Coppell Advisory Solutions LLC Incresed Positions in Q1 2025

Coppell Advisory Solutions LLC

  • $721 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
53.6K
+ 255.81%
$21.75 - $24.28 $1.17M - $1.3M
74.6K $1.63B
CORT
Corcept Therapeutics Inc

Healthcare
14.6K
+ 536.4%
$49.85 - $114.22 $727K - $1.67M
17.3K $1.27B
SSNC
Ss&C Technologies Holdings Inc

Technology
15K
+ 984.01%
$74.75 - $89.13 $1.12M - $1.34M
16.5K $1.24B
META
Meta Platforms, Inc.

Communication Services
2.03K
+ 215.82%
$576.36 - $736.67 $1.17M - $1.5M
2.98K $1.52B
UNH
Unitedhealth Group Inc

Healthcare
3.08K
+ 166.36%
$461.52 - $548.18 $1.42M - $1.69M
4.93K $2.02B
UGI
Ugi Corp

Utilities
31.1K
+ 1033.36%
$28.0 - $34.16 $871K - $1.06M
34.1K $1.12B
OMCL
Omnicell, Inc

Healthcare
27K
+ 5343.28%
$32.31 - $45.32 $874K - $1.23M
27.5K $1.05B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
17.9K
+ 16543.52%
$50.72 - $50.92 $906K - $910K
18K $994M
PG
Procter & Gamble CO

Consumer Defensive
6.34K
+ 28.26%
$158.56 - $176.26 $1M - $1.12M
28.8K $4.67B
RDVY
First Trust Rising Dividend Ac

ETFs
16.6K
+ 67.54%
$57.22 - $63.39 $952K - $1.06M
41.3K $2.36B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.61K
+ 69.47%
$81.83 - $82.73 $623K - $630K
18.6K $1.78B
EWA
Ishares Msci Australia ETF

ETFs
12.6K
+ 540.4%
$23.02 - $25.66 $291K - $324K
15K $938M
MU
Micron Technology Inc

Technology
19.9K
+ 2523.48%
$86.89 - $109.38 $1.73M - $2.18M
20.7K $949M
DFS
Discover Financial Services

Financial Services
4.72K
+ 972.58%
$152.99 - $203.25 $722K - $959K
5.2K $964M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.14K
+ 2163.64%
$82.81 - $92.93 $591K - $664K
7.47K $906M
VEU
Vanguard Ftse All World Ex Us

ETFs
12.6K
+ 69.74%
$56.51 - $62.98 $710K - $791K
30.6K $1.91B
ADSK
Autodesk, Inc.

Technology
3.22K
+ 1161.73%
N/A
3.5K $954M
ACGL
Arch Capital Group Ltd.

Financial Services
9.04K
+ 871.84%
$88.13 - $96.94 $797K - $876K
10.1K $931M
IAUX
I 80 Gold Corp.
12.6K
+ 198.21%
$0.53 - $0.83 $6.68K - $10.5K
19K $941M
SCHW
Schwab Charles Corp

Financial Services
9.25K
+ 432.4%
$71.24 - $83.64 $659K - $774K
11.4K $925M
MOV
Movado Group Inc

Consumer Cyclical
1.7K
+ 14191.67%
$16.72 - $20.24 $28.5K - $34.5K
1.72K $747M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6.96K
+ 306.34%
$68.32 - $75.06 $476K - $523K
9.24K $875M
PSX
Phillips 66

Energy
20.8K
+ 11086.7%
$113.93 - $131.55 $2.37M - $2.74M
21K $735M
KNSL
Kinsale Capital Group, Inc.

Financial Services
26.8K
+ 78761.76%
$416.48 - $494.72 $11.2M - $13.2M
26.8K $730M
ICVT
Ishares Tr Convertible Bond Et

ETFs
13.4K
+ 8610.26%
$83.18 - $89.27 $1.12M - $1.2M
13.6K $689M
QLYS
Qualys, Inc.

Technology
5.13K
+ 3466.22%
$121.57 - $147.7 $624K - $758K
5.28K $678M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.53K
+ 4204.76%
$81.62 - $96.63 $288K - $341K
3.62K $658M
CMBS
Ishares Cmbs ETF

ETFs
28.2K
+ 17116.97%
$47.16 - $48.21 $1.33M - $1.36M
28.4K $655M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9.2K
+ 665.7%
$66.9 - $71.57 $615K - $658K
10.6K $739M
CDNS
Cadence Design Systems Inc

Technology
1.91K
+ 776.42%
$233.96 - $324.52 $447K - $620K
2.16K $652M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
6.3K
+ 412.79%
$110.9 - $132.93 $698K - $837K
7.82K $757M
ISMD
Northern Lts Fd Tr Iv

ETFs
10.5K
+ 262975.0%
$33.87 - $38.9 $356K - $409K
10.5K $538M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
10.4K
+ 32.71%
$48.31 - $49.23 $501K - $511K
42.1K $2.06B
OMF
One Main Holdings, Inc.

Financial Services
5.28K
+ 1920.73%
$45.35 - $58.06 $240K - $307K
5.56K $488M
FID
First Tr Exchange Trded Fd Vi

ETFs
21.6K
+ 73.49%
$15.83 - $17.53 $342K - $379K
51K $922M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.14K
+ 291.33%
$302.31 - $337.54 $345K - $385K
1.53K $563M
VZ
Verizon Communications Inc

Communication Services
7.85K
+ 61.19%
$37.81 - $46.49 $297K - $365K
20.7K $888M
PM
Philip Morris International Inc.

Consumer Defensive
17.5K
+ 1444.68%
$117.15 - $158.79 $2.05M - $2.78M
18.7K $446M
OMFL
Invesco Exchange Traded Self I

ETFs
1.3K
+ 505.43%
$52.19 - $57.45 $68.1K - $74.9K
1.56K $306M
PKG
Packaging Corp Of America

Consumer Cyclical
6.45K
+ 2004.35%
$192.03 - $242.13 $1.24M - $1.56M
6.78K $351M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.61K
+ 614.94%
$58.32 - $65.09 $93.6K - $104K
1.87K $292M
ABBV
Abb Vie Inc.

Healthcare
1.24K
+ 77.17%
$169.2 - $216.66 $210K - $270K
2.86K $553M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.13K
+ 4044.12%
$53.99 - $58.43 $223K - $241K
4.23K $242M
RFEM
First Trust Iii Riverfront Dyn

ETFs
3.43K
+ 72.77%
$61.6 - $67.52 $211K - $232K
8.14K $531M
KMI
Kinder Morgan, Inc.

Energy
11.9K
+ 1394.47%
$26.1 - $31.22 $309K - $370K
12.7K $255M
WMB
Williams Companies, Inc.

Energy
3.77K
+ 473.12%
$54.02 - $61.09 $203K - $230K
4.56K $272M
HDV
Ishares Core High Dividend ETF

ETFs
4.55K
+ 866.48%
$110.86 - $121.12 $504K - $551K
5.07K $258M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.38K
+ 101.32%
$79.17 - $82.04 $189K - $195K
4.73K $387M
VTI
Vanguard Total Stock Market Et

ETFs
792
+ 68.87%
$271.18 - $303.12 $215K - $240K
1.94K $530M
Activity Summary
Buys All Purchases 199 New Holdings 47 Increased Positions 152 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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