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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Cooper Financial Group

Quarter ended Q1 2023 · Filed January 13, 2023 · Accession 0001214659-23-000590

Total Value
$327.5M
Positions
293
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (293)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL136,558$17.7M5.42%
2SPDR S&P 500 ETF TRSPY38,214$14.6M4.46%
3J P MORGAN EXCHANGE TRADED F46641Q837216,598$10.9M3.32%
4MICROSOFT CORPMSFT41,584$10.0M3.05%
5J P MORGAN EXCHANGE TRADED F46641Q332160,516$8.7M2.67%
6DBX ETF TR233051200232,684$7.5M2.29%
7SCHWAB STRATEGIC TR80852479790,733$6.9M2.09%
8ISHARES TR46428720017,085$6.6M2.00%
9AMAZON COM INCAMZN76,772$6.4M1.97%
10TESLA INCTSLA43,304$5.3M1.63%
11J P MORGAN EXCHANGE TRADED F46641Q654103,766$5.2M1.60%
12VANGUARD ADMIRAL FDS INC92193250524,597$5.2M1.58%
13BERKSHIRE HATHAWAY INC DELBRK-A16,694$5.2M1.57%
14SPDR SER TR78464A508122,588$4.8M1.46%
15JOHN HANCOCK EXCHANGE TRADED47804J10791,458$4.5M1.38%
16ISHARES TR46428780443,953$4.2M1.27%
17ISHARES TR46434V61391,976$4.1M1.26%
18ALPHABET INCGOOG43,039$3.8M1.16%
19SPDR SER TR78464A40972,396$3.7M1.12%
20ISHARES TR46435G42541,148$3.5M1.06%
21PROCTER AND GAMBLE CO74271810920,492$3.1M0.95%
22SPDR SER TR78464A83946,531$3.0M0.92%
23BLACKROCK TAX MUNICPAL BD TRBLK163,850$2.8M0.84%
24INVESCO EXCHANGE TRADED FD TIVZ57,715$2.6M0.81%
25INDEXIQ ETF TR45409B10782,954$2.4M0.72%
26EXXON MOBIL CORPXOM21,366$2.4M0.72%
27PROSHARES TR74348A46726,182$2.4M0.72%
28BROADCOM INCAVGO4,209$2.4M0.72%
29SSGA ACTIVE ETF TR78467V60856,216$2.3M0.70%
30INVESCO EXCHANGE TRADED FD TIVZ45,234$2.2M0.68%
31HOME DEPOT INCHD7,040$2.2M0.68%
32SPDR SER TR78464A85447,757$2.1M0.66%
33AMGEN INCAMGN7,807$2.1M0.63%
34ISHARES TR4642876149,107$2.0M0.60%
35ISHARES TR46428887742,052$1.9M0.59%
36CHEVRON CORP NEWCVX10,491$1.9M0.57%
37JOHNSON & JOHNSONJNJ9,986$1.8M0.54%
38SPDR SER TR78464A47459,093$1.7M0.53%
39ISHARES TR46428759811,126$1.7M0.52%
40INVESCO QQQ TRIVZ6,246$1.7M0.51%
41LOCKHEED MARTIN CORPLMT3,336$1.6M0.50%
42COSTCO WHSL CORP NEW22160K1053,496$1.6M0.49%
43ISHARES TR46428858817,151$1.6M0.49%
44ALPHABET INCGOOG17,747$1.6M0.48%
45JOHN HANCOCK EXCHANGE TRADED47804J85955,823$1.6M0.48%
46ABBVIE INCABBV9,674$1.6M0.48%
47ISHARES TR46429B26768,675$1.6M0.48%
48SSGA ACTIVE ETF TR78467V84838,785$1.6M0.47%
49FIDELITY COVINGTON TRUST31609280816,177$1.5M0.47%
50SCHWAB STRATEGIC TR80852440923,096$1.5M0.47%
51SPDR SER TR78464A82123,294$1.5M0.46%
52INTERNATIONAL BUSINESS MACHSINTR10,625$1.5M0.46%
53ISHARES TR4642875076,133$1.5M0.45%
54PHILLIPS EDISON & CO INCPECO46,029$1.5M0.45%
55ISHARES TR46428888517,214$1.4M0.44%
