Coppell Advisory Solutions LLC Incresed Positions in Q4 2024

Coppell Advisory Solutions LLC

  • $716 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
RYAAY
Ryanair Holdings PLC

Industrials
46
+ 92.0%
$42.1 - $47.3 $1.94K - $2.18K
96 $4.22M
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
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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