COOPER/HAIMS ADVISORS, LLC holdings history

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155 is the total number of securities COOPER/HAIMS ADVISORS, LLC has owned. The longest COOPER/HAIMS ADVISORS, LLC has owned a single stock is 24 quarters.

COOPER/HAIMS ADVISORS, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHE SCHWAB STRATEGIC TR242411.59%15.44%20.61%Q4 2017Q3 202324
SCHX SCHWAB STRATEGIC TR24245.12%13.11%28.61%Q4 2017Q3 202324
VGK VANGUARD INTL EQUITY I...24247.22%10.70%13.84%Q4 2017Q3 202324
SCHZ SCHWAB STRATEGIC TR24240.89%9.79%18.80%Q4 2017Q3 202324
IVV ISHARES TR24245.68%8.27%14.44%Q4 2017Q3 202324
SCHF SCHWAB STRATEGIC TR24240.78%6.97%15.30%Q4 2017Q3 202324
SCHA SCHWAB STRATEGIC TR24241.26%3.00%8.03%Q4 2017Q3 202324
PAYX PAYCHEX INC24240.02%2.80%6.86%Q4 2017Q3 202324
SCHG SCHWAB STRATEGIC TR24240.81%2.10%6.09%Q4 2017Q3 202324
SPY SPDR S&P 500 ETF TR24240.69%1.14%1.61%Q4 2017Q3 202324
MSFT MICROSOFT CORP24240.43%1.00%1.59%Q4 2017Q3 202324
BGS B & G FOODS INC NEW24240.40%0.74%1.06%Q4 2017Q3 202324
VIG VANGUARD SPECIALIZED F...24240.49%0.70%0.82%Q4 2017Q3 202324
EFA ISHARES TR24240.18%0.64%2.18%Q4 2017Q3 202324
CVX CHEVRON CORP NEW24240.41%0.61%0.90%Q4 2017Q3 202324
SCHM SCHWAB STRATEGIC TR24240.38%0.59%1.95%Q4 2017Q3 202324
IWM ISHARES TR24240.35%0.49%0.62%Q4 2017Q3 202324
FB META PLATFORMS INC24240.20%0.40%0.76%Q4 2017Q3 202324
JNJ JOHNSON & JOHNSON24240.24%0.40%0.74%Q4 2017Q3 202324
ABBV ABBVIE INC24240.22%0.39%0.49%Q4 2017Q3 202324
PEP PEPSICO INC24240.25%0.36%0.53%Q4 2017Q3 202324
STZ CONSTELLATION BRANDS INC24240.14%0.30%0.41%Q4 2017Q3 202324
KO COCA COLA CO24240.23%0.30%0.36%Q4 2017Q3 202324
IBM INTERNATIONAL BUSINESS...24240.22%0.30%0.45%Q4 2017Q3 202324
GHM GRAHAM CORP24240.14%0.25%0.35%Q4 2017Q3 202324
HON HONEYWELL INTL INC24240.16%0.24%0.33%Q4 2017Q3 202324
IYY ISHARES TR24240.18%0.23%0.27%Q4 2017Q3 202324
ABEV AMBEV SA24240.02%0.04%0.11%Q4 2017Q3 202324
AAPL APPLE INC1671.05%2.42%3.72%Q4 2017Q3 202323
AMZN AMAZON COM INC1670.32%0.82%1.28%Q4 2017Q3 202323
VOO VANGUARD INDEX FDS22220.18%0.95%1.46%Q2 2018Q3 202322
VOOG VANGUARD ADMIRAL FDS INC22220.28%0.48%0.66%Q2 2018Q3 202322
INTC INTEL CORP1930.16%0.24%0.32%Q4 2017Q3 202322
BAC BK OF AMERICA CORP1410.17%0.23%0.32%Q4 2017Q3 202322
V VISA INC22220.14%0.21%0.32%Q2 2018Q3 202322
