COOPER/HAIMS ADVISORS, LLC
RIA/Wealth
COOPER/HAIMS ADVISORS, LLC is a RIA/Wealth based in Victor, NY led by Daniel Norris Jones, reporting $939.2M in AUM as of Q3 2025 with 77% ETF concentration, 72% concentrated in top 10 holdings, and 19% allocation to SCHE.
Managing PartnerDaniel Norris Jones
- Portfolio Value
- $214.0M
- Positions
- 88
- Top Holding
- SCHE at 19.36%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in COOPER/HAIMS ADVISORS, LLC's portfolio (71.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $41.4M | 19.36% | -$870.8K Sold | — 1.2M shares | |
ETF ETF | $21.8M | 10.17% | -$456.6K Sold | — 272.8K shares | |
ETF ETF | $17.7M | 8.27% | -$739.6K Sold | — 26.5K shares | |
ETF ETF | $14.5M | 6.76% | +$118.7K Bought | — 304.2K shares | |
ETF ETF | $13.7M | 6.39% | +$439.3K Bought | — 534.8K shares | |
ETF ETF | $11.5M | 5.39% | -$276.1K Sold | — 437.8K shares | |
Staffing & Employment Services Industrials | $10.0M | 4.65% | +$664.6K Bought | 0.02% 78.5K shares | |
ETF ETF | $9.2M | 4.28% | +$643.3K Bought | — 185.4K shares | |
ETF ETF | $8.3M | 3.88% | +$297.3K Bought | — 166.0K shares | |
Consumer Electronics Technology | $5.8M | 2.73% | -$367.2K Sold | 0.00% 22.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in COOPER/HAIMS ADVISORS, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+159.87% | |
+31.58% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-18.24% | |
-18.21% |
Analytics
Portfolio insights and performance metrics for COOPER/HAIMS ADVISORS, LLC
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