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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 Q3 2023 · Filed July 7, 2023 · Accession 0001214659-23-009373

Total Value
$403.3M
Positions
316
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (316)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL137,822$26.7M6.63%
2MICROSOFT CORPMSFT44,152$15.0M3.73%
3J P MORGAN EXCHANGE TRADED F46641Q837267,872$13.4M3.33%
4TESLA INCTSLA42,827$11.2M2.78%
5J P MORGAN EXCHANGE TRADED F46641Q332188,094$10.4M2.58%
6AMAZON COM INCAMZN76,416$10.0M2.47%
7SCHWAB STRATEGIC TR808524797123,040$8.9M2.22%
8DBX ETF TR233051200231,992$8.2M2.03%
9ISHARES TR46428720015,998$7.1M1.77%
10J P MORGAN EXCHANGE TRADED F46641Q654139,772$7.1M1.76%
11VANGUARD ADMIRAL FDS INC92193250524,597$6.2M1.55%
12BERKSHIRE HATHAWAY INC DELBRK-A16,533$5.6M1.40%
13JOHN HANCOCK EXCHANGE TRADED47804J10798,684$5.4M1.34%
14ALPHABET INCGOOG44,610$5.3M1.32%
15SPDR SER TR78464A508119,208$5.1M1.28%
16ISHARES TR46428780446,142$4.6M1.14%
17SPDR SER TR78464A40972,172$4.4M1.09%
18ISHARES TR46434V61393,571$4.3M1.05%
19NVIDIA CORPORATIONNVDA9,879$4.2M1.04%
20BROADCOM INCAVGO4,186$3.6M0.90%
21INVESCO EXCHANGE TRADED FD TIVZ72,924$3.5M0.87%
22SPDR SER TR78464A83947,210$3.2M0.81%
23PROCTER AND GAMBLE CO74271810921,149$3.2M0.80%
24INVESCO QQQ TRIVZ8,644$3.2M0.79%
25SPDR S&P 500 ETF TRSPY6,864$3.0M0.75%
26PROSHARES TR74348A46729,816$2.8M0.70%
27CHEVRON CORP NEWCVX17,797$2.8M0.69%
28PACER FDS TR69374H88154,793$2.6M0.65%
29INVESCO EXCHANGE TRADED FD TIVZ56,093$2.6M0.65%
30ALPHABET INCGOOG21,145$2.6M0.63%
31INDEXIQ ETF TR45409B10785,304$2.5M0.63%
32SPDR SER TR78464A85447,188$2.5M0.61%
33BLACKROCK TAX MUNICPAL BD TRBLK147,421$2.4M0.61%
34ISHARES TR4642876148,513$2.3M0.58%
35EXXON MOBIL CORPXOM21,200$2.3M0.56%
36ISHARES TR46428865319,382$2.1M0.53%
37HOME DEPOT INCHD6,832$2.1M0.53%
38ISHARES TR46435G42521,657$2.1M0.52%
39ISHARES TR46432F33915,506$2.1M0.52%
40INVESCO ACTIVELY MANAGED ETFIVZ43,538$2.0M0.50%
41FORTINET INCFTNT26,733$2.0M0.50%
42ISHARES TR46428888521,078$2.0M0.50%
43SPDR SER TR78464A64978,350$2.0M0.49%
44COSTCO WHSL CORP NEW22160K1053,633$2.0M0.49%
45ISHARES TR46429B26784,159$1.9M0.48%
46FIDELITY COVINGTON TRUST31609280814,613$1.9M0.47%
47ISHARES TR46429B66318,877$1.9M0.47%
48AMGEN INCAMGN8,056$1.8M0.44%
49PIMCO ETF TR72201R77519,206$1.8M0.44%
50ISHARES TR46428858818,619$1.7M0.43%
51EATON CORP PLCETN8,517$1.7M0.42%
52ISHARES TR46428887734,328$1.7M0.42%
53VISA INCV7,017$1.7M0.41%
54SPDR SER TR78464A82123,243$1.7M0.41%
55ISHARES TR46428759810,488$1.7M0.41%
56JOHNSON & JOHNSONJNJ9,711$1.6M0.40%
57VANECK ETF TRUST92189F43757,645$1.6M0.40%
58INTERNATIONAL BUSINESS MACHSINTR11,877$1.6M0.39%
59ISHARES TR4642875076,030$1.6M0.39%
60JOHN HANCOCK EXCHANGE TRADED47804J85949,815$1.5M0.38%
61ISHARES INC46434G10330,865$1.5M0.38%
62ABBVIE INCABBV11,108$1.5M0.37%
