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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 Q4 2023 · Filed October 13, 2023 · Accession 0001214659-23-013383

Total Value
$416.0M
Positions
324
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (324)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL142,660$24.4M5.87%
2J P MORGAN EXCHANGE TRADED F46641Q837311,418$15.6M3.76%
3MICROSOFT CORPMSFT45,504$14.4M3.45%
4J P MORGAN EXCHANGE TRADED F46641Q332213,728$11.4M2.75%
5TESLA INCTSLA43,007$10.8M2.59%
6AMAZON COM INCAMZN80,111$10.2M2.45%
7SCHWAB STRATEGIC TR808524797133,325$9.4M2.27%
8DBX ETF TR233051200230,008$8.0M1.93%
9ISHARES TR46428720016,962$7.3M1.75%
10J P MORGAN EXCHANGE TRADED F46641Q654140,114$7.1M1.70%
11PACER FDS TR69374H881133,731$6.6M1.59%
12INVESCO QQQ TRIVZ17,221$6.2M1.48%
13VANGUARD ADMIRAL FDS INC92193250524,582$6.1M1.46%
14ALPHABET INCGOOG46,144$6.0M1.45%
15BERKSHIRE HATHAWAY INC DELBRK-A16,190$5.7M1.36%
16JOHN HANCOCK EXCHANGE TRADED47804J107105,263$5.6M1.34%
17SPDR SER TR78464A508119,260$4.9M1.18%
18ISHARES TR46428780449,537$4.7M1.12%
19NVIDIA CORPORATIONNVDA10,259$4.5M1.07%
20ISHARES TR46429B66341,893$4.1M1.00%
21SPDR SER TR78464A40969,263$4.1M0.99%
22BROADCOM INCAVGO4,544$3.8M0.91%
23ISHARES TR46434V61385,623$3.7M0.90%
24ISHARES TR46428743238,452$3.4M0.82%
25INVESCO EXCHANGE TRADED FD TIVZ69,529$3.3M0.79%
26PROCTER AND GAMBLE CO74271810921,286$3.1M0.75%
27CHEVRON CORP NEWCVX17,889$3.0M0.73%
28ALPHABET INCGOOG21,290$2.8M0.67%
29J P MORGAN EXCHANGE TRADED F46641Q24160,643$2.7M0.64%
30INDEXIQ ETF TR45409B10785,956$2.6M0.62%
31EXXON MOBIL CORPXOM21,041$2.5M0.59%
32PROSHARES TR74348A46727,771$2.5M0.59%
33INVESCO EXCHANGE TRADED FD TIVZ49,164$2.4M0.57%
34SPDR S&P 500 ETF TRSPY5,055$2.2M0.52%
35AMGEN INCAMGN7,988$2.1M0.52%
36SPDR SER TR78464A85442,493$2.1M0.51%
37COSTCO WHSL CORP NEW22160K1053,732$2.1M0.51%
38ISHARES TR4642876147,885$2.1M0.50%
39INVESCO ACTIVELY MANAGED ETFIVZ45,882$2.0M0.49%
40GUGGENHEIM TAXABLE MUNICP BO401664107130,180$2.0M0.49%
41SPDR SER TR78464A64982,157$2.0M0.48%
42HOME DEPOT INCHD6,607$2.0M0.48%
43ISHARES TR46428887740,742$2.0M0.48%
44ISHARES TR46436E87482,591$2.0M0.47%
45JOHN HANCOCK EXCHANGE TRADED47804J85963,538$1.9M0.46%
46ISHARES TR46432F33913,837$1.8M0.44%
47FIDELITY COVINGTON TRUST31609280814,559$1.8M0.43%
48VANECK ETF TRUST92189F43765,349$1.8M0.43%
49PIMCO ETF TR72201R77519,733$1.7M0.42%
50EATON CORP PLCETN8,101$1.7M0.42%