56VANGUARD SCOTTSDALE FDS92206C87018,539$1.4M0.44%
57VANGUARD SCOTTSDALE FDS92206C40918,852$1.4M0.43%
58NVIDIA CORPORATIONNVDA9,536$1.4M0.43%
59ISHARES TR4642876557,892$1.4M0.42%
60VISA INCV6,530$1.4M0.41%
61CION INVT CORP17259U204135,360$1.3M0.40%
62PIMCO ETF TR72201R71813,906$1.3M0.40%
63ISHARES TR46428745715,763$1.3M0.39%
64SPDR SER TR78468R85334,003$1.3M0.38%
65J P MORGAN EXCHANGE TRADED F46641Q64724,400$1.2M0.37%
66SCHWAB STRATEGIC TR80852460729,919$1.2M0.37%
67VANECK ETF TRUST92189F43744,454$1.2M0.37%
68SPDR SER TR78464A64947,020$1.2M0.36%
69JOHN HANCOCK EXCHANGE TRADED47804J83450,209$1.2M0.36%
70FORTINET INCFTNT23,029$1.1M0.34%
71PHILIP MORRIS INTL INC71817210911,087$1.1M0.34%
72BOEING COBA-PA5,877$1.1M0.34%
73EATON CORP PLCETN7,077$1.1M0.34%
74VANGUARD BD INDEX FDS92193781914,530$1.1M0.33%
75UNITED PARCEL SERVICE INCUPS6,135$1.1M0.33%
76BRISTOL-MYERS SQUIBB COCELG-RI14,607$1.1M0.32%
77PACER FDS TR69374H88122,188$1.0M0.31%
78CHENIERE ENERGY INCLNG6,838$1.0M0.31%
79CISCO SYS INCCSCO21,061$1.0M0.31%
80FIRST TR EXCH TRADED FD III33739P10320,495$1.0M0.31%
81DIMENSIONAL ETF TRUST25434V10436,739$992,6800.30%
82J P MORGAN EXCHANGE TRADED F46641Q16719,035$975,1530.30%
83DISNEY WALT CO25468710611,212$974,0850.30%
84PFIZER INCPFE18,976$972,3350.30%
85ISHARES TR4642871769,109$969,5220.30%
86AGF INVTS TR00110G40844,307$939,7510.29%
87NETFLIX INCNFLX3,097$913,2430.28%
88PEPSICO INCPEP4,927$890,0810.27%
89WP CAREY INC92936U10911,288$882,1660.27%
90ISHARES TR46428715010,268$870,7670.27%
91CBRE GBL REAL ESTATE INC FD12504G100151,492$868,0470.27%
92UNITEDHEALTH GROUP INCUNH1,637$868,0460.27%
93ISHARES TR46428772111,363$846,3960.26%
94JPMORGAN CHASE & COVYLD6,254$838,6090.26%
95FIRST TR EXCH TRADED FD III33739N10816,420$822,8120.25%
96NEXTERA ENERGY INCNEE-PW9,794$818,7730.25%
97RAYTHEON TECHNOLOGIES CORPRTX8,091$816,5010.25%
98INVESCO EXCH TRADED FD TR IIIVZ36,286$812,4400.25%
99CATERPILLAR INCCAT3,379$809,5420.25%
100TARGET CORPTGT5,238$780,7320.24%
101ADOBE SYSTEMS INCORPORATEDADBE2,318$780,1700.24%
102CADENCE DESIGN SYSTEM INCCDNS4,847$778,6220.24%
103SOUTHERN COSOMN10,830$773,4050.24%
104SELECT SECTOR SPDR TR81369Y5068,730$763,6230.23%
105ISHARES TR46432F3965,226$762,6280.23%
106WALMART INCWMT5,269$747,0400.23%
107AMETEK INCAME5,326$744,1400.23%
108ISHARES TR46434V40718,163$742,6820.23%
109BLACKSTONE INCBX9,683$718,3460.22%
110ISHARES INC46428653313,528$717,6350.22%
111VERTEX PHARMACEUTICALS INCVRTX2,464$711,5540.22%
112MERCK & CO INCMRK6,341$703,5200.21%
113SCHWAB STRATEGIC TR80852483915,404$703,2050.21%
114AT&T INCT-PC37,163$684,1690.21%
115DANAHER CORPORATION2358511022,568$681,6420.21%
116INTEL CORPINTC25,458$672,8430.21%