ABT ABBOTT LABS1650.16%0.28%0.36%Q2 2018Q3 202321
SBUX STARBUCKS CORP1470.13%0.23%0.36%Q2 2018Q3 202321
PG PROCTER & GAMBLE CO2010.13%0.19%0.25%Q4 2017Q3 202321
GOOGL ALPHABET INC1460.14%0.27%0.56%Q3 2018Q3 202320
O REALTY INCOME CORP20200.18%0.25%0.30%Q4 2017Q3 202220
VNQ VANGUARD INDEX FDS1210.12%0.19%0.23%Q4 2017Q3 202320
DIS DISNEY WALT CO19190.14%0.33%0.61%Q1 2019Q3 202319
CAT CATERPILLAR INC DEL1110.13%0.29%0.43%Q4 2017Q3 202319
JPM JPMORGAN CHASE & CO1230.13%0.24%0.36%Q4 2017Q3 202319
APD AIR PRODS & CHEMS INC710.13%0.19%0.30%Q4 2017Q3 202319
BNDX VANGUARD CHARLOTTE FDS18180.18%2.66%8.48%Q2 2019Q3 202318
XOM EXXON MOBIL CORP920.12%0.27%0.57%Q4 2017Q3 202318
GCI GANNETT CO INC NEW16160.05%0.58%1.38%Q4 2019Q3 202316
MRK MERCK & CO. INC16160.13%0.19%0.26%Q4 2019Q3 202316
WBT WELBILT INC15150.27%1.47%5.33%Q4 2018Q2 202215
TSLA TESLA INC13130.20%0.38%0.53%Q3 2020Q3 202313
BRKB BERKSHIRE HATHAWAY INC...13130.18%0.33%0.44%Q3 2020Q3 202313
KEY KEYCORP NEW13130.12%0.22%0.37%Q4 2017Q4 202013
LULU LULULEMON ATHLETICA INC840.15%0.21%0.39%Q2 2020Q3 202312
GOOG ALPHABET INC810.14%0.21%0.31%Q3 2018Q3 202312
VWO VANGUARD INTL EQUITY I...610.15%0.18%0.26%Q1 2018Q3 202212
NVDA NVIDIA CORPORATION11110.16%0.59%1.23%Q1 2021Q3 202311
NOW SERVICENOW INC920.13%0.18%0.25%Q2 2020Q3 202311
BNL BROADSTONE NET LEASE INC550.83%1.75%3.68%Q1 2021Q3 202310
QQQ INVESCO QQQ TR640.16%0.26%0.40%Q4 2020Q3 202310
SYK STRYKER CORPORATION10100.14%0.19%0.24%Q2 2021Q3 202310
SOFI SOFI TECHNOLOGIES INC10100.05%0.09%0.13%Q2 2021Q3 202310
REET ISHARES TR991.53%5.41%7.40%Q3 2021Q3 20239
IIPR INNOVATIVE INDL PPTYS INC810.14%0.25%0.32%Q3 2020Q4 20229
VEU VANGUARD INTL EQUITY I...990.14%0.19%0.28%Q4 2017Q4 20199
UNP UNION PAC CORP720.17%0.18%0.21%Q1 2021Q3 20239
MDT MEDTRONIC PLC410.14%0.17%0.26%Q2 2018Q1 20229
EMN EASTMAN CHEM CO540.14%0.17%0.19%Q2 2021Q3 20239
GLW CORNING INC540.14%0.17%0.19%Q2 2021Q3 20239
MA MASTERCARD INCORPORATED810.14%0.16%0.22%Q3 2020Q4 20229
PBI PITNEY BOWES INC990.02%0.04%0.07%Q2 2021Q2 20239
UNH UNITEDHEALTH GROUP INC880.16%0.33%0.43%Q4 2021Q3 20238
QCOM QUALCOMM INC710.13%0.17%0.20%Q2 2021Q3 20238
VWE VINTAGE WINE ESTATES INC880.00%0.03%0.07%Q4 2021Q3 20238
MMM 3M CO610.13%0.27%0.40%Q4 2017Q2 20217
BABA ALIBABA GROUP HLDG LTD770.19%0.22%0.26%Q1 2022Q3 20237
