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
IEF
Ishares Barclays

ETFs
1.6K
+ 16.39%
$92.08 - $98.18 $147K - $157K
11.4K $1.05B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.94K
+ 31.49%
$51.09 - $55.27 $99K - $107K
8.09K $413M
CORT
Corcept Therapeutics Inc

Healthcare
1.59K
+ 139.86%
$44.66 - $60.85 $70.8K - $96.5K
2.72K $138M
CTAS
Cintas Corp

Industrials
644
+ 39.44%
$182.7 - $226.47 $118K - $146K
2.28K $418M
SYK
Stryker Corp

Healthcare
230
+ 16.17%
$345.14 - $392.15 $79.4K - $90.2K
1.65K $600M
FICS
First Tr Exchange Traded Fd Vi

ETFs
2.65K
+ 298.54%
$33.95 - $37.2 $90K - $98.6K
3.54K $120M
FISV
Fiserv Inc

Technology
268
+ 23.57%
N/A
1.41K $290M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
593
+ 24.99%
$124.61 - $133.96 $73.9K - $79.4K
2.97K $384M
TBX
Proshares Tr Short 7 10 Yr Tre

ETFs
2.83K
+ 516.61%
$28.09 - $29.99 $79.5K - $84.9K
3.38K $98.2M
SSNC
Ss&C Technologies Holdings Inc

Technology
1.08K
+ 240.63%
$69.93 - $77.36 $75.4K - $83.4K
1.53K $115M
FLN
First Trust Latin America Alph

ETFs
5.92K
+ 225.11%
$15.15 - $17.98 $89.6K - $106K
8.54K $130M
MTB
M&T Bank Corp

Financial Services
423
+ 1031.71%
$172.48 - $221.95 $73K - $93.9K
464 $87.5M
CNC
Centene Corp

Healthcare
1.44K
+ 302.1%
$56.71 - $73.94 $81.7K - $107K
1.92K $116M
EWC
Ishares Msci Canada ETF

ETFs
2.2K
+ 29.38%
$39.64 - $43.28 $87.2K - $95.2K
9.69K $388M
T
At&T Inc.

Communication Services
3.04K
+ 79.23%
$21.22 - $23.88 $64.6K - $72.7K
6.89K $156M
EFV
Msci Eafe Value ETF

ETFs
1.66K
+ 48.9%
$51.78 - $57.15 $86.1K - $95K
5.06K $265M
Jpmorgan Active Bond
1.33K
+ 130.39%
N/A
2.35K $123M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.93K
+ 51.66%
$35.45 - $40.33 $68.5K - $77.9K
5.67K $202M
PLTR
Palantir Technologies Inc.

Technology
346
+ 36.15%
$36.46 - $82.38 $12.6K - $28.5K
1.3K $101M
ACGL
Arch Capital Group Ltd.

Financial Services
765
+ 281.25%
$88.71 - $114.86 $67.9K - $87.9K
1.04K $95.3M
MRVL
Marvell Technology, Inc.

Technology
513
+ 300.0%
$70.31 - $124.78 $36.1K - $64K
684 $76.4M
AMRK
A Mark Precious Metals, Inc.

Financial Services
806
+ 72.55%
$25.35 - $44.68 $20.4K - $36K
1.92K $190M
SCI
Service Corp International

Consumer Cyclical
693
+ 12.03%
$73.36 - $88.6 $50.8K - $61.4K
6.45K $515M
OC
Owens Corning

Industrials
384
+ 101.32%
$169.41 - $210.81 $65.1K - $81K
763 $129M
PG
Procter & Gamble CO

Consumer Defensive
1.2K
+ 5.63%
$161.05 - $179.7 $192K - $215K
22.4K $3.75B
UGI
Ugi Corp

Utilities
2.08K
+ 222.96%
$23.24 - $30.37 $48.3K - $63.1K
3.01K $84.8M
ACN
Accenture PLC

Technology
122
+ 1.87%
$343.9 - $376.86 $42K - $46K
6.64K $2.34B
VDE
Vanguard Energy ETF

ETFs
528
+ 44.82%
$116.67 - $136.78 $61.6K - $72.2K
1.71K $204M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
795
+ 45.2%
$77.86 - $79.27 $61.9K - $63K
2.55K $199M
ROP
Roper Technologies Inc

Industrials
161
+ 22.18%
$519.85 - $575.95 $83.7K - $92.7K
887 $461M
NVT
N Vent Electric PLC

Industrials
877
+ 237.67%
$67.69 - $79.19 $59.4K - $69.4K
1.25K $85.2M
DFS
Discover Financial Services

Financial Services
306
+ 170.95%
$136.3 - $182.67 $41.7K - $55.9K
485 $83.6M
VGT
Vanguard Information Technolog

ETFs
43
+ 5.88%
$571.78 - $647.97 $24.6K - $27.9K
774 $486M
SCHW
Schwab Charles Corp

Financial Services
563
+ 35.72%
$63.31 - $82.85 $35.6K - $46.6K
2.14K $159M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
442
+ 165.54%
$131.66 - $144.0 $58.2K - $63.6K
709 $93.3M
PKW
Invesco Exchange Traded Fd Tr

ETFs
474
+ 51.19%
$114.02 - $125.22 $54K - $59.4K
1.4K $161M
MIDD
Middleby Corp

Industrials
417
+ 220.63%
$129.7 - $146.97 $54.1K - $61.3K
606 $82.2M
RDVY
First Trust Rising Dividend Ac

ETFs
905
+ 3.81%
$58.65 - $64.37 $53.1K - $58.3K
24.6K $1.45B
CRWD
Crowd Strike Holdings, Inc.

Technology
39
+ 6.04%
$275.15 - $388.2 $10.7K - $15.1K
685 $239M
LQD
Ishares Iboxx $ Investment Gra

ETFs
579
+ 45.59%
$106.56 - $113.11 $61.7K - $65.5K
1.85K $198M
SLB
Schlumberger Limited

Energy
1.7K
+ 73.09%
$36.83 - $45.59 $62.7K - $77.6K
4.03K $152M
IAUX
I 80 Gold Corp.
5.03K
+ 377.97%
$0.35 - $1.19 $1.76K - $5.98K
6.36K $120M
Yield Max Dis Option Income Strategy ETF
3.08K
+ 107.65%
N/A
5.95K $99.1M
RFEM
First Trust Iii Riverfront Dyn

ETFs
1.17K
+ 32.84%
$62.89 - $68.65 $73.3K - $80K
4.71K $299M
KLAC
Kla Corp

Technology
107
+ 100.0%
$614.46 - $829.55 $65.7K - $88.8K
214 $136M
CDNS
Cadence Design Systems Inc

Technology
158
+ 179.55%
$249.1 - $324.54 $39.4K - $51.3K
246 $74.3M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1.4K
+ 144.38%
$32.63 - $37.1 $45.6K - $51.9K
2.37K $80.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
791
+ 190.14%
$64.18 - $70.42 $50.8K - $55.7K
1.21K $77.8M
Yieldmax Xom Option Income Strategy ETF
3.81K
+ 140.29%
N/A
6.52K $93.9M
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