63NETFLIX INCNFLX3,346$1.5M0.37%
64VANGUARD SCOTTSDALE FDS92206C40918,896$1.4M0.35%
65VANGUARD SCOTTSDALE FDS92206C87017,901$1.4M0.35%
66PHILLIPS EDISON & CO INCPECO40,664$1.4M0.34%
67SSGA ACTIVE ETF TR78467V84833,976$1.4M0.34%
68UNITED PARCEL SERVICE INCUPS7,576$1.4M0.34%
69ISHARES TR46428745716,620$1.3M0.33%
70CADENCE DESIGN SYSTEM INCCDNS5,737$1.3M0.33%
71ISHARES TR46428772112,347$1.3M0.33%
72SPDR SER TR78468R85334,409$1.3M0.33%
73PHILIP MORRIS INTL INC71817210913,624$1.3M0.33%
74ISHARES TR4642876556,888$1.3M0.32%
75BOEING COBA-PA6,090$1.3M0.32%
76LOCKHEED MARTIN CORPLMT2,789$1.3M0.32%
77ADOBE SYSTEMS INCORPORATEDADBE2,580$1.3M0.31%
78CISCO SYS INCCSCO24,037$1.2M0.31%
79SCHWAB STRATEGIC TR80852460727,485$1.2M0.30%
80BRISTOL-MYERS SQUIBB COCELG-RI18,561$1.2M0.29%
81CHENIERE ENERGY INCLNG7,559$1.2M0.29%
82DIMENSIONAL ETF TRUST25434V10436,853$1.1M0.28%
83DIMENSIONAL ETF TRUST25434V70841,588$1.1M0.28%
84J P MORGAN EXCHANGE TRADED F46641Q64722,292$1.1M0.28%
85ISHARES TR46428743210,685$1.1M0.27%
86JPMORGAN CHASE & COVYLD7,524$1.1M0.27%
87WALMART INCWMT6,827$1.1M0.27%
88FIRST TR EXCH TRADED FD III33739P10320,275$1.1M0.27%
89VERTEX PHARMACEUTICALS INCVRTX2,991$1.1M0.26%
90VANGUARD BD INDEX FDS92193781913,988$1.1M0.26%
91SCHWAB STRATEGIC TR80852430013,963$1.0M0.26%
92SALESFORCE INCCRM4,923$1.0M0.26%
93BP PLCBPPFF29,372$1.0M0.26%
94FIRST TR EXCH TRADED FD III33739E10864,851$1.0M0.26%
95MASTERCARD INCORPORATEDMA2,631$1.0M0.26%
96J P MORGAN EXCHANGE TRADED F46641Q16719,303$1.0M0.25%
97RAYTHEON TECHNOLOGIES CORPRTX10,352$1.0M0.25%
98INVESCO EXCHANGE TRADED FD TIVZ6,172$1.0M0.25%
99ARISTA NETWORKS INCANET6,206$1.0M0.25%
100CBRE GBL REAL ESTATE INC FD12504G100191,422$1.0M0.25%
101AMETEK INCAME6,032$976,3990.24%
102LABORATORY CORP AMER HLDGS50540R4094,018$969,6060.24%
103CITIGROUP INCC-PR21,052$969,2390.24%
104ASML HOLDING N VASMLF1,288$933,6170.23%
105UNITEDHEALTH GROUP INCUNH1,917$921,2390.23%
106ISHARES TR46436E87438,656$920,0130.23%
107NEXTERA ENERGY INCNEE-PW12,310$913,3960.23%
108ISHARES TR4642871509,034$883,8620.22%
109ISHARES TR4642874738,041$883,2530.22%
110PAYPAL HLDGS INCPYPL12,944$863,7530.21%
111VANGUARD BD INDEX FDS92193782711,270$851,7090.21%
112MERCK & CO INCMRK7,380$851,5640.21%
113INTEL CORPINTC25,296$845,8840.21%
114NOVO-NORDISK A SNONOF5,195$840,6540.21%
115BLACKSTONE INCBX9,030$839,5090.21%
116AT&T INCT-PC51,805$826,2910.20%
117COHEN & STEERS QUALITY INCOM19247L10670,706$820,1940.20%
118FIRST TR EXCH TRADED FD III33739N10816,000$810,8850.20%
119DANAHER CORPORATION2358511023,378$810,6400.20%
120AGF INVTS TR00110G40842,994$806,5640.20%
121CION INVT CORP17259U20475,192$780,4890.19%
122PACER FDS TR69374H85719,117$778,0620.19%
123TARGET CORPTGT5,856$772,4330.19%
124PIONEER NAT RES CO7237871073,719$770,4450.19%
125KIMBERLY-CLARK CORPKMB5,533$763,8880.19%
126WP CAREY INC92936U10911,301$763,4720.19%
