COOPER/HAIMS ADVISORS, LLC - Q1 2020 holdings

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$115 Million is the total value of COOPER/HAIMS ADVISORS, LLC's 45 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
BGS  B & G FOODS INC NEW$744,000
+0.9%
41,1200.0%0.65%
+60.0%
IWM  ISHARES TRrussell 2000 etf$443,000
-31.0%
3,8750.0%0.39%
+9.3%
PEP  PEPSICO INC$417,000
-12.2%
3,4750.0%0.36%
+39.1%
ABBV  ABBVIE INC$405,000
-14.0%
5,3180.0%0.35%
+35.9%
INTC  INTEL CORP$349,000
-9.6%
6,4530.0%0.30%
+43.4%
ABT  ABBOTT LABS$293,000
-9.3%
3,7160.0%0.26%
+43.3%
O  REALTY INCOME CORP$284,000
-32.2%
5,6970.0%0.25%
+6.9%
IYY  ISHARES TRdow jones us etf$264,000
-20.7%
2,0890.0%0.23%
+25.7%
GHM  GRAHAM CORP$260,000
-40.9%
20,1260.0%0.23%
-6.6%
MRK  MERCK & CO. INC$212,000
-15.2%
2,7490.0%0.18%
+34.1%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-05-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SCHWAB STRATEGIC TR24Q3 202320.6%
SCHWAB STRATEGIC TR24Q3 202328.6%
VANGUARD INTL EQUITY INDEX F24Q3 202313.8%
SCHWAB STRATEGIC TR24Q3 202318.8%
ISHARES TR24Q3 202314.4%
SCHWAB STRATEGIC TR24Q3 202315.3%
SCHWAB STRATEGIC TR24Q3 20238.0%
PAYCHEX INC24Q3 20236.9%
SCHWAB STRATEGIC TR24Q3 20236.1%
SPDR S&P 500 ETF TR24Q3 20231.6%

View COOPER/HAIMS ADVISORS, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-10
13F-HR2024-02-13
13F-HR2023-11-09
13F-HR2023-08-11
13F-HR2023-05-12
13F-HR2023-02-10
13F-HR2022-11-02
13F-HR2022-07-25
13F-HR2022-05-09
13F-HR2022-01-21

View COOPER/HAIMS ADVISORS, LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported number of holdings is incorrect (45 != 44)

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