51VISA INCV7,450$1.7M0.41%
52INTERNATIONAL BUSINESS MACHSINTR12,119$1.7M0.41%
53ISHARES TR4642875076,739$1.7M0.40%
54VANGUARD BD INDEX FDS92193782722,349$1.7M0.40%
55FORTINET INCFTNT27,650$1.6M0.39%
56SCHWAB STRATEGIC TR80852430022,247$1.6M0.39%
57ABBVIE INCABBV10,782$1.6M0.39%
58SPDR SER TR78464A82123,053$1.6M0.38%
59ISHARES TR46428865316,089$1.6M0.38%
60ISHARES TR46428759810,235$1.6M0.37%
61PACER FDS TR69374H85737,005$1.5M0.37%
62ISHARES TR46428888516,927$1.5M0.35%
63JOHNSON & JOHNSONJNJ9,276$1.4M0.35%
64VANGUARD SCOTTSDALE FDS92206C40918,813$1.4M0.34%
65ISHARES TR46436E88256,779$1.4M0.34%
66ISHARES TR4642876557,935$1.4M0.34%
67ADOBE INCADBE2,719$1.4M0.33%
68ISHARES TR46428858815,441$1.4M0.33%
69SSGA ACTIVE ETF TR78467V84835,365$1.4M0.33%
70VANGUARD SCOTTSDALE FDS92206C87017,867$1.4M0.33%
71CADENCE DESIGN SYSTEM INCCDNS5,731$1.3M0.32%
72ISHARES TR46435G42514,280$1.3M0.32%
73CISCO SYS INCCSCO24,859$1.3M0.32%
74PHILIP MORRIS INTL INC71817210914,147$1.3M0.31%
75PHILLIPS EDISON & CO INCPECO38,521$1.3M0.31%
76INVESCO EXCHANGE TRADED FD TIVZ40,051$1.3M0.31%
77SPDR SER TR78468R85334,469$1.3M0.31%
78CHENIERE ENERGY INCLNG7,572$1.3M0.30%
79ISHARES TR46434V86023,957$1.2M0.29%
80BP PLCBPPFF31,290$1.2M0.29%
81UNITED PARCEL SERVICE INCUPS7,714$1.2M0.29%
82ISHARES INC46434G10324,168$1.2M0.28%
83BOEING COBA-PA5,991$1.1M0.28%
84SCHWAB STRATEGIC TR80852460727,487$1.1M0.27%
85NETFLIX INCNFLX2,979$1.1M0.27%
86J P MORGAN EXCHANGE TRADED F46641Q64723,229$1.1M0.27%
87ISHARES TR46428745713,791$1.1M0.27%
88ARISTA NETWORKS INCANET6,051$1.1M0.27%
89ISHARES TR46434V45632,978$1.1M0.27%
90DIMENSIONAL ETF TRUST25434V10436,913$1.1M0.27%
91BRISTOL-MYERS SQUIBB COCELG-RI18,968$1.1M0.26%
92LOCKHEED MARTIN CORPLMT2,683$1.1M0.26%
93WALMART INCWMT6,836$1.1M0.26%
94JPMORGAN CHASE & COVYLD7,520$1.1M0.26%
95MASTERCARD INCORPORATEDMA2,731$1.1M0.26%
96CATERPILLAR INCCAT3,893$1.1M0.26%
97META PLATFORMS INCMETA3,527$1.1M0.25%
98VERTEX PHARMACEUTICALS INCVRTX3,020$1.1M0.25%
99UNITEDHEALTH GROUP INCUNH2,042$1.0M0.25%
100NOVO-NORDISK A SNONOF11,142$1.0M0.24%
101DIMENSIONAL ETF TRUST25434V70838,555$1.0M0.24%
102COHEN & STEERS QUALITY INCOM19247L10699,729$1.0M0.24%
103J P MORGAN EXCHANGE TRADED F46654Q20321,108$990,6140.24%
104J P MORGAN EXCHANGE TRADED F46641Q16719,088$978,4660.24%
105FIRST TR EXCH TRADED FD III33739E10861,050$974,9720.23%
106FIRST TR EXCH TRADED FD III33739P10318,233$969,0880.23%
107SALESFORCE INCCRM4,718$956,7160.23%
