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
ADSK
Autodesk, Inc.

Technology
151
+ 119.84%
N/A
277 $82.4M
VDC
Vanguard Consumer Staples ETF

ETFs
260
+ 25.32%
$210.96 - $223.62 $54.8K - $58.1K
1.29K $272M
GWW
W.W. Grainger, Inc.

Industrials
43
+ 51.19%
$1023.06 - $1220.93 $44K - $52.5K
127 $134M
SPMD
Spdr Portfolio

ETFs
862
+ 1231.43%
$54.13 - $59.56 $46.7K - $51.3K
932 $50.9M
PPA
Invesco Exchange Traded Fd Tr

ETFs
399
+ 18.96%
$113.79 - $124.5 $45.4K - $49.7K
2.5K $288M
MS
Morgan Stanley

Financial Services
255
+ 38.93%
$104.42 - $134.99 $26.6K - $34.4K
910 $115M
PODD
Insulet Corp

Healthcare
162
+ 135.0%
$227.79 - $275.7 $36.9K - $44.7K
282 $74.3M
IPAR
Inter Parfums Inc

Consumer Defensive
347
+ 210.3%
$118.08 - $139.92 $41K - $48.6K
512 $66.9M
LOW
Lowes Companies Inc

Consumer Cyclical
351
+ 17.45%
$244.52 - $284.07 $85.8K - $99.7K
2.36K $583M
SHYD
Vaneck Short High Yield Muni E

ETFs
1.99K
+ 546.43%
$22.45 - $22.81 $44.7K - $45.4K
2.35K $53.1M
COF
Capital One Financial Corp

Financial Services
224
+ 246.15%
$145.19 - $192.01 $32.5K - $43K
315 $56.4M
BWXT
Bwx Technologies, Inc.

Industrials
254
+ 6.4%
$111.39 - $133.28 $28.3K - $33.9K
4.23K $474M
FDL
First Tr Morningstar Dividend

ETFs
1.66K
+ 11.78%
$39.59 - $43.95 $65.8K - $73K
15.8K $631M
AGM
Federal Agricultural Mortgage Corp

Financial Services
633
+ 54.15%
$181.72 - $216.45 $115K - $137K
1.8K $96.7M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
2.11K
+ 253.18%
$20.05 - $20.15 $42.3K - $42.5K
2.94K $59.1M
NSC
Norfolk Southern Corp

Industrials
185
+ 179.61%
$230.6 - $277.0 $42.7K - $51.2K
288 $67.2M
MDB
Mongo Db, Inc.

Technology
182
+ 364.0%
$232.81 - $350.13 $42.4K - $63.7K
232 $54.3M
HNDL
Strategy Shs

ETFs
1.91K
+ 2685.92%
$21.25 - $22.4 $40.5K - $42.7K
1.98K $42.3M
STT
State Street Corp

Financial Services
412
+ 2942.86%
$85.96 - $100.78 $35.4K - $41.5K
426 $41.9M
UBER
Uber Technologies, Inc

Technology
851
+ 114.23%
$59.93 - $86.34 $51K - $73.5K
1.6K $97M
SYLD
Cambria Shareholder Yld ETF

ETFs
736
+ 31.25%
$68.06 - $76.27 $50.1K - $56.1K
3.09K $210M
RMD
Resmed Inc

Healthcare
175
+ 1750.0%
$228.69 - $256.07 $40K - $44.8K
185 $42.5M
SECT
Sector 10, Inc.

ETFs
452
+ 4.49%
$53.17 - $57.82 $24K - $26.1K
10.5K $581M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
832
+ 180.48%
$47.98 - $49.47 $39.9K - $41.2K
1.29K $62.4M
STX
Seagate Technology Holdings PLC

Technology
570
+ 123.64%
$86.31 - $112.64 $49.2K - $64.2K
1.03K $89.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.38K
+ 58.2%
$31.23 - $33.51 $43.2K - $46.4K
3.76K $118M
STZ
Constellation Brands, Inc.

Consumer Defensive
403
+ 30.88%
$219.66 - $257.62 $88.5K - $104K
1.71K $375M
CYBR
Cyber Ark Software Ltd.

Technology
114
+ 325.71%
$274.1 - $333.15 $31.2K - $38K
149 $47.6M
GLD
Spdr Gold Trust

ETFs
191
+ 9.75%
$236.59 - $257.5 $45.2K - $49.2K
2.15K $517M
DEO
Diageo PLC

Consumer Defensive
893
+ 16.54%
$118.0 - $139.88 $105K - $125K
6.29K $797M
DT
Dynatrace, Inc.

Technology
669
+ 1423.4%
$51.09 - $59.6 $34.2K - $39.9K
716 $38.7M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
95
+ 226.19%
$340.59 - $380.5 $32.4K - $36.1K
137 $50.6M
MAIN
Main Street Capital Corp

Financial Services
22
+ 0.5%
$49.95 - $58.58 $1.1K - $1.29K
4.44K $258M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
132
+ 74.16%
$193.7 - $235.05 $25.6K - $31K
310 $71.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
194
+ 12.93%
$176.42 - $186.91 $34.2K - $36.3K
1.69K $303M
SQ
Block, Inc.

Technology
185
+ 21.76%
$65.06 - $98.92 $12K - $18.3K
1.04K $90.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.08K
+ 506.59%
$26.93 - $84.95 $55.9K - $176K
2.49K $67.7M
DGRO
Ishares Core Dividend Growth E

ETFs
585
+ 22.9%
$60.73 - $64.94 $35.5K - $38K
3.14K $192M
RS
Reliance Steel & Aluminum CO

Basic Materials
128
+ 224.56%
$264.2 - $326.32 $33.8K - $41.8K
185 $49.3M
BX
Blackstone Inc.

Financial Services
161
+ 60.75%
$148.45 - $199.05 $23.9K - $32K
426 $73.3M
BMY
Bristol Myers Squibb CO

Healthcare
475
+ 43.78%
$51.92 - $59.94 $24.7K - $28.5K
1.56K $87.4M
XLF
Financial Sector Spdr

ETFs
397
+ 9.73%
$44.89 - $51.34 $17.8K - $20.4K
4.48K $216M
NFTY
First Tr Alphadex Fd Ii India
615
+ 190.4%
N/A
938 $52.4M
MGV
Vanguard Mega Cap Value

ETFs
250
+ 316.46%
$124.06 - $133.48 $31K - $33.4K
329 $41M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
22
+ 1.02%
$198.04 - $221.51 $4.36K - $4.87K
2.18K $463M
EWA
Ishares Msci Australia ETF

ETFs
1.37K
+ 141.88%
$23.77 - $26.95 $32.6K - $37K
2.34K $56.1M
SHOP
Shopify Inc.

Technology
65
+ 8.02%
$78.14 - $119.49 $5.08K - $7.77K
875 $93.4M
XLK
Technology Sector Spdr

ETFs
119
+ 119.0%
$220.26 - $241.44 $26.2K - $28.7K
219 $51.3M
DDOG
Datadog, Inc.

Technology
177
+ 178.79%
$113.98 - $168.65 $20.2K - $29.9K
276 $39.8M
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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