Coppell Advisory Solutions LLC Portfolio Holdings

Coppell Advisory Solutions LLC

  • $721 Billion
  • Q1 2025

Coppell Advisory Solutions LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $721 Billion distributed in 338 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Listed Fd Tr with a value of $59.9B, Ea Ser Tr Burney Us Factor Rot with a value of $40.5B, First Tr Exchng Traded Fd Vi with a value of $20.7B, Lithia Motors Inc with a value of $20.1B, and First Tr Enhanced Traded Fd Iv with a value of $17.4B.

Examining the 13F form we can see an increase of $5.72B in the current position value, from $716B to 721B.

Coppell Advisory Solutions LLC is based out at Coppell, TX

Below you can find more details about Coppell Advisory Solutions LLC portfolio as well as his latest detailed transactions.

Portfolio value $721 Billion
ETFs: $326 Billion
Technology: $58.9 Billion
Financial Services: $42.1 Billion
Consumer Cyclical: $39.5 Billion
Healthcare: $22.1 Billion
Consumer Defensive: $19.2 Billion
Real Estate: $16.7 Billion
Communication Services: $12.7 Billion
Other: $28.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Listed Fd Tr
-
$59.9 Billion 8.3% of portfolio
-
Q1 2025 New
-
$40.5 Billion 5.62% of portfolio
-
Q1 2025 Added 896.31%
First Tr Exchng Traded Fd Vi
-
$20.7 Billion 2.87% of portfolio
-
Q1 2025 New
$8.6B
$20.1 Billion 2.78% of portfolio
2,027,362
Q1 2025 Added 0.0%
$0
$17.4 Billion 2.41% of portfolio
289,299
Q1 2025 Reduced 42.89%
$0
$16.9 Billion 2.34% of portfolio
573,786
Q1 2025 Reduced 16.61%
$0
$15.5 Billion 2.15% of portfolio
379,653
Q1 2025 Added 748.88%
$0
$14.1 Billion 1.96% of portfolio
192,081
Q1 2025 Added 259.11%
$0
$14 Billion 1.95% of portfolio
320,690
Q1 2025 Reduced 83.9%
$0
$13.7 Billion 1.9% of portfolio
284,043
Q1 2025 Reduced 38.24%
$0
$12.9 Billion 1.79% of portfolio
279,964
Q1 2025 Added 8,816.05%
$0
$12.4 Billion 1.71% of portfolio
499,149
Q1 2025 Reduced 7.75%
$622B
$12.3 Billion 1.7% of portfolio
22,926
Q1 2025 Added 297.12%
$113B
$9.86 Billion 1.37% of portfolio
51,562
Q1 2025 Reduced 44.33%
$575B
$9.51 Billion 1.32% of portfolio
27,843
Q1 2025 Added 846.08%
$0
$9.26 Billion 1.28% of portfolio
142,034
Q1 2025 Added 48.32%
$0
$8.44 Billion 1.17% of portfolio
15,234
Q1 2025 Reduced 25.63%
$0
$7.74 Billion 1.07% of portfolio
16,267
Q1 2025 Added 646.54%
$174M
$7.59 Billion 1.05% of portfolio
19,253
Q1 2025 Added 137,421.44%
$126B
$7.36 Billion 1.02% of portfolio
47,208
Q1 2025 Added 21,959.81%
$0
$7.07 Billion 0.98% of portfolio
13,876
Q1 2025 Added 1.24%
$0
$6.8 Billion 0.94% of portfolio
221,078
Q1 2025 New
$0
$6.81 Billion 0.94% of portfolio
14,323
Q1 2025 New
$29.7B
$6.5 Billion 0.9% of portfolio
26,592
Q1 2025 Added 45,748.28%
$417B
$6.4 Billion 0.89% of portfolio
6,454
Q1 2025 Added 87.78%
$0
$6.34 Billion 0.88% of portfolio
139,405
Q1 2025 Added 275.5%
$2.32T
$6.18 Billion 0.86% of portfolio
32,989
Q1 2025 Reduced 65.96%
$0
$5.93 Billion 0.82% of portfolio
64,645
Q1 2025 Reduced 68.8%
$0
$5.68 Billion 0.79% of portfolio
89,790
Q1 2025 Added 435.01%
$904M
$5.46 Billion 0.76% of portfolio
4,847
Q1 2025 Reduced 14.95%
$0
$4.96 Billion 0.69% of portfolio
185,248
Q1 2025 Added 324.52%
$0
$4.79 Billion 0.66% of portfolio
8,599
Q1 2025 Reduced 56.52%
$375B
$4.67 Billion 0.65% of portfolio
28,764
Q1 2025 Added 28.26%
$0
$4.54 Billion 0.63% of portfolio
79,747
Q1 2025 Added 34,126.18%
$164B
$4.33 Billion 0.6% of portfolio
14,996
Q1 2025 Added 153.18%
$0
$3.87 Billion 0.54% of portfolio
35,538
Q1 2025 Added 11,438.31%
$0
$3.78 Billion 0.52% of portfolio
86,348
Q1 2025 Reduced 42.58%
-
$3.44 Billion 0.48% of portfolio
-
Q1 2025 New
$380B
$3.26 Billion 0.45% of portfolio
9,088
Q1 2025 Reduced 2.28%
$0
$3.24 Billion 0.45% of portfolio
32,261
Q1 2025 Reduced 47.86%
$1.17T
$3.13 Billion 0.43% of portfolio
19,339
Q1 2025 Added 381.07%
$0
$3.08 Billion 0.43% of portfolio
50,320
Q1 2025 Reduced 50.62%
$0
$3.03 Billion 0.42% of portfolio
108,123
Q1 2025 Added 250.46%
$0
$3 Billion 0.42% of portfolio
5,418
Q1 2025 New
$0
$2.95 Billion 0.41% of portfolio
29,793
Q1 2025 Added 7,781.75%
$0
$2.95 Billion 0.41% of portfolio
26,683
Q1 2025 Added 609.28%
$0
$2.96 Billion 0.41% of portfolio
40,510
Q1 2025 Reduced 45.4%
First Tr Exchng Traded Fd Vi
-
$2.86 Billion 0.4% of portfolio
-
Q1 2025 Reduced 9.35%
$0
$2.89 Billion 0.4% of portfolio
11,341
Q1 2025 Reduced 1.39%

Summary

  • Portfolio
  • No. of Stocks 338
  • Current Value $721 Billion
  • Prior Value $716 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 47 stocks
  • Additional Purchases 152 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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