10,000+ stock pitches from top investors available on joinyellowbrick.com
Cooper Capital Advisors LLC 13F Holdings
Holdings from the most recent 13F from Cooper Capital Advisors LLC
Filed: 2025-04-11 (Q4 2024) | Holdings: 35 | Value: $96.4M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 15.31% | $14.8M | -9.76% | -10.30% | ||
| BUFR - FIRST TR EXCHNG TRADED FD VI | New Purchase | 11.63% | $11.2M | +15.69% | +9.80% | ||
| QPFF - AMERICAN CENTY ETF TR | New Purchase | 10.17% | $9.8M | +6.97% | |||
| JPM - JPMORGAN CHASE & CO. | New Purchase | 7.88% | $7.6M | ||||
| AMZN - AMAZON COM INC | New Purchase | 7.25% | $7.0M | +11.47% | +20.79% | ||
| MSFT - MICROSOFT CORP | New Purchase | 6.73% | $6.5M | -5.14% | +28.16% | ||
| SPLG - SPDR SER TR | New Purchase | 6.59% | $6.4M | +21.01% | +15.22% | ||
| QQQM - INVESCO EXCH TRADED FD TR II | New Purchase | 6.49% | $6.3M | ||||
| TAXF - AMERICAN CENTY ETF TR | New Purchase | 5.97% | $5.8M | +8.25% | +2.60% | ||
| RDVY - FIRST TR EXCHANGE-TRADED FD | New Purchase | 5.39% | $5.2M | +23.65% | +13.92% | ||
| NVDA - NVIDIA CORPORATION | New Purchase | 2.63% | $2.5M | +52.87% | +43.79% | ||
| AAPL - APPLE INC | New Purchase | 2.11% | $2.0M | +20.55% | -1.20% | ||
| SNOW - SNOWFLAKE INC | New Purchase | 1.57% | $1.5M | ||||
| JEPI - J P MORGAN EXCHANGE TRADED F | New Purchase | 1.02% | $985.8K | +11.85% | +6.58% | ||
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.82% | $793.0K | +3.29% | +1.26% | ||
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.80% | $773.1K | ||||
| GOOGL - ALPHABET INC | New Purchase | 0.72% | $693.2K | ||||
| GOOG - ALPHABET INC | New Purchase | 0.66% | $637.8K | ||||
| PSTG - PURE STORAGE INC | New Purchase | 0.60% | $576.0K | +36.29% | +25.74% | ||
| PANW - PALO ALTO NETWORKS INC | New Purchase | 0.56% | $542.2K | -6.61% | +11.10% | ||
| JEPQ - J P MORGAN EXCHANGE TRADED F | New Purchase | 0.49% | $473.6K | +21.38% | +11.15% | ||
| MA - MASTERCARD INCORPORATED | New Purchase | 0.46% | $446.7K | -2.74% | +7.35% | ||
| KORP - AMERICAN CENTY ETF TR | New Purchase | 0.45% | $432.3K | +6.69% | +2.87% | ||
| AXON - AXON ENTERPRISE INC | New Purchase | 0.43% | $416.0K | ||||
| SMH - VANECK ETF TRUST | New Purchase | 0.39% | $371.9K | ||||
| KKR - KKR & CO INC | New Purchase | 0.36% | $345.1K | ||||
| GS - GOLDMAN SACHS GROUP INC | New Purchase | 0.33% | $313.8K | +69.32% | +40.56% | ||
| VTI - VANGUARD INDEX FDS | New Purchase | 0.32% | $309.1K | +21.83% | +15.85% | ||
| FTSM - FIRST TR EXCHANGE-TRADED FD | New Purchase | 0.31% | $303.0K | +4.19% | +1.21% | ||
| TSLA - TESLA INC | New Purchase | 0.29% | $284.3K | +43.89% | +22.66% | ||
| WFC - WELLS FARGO CO NEW | New Purchase | 0.29% | $281.8K | ||||
| QQQ - INVESCO QQQ TR | New Purchase | 0.27% | $263.3K | +24.87% | +19.89% | ||
| AMLP - ALPS ETF TR | New Purchase | 0.24% | $232.8K | +20.46% | +5.42% | ||
| CWB - SPDR SER TR | New Purchase | 0.23% | $218.8K | +25.07% | +13.83% | ||
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.22% | $208.9K | -11.16% | -7.38% | ||