108BLACKSTONE INCBX8,782$940,9200.23%
109AMETEK INCAME6,345$937,4810.23%
110ISHARES TR4642877218,921$936,0420.23%
111VANGUARD BD INDEX FDS92193781912,816$926,7020.22%
112PIONEER NAT RES CO7237871073,913$898,2110.22%
113INTEL CORPINTC25,232$896,9980.22%
114CITIGROUP INCC-PR21,673$891,4080.21%
115DANAHER CORPORATION2358511023,517$872,6820.21%
116CBRE GBL REAL ESTATE INC FD12504G100188,672$849,0250.20%
117ASML HOLDING N VASMLF1,405$827,0050.20%
118HUMANA INCHUM1,688$821,3970.20%
119SELECT SECTOR SPDR TR81369Y8034,985$817,1930.20%
120PAYPAL HLDGS INCPYPL13,750$803,8250.19%
121FIRST TR EXCH TRADED FD III33739N10815,900$777,1970.19%
122BOOKING HOLDINGS INCBKNG252$777,1550.19%
123VALERO ENERGY CORPVLO5,421$768,2180.18%
124FS KKR CAP CORPFSK38,825$764,4580.18%
125SPLUNK INC8486371045,217$762,9860.18%
126ISHARES TR4642871508,075$760,6190.18%
127ISHARES TR4642884147,330$751,6180.18%
128RTX CORPORATIONRTX10,415$749,5920.18%
129NEXTERA ENERGY INCNEE-PW13,077$749,1770.18%
130MERCK & CO INCMRK7,111$732,0810.18%
131CION INVT CORP17259U20469,247$731,9380.18%
132PENSKE AUTOMOTIVE GRP INC70959W1034,318$721,2940.17%
133COCA COLA COKO12,706$711,2680.17%
134MCDONALDS CORPMCD2,688$708,1610.17%
135ISHARES TR46428711911,871$708,0800.17%
136SELECT SECTOR SPDR TR81369Y5067,806$705,5830.17%
137ELI LILLY & COLLY1,306$701,7200.17%
138FEDEX CORPFDX2,647$701,1960.17%
139PACER FDS TR69374H70921,265$691,9630.17%
140LABORATORY CORP AMER HLDGS50540R4093,439$691,3490.17%
141J P MORGAN EXCHANGE TRADED F46641Q15915,437$685,3970.16%
142BECTON DICKINSON & COBDX2,639$682,1820.16%
143AT&T INCT-PC45,273$679,9990.16%
144JOHN HANCOCK EXCHANGE TRADED47804J20614,280$675,7100.16%
145AGF INVTS TR00110G40833,979$674,8310.16%
146VANGUARD INDEX FDS9229087362,472$673,1660.16%
147KIMBERLY-CLARK CORPKMB5,542$669,7940.16%
148MCKESSON CORPMCK1,518$660,0840.16%
149HOLOGIC INCHOLX9,502$659,4390.16%
150APA CORPORATIONAPA15,979$656,7520.16%
151COMCAST CORP NEWCCZ14,561$645,6160.16%
152MICRON TECHNOLOGY INCMU9,490$645,5740.16%
153DISNEY WALT CO2546871067,842$635,6130.15%
154OTIS WORLDWIDE CORPOTIS7,862$631,3820.15%
155ISHARES TR46429B26728,488$627,8840.15%
156ONEOK INC NEWOKE9,867$625,8930.15%
157WP CAREY INC92936U10911,573$625,8630.15%
158CONSTELLATION BRANDS INCSTZ2,475$622,0870.15%
159MORGAN STANLEYMS-PQ7,499$612,4440.15%
160WISDOMTREE TRWT7,722$602,7890.14%
161FIRST TR EXCHNG TRADED FD VI33740F75524,496$599,9070.14%
162VANECK ETF TRUST92189H8059,000$596,9540.14%