117PAYPAL HLDGS INCPYPL9,233$657,5740.20%
118LABORATORY CORP AMER HLDGS50540R4092,742$645,5990.20%
119ISHARES TR4642886535,841$631,9270.19%
120CITIGROUP INCC-PR13,868$627,2440.19%
121VALERO ENERGY CORPVLO4,924$624,6580.19%
122NIKE INCNKE5,284$618,2550.19%
123ISHARES TR46429B6635,928$617,9400.19%
124WISDOMTREE TRWT7,088$609,9870.19%
125ISHARES TR4642874735,777$608,5330.19%
126KIMBERLY-CLARK CORPKMB4,468$606,5320.19%
127WISDOMTREE TRWT18,678$589,0190.18%
128BP PLCBPPFF16,858$588,8410.18%
129ISHARES TR4642884145,540$584,5810.18%
130MCDONALDS CORPMCD2,211$582,5470.18%
131ISHARES TR46428711911,871$577,8590.18%
132VANGUARD INDEX FDS9229083631,642$577,0480.18%
133COCA COLA COKO8,876$564,6280.17%
134VANECK ETF TRUST92189H8057,405$563,9460.17%
135ONEOK INC NEWOKE8,471$556,5450.17%
136MORGAN STANLEYMS-PQ6,488$551,5770.17%
137DUKE ENERGY CORP NEWDUKB5,348$550,8330.17%
138CIGNA CORP NEW1255231001,648$546,0450.17%
139INVESCO EXCHANGE TRADED FD TIVZ3,483$540,3870.17%
140MASTERCARD INCORPORATEDMA1,550$538,9610.16%
141INVESCO EXCHANGE TRADED FD TIVZ1,821$525,2960.16%
142PNC FINL SVCS GROUP INC6934751053,301$521,2870.16%
143OTIS WORLDWIDE CORPOTIS6,583$515,4970.16%
144GOLDMAN SACHS GROUP INCGSCE1,497$514,0870.16%
145STARBUCKS CORPSBUX5,022$498,2000.15%
146ISHARES TR46429B6976,886$496,4740.15%
147J P MORGAN EXCHANGE TRADED F46654Q20312,120$494,4960.15%
148ISHARES TR4642878795,395$492,6170.15%
149SCHWAB STRATEGIC TR8085243008,834$490,8370.15%
150WILLIAMS COS INC96945710014,891$489,9300.15%
151VANGUARD INDEX FDS9229086372,804$488,4820.15%
152NUVEEN CA QUALTY MUN INCOMENU43,306$479,3970.15%
153VERIZON COMMUNICATIONS INCVZ11,984$472,1800.14%
154SEMPRASREA3,043$470,2620.14%
155ARISTA NETWORKS INCANET3,833$465,1350.14%
156COMCAST CORP NEWCCZ13,035$455,8180.14%
157HERSHEY COHSY1,962$454,2290.14%
158SALESFORCE INCCRM3,423$453,8560.14%
159FIRST TR INTER DURATN PFD &33718W10326,725$450,8440.14%
160FS KKR CAP CORPFSK25,712$449,9600.14%
161T-MOBILE US INCTMUSZ3,169$443,6600.14%
162HONEYWELL INTL INC4385161062,047$438,5860.13%
163ISHARES TR4642874815,238$437,8760.13%
164EXELON CORPEXC10,115$437,2540.13%
165MCKESSON CORPMCK1,152$431,9990.13%
166PENSKE AUTOMOTIVE GRP INC70959W1033,748$430,7790.13%
167MARRIOTT INTL INC NEW5719032022,891$430,3970.13%
168GUGGENHEIM TAXABLE MUNICP BO40166410726,226$429,0570.13%
169HORIZON THERAPEUTICS PUB LG461881013,769$428,9120.13%
170HUMANA INCHUM833$426,5960.13%
171INVESCO EXCH TRADED FD TR IIIVZ23,527$426,3060.13%
172HALOZYME THERAPEUTICS INCHALO7,378$419,8080.13%
173VANGUARD BD INDEX FDS9219378275,444$409,8610.13%
174TORONTO DOMINION BK ONTTORO6,008$389,0780.12%
175ISHARES TR46436E88215,734$388,6300.12%
