.1%ETFGCIGannett$92,4640.0%25,8280.0%Business ServicesRIGTransocean$28,4900.0%11,0000.0%EnergyTLRYTilray Brands$17,508$17,508 ▲New Holding42,2500.0%MedicalLHXL3Harris Technologies$0$244,683 ▼-100.0%00.0%AerospaceEMNEastman Chemical$0$234,160 ▼-100.0%00.0%Basic MaterialsMRKMerck & Co., Inc.$0$223,054 ▼-100.0%00.0%MedicalGHMGraham$0$201,279 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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