163PROGRESSIVE CORP7433151034,278$595,9820.14%
164WISDOMTREE TRWT16,818$592,1510.14%
165PEPSICO INCPEP3,490$591,3760.14%
166DUKE ENERGY CORP NEWDUKB6,674$589,0840.14%
167EOG RES INCEOG4,617$585,2480.14%
168SSGA ACTIVE TR78470P84621,070$580,7950.14%
169GOLDMAN SACHS GROUP INCGSCE1,772$573,4740.14%
170SCHWAB STRATEGIC TR80852483912,913$571,1390.14%
171ADVANCED MICRO DEVICES INCAMD5,554$571,0620.14%
172KLA CORPKLAC1,243$570,0170.14%
173APTIV PLCAPTV5,761$567,9770.14%
174VANGUARD INDEX FDS9229083631,437$564,2390.14%
175INTUITINTU1,101$562,6090.14%
176TARGET CORPTGT5,069$560,5220.13%
177SEMPRASREA8,192$557,3140.13%
178NIKE INCNKE5,826$557,1240.13%
179T-MOBILE US INCTMUSZ3,975$556,6990.13%
180ON SEMICONDUCTOR CORPON5,952$553,2380.13%
181LISTED FD TR53656F84719,998$551,9450.13%
182ISHARES TR46429B6977,624$551,8580.13%
183FIRST TR EXCHNG TRADED FD VI33740U70325,405$539,8560.13%
184THE CIGNA GROUP1255231001,847$528,3730.13%
185STARBUCKS CORPSBUX5,714$521,5530.13%
186JAZZ PHARMACEUTICALS PLCJAZZ3,976$514,6530.12%
187INVESCO EXCH TRADED FD TR IIIVZ22,956$513,5300.12%
188EXELON CORPEXC13,537$511,5690.12%
189KAYNE ANDERSON ENERGY INFRST48660610660,801$511,3360.12%
190PNC FINL SVCS GROUP INC6934751054,084$501,3430.12%
191INVESCO EXCHANGE TRADED FD TIVZ18,210$498,9540.12%
192HONEYWELL INTL INC4385161062,683$495,6430.12%
193VANGUARD INDEX FDS9229085382,493$485,5620.12%
194MEDTRONIC PLCMDT6,192$485,2030.12%
195VANGUARD ADMIRAL FDS INC9219328446,203$483,3020.12%
196ISHARES TR4642878795,395$481,3420.12%
197TORONTO DOMINION BK ONTTORO7,932$477,9820.11%
198AGNC INVT CORP00123Q10450,478$476,5160.11%
199EMERSON ELEC COEMR4,899$473,0880.11%
200CORTEVA INCCTVA9,213$471,3570.11%
201GILDAN ACTIVEWEAR INCGIL16,507$462,3650.11%
202MARRIOTT INTL INC NEW5719032022,344$460,7580.11%
203HERSHEY COHSY2,300$460,1950.11%
204SCHWAB CHARLES CORPSCHW-PJ8,289$455,0430.11%
205OREILLY AUTOMOTIVE INC67103H107500$454,4300.11%
206HSBC HLDGS PLCHBCYF11,310$446,2950.11%
207ISHARES TR4642874734,266$445,0910.11%
208MICROCHIP TECHNOLOGY INC.MCHPP5,694$444,4530.11%
209CHEMED CORP NEWCHE855$444,2970.11%
210ISHARES TR4642874814,832$441,3650.11%
211J P MORGAN EXCHANGE TRADED F46641Q7619,837$425,6300.10%
212VANGUARD INTL EQUITY INDEX F92204267610,909$424,6870.10%
213DEERE & CODE1,122$423,5160.10%
214NUVEEN CA QUALTY MUN INCOMENU43,592$420,6650.10%
215ISHARES TR4642872424,093$417,5990.10%
216EXELIXIS INCEXEL18,994$415,0190.10%
