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
American Strategic Invest CO
17K
+ 3757.52%
N/A
17.4K $194M
VLUE
Ishares Msci Usa Value Factor

ETFs
874
+ 153.06%
$104.89 - $113.56 $91.7K - $99.3K
1.45K $244M
FPXE
First Tr ETF Ii First Tr Ipox

ETFs
6.14K
+ 122.43%
$25.29 - $28.48 $155K - $175K
11.2K $306M
SJNK
Spdr Bloomberg Short Term High

ETFs
7.35K
+ 11.48%
$25.08 - $25.64 $184K - $188K
71.3K $1.79B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.31K
+ 45.11%
$44.68 - $46.49 $148K - $154K
10.6K $493M
ADP
Automatic Data Processing Inc

Industrials
531
+ 73.44%
$286.85 - $318.64 $152K - $169K
1.25K $371M
VEA
Vanguard Ftse Developed Market

ETFs
1.62K
+ 11.36%
$47.4 - $52.99 $76.7K - $85.8K
15.9K $840M
FICS
First Tr Exchange Traded Fd Vi

ETFs
3.74K
+ 105.62%
$33.49 - $37.82 $125K - $141K
7.28K $279M
NFTY
First Tr Alphadex Fd Ii India
2.64K
+ 281.66%
N/A
3.58K $207M
EFG
Msci Eafe Growth ETF

ETFs
3.29K
+ 204.93%
$96.1 - $106.37 $316K - $350K
4.89K $300M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.99K
+ 22.86%
$24.73 - $25.62 $123K - $128K
26.8K $686M
BKNG
Booking Holdings Inc.

Consumer Cyclical
26
+ 130.0%
$4295.4 - $5141.88 $112K - $134K
46 $226M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.01K
+ 51.04%
$69.69 - $79.99 $70.4K - $80.8K
2.99K $271M
MO
Altria Group, Inc.

Consumer Defensive
1.31K
+ 21.88%
$50.81 - $60.02 $66.4K - $78.4K
7.28K $428M
PRU
Prudential Financial Inc

Financial Services
1.22K
+ 160.0%
$105.04 - $122.33 $129K - $150K
1.99K $207M
DUK
Duke Energy Corp

Utilities
81
+ 1.34%
$105.87 - $121.97 $8.58K - $9.88K
6.14K $748M
FLN
First Trust Latin America Alph

ETFs
3.34K
+ 39.06%
$15.09 - $17.97 $50.4K - $60K
11.9K $221M
KO
Coca Cola CO

Consumer Defensive
135
+ 1.71%
$60.81 - $72.32 $8.21K - $9.76K
8.01K $580M
EFA
Ishares Tr Msci Eafe ETF

ETFs
855
+ 32.52%
$74.85 - $84.89 $64K - $72.6K
3.48K $289M
NRZ
New Residential Investment Corp.

Real Estate
27.1K
+ 2933.59%
N/A
28K $93.8M
EMLP
First Tr Exchange Traded Iv

ETFs
2.04K
+ 54.27%
$35.79 - $38.28 $72.8K - $77.9K
5.79K $212M
T
At&T Inc.

Communication Services
1.65K
+ 23.9%
$21.56 - $28.28 $35.5K - $46.5K
8.53K $233M
ALLY
Ally Financial Inc.

Financial Services
34
+ 8.5%
$32.99 - $40.09 $1.12K - $1.36K
434 $384M
FDD
First Trust Stoxx European Sel

ETFs
2.54K
+ 23.69%
$11.08 - $13.94 $28.2K - $35.5K
13.3K $192M
AAT
American Assets Trust, Inc.

Real Estate
805
+ 8.63%
$19.65 - $26.32 $15.8K - $21.2K
10.1K $277M
SO
Southern CO

Utilities
280
+ 6.85%
$80.96 - $92.96 $22.7K - $26K
4.37K $399M
D
Dominion Energy, Inc

Utilities
960
+ 19.84%
$52.85 - $57.43 $50.7K - $55.1K
5.8K $315M
DTE
Dte Energy CO

Utilities
3
+ 0.15%
$117.6 - $138.27 $353 - $415
2.07K $282M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
358
+ 14.02%
$77.7 - $78.94 $27.8K - $28.3K
2.91K $230M
IBM
International Business Machines Corp

Technology
26
+ 2.29%
$217.4 - $264.74 $5.65K - $6.88K
1.16K $278M
Peakstone Realty Trust
773
+ 4.5%
N/A
18K $210M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
939
+ 16.56%
$32.49 - $37.99 $30.5K - $35.7K
6.61K $216M
VBR
Vanguard Small Cap Value ETF

ETFs
208
+ 12.86%
$183.02 - $207.75 $38.1K - $43.2K
1.83K $330M
GPC
Genuine Parts CO

Consumer Cyclical
37
+ 1.63%
$115.91 - $129.02 $4.29K - $4.77K
2.3K $272M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
611
+ 10.88%
$32.42 - $36.13 $19.8K - $22.1K
6.23K $202M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
1.14K
+ 9.71%
$12.06 - $13.55 $13.7K - $15.4K
12.9K $149M
VNQ
Vanguard Specialized Funds Van

ETFs
27
+ 0.77%
$85.55 - $94.34 $2.31K - $2.55K
3.55K $312M
VIG
Vanguard Dividend Appreciation

ETFs
97
+ 1.79%
N/A
5.53K $1.05B
STAG
Stag Industrial, Inc.

Real Estate
106
+ 0.57%
$32.39 - $37.07 $3.43K - $3.93K
18.7K $614M
VLO
Valero Energy Corp

Energy
36
+ 0.82%
$121.76 - $142.99 $4.38K - $5.15K
4.45K $514M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
203
+ 13.39%
$165.25 - $224.62 $33.5K - $45.6K
1.72K $283M
VBK
Vanguard Small Cap Growth ETF

ETFs
29
+ 2.34%
$247.97 - $296.33 $7.19K - $8.59K
1.27K $316M
HPQ
Hp Inc

Technology
369
+ 4.4%
$27.69 - $34.72 $10.2K - $12.8K
8.75K $223M
HPE
Hewlett Packard Enterprise CO

Technology
54
+ 0.52%
$14.77 - $24.42 $798 - $1.32K
10.4K $170M
PCAR
Paccar Inc

Industrials
12.3K
+ 1314.79%
$96.91 - $112.51 $1.19M - $1.38M
13.2K $24.6M
AMD
Advanced Micro Devices Inc

Technology
4
+ 0.13%
$96.63 - $129.55 $387 - $518
3.07K $295M
ROK
Rockwell Automation, Inc

Industrials
3
+ 0.13%
$255.29 - $303.75 $766 - $911
2.3K $569M
Direxion Shs ETF Tr
994
+ 8.04%
N/A
13.4K $354M
GOOGL
Alphabet Inc.

Communication Services
883
+ 8.71%
$154.33 - $206.19 $136K - $182K
11K $1.76B
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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