127HOLOGIC INCHOLX9,328$755,2880.19%
128CATERPILLAR INCCAT3,037$747,3290.19%
129ISHARES TR4642884146,980$744,9750.18%
130SCHWAB STRATEGIC TR80852483916,071$741,8220.18%
131ISHARES TR46428711911,871$740,0280.18%
132META PLATFORMS INCMETA2,573$738,3970.18%
133PENSKE AUTOMOTIVE GRP INC70959W1034,384$730,4920.18%
134HUMANA INCHUM1,630$728,7410.18%
135MCDONALDS CORPMCD2,426$723,9280.18%
136VANECK ETF TRUST92189H8058,535$709,7500.18%
137VANGUARD INDEX FDS9229083631,741$708,9830.18%
138FS KKR CAP CORPFSK36,903$707,7960.18%
139DISNEY WALT CO2546871067,920$707,1180.18%
140NIKE INCNKE6,338$699,5250.17%
141VALERO ENERGY CORPVLO5,938$696,5330.17%
142BECTON DICKINSON & COBDX2,627$693,4740.17%
143JOHN HANCOCK EXCHANGE TRADED47804J83427,987$692,1070.17%
144MCKESSON CORPMCK1,614$689,6500.17%
145ISHARES TR46429B6979,199$683,7580.17%
146SELECT SECTOR SPDR TR81369Y5068,411$682,7110.17%
147ISHARES TR46436E88227,380$679,2980.17%
148OTIS WORLDWIDE CORPOTIS7,583$674,9610.17%
149J P MORGAN EXCHANGE TRADED F46654Q20313,850$669,9430.17%
150PFIZER INCPFE18,231$668,7170.17%
151SOUTHERN COSOMN9,347$656,6390.16%
152WISDOMTREE TRWT18,726$655,1570.16%
153BOOKING HOLDINGS INCBKNG239$645,3790.16%
154MORGAN STANLEYMS-PQ7,519$642,0810.16%
155GUGGENHEIM TAXABLE MUNICP BO40166410738,471$627,0830.16%
156ONEOK INC NEWOKE10,136$625,6030.16%
157VANGUARD INDEX FDS9229087362,155$609,7840.15%
158FEDEX CORPFDX2,435$603,6790.15%
159PEPSICO INCPEP3,247$601,3720.15%
160COCA COLA COKO9,933$598,1380.15%
161GOLDMAN SACHS GROUP INCGSCE1,843$594,5490.15%
162CONSTELLATION BRANDS INCSTZ2,396$589,6060.15%
163DUKE ENERGY CORP NEWDUKB6,568$589,4490.15%
164SSGA ACTIVE TR78470P84621,098$585,0480.15%
165SEMPRASREA3,991$581,0950.14%
166KLA CORPKLAC1,188$576,0820.14%
167COMCAST CORP NEWCCZ13,777$572,4220.14%
168FIRST TR EXCHNG TRADED FD VI33740F75522,801$570,9370.14%
169WISDOMTREE TRWT7,096$564,6450.14%
170HONEYWELL INTL INC4385161062,703$560,8630.14%
171STARBUCKS CORPSBUX5,643$559,0390.14%
172MICROCHIP TECHNOLOGY INC.MCHPP6,217$557,0230.14%
173T-MOBILE US INCTMUSZ3,973$551,8500.14%
174ALIGN TECHNOLOGY INCALGN1,558$550,9710.14%
175EXELON CORPEXC13,434$547,3070.14%
176LILLY ELI & COLLY1,164$546,0920.14%
177INVESCO EXCHANGE TRADED FD TIVZ1,821$542,7010.13%
178DROPBOX INCDBX19,785$527,6660.13%
179APA CORPORATIONAPA15,396$526,0870.13%
180EOG RES INCEOG4,582$524,3160.13%
181MEDTRONIC PLCMDT5,927$522,1500.13%
182HERSHEY COHSY2,070$516,8930.13%
183ISHARES TR4642878795,422$515,5780.13%
184PNC FINL SVCS GROUP INC6934751054,086$514,5780.13%
185AGNC INVT CORP00123Q10450,685$513,4440.13%
186FIRST TR EXCHNG TRADED FD VI33740U70323,454$505,1990.13%
187INTUITINTU1,096$502,2920.12%
188GILDAN ACTIVEWEAR INCGIL15,523$500,4660.12%
189LAUDER ESTEE COS INC5184391042,548$500,3760.12%
190INVESCO EXCH TRADED FD TR IIIVZ22,261$495,3000.12%
191ULTA BEAUTY INCULTA1,051$494,5960.12%