217FIRST TR INTER DURATN PFD &33718W10327,844$414,8770.10%
218ELECTRONIC ARTS INCEA3,445$414,7430.10%
219TRUIST FINL CORP89832Q10914,422$412,6130.10%
220DROPBOX INCDBX15,126$411,8810.10%
221WILLIAMS SONOMA INCWSM2,643$410,7540.10%
222ALIGN TECHNOLOGY INCALGN1,327$405,1600.10%
223BLACKROCK TAX MUNICPAL BD TRBLK26,498$401,7090.10%
224PALANTIR TECHNOLOGIES INCPLTR24,970$399,5200.10%
225INVESCO EXCH TRADED FD TR IIIVZ17,531$394,4440.09%
226CAMDEN PPTY TR1331311024,156$393,1050.09%
227ISHARES TR4642886793,557$392,9420.09%
228VANGUARD INDEX FDS9229086371,974$386,3630.09%
229INTERNATIONAL PAPER CO46014610310,821$383,8130.09%
230ABBOTT LABSABLZF3,911$378,7750.09%
231FULLER H B COFUL5,518$378,6200.09%
232ISHARES TR46432F8346,298$377,8170.09%
233VERIZON COMMUNICATIONS INCVZ11,641$377,2740.09%
234GLOBAL X FDS37954Y87113,906$376,0290.09%
235LAUDER ESTEE COS INC5184391042,591$374,5290.09%
236ORACLE CORPORCL-PD3,513$372,0530.09%
237ISHARES TR4642871763,537$366,8840.09%
238VANGUARD INTL EQUITY INDEX F9220427423,926$365,8250.09%
239ARK ETF TR00214Q1049,167$363,6450.09%
240FRANKLIN RESOURCES INCBEN14,311$351,7640.08%
241CUBESMARTCUBE9,221$351,5810.08%
242IDEX CORP45167R1041,688$351,1560.08%
243MARVELL TECHNOLOGY INCMRVL6,407$346,8150.08%
244VERISIGN INCVRSN1,700$344,3010.08%
245BLACKROCK INCBLK532$343,7310.08%
246AUTODESK INCADSK1,641$339,5390.08%
247ISHARES TR4642873094,937$337,7900.08%
248FIRST TR EXCHNG TRADED FD VI33740F7488,760$335,5080.08%
249GENUINE PARTS COGPC2,292$330,8580.08%
250SILICON LABORATORIES INCSLAB2,850$330,2870.08%
251ISHARES TR46432F3962,356$329,1300.08%
252SPDR SER TR78464A2014,485$328,6160.08%
253WILLIAMS COS INC9694571009,538$321,3380.08%
254BHP GROUP LTDBHPLF5,647$321,1730.08%
255GLOBAL NET LEASE INCGNL-PE32,840$315,5920.08%
256QUALCOMM INCQCOM2,827$313,9370.08%
257PFIZER INCPFE9,214$305,6440.07%
258KROGER COKR6,633$296,8440.07%
259SPDR GOLD TRGLD1,716$294,2080.07%
260SOUTHERN COSOMN4,498$291,0940.07%
261CENCORA INCCOR1,616$290,8320.07%
262EATON VANCE TAX-MANAGED GLOBETN38,703$285,2410.07%
263QUANTA SVCS INC74762E1021,474$275,7440.07%
264RIO TINTO PLCRTNTF4,324$275,2000.07%
265SPDR SER TR78468R7216,151$268,7990.06%
266SHELL PLCRYDAF4,130$265,8980.06%
267INVESCO EXCHANGE TRADED FD TIVZ5,965$263,4630.06%
268PAYCHEX INCPAYX2,281$263,0680.06%
269EDWARDS LIFESCIENCES CORPEW3,750$259,8000.06%
270US BANCORP DELUSB-PS7,846$259,4010.06%
271SYNOPSYS INCSNPS563$258,4000.06%
272VANGUARD INDEX FDS9229087691,209$256,8540.06%