176ISHARES INC46434G1038,262$385,8370.12%
177ISHARES TR46435G47415,554$382,7920.12%
178ULTA BEAUTY INCULTA813$381,3540.12%
179FISERV INCFISV3,773$381,3370.12%
180OREILLY AUTOMOTIVE INC67103H107445$375,5930.11%
181APTIV PLCAPTV4,002$372,7060.11%
182KLA CORPKLAC971$366,0590.11%
183PROGRESSIVE CORP7433151032,808$364,2780.11%
184ISHARES TR46432F8346,220$360,0140.11%
185SPDR DOW JONES INDL AVERAGE78467X1091,085$359,4880.11%
186CHEMED CORP NEWCHE699$356,5900.11%
187FIRST REP BK SAN FRANCISCO C33616C1002,902$353,7460.11%
188UNION PAC CORPUNP1,695$350,9950.11%
189SPROUTS FMRS MKT INC85208M10210,830$350,5670.11%
190QUANTA SVCS INC74762E1022,459$350,4770.11%
191CAPRI HOLDINGS LIMITEDCPRI6,093$349,2510.11%
192ISHARES TR46436E87414,512$346,1110.11%
193EMERSON ELEC COEMR3,564$342,3490.10%
194EOG RES INCEOG2,630$340,6690.10%
195VANGUARD INDEX FDS9229087361,597$340,4120.10%
196BECTON DICKINSON & COBDX1,335$339,5330.10%
197J P MORGAN EXCHANGE TRADED F46641Q7618,750$339,0630.10%
198BOOKING HOLDINGS INCBKNG168$338,5670.10%
199APA CORPORATIONAPA7,235$337,7080.10%
200PAYCHEX INCPAYX2,920$337,4870.10%
201AMPLIFY ETF TR03210888813,673$334,3080.10%
202ISHARES TR4642886793,025$332,5080.10%
203HOLOGIC INCHOLX4,430$331,4080.10%
204INVESCO EXCH TRADED FD TR IIIVZ14,368$330,6010.10%
205INTUITINTU848$330,2120.10%
206ASML HOLDING N VASMLF603$329,5320.10%
207PROSHARES TR74347B6804,579$327,6450.10%
208NORTHROP GRUMMAN CORPNOC587$320,3520.10%
209DEERE & CODE746$319,6800.10%
210FIRST TR EXCHNG TRADED FD VI33740F7489,086$319,5450.10%
211ELECTRONIC ARTS INCEA2,607$318,5170.10%
212ISHARES TR4642873095,436$318,0060.10%
213GENUINE PARTS COGPC1,830$317,6000.10%
214THE NECESSITY RETAIL REIT IN02607T10953,411$316,7250.10%
215SPDR SER TR78468R7216,873$313,5460.10%
216FEDEX CORPFDX1,799$311,5350.10%
217QUALCOMM INCQCOM2,815$309,4680.09%
218GLOBAL X FDS37954Y87115,342$308,0710.09%
219FULLER H B COFUL4,258$304,9880.09%
220IDEX CORP45167R1041,331$303,8430.09%
221INVESCO EXCH TRADED FD TR IIIVZ20,366$302,6450.09%
222ISHARES U S ETF TR46431W85310,724$302,3150.09%
223WALGREENS BOOTS ALLIANCE INC9314271088,077$301,7710.09%
224JAZZ PHARMACEUTICALS PLCJAZZ1,882$299,8210.09%
225US BANCORP DELUSB-PS6,747$294,2300.09%
226KROGER COKR6,580$293,3220.09%
227HSBC HLDGS PLCHBCYF9,411$293,2470.09%
228PPL CORPPPLC9,925$290,0120.09%
229SILICON LABORATORIES INCSLAB2,123$288,0270.09%
230INTERNATIONAL PAPER CO4601461038,261$286,0830.09%
231DROPBOX INCDBX12,752$285,3900.09%
232FRANKLIN RESOURCES INCBEN10,561$278,5990.09%
233UBS AG LONDON BRANCHUSML16,658$278,5100.09%
234EDWARDS LIFESCIENCES CORPEW3,690$275,3110.08%
235META PLATFORMS INCMETA2,263$272,3280.08%
236CORTEVA INCCTVA4,578$269,0790.08%
