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
AES
Aes Corp

Utilities
653
+ 53.83%
$12.44 - $20.24 $8.12K - $13.2K
1.87K $23.6M
QCOM
Qualcomm Inc

Technology
138
+ 9.71%
$150.4 - $178.04 $20.8K - $24.6K
1.56K $241M
CHRD
Oasis Petroleum Inc.

Energy
1
+ 1.96%
$110.83 - $137.78 $111 - $138
52 $5.88M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2
+ 0.04%
$50.73 - $51.08 $101 - $102
5.34K $272M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
860
+ 100.0%
$24.31 - $49.53 $20.9K - $42.6K
1.72K $41.9M
ALC
Alcon Inc

Healthcare
58
+ 14.91%
$83.87 - $99.15 $4.86K - $5.75K
447 $37.9M
SWKS
Skyworks Solutions, Inc.

Technology
90
+ 10.56%
$83.18 - $99.15 $7.49K - $8.92K
942 $83.3M
ASML
Asml Holding Nv

Technology
15
+ 18.52%
$658.43 - $872.27 $9.88K - $13.1K
96 $67.2M
LTC
Ltc Properties Inc

Real Estate
6
+ 0.96%
$34.42 - $39.44 $207 - $237
630 $21.7M
ZTS
Zoetis Inc.

Healthcare
64
+ 17.98%
$162.24 - $194.42 $10.4K - $12.4K
420 $68.1M
MU
Micron Technology Inc

Technology
149
+ 23.32%
$84.16 - $113.41 $12.5K - $16.9K
788 $67.2M
DFAE
Dimensional ETF Tr

ETFs
14
+ 1.69%
$25.36 - $28.15 $355 - $394
844 $21.5M
PSEC
Prospect Capital Corp

Financial Services
63
+ 3.51%
$4.16 - $5.34 $262 - $336
1.86K $7.91M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
19
+ 1.65%
$17.41 - $19.29 $331 - $367
1.17K $20.7M
NOC
Northrop Grumman Corp

Industrials
3
+ 5.66%
$466.52 - $543.88 $1.4K - $1.63K
56 $26.1M
HUM
Humana Inc

Healthcare
11
+ 15.49%
$233.89 - $304.18 $2.57K - $3.35K
82 $20.8M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
104
+ 23.53%
N/A
546 $37.3M
Frontline LTD
100
+ 27.32%
N/A
466 $6.47M
LADR
Ladder Capital Corp

Real Estate
25
+ 0.67%
$10.95 - $11.99 $274 - $300
3.74K $42.2M
COTY
Coty Inc.

Consumer Defensive
845
+ 27.26%
$6.92 - $9.36 $5.85K - $7.91K
3.95K $27.3M
CSTL
Castle Biosciences Inc

Healthcare
1
+ 0.05%
$26.52 - $34.67 $26.5 - $34.7
1.92K $51.3M
EIX
Edison International

Utilities
27
+ 4.27%
$77.93 - $88.36 $2.1K - $2.39K
660 $52.6M
ADC
Agree Realty Corp

Real Estate
100
+ 5.19%
$69.44 - $77.65 $6.94K - $7.77K
2.03K $142M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
842
+ 180.3%
$27.54 - $83.04 $23.2K - $69.9K
1.31K $36.2M
SONY
Sony Group Corp

Technology
656
+ 295.5%
$17.53 - $96.8 $11.5K - $63.5K
878 $18.6M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
11
+ 7.91%
$232.27 - $300.43 $2.55K - $3.3K
150 $35.4M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
72
+ 3.18%
$12.1 - $13.76 $871 - $991
2.33K $29.6M
DELL
Dell Technologies Inc.

Technology
27
+ 2.33%
$111.96 - $144.21 $3.02K - $3.89K
1.19K $136M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5
+ 1.13%
$79.93 - $88.06 $400 - $440
449 $35.9M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
476
+ 2.65%
$12.74 - $14.23 $6.06K - $6.77K
18.5K $239M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
30
+ 2.1%
$33.43 - $36.52 $1K - $1.1K
1.46K $49M
UNP
Union Pacific Corp

Industrials
9
+ 2.47%
$223.15 - $249.32 $2.01K - $2.24K
374 $85.7M
XLU
Utilities Sector Spdr

ETFs
20
+ 1.48%
$74.89 - $82.93 $1.5K - $1.66K
1.37K $104M
SCCO
Southern Copper Corp

Basic Materials
17
+ 7.02%
$91.13 - $117.95 $1.55K - $2.01K
259 $23.7M
PLD
Prologis, Inc.

Real Estate
32
+ 7.57%
$101.4 - $126.96 $3.24K - $4.06K
455 $47.8M
BLDR
Builders First Source, Inc.

Industrials
59
+ 21.15%
$142.93 - $198.25 $8.43K - $11.7K
338 $48.4M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
90
+ 2.32%
$43.84 - $48.76 $3.95K - $4.39K
3.97K $174M
PRG
Prog Holdings, Inc.

Industrials
44
+ 3.57%
$41.69 - $49.65 $1.83K - $2.18K
1.28K $53.6M
HPQ
Hp Inc

Technology
481
+ 6.09%
$32.46 - $39.3 $15.6K - $18.9K
8.38K $273M
CROX
Crocs, Inc.

Consumer Cyclical
2
+ 1.0%
$96.51 - $141.93 $193 - $284
202 $22M
CVS
Cvs Health Corp

Healthcare
189
+ 17.29%
$43.78 - $67.46 $8.27K - $12.7K
1.28K $56.3M
MPW
Medical Properties Trust Inc

Real Estate
11
+ 0.21%
$3.72 - $5.77 $40.9 - $63.5
5.25K $19.5M
CI
Cigna Corp

Healthcare
4
+ 2.2%
$265.59 - $358.58 $1.06K - $1.43K
186 $51.2M
D
Dominion Energy, Inc

Utilities
66
+ 1.38%
$52.63 - $60.92 $3.47K - $4.02K
4.84K $261M
RXL
Proshares Ultra Health Care
578
+ 100.0%
N/A
1.16K $50.8M
SO
Southern CO

Utilities
194
+ 4.98%
$81.5 - $94.15 $15.8K - $18.3K
4.09K $337M
NTST
Netstreit Corp.

Real Estate
9
+ 0.16%
$13.84 - $16.74 $125 - $151
5.7K $79.5M
OHI
Omega Healthcare Investors Inc

Real Estate
335
+ 3.37%
$37.51 - $42.56 $12.6K - $14.3K
10.3K $386M
CCI
Crown Castle International Corp

Real Estate
63
+ 7.63%
$89.78 - $119.11 $5.66K - $7.5K
889 $80.2M
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
Track This Portfolio

Track Coppell Advisory Solutions LLC Portfolio

Follow Coppell Advisory Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coppell Advisory Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coppell Advisory Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email