192APTIV PLCAPTV4,776$487,5820.12%
193THE CIGNA GROUP1255231001,736$487,2120.12%
194OREILLY AUTOMOTIVE INC67103H107504$481,4710.12%
195SPLUNK INC8486371044,525$480,0570.12%
196ON SEMICONDUCTOR CORPON5,062$478,7640.12%
197NUVEEN CA QUALTY MUN INCOMENU43,825$478,5670.12%
198ISHARES TR4642886794,308$475,8190.12%
199J P MORGAN EXCHANGE TRADED F46641Q15910,525$475,7460.12%
200ISHARES TR4642874814,919$475,2820.12%
201VANGUARD INDEX FDS9229086372,318$469,9710.12%
202TORONTO DOMINION BK ONTTORO7,567$469,2300.12%
203JAZZ PHARMACEUTICALS PLCJAZZ3,775$467,9870.12%
204PROGRESSIVE CORP7433151033,499$463,1340.11%
205SCHWAB CHARLES CORPSCHW-PJ8,134$461,0320.11%
206FIRST TR INTER DURATN PFD &33718W10329,656$459,9720.11%
207VERIZON COMMUNICATIONS INCVZ12,346$459,1440.11%
208KAYNE ANDERSON ENERGY INFRST48660610654,821$446,2430.11%
209KEYSIGHT TECHNOLOGIES INCKEYS2,624$439,3890.11%
210CHEMED CORP NEWCHE807$437,0790.11%
211CAMDEN PPTY TR1331311024,002$435,7510.11%
212J P MORGAN EXCHANGE TRADED F46641Q7619,808$434,3040.11%
213HSBC HLDGS PLCHBCYF10,910$432,2560.11%
214MARRIOTT INTL INC NEW5719032022,341$430,0380.11%
215ABBOTT LABSABLZF3,943$429,8490.11%
216ELECTRONIC ARTS INCEA3,276$424,8590.11%
217EMERSON ELEC COEMR4,675$422,5650.10%
218WILLIAMS COS INC96945710012,777$416,8970.10%
219SILICON LABORATORIES INCSLAB2,627$414,3830.10%
220CUBESMARTCUBE8,937$399,1220.10%
221ISHARES TR46432F8346,258$391,8760.10%
222ORACLE CORPORCL-PD3,285$391,2050.10%
223PALANTIR TECHNOLOGIES INCPLTR24,943$382,3760.09%
224SPROUTS FMRS MKT INC85208M10210,357$380,4130.09%
225FULLER H B COFUL5,277$377,3310.09%
226GENUINE PARTS COGPC2,210$374,0730.09%
227VANGUARD INTL EQUITY INDEX F9220427423,826$371,0450.09%
228ISHARES TR46432F3962,568$370,4310.09%
229FRANKLIN RESOURCES INCBEN13,655$364,7250.09%
230CORTEVA INCCTVA6,327$362,5590.09%
231VERISIGN INCVRSN1,579$356,8070.09%
232FIRST TR EXCHNG TRADED FD VI33740F7489,040$352,2450.09%
233EXELIXIS INCEXEL18,203$347,8590.09%
234VANGUARD INTL EQUITY INDEX F9220426768,620$346,4380.09%
235ISHARES TR46435G47413,623$345,6050.09%
236SPDR GOLD TRGLD1,936$345,1310.09%
237IDEX CORP45167R1041,602$344,8230.09%
238ARK ETF TR00214Q1047,793$343,9720.09%
239MICRON TECHNOLOGY INCMU5,401$340,8590.08%
240PPL CORPPPLC12,623$334,0080.08%
241MID-AMER APT CMNTYS INC59522J1032,181$331,2490.08%
242THE NECESSITY RETAIL REIT IN02607T10948,953$330,9240.08%
243INTERNATIONAL PAPER CO46014610310,382$330,2440.08%
244GLOBAL X FDS37954Y87115,054$326,6800.08%
245BHP GROUP LTDBHPLF5,393$321,7960.08%
246KROGER COKR6,842$321,5860.08%
247WILLIAMS SONOMA INCWSM2,569$321,4830.08%
248QUALCOMM INCQCOM2,645$314,8960.08%
249DEERE & CODE773$313,2330.08%
250J P MORGAN EXCHANGE TRADED F46641Q2416,683$308,6230.08%
251WALGREENS BOOTS ALLIANCE INC93142710810,540$300,2880.07%
252QUANTA SVCS INC74762E1021,520$298,6040.07%
253AUTODESK INCADSK1,447$296,0710.07%