STI SUNTRUST BKS INC430.13%0.17%0.21%Q4 2017Q3 20197
JCPB J P MORGAN EXCHANGE TR...661.38%4.03%6.34%Q2 2022Q3 20236
AVUS AMERICAN CENTY ETF TR660.20%0.54%0.67%Q2 2022Q3 20236
BND VANGUARD BD INDEX FD INC660.17%0.20%0.24%Q4 2017Q1 20196
VTEB VANGUARD MUN BD FDS550.18%1.17%2.83%Q2 2022Q2 20235
VEA VANGUARD TAX MANAGED I...550.22%0.24%0.26%Q4 2018Q4 20195
IEFA ISHARES TR550.20%0.23%0.28%Q4 2018Q4 20195
IWV ISHARES TR550.15%0.18%0.22%Q4 2017Q4 20185
PFE PFIZER INC550.13%0.17%0.19%Q4 2021Q4 20225
F FORD MTR CO DEL410.11%0.14%0.18%Q2 2018Q4 20205
TME TENCENT MUSIC ENTMT GROUP320.05%0.06%0.08%Q1 2022Q3 20235
EEM ISHARES TR440.57%0.70%0.94%Q4 2022Q3 20234
AOK ISHARES TR440.21%0.40%0.60%Q3 2021Q2 20224
TIP ISHARES TR440.18%0.21%0.27%Q1 2022Q4 20224
CRM SALESFORCE COM INC440.14%0.18%0.22%Q3 2020Q2 20214
PYPL PAYPAL HLDGS INC440.15%0.18%0.21%Q2 2021Q1 20224
AVDE AMERICAN CENTY ETF TR440.15%0.17%0.18%Q4 2022Q3 20234
ORCL ORACLE CORP220.12%0.15%0.17%Q3 2021Q3 20234
T AT&T INC310.00%0.13%0.20%Q4 2017Q3 20214
MRO MARATHON OIL CORP440.05%0.07%0.10%Q3 2020Q2 20214
ITCI INTRA-CELLULAR THERAPI...331.37%1.66%1.97%Q2 2021Q4 20213
TMP TOMPKINS FINL CORP210.20%0.28%0.33%Q1 2018Q3 20233
BIV VANGUARD BD INDEX FDS330.21%0.23%0.24%Q1 2021Q3 20213
MTUM ISHARES TR330.17%0.18%0.19%Q1 2021Q3 20213
CGC CANOPY GROWTH CORP330.14%0.18%0.21%Q4 2020Q2 20213
BA BOEING CO330.14%0.17%0.20%Q4 2020Q2 20213
FOXA TWENTY FIRST CENTY FOX...330.16%0.17%0.18%Q2 2018Q4 20183
GM GENERAL MTRS CO210.13%0.14%0.15%Q1 2021Q4 20213
TBT PROSHARES TR330.12%0.14%0.16%Q1 2021Q3 20213
CMCSA COMCAST CORP NEW330.12%0.14%0.15%Q1 2021Q3 20213
TFC TRUIST FINL CORP110.12%0.14%0.15%Q4 2019Q3 20213
BLK BLACKROCK INC330.12%0.13%0.14%Q2 2021Q4 20213
ZI ZOOMINFO TECHNOLOGIES INC220.35%0.38%0.41%Q2 2020Q3 20202
GAL SSGA ACTIVE ETF TR220.32%0.33%0.34%Q4 2017Q1 20182
MOGO MOGO INC220.08%0.24%0.40%Q1 2021Q2 20212
WMT WALMART INC220.20%0.23%0.25%Q4 2020Q1 20212
COST COSTCO WHSL CORP NEW220.16%0.21%0.26%Q4 2020Q1 20212
HD HOME DEPOT INC220.18%0.20%0.23%Q3 2018Q4 20182
LVGO LIVONGO HEALTH INC220.20%0.20%0.20%Q1 2020Q2 20202
C CITIGROUP INC220.18%0.20%0.21%Q4 2017Q1 20182
IWF ISHARES TR110.13%0.18%0.22%Q2 2021Q4 20212
FDX FEDEX CORP220.15%0.17%0.19%Q3 2021Q4 20212
XSOE WISDOMTREE TR220.14%0.15%0.15%Q1 2021Q2 20212
TGNA TEGNA INC220.09%0.09%0.10%Q2 2020Q3 20202
