The Analysis of COOPER/HAIMS ADVISORS, LLC's Holdings
Currently, COOPER/HAIMS ADVISORS, LLC holds 88 types of securities in its portfolio with a total value $214.0M. In the most recent quarter, they have increased their positions in PAYX (+5.2K shares, valued at $664.6K), BNDX (+13.0K shares, valued at $643.3K), IAU (+6.5K shares, valued at $476.5K); decreased their positions in SCHE (-26.1K shares, valued at $870.8K), IVV (-1.1K shares, valued at $739.6K), VGK (-5.7K shares, valued at $456.6K); initiated new positions in IAU (+6.5K shares, valued at $476.5K), IJT (+1.5K shares, valued at $208.3K), TSM (+742 shares, valued at $207.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHE SCHWAB STRATEGIC TR1.2M shares-2.06%2025-09-302025-11-04
VGK VANGUARD INTL EQUITY INDEX F272.8K shares-2.05%2025-09-302025-11-04 IVV ISHARES TR26.5K shares-4.01%2025-09-302025-11-04 JCPB J P MORGAN EXCHANGE TRADED F304.2K shares0.83%2025-09-302025-11-04 REET ISHARES TR534.8K shares3.32%2025-09-302025-11-04 SCHX SCHWAB STRATEGIC TR437.8K shares-2.34%2025-09-302025-11-04 PAYX PAYCHEX INC78.5K shares7.15%2025-09-302025-11-04 BNDX VANGUARD CHARLOTTE FDS185.4K shares7.54%2025-09-302025-11-04 VTEB VANGUARD MUN BD FDS166.0K shares3.71%2025-09-302025-11-04 AAPL APPLE INC22.9K shares-5.92%2025-09-302025-11-04 DFGR DIMENSIONAL ETF TRUST136.5K shares7.04%2025-09-302025-11-04 MSFT MICROSOFT CORP6.9K shares0.28%2025-09-302025-11-04 SCHZ SCHWAB STRATEGIC TR146.3K shares3.45%2025-09-302025-11-04 KMT KENNAMETAL INC149.8K shares-11.78%2025-09-302025-11-04 VOO VANGUARD INDEX FDS4.9K shares-1.39%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR4.4K shares-1.97%2025-09-302025-11-04 SCHG SCHWAB STRATEGIC TR74.7K shares0.01%2025-09-302025-11-04 AMZN AMAZON COM INC9.7K shares-2.17%2025-09-302025-11-04 NVDA NVIDIA CORPORATION10.9K shares-0.80%2025-09-302025-11-04 AVUS AMERICAN CENTY ETF TR14.0K shares0.26%2025-09-302025-11-04 SCHA SCHWAB STRATEGIC TR48.9K shares-2.84%2025-09-302025-11-04 VIG VANGUARD SPECIALIZED FUNDS6.1K shares0.00%2025-09-302025-11-04 BNL BROADSTONE NET LEASE INC69.1K shares-7.43%2025-09-302025-11-04 SCHF SCHWAB STRATEGIC TR53.0K shares-2.09%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.3.3K shares1.07%2025-09-302025-11-04 CVX CHEVRON CORP NEW6.3K shares1.66%2025-09-302025-11-04 META META PLATFORMS INC1.2K shares-0.16%2025-09-302025-11-04 IWM ISHARES TR3.6K shares0.00%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares3.71%2025-09-302025-11-04 IBM INTERNATIONAL BUSINESS MACHS3.0K shares5.14%2025-09-302025-11-04 GOOGL ALPHABET INC3.5K shares1.73%2025-09-302025-11-04 CAT CATERPILLAR INC1.6K shares0.00%2025-09-302025-11-04 XOM EXXON MOBIL CORP6.6K shares159.87%2025-09-302025-11-04 SCHM SCHWAB STRATEGIC TR23.4K shares0.05%2025-09-302025-11-04 ABBV ABBVIE INC2.9K shares-2.85%2025-09-302025-11-04 EEM ISHARES TR11.9K shares-2.25%2025-09-302025-11-04 GLW CORNING INC7.2K shares4.37%2025-09-302025-11-04 ORCL ORACLE CORP2.1K