237CUBESMARTCUBE6,680$268,8570.08%
238MEDTRONIC PLCMDT3,445$267,7700.08%
239ABBOTT LABSABLZF2,436$267,4730.08%
240GILDAN ACTIVEWEAR INCGIL9,690$265,4930.08%
241SPLUNK INC8486371043,000$258,2700.08%
242MACYS INC55616P10412,487$257,8630.08%
243STEEL DYNAMICS INCSTLD2,624$256,3650.08%
244ISHARES TR46435G1023,663$254,4440.08%
245WILLIAMS SONOMA INCWSM2,213$254,3640.08%
246EXELIXIS INCEXEL15,686$251,6030.08%
247GENERAL DYNAMICS CORPGD1,014$251,5840.08%
248CONOCOPHILLIPSCOP2,127$250,9840.08%
249LILLY ELI & COLLY679$248,3720.08%
250SPDR SER TR78464A7554,953$246,6990.08%
251INVESCO EXCHANGE TRADED FD TIVZ5,122$244,7350.07%
252CAMDEN PPTY TR1331311022,163$242,0040.07%
253RIO TINTO PLCRTNTF3,376$240,3880.07%
254PHILLIPS 66PSX2,302$239,6370.07%
255VANGUARD TAX-MANAGED FDS9219438585,594$234,7950.07%
256INNOVATIVE INDL PPTYS INCINHD2,303$233,4540.07%
257SCHWAB STRATEGIC TR8085248704,505$233,2980.07%
258TWILIO INCTWLO4,744$232,2660.07%
259FIRST TR EXCHNG TRADED FD VI33740F75510,440$231,8720.07%
260PACER FDS TR69374H8576,409$230,4040.07%
261AUTODESK INCADSK1,232$230,2240.07%
262VANGUARD INDEX FDS9229086291,125$229,2580.07%
263SPDR GOLD TRGLD1,347$228,5050.07%
264COHEN & STEERS QUALITY INCOM19247L10619,817$227,8970.07%
265VANGUARD WORLD FDS92204A504916$227,3160.07%
266FIRST FNDTN INC32026V10415,852$227,1570.07%
267AUTOMATIC DATA PROCESSING INADP946$226,0800.07%
268FIDELITY NATL INFORMATION SV31620M1063,320$225,2290.07%
269ALIGN TECHNOLOGY INCALGN1,061$223,7650.07%
270ETF SER SOLUTIONS26922A84213,057$223,0140.07%
271MATTERPORT INC57709610079,187$221,7240.07%
272SS&C TECHNOLOGIES HLDGS INCSSNC4,248$221,1300.07%
273JEFFERIES FINL GROUP INC47233W1096,303$216,0760.07%
274FIRST TR EXCHNG TRADED FD VI33740U70310,666$209,8000.06%
275BANK AMERICA CORP0605051046,306$208,8710.06%
276SHELL PLCRYDAF3,667$208,8090.06%
277ISHARES TR46435U7135,705$206,8500.06%
278ORACLE CORPORCL-PD2,527$206,5210.06%
279GILEAD SCIENCES INCGILD2,372$203,5950.06%
280CF INDS HLDGS INC1252691002,386$203,2570.06%
281EBAY INC.EBAY4,869$201,9250.06%
282FORD MTR CO DEL34537086016,024$186,3540.06%
283FLAHERTY & CRUMRINE PFD INCO33848010616,482$183,1150.06%
284FIRST TR EXCH TRADED FD III33739E10810,440$175,3920.05%
285PALANTIR TECHNOLOGIES INCPLTR24,933$160,0700.05%
286EATON VANCE TAX-MANAGED GLOBETN19,594$147,9350.05%
287KAYNE ANDERSON ENERGY INFRST48660610617,091$146,2990.04%
288AGNC INVT CORP00123Q10411,966$123,8480.04%
289SPROTT PHYSICAL SILVER TRSII10,093$83,1660.03%
290FS CREDIT OPPORTUNITIES CORPFSCO10,854$51,1220.02%
291MATINAS BIOPHARMA HLDGS INCMTNB13,903$6,9520.00%
292OCEAN PWR TECHNOLOGIES INC67487050610,000$4,5010.00%
293ALKALINE WTR CO INC01643A20715,000$2,6210.00%