AMPE AMPIO PHARMACEUTICALS INC110.01%0.01%0.01%Q2 2020Q1 20212
CTXR CITIUS PHARMACEUTICALS...220.01%0.01%0.01%Q3 2020Q4 20202
AAPL APPLE INC110.00%0.00%0.01%Q1 2018Q4 20182
BANK AMER CORP112.12%2.12%2.12%Q3 2019Q3 20191
BROADSTONE NET LEASE INC111.66%1.66%1.66%Q2 2022Q2 20221
GTLS CHART INDS INC110.37%0.37%0.37%Q3 2018Q3 20181
MUB ISHARES TR110.26%0.26%0.26%Q4 2021Q4 20211
CIIC CIIG MERGER CORP110.24%0.24%0.24%Q4 2020Q4 20201
LLY ELI LILLY & CO110.24%0.24%0.24%Q3 2023Q3 20231
MTB M & T BK CORP110.22%0.22%0.22%Q3 2023Q3 20231
AGG ISHARES TR110.21%0.21%0.21%Q2 2021Q2 20211
RPV INVESCO EXCHANGE TRADE...110.19%0.19%0.19%Q4 2018Q4 20181
IBDS ISHARES TR110.19%0.19%0.19%Q3 2023Q3 20231
ISHARES TR110.19%0.19%0.19%Q3 2023Q3 20231
GS GOLDMAN SACHS GROUP INC110.16%0.16%0.16%Q2 2022Q2 20221
SHY ISHARES TR110.16%0.16%0.16%Q1 2022Q1 20221
UAA UNDER ARMOUR INC110.16%0.16%0.16%Q2 2018Q2 20181
UA UNDER ARMOUR INC110.15%0.15%0.15%Q2 2018Q2 20181
NEAR ISHARES U S ETF TR110.15%0.15%0.15%Q1 2022Q1 20221
UPS UNITED PARCEL SERVICE INC110.14%0.14%0.14%Q1 2021Q1 20211
SUB ISHARES TR110.14%0.14%0.14%Q4 2021Q4 20211
NVS NOVARTIS A G110.14%0.14%0.14%Q1 2019Q1 20191
BMY BRISTOL-MYERS SQUIBB CO110.13%0.13%0.13%Q2 2022Q2 20221
SMPL SIMPLY GOOD FOODS CO110.13%0.13%0.13%Q4 2021Q4 20211
GE GENERAL ELECTRIC CO110.10%0.10%0.10%Q2 2018Q2 20181
BKT BLACKROCK INCOME TR INC110.10%0.10%0.10%Q1 2022Q1 20221
FS CREDIT OPPORTUNITIE...110.06%0.06%0.06%Q3 2023Q3 20231
DDAIF Daimler AG110.03%0.03%0.03%Q4 2017Q4 20171
PDM Piedmont Office Realty...110.01%0.01%0.01%Q4 2017Q4 20171
HES Hess110.01%0.01%0.01%Q4 2017Q4 20171
VZ Verizon Communications110.00%0.00%0.00%Q4 2017Q4 20171
Comcast110.00%0.00%0.00%Q4 2017Q4 20171
XRX Xerox110.00%0.00%0.00%Q4 2017Q4 20171
CNDT Conduent110.00%0.00%0.00%Q4 2017Q4 20171
SBUX STARBUCKS CORP110.00%0.00%0.00%Q2 2018Q2 20181
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The securities at the top of the list , including SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and VANGUARD INTL EQUITY INDEX F, are the highest-conviction holdings of COOPER/HAIMS ADVISORS, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by COOPER/HAIMS ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that COOPER/HAIMS ADVISORS, LLC owns currently or has owned in the past.