254CLOROX CO DELCLX1,856$295,1970.07%
255ALBEMARLE CORPALB-PA1,277$284,9770.07%
256SPDR SER TR78468R7216,151$283,9300.07%
257PROSHARES TR74347B6804,016$282,2220.07%
258ETF SER SOLUTIONS26922A84213,057$279,6810.07%
259NORTHROP GRUMMAN CORPNOC612$279,0630.07%
260FISERV INCFISV2,188$276,0160.07%
261LISTED FD TR53656F8479,633$269,0500.07%
262CLEAN HARBORS INCCLH1,626$267,3630.07%
263VANGUARD INTL EQUITY INDEX F9220428586,489$263,9530.07%
264RIO TINTO PLCRTNTF4,118$262,9140.07%
265INVESCO EXCHANGE TRADED FD TIVZ5,324$260,9690.06%
266MARVELL TECHNOLOGY INCMRVL4,345$259,7480.06%
267VANGUARD INDEX FDS9229087511,297$257,9850.06%
268VANGUARD TAX-MANAGED FDS9219438585,583$257,8360.06%
269EATON VANCE TAX-MANAGED GLOBETN32,326$256,0220.06%
270BLACKROCK INCBLK368$254,2770.06%
271SYNOPSYS INCSNPS583$253,8440.06%
272ISHARES TR46434V4567,100$252,7600.06%
273FAIR ISAAC CORPFICO312$252,4740.06%
274MATTERPORT INC57709610079,187$249,4390.06%
275TWILIO INCTWLO3,901$248,1820.06%
276PAYCHEX INCPAYX2,215$247,7920.06%
277ARK ETF TR00214Q3027,247$247,0500.06%
278JABIL INCJBL2,281$246,2230.06%
279VANGUARD INDEX FDS9229086291,111$244,5840.06%
280SHELL PLCRYDAF4,008$242,0110.06%
281D R HORTON INC23331A1091,971$239,8670.06%
282EPR PPTYS26884U1095,106$238,9540.06%
283EXACT SCIENCES CORP30063P1052,537$238,2240.06%
284US BANCORP DELUSB-PS7,184$237,3590.06%
285PARKER-HANNIFIN CORPPH600$234,0240.06%
286TETRA TECH INC NEWTTEK1,387$227,1380.06%
287MANHATTAN ASSOCIATES INCMANH1,133$226,4640.06%
288ADVANCED MICRO DEVICES INCAMD1,985$226,1110.06%
289VANGUARD INDEX FDS9229087441,582$224,8030.06%
290EXPEDITORS INTL WASH INC3021301091,845$223,4310.06%
291ISHARES TR46435U7135,637$220,2770.05%
292TRAVEL PLUS LEISURE CO8941641025,423$218,7640.05%
293GENERAL DYNAMICS CORPGD1,014$218,1620.05%
294ACCENTURE PLC IRELANDACN695$214,5050.05%
295JEFFERIES FINL GROUP INC47233W1096,416$212,8310.05%
296ISHARES TR4642873092,988$210,5940.05%
297AGILENT TECHNOLOGIES INCA1,747$210,0770.05%
298ROSS STORES INCROST1,860$208,5140.05%
299GENPACT LIMITEDG5,492$206,3390.05%
300AUTOMATIC DATA PROCESSING INADP938$206,0970.05%
301RYAN SPECIALTY HOLDINGS INCRYAN4,582$205,6860.05%
302ESAB CORPORATIONESAB3,091$205,6750.05%
303CONOCOPHILLIPSCOP1,975$204,6620.05%
304INSIGHT ENTERPRISES INCNSIT1,384$202,5350.05%
305AUTOZONE INCAZO81$201,9620.05%
306BUNGE LIMITEDBG2,132$201,1980.05%
307ISHARES TR46436E8668,692$201,0460.05%
308FLAHERTY & CRUMRINE PFD INCO33848010620,102$198,2060.05%
309KINDER MORGAN INC DELEP-PC11,312$194,7910.05%
310INDIA FD INC45408910311,335$188,1610.05%
311FORD MTR CO DEL34537086010,516$159,1020.04%
312ENERGY TRANSFER L PET-PI10,600$134,6200.03%
313NEWELL BRANDS INCNWL10,981$95,5390.02%
314FS CREDIT OPPORTUNITIES CORPFSCO17,538$83,3060.02%
315OCEAN PWR TECHNOLOGIES INC67487050610,000$6,0000.00%
316MATINAS BIOPHARMA HLDGS INCMTNB13,903$5,0050.00%