Cooper/Haims Advisors, LLC Top Holdings and 13F Report (2025) About Cooper/Haims Advisors, LLCInvestment ActivityCooper/Haims Advisors, LLC has $176.32 million in total holdings as of December 31, 2024.Cooper/Haims Advisors, LLC owns shares of 78 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 8.99% of the portfolio was purchased this quarter.About 2.08% of the portfolio was sold this quarter.This quarter, Cooper/Haims Advisors, LLC has purchased 85 new stocks and bought additional shares in 26 stocks.Cooper/Haims Advisors, LLC sold shares of 26 stocks and completely divested from 10 stocks this quarter.Largest Holdings Schwab Emerging Markets Equity ETF $32,542,200Vanguard FTSE Europe ETF $17,669,130iShares Core S&P 500 ETF $14,085,134JPMorgan Core Plus Bond ETF $11,728,256iShares Global REIT ETF $11,484,942 Largest New Holdings this Quarter Schwab U.S. Large-Cap Value ETF $329,270 HoldingBroadcom $230,217 HoldingTransocean $41,250 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 293,316 shares (about $6.80M)JPMorgan Core Plus Bond ETF 42,134 shares (about $1.94M)Schwab U.S. Aggregate Bond ETF 81,987 shares (about $1.86M)Schwab U.S. Large-Cap Growth ETF 56,144 shares (about $1.56M)Schwab US Small-Cap ETF 27,352 shares (about $707.32K) Largest Sales this Quarter Broadstone Net Lease 13,007 shares (about $206.29K)Amazon.com 632 shares (about $138.65K)Schwab Emerging Markets Equity ETF 4,400 shares (about $117.17K)Invesco QQQ 226 shares (about $115.53K)NVIDIA 855 shares (about $114.82K) 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$32,542,200$117,172 ▼-0.4%1,222,01318.5%ETFVGKVanguard FTSE Europe ETF$17,669,130$149,027 ▲0.9%278,38610.0%ETFIVViShares Core S&P 500 ETF$14,085,134$18,837 ▼-0.1%23,9278.0%ETFJCPBJPMorgan Core Plus Bond ETF$11,728,256$1,941,111 ▲19.8%254,5756.7%ETFREETiShares Global REIT ETF$11,484,942$228,338 ▲2.0%479,1386.5%ETFPAYXPaychex$10,299,5800.0%73,4535.8%Business ServicesSCHXSchwab US Large-Cap ETF$10,298,944$6,799,065 ▲194.3%444,3035.8%ETFBNDXVanguard Total International Bond ETF$8,142,044$198,505 ▲2.5%165,9954.6%ETFVTEBVanguard Tax-Exempt Bond ETF$6,080,903$35,542 ▼-0.6%121,3033.4%ETFAAPLApple$5,964,302$81,638 ▼-1.4%23,8173.4%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$3,008,870$1,861,110 ▲162.2%132,5491.7%ETFDFGRDimensional Global Real Estate ETF$2,939,523$415,561 ▲16.5%115,0951.7%ETFMSFTMicrosoft$2,860,827$48,896 ▼-1.7%6,7871.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,609,693$83,219 ▼-3.1%4,4531.5%FinanceVOOVanguard S&P 500 ETF$2,565,254$11,315 ▲0.4%4,7611.5%ETFAMZNAmazon.com$2,428,867$138,654 ▼-5.4%11,0711.4%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$2,086,297$1,564,737 ▲300.0%74,8581.2%ETFNVDANVIDIA$1,478,147$114,819 ▼-7.2%11,0070.8%Computer and TechnologySCHASchwab US Small-Cap ETF$1,411,434$707,320 ▲100.5%54,5800.8%ETFAVUSAvantis U.S. Equity ETF$1,345,383$198,609 ▲17.3%13,8800.8%ETFVIGVanguard Dividend Appreciation ETF$1,221,1960.0%6,2360.7%ETFBNLBroadstone Net Lease$1,169,716$206,290 ▼-15.0%73,7530.7%FinanceSCHFSchwab International Equity ETF$1,126,695$546,457 ▲94.2%60,9020.6%ETFCVXChevron$885,190$145 ▲0.0%6,1120.5%Oils/EnergyIWMiShares Russell 2000 ETF$800,084$17,677 ▼-2.2%3,6210.5%FinanceMETAMeta Platforms$764,179$1,757 ▲0.2%1,3050.4%Computer and TechnologyJPMJPMorgan Chase & Co.