Coppell Advisory Solutions LLC Purchases in Q4 2024

Coppell Advisory Solutions LLC

  • $716 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
67
+ 19.65%
$31.24 - $37.15 $2.09K - $2.49K
408 $13M
MOS
Mosaic CO

Basic Materials
21
+ 26.92%
$23.87 - $28.34 $501 - $595
99 $2.38M
BEP
Brookfield Renewable Partners L.P.

Utilities
13
+ 162.5%
$22.59 - $28.9 $294 - $376
21 $482K
Ouster Inc
20
New
N/A
20 $249K
Pennant Group Inc Com
9
New
N/A
9 $236K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3
+ 18.75%
$101.82 - $114.06 $305 - $342
19 $1.97M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
20
+ 181.82%
$12.44 - $14.36 $249 - $287
31 $386K
SG
Sweetgreen, Inc.

Consumer Cyclical
7
New
$31.7 - $43.97 $222 - $308
7 $222K
PDD
Pinduoduo Inc.

Consumer Cyclical
2
New
$94.39 - $154.27 $189 - $309
2 $189K
VGSH
Vanguard

ETFs
15
+ 2.04%
$58.02 - $58.88 $870 - $883
750 $43.6M
Sally Beauty Holdings Inc Com
14
New
N/A
14 $140K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
50
+ 7.75%
$17.21 - $18.41 $861 - $921
695 $12M
TDOC
Teladoc Health, Inc.

Healthcare
14
New
$8.57 - $12.02 $120 - $168
14 $130K
GRWG
Grow Generation Corp.

Consumer Cyclical
171
+ 40.24%
$1.54 - $2.24 $263 - $383
596 $942K
ARKG
Ark Genomic Revolution ETF (De

ETFs
5
New
$22.66 - $27.11 $113 - $136
5 $119K
MHK
Mohawk Industries Inc

Consumer Cyclical
3
+ 50.0%
$116.82 - $161.27 $350 - $484
9 $1.07M
NARI
Inari Medical, Inc.

Healthcare
2
New
$40.61 - $58.21 $81.2 - $116
2 $104K
BIIB
Biogen Inc.

Healthcare
2
+ 40.0%
$146.47 - $191.55 $293 - $383
7 $1.05M
Aquestive Therapeutics Inc Com
16
New
N/A
16 $56K
LCID
Lucid Group, Inc.

Consumer Cyclical
80
+ 17.78%
$2.01 - $3.44 $161 - $275
530 $1.67M
Skillz Inc
10
New
N/A
10 $50K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.71%
$126.68 - $134.74 $127 - $135
142 $18M
NEWP
New Pacific Metals Corp

Basic Materials
16
New
$1.18 - $2.02 $18.9 - $32.3
16 $24K
BNDX
Vanguard Total International B

ETFs
6
+ 2.58%
$48.91 - $50.61 $293 - $304
239 $11.7M
Skye Bioscience Inc Class Equity
4
New
N/A
4 $4K
Beyond Meat Inc Com
1
New
N/A
1 $4K
Triumph Bancorp Com
8
New
N/A
8 $0
FNDA
Schwab Fundamental U S Small C

ETFs
40
+ 100.0%
$29.26 - $59.11 $1.17K - $2.36K
80 $2.37M
FNDX
Schwab Fundamental U S Large C

ETFs
96
+ 200.0%
$23.49 - $71.77 $2.26K - $6.89K
144 $3.4M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
6
+ 2.03%
$7.22 - $8.05 $43.3 - $48.3
301 $2.2M
WAL
Western Alliance Bancorporation

Financial Services
1
+ 1.69%
$80.51 - $96.1 $80.5 - $96.1
60 $4.98M
UL
Unilever PLC

Consumer Defensive
39
+ 13.68%
$56.7 - $64.64 $2.21K - $2.52K
324 $18.5M
DINO
Hf Sinclair Corp

Energy
451
+ 31.99%
$33.69 - $47.67 $15.2K - $21.5K
1.86K $63.7M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
93
+ 100.0%
$22.02 - $46.16 $2.05K - $4.29K
186 $4.11M
BPMC
Blueprint Medicines Corp

Healthcare
26
+ 5.96%
$82.48 - $101.39 $2.14K - $2.64K
462 $40.1M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
11
+ 7.59%
$57.96 - $64.2 $638 - $706
156 $9.04M
SCHR
Schwab Intermediate Term Us Tr

ETFs
131
+ 100.0%
$24.19 - $50.58 $3.17K - $6.63K
262 $6.37M
Linde Plc.
4
+ 12.5%
N/A
36 $15M
CDNA
Care Dx, Inc.

Healthcare
264
+ 37.77%
$20.4 - $32.2 $5.39K - $8.5K
963 $20.4M
NEE
Nextera Energy Inc

Utilities
34
+ 15.32%
$69.77 - $85.43 $2.37K - $2.9K
256 $18.4M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
26
+ 2.77%
$8.61 - $9.3 $224 - $242
964 $8.44M
Creative Media & Cmnty T
19
+ 2.11%
N/A
921 $149K
DBA
Invesco Db Agriculture Fund

ETFs
17
+ 0.54%
$24.81 - $27.83 $422 - $473
3.16K $83M
SCHV
Schwab Strategic Tr Us Large C

ETFs
410
+ 200.0%
$25.79 - $80.4 $10.6K - $33K
615 $16M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
19
+ 2.49%
$49.87 - $52.46 $948 - $997
781 $39M
HST
Host Hotels & Resorts, Inc.

Real Estate
1
+ 0.06%
$17.24 - $19.07 $17.2 - $19.1
1.74K $30.9M
GLU
Gabelli Global Utility & Income Trust

Financial Services
11
+ 1.76%
$15.0 - $17.18 $165 - $189
635 $9.59M
OTIS
Otis Worldwide Corp

Industrials
69
+ 11.52%
$92.57 - $106.01 $6.39K - $7.31K
668 $61.9M
TPIF
Timothy Plan Intl ETF (De)

ETFs
1
+ 0.32%
$26.38 - $28.72 $26.4 - $28.7
312 $8.28M
Activity Summary
Buys All Purchases 772 New Holdings 237 Increased Positions 535 Sells All Sells 408 Reductions 408 Sold out 0 Options Calls 0 Puts 0
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