273MID-AMER APT CMNTYS INC59522J1031,992$256,2330.06%
274PRICE T ROWE GROUP INCTROW2,414$253,1560.06%
275FRANKLIN TEMPLETON ETF TRFGDL12,197$250,1670.06%
276FISERV INCFISV2,188$247,1560.06%
277JABIL INCJBL1,945$246,8420.06%
278APPLIED MATLS INC0382221051,781$246,5740.06%
279WALGREENS BOOTS ALLIANCE INC93142710810,982$244,2420.06%
280TOLL BROTHERS INCTOL3,301$244,1600.06%
281ISHARES TR46432F8423,768$242,4710.06%
282CONOCOPHILLIPSCOP2,015$241,3520.06%
283VANGUARD INDEX FDS9229086291,157$240,9630.06%
284VANGUARD INTL EQUITY INDEX F9220428586,119$239,9430.06%
285CF INDS HLDGS INC1252691002,790$239,2280.06%
286NORTHROP GRUMMAN CORPNOC540$237,8120.06%
287JEFFERIES FINL GROUP INC47233W1096,472$237,0660.06%
288INVESCO EXCHANGE TRADED FD TIVZ5,331$236,0870.06%
289FAIR ISAAC CORPFICO270$234,5030.06%
290PARKER-HANNIFIN CORPPH602$234,4910.06%
291ACCENTURE PLC IRELANDACN760$233,4320.06%
292CLEAN HARBORS INCCLH1,363$228,1120.05%
293SPDR DOW JONES INDL AVERAGE78467X109677$226,6580.05%
294OMEGA HEALTHCARE INVS INC6819361006,818$226,0830.05%
295ESAB CORPORATIONESAB3,217$225,9080.05%
296JOHN HANCOCK EXCHANGE TRADED47804J8349,468$224,8360.05%
297GENERAL DYNAMICS CORPGD1,015$224,2850.05%
298VANGUARD INDEX FDS9229087511,186$224,1650.05%
299AUTOMATIC DATA PROCESSING INADP931$223,9750.05%
300CLOROX CO DELCLX1,701$222,9310.05%
301ETF SER SOLUTIONS26922A84213,057$222,3610.05%
302JACOBS SOLUTIONS INCJ1,626$222,0060.05%
303VANGUARD INDEX FDS9229087441,583$218,3340.05%
304KEYSIGHT TECHNOLOGIES INCKEYS1,602$211,9610.05%
305PROSHARES TR74347B6803,165$211,2310.05%
306TRAVEL PLUS LEISURE CO8941641025,737$210,7210.05%
307INSIGHT ENTERPRISES INCNSIT1,444$210,1020.05%
308TWILIO INCTWLO3,566$208,7180.05%
309TEXAS INSTRS INC8825081041,298$206,3900.05%
310VANGUARD TAX-MANAGED FDS9219438584,705$205,7100.05%
311ISHARES TR46435U7135,561$203,4790.05%
312ROSS STORES INCROST1,789$202,0190.05%
313ARK ETF TR00214Q3027,247$201,9010.05%
314ISHARES TR46436E8668,692$200,6110.05%
315INDIA FD INC45408910311,398$198,5550.05%
316FLAHERTY & CRUMRINE PFD INCO33848010620,102$183,5310.04%
317MATTERPORT INC57709610079,187$171,8360.04%
318ENERGY TRANSFER L PET-PI11,600$162,7480.04%
319INVESCO LTDIVZ10,659$154,7690.04%
320FORD MTR CO DEL34537086010,671$132,5400.03%
321FS CREDIT OPPORTUNITIES CORPFSCO16,560$89,7550.02%
322NU HLDGS LTDNU12,228$88,6530.02%
323OCEAN PWR TECHNOLOGIES INC67487050610,000$3,9000.00%
324MATINAS BIOPHARMA HLDGS INCMTNB13,903$1,8070.00%