$732,447$240 ▲0.0%3,0560.4%FinanceBRK.BBerkshire Hathaway$701,224$6,346 ▼-0.9%1,5470.4%FinanceGOOGLAlphabet$664,031$6,814 ▼-1.0%3,5080.4%Computer and TechnologyIBMInternational Business Machines$640,208$23,744 ▼-3.6%2,9120.4%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$638,333$425,629 ▲200.1%23,0360.4%ETFCATCaterpillar$593,2490.0%1,6350.3%Industrial ProductsEEMiShares MSCI Emerging Markets ETF$574,388$68,709 ▲13.6%13,7350.3%FinanceQQQInvesco QQQ$564,859$115,528 ▼-17.0%1,1050.3%FinanceBGSB&G Foods$538,1370.0%78,1040.3%Consumer StaplesABBVAbbVie$525,9080.0%2,9600.3%MedicalPEPPepsiCo$516,165$152 ▲0.0%3,3940.3%Consumer StaplesPGProcter & Gamble$513,7130.0%3,0640.3%Consumer StaplesSTZConstellation Brands$453,7830.0%2,0530.3%Consumer StaplesGOOGAlphabet$447,915$10,474 ▼-2.3%2,3520.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$444,4480.0%1,1070.3%ETFVVisa$433,607$25,283 ▼-5.5%1,3720.2%Business ServicesKOCoca-Cola$426,551$436 ▲0.1%6,8510.2%Consumer StaplesUNHUnitedHealth Group$414,812$20,235 ▼-4.7%8200.2%MedicalABTAbbott Laboratories$410,4760.0%3,6290.2%MedicalBACBank of America$405,149$25,404 ▲6.7%9,2180.2%FinanceAVDEAvantis International Equity ETF$403,309$5,523 ▲1.4%6,5720.2%ETFORCLOracle$374,632$48,829 ▲15.0%2,2480.2%Computer and TechnologyGHMGraham$372,836$44,470 ▼-10.7%8,3840.2%Industrial ProductsNOWServiceNow$357,2600.0%3370.2%Computer and TechnologySBUXStarbucks$349,853$18,250 ▲5.5%3,8340.2%Retail/WholesaleJNJJohnson & Johnson$344,5550.0%2,3820.2%MedicalSYKStryker$343,128$19,803 ▼-5.5%9530.2%MedicalSCHVSchwab U.S. Large-Cap Value ETF$329,270$329,270 ▲New Holding12,6300.2%ETFGLWCorning$321,3300.0%6,7620.2%Computer and TechnologyIYYiShares Dow Jones U.S. ETF$318,9230.0%2,2290.2%ETFDISWalt Disney$308,162$3,117 ▼-1.0%2,7680.2%Consumer DiscretionaryIBDRiShares iBonds Dec 2026 Term Corporate ETF$305,8330.0%12,7060.2%ETFHONHoneywell International$287,674$25,967 ▲9.9%1,2740.2%Multi-Sector ConglomeratesVNQVanguard Real Estate ETF$281,7330.0%3,1630.2%ETFVOOGVanguard S&P 500 Growth ETF$278,822$13,905 ▼-4.8%7620.2%ETFXOMExxon Mobil$277,1000.0%2,5760.2%Oils/EnergyBABAAlibaba Group$274,974$6,953 ▼-2.5%3,2430.2%Retail/WholesaleIBDSiShares iBonds Dec 2027 Term Corporate ETF$257,0670.0%10,7290.1%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$255,8040.0%10,4070.1%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$254,6000.0%10,0000.1%ETFMRKMerck & Co., Inc.$248,601$5,670 ▼-2.2%2,4990.1%MedicalEMNEastman Chemical$242,691$16,892 ▼-6.5%2,6580.1%Basic MaterialsAVGOBroadcom$230,217$230,217 ▲New Holding9930.1%Computer and TechnologyMAMastercard$229,0580.0%4350.1%Business ServicesAPDAir Products and Chemicals$220,430$5,221 ▲2.4%7600.1%Basic MaterialsCOSTCostco Wholesale$218,0720.0%2380.1%Retail/WholesaleMMM3M$210,566$3,873 ▼-1.8%1,6310.1%Multi-Sector ConglomeratesPBIPitney Bowes$209,805$36,120 ▼-14.7%28,9790.1%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$204,9270.0%8,2300.1%ETFGEGeneral Electric$200,331$2,335 ▲1.2%1,2010.1%TransportationGCIGannett$130,6900.0%25,8280.1%Business ServicesRIGTransocean$41,250$41,250 ▲New Holding11,0000.0%Oils/EnergyIHS(IHS)$0$584,088 ▼-100.0%00.0%Computer and TechnologyIIPRInnovative Industrial Properties$0$295,901 ▼-100.0%00.0%FinanceUNPUnion Pacific$0$227,501 ▼-100.0%00.0%TransportationAOAiShares Core 80/20 Aggressive Allocation ETF$0$226,194 ▼-100.0%00.0%ETFEFAiShares MSCI EAFE ETF$0$210,481 ▼-100.0%00.0%FinanceQCOMQUALCOMM$0$207,789 ▼-100.0%00.0%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$0$205,329 ▼-100.0%00.0%ETFIQLTiShares MSCI Intl Quality Factor ETF$0$200,514 ▼-100.0%00.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$0$200,334 ▼-100.0%00.0%ETFSOFISoFi Technologies$0$93,534 ▼-100.0%00.0%FinanceShowing 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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