shares-10.38%2025-09-302025-11-04 GOOG ALPHABET INC2.4K shares-4.83%2025-09-302025-11-04 BABA ALIBABA GROUP HLDG LTD3.2K shares-3.46%2025-09-302025-11-04 QQQ INVESCO QQQ TR923 shares-2.22%2025-09-302025-11-04 AVDE AMERICAN CENTY ETF TR6.7K shares0.00%2025-09-302025-11-04 V VISA INC1.5K shares-5.64%2025-09-302025-11-04 ABT ABBOTT LABS3.6K shares0.00%2025-09-302025-11-04 PEP PEPSICO INC3.4K shares-1.02%2025-09-302025-11-04 IAU ISHARES GOLD TR6.5K sharesnew addition2025-09-302025-11-04 IWF ISHARES TR1.0K shares0.00%2025-09-302025-11-04 BAC BANK AMERICA CORP9.1K shares0.03%2025-09-302025-11-04 AVGO BROADCOM INC1.4K shares7.69%2025-09-302025-11-04 BGS B & G FOODS INC NEW102.8K shares31.58%2025-09-302025-11-04 PG PROCTER AND GAMBLE CO2.9K shares-5.64%2025-09-302025-11-04 JNJ JOHNSON & JOHNSON2.3K shares-1.76%2025-09-302025-11-04 KO COCA COLA CO5.9K shares-7.74%2025-09-302025-11-04 SCHV SCHWAB STRATEGIC TR12.8K shares0.45%2025-09-302025-11-04 STZ CONSTELLATION BRANDS INC2.7K shares-11.63%2025-09-302025-11-04 SBUX STARBUCKS CORP4.0K shares5.47%2025-09-302025-11-04 IYY ISHARES TR2.0K shares-5.06%2025-09-302025-11-04 VOOG VANGUARD ADMIRAL FDS INC762 shares0.00%2025-09-302025-11-04 GE GE AEROSPACE1.1K shares8.40%2025-09-302025-11-04 DIS DISNEY WALT CO2.7K shares0.00%2025-09-302025-11-04 NOW SERVICENOW INC337 shares-8.67%2025-09-302025-11-04 COST COSTCO WHSL CORP NEW335 shares13.56%2025-09-302025-11-04 IBDR ISHARES TR12.7K shares0.00%2025-09-302025-11-04 NFLX NETFLIX INC248 shares2.06%2025-09-302025-11-04 SYK STRYKER CORPORATION789 shares0.00%2025-09-302025-11-04 VNQ VANGUARD INDEX FDS3.2K shares0.13%2025-09-302025-11-04 UNH UNITEDHEALTH GROUP INC804 shares-11.45%2025-09-302025-11-04 IBDX ISHARES TR10.4K shares0.00%2025-09-302025-11-04 IBDS ISHARES TR10.7K shares0.00%2025-09-302025-11-04 IBMO ISHARES TR10.0K shares0.00%2025-09-302025-11-04 PBI PITNEY BOWES INC22.4K shares-18.24%2025-09-302025-11-04 MA MASTERCARD INCORPORATED406 shares-2.40%2025-09-302025-11-04 EFA ISHARES TR2.4K shares0.00%2025-09-302025-11-04 HON HONEYWELL INTL INC1.1K shares-5.19%2025-09-302025-11-04 LLY ELI LILLY & CO281 shares-14.85%2025-09-302025-11-04 VEU VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2025-09-302025-11-04 IIPR INNOVATIVE INDL PPTYS INC3.9K shares3.44%2025-09-302025-11-04 IBDT ISHARES TR8.2K shares0.00%2025-09-302025-11-04 USMV ISHARES TR2.2K shares0.00%2025-09-302025-11-04 IJT ISHARES TR1.5K sharesnew addition2025-09-302025-11-04 WMT WALMART INC2.0K shares-18.21%2025-09-302025-11-04 TSM TAIWAN SEMICONDUCTOR MFG LTD742 sharesnew addition2025-09-302025-11-04 TJX TJX COS INC NEW1.4K shares-14.48%2025-09-302025-11-04 JLL JONES LANG LASALLE INC685 sharesnew addition2025-09-302025-11-04 INTC INTEL CORP6.1K sharesnew addition2025-09-302025-11-04 MRK MERCK & CO INC2.4K sharesnew addition2025-09-302025-11-04 GCI GANNETT CO INC25.8K shares0.00%2025-09-302025-11-04 RIG TRANSOCEAN LTD11.5K shares4.55%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available