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
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1
+ 12.5%
$260.53 - $404.79 $261 - $405
9 $3.46M
SNAP
Snap Inc

Communication Services
111
+ 66.87%
$9.98 - $12.86 $1.11K - $1.43K
277 $3.01M
IT
Gartner Inc

Technology
3
+ 27.27%
$481.22 - $551.8 $1.44K - $1.66K
14 $6.8M
ICVT
Ishares Tr Convertible Bond Et

ETFs
11
+ 7.59%
$83.09 - $89.28 $914 - $982
156 $13.3M
EWJ
Ishares Msci Japan ETF

ETFs
26
+ 17.33%
$66.18 - $71.84 $1.72K - $1.87K
176 $11.8M
WCN
Waste Connections, Inc.

Industrials
8
+ 20.51%
$171.06 - $193.25 $1.37K - $1.55K
47 $8.05M
URA
Global X Uranium ETF

ETFs
50
+ 50.0%
$26.78 - $33.46 $1.34K - $1.67K
150 $4.02M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
48
+ 100.0%
$23.17 - $26.26 $1.11K - $1.26K
96 $2.3M
MET
Metlife Inc

Financial Services
20
+ 3.38%
$78.15 - $88.25 $1.56K - $1.77K
611 $49.8M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
10
+ 142.86%
$83.95 - $99.75 $840 - $998
17 $1.52M
BTI
British American Tobacco P.L.C.

Consumer Defensive
31
+ 11.92%
$34.25 - $37.94 $1.06K - $1.18K
291 $10.5M
TDG
Trans Digm Group Inc

Industrials
1
+ 33.33%
$1239.0 - $1442.53 $1.24K - $1.44K
4 $5.12M
WHR
Whirlpool Corp

Consumer Cyclical
4
+ 6.35%
$99.28 - $124.45 $397 - $498
67 $7.63M
CTSH
Cognizant Technology Solutions Corp

Technology
11
+ 1.4%
$74.37 - $82.32 $818 - $906
797 $61.2M
Digitalbridge Group Inc Com Usd0.01 Cl A
82
+ 141.38%
N/A
140 $1.57M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
24
+ 14.72%
$9.71 - $15.34 $233 - $368
187 $2.54M
BEN
Franklin Resources Inc

Financial Services
72
+ 5.61%
$19.35 - $22.76 $1.39K - $1.64K
1.36K $27.3M
DHI
Horton D R Inc

Consumer Cyclical
59
+ 38.82%
$137.24 - $194.56 $8.1K - $11.5K
211 $29.4M
QS
Quantum Scape Corp

Consumer Cyclical
130
+ 31.55%
$4.73 - $6.5 $615 - $845
542 $2.98M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
14
+ 1.73%
$17.93 - $18.8 $251 - $263
821 $15M
STWD
Starwood Property Trust, Inc.

Real Estate
40
+ 20.0%
$18.95 - $20.37 $758 - $815
240 $4.61M
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
322
+ 619.23%
$1.35 - $1.64 $435 - $528
374 $524K
CAPL
Cross America Partners LP

Energy
7
+ 2.41%
$19.57 - $22.21 $137 - $155
297 $6.43M
Yield Max Baba Option Income Strategy ETF
762
+ 40.17%
N/A
2.66K $45.3M
USAC
Usa Compression Partners, LP

Energy
8
+ 2.35%
$21.54 - $23.99 $172 - $192
348 $8.07M
Jacobs Solutions Inc
21
+ 19.09%
N/A
131 $17.5M
SUI
Sun Communities Inc

Real Estate
3
+ 50.0%
$119.89 - $139.05 $360 - $417
9 $1.1M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
67
+ 19.65%
$31.24 - $37.15 $2.09K - $2.49K
408 $13M
MOS
Mosaic CO

Basic Materials
21
+ 26.92%
$23.87 - $28.34 $501 - $595
99 $2.38M
BEP
Brookfield Renewable Partners L.P.

Utilities
13
+ 162.5%
$22.59 - $28.9 $294 - $376
21 $482K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3
+ 18.75%
$101.82 - $114.06 $305 - $342
19 $1.97M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
20
+ 181.82%
$12.44 - $14.36 $249 - $287
31 $386K
VGSH
Vanguard

ETFs
15
+ 2.04%
$58.02 - $58.88 $870 - $883
750 $43.6M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
50
+ 7.75%
$17.21 - $18.41 $861 - $921
695 $12M
GRWG
Grow Generation Corp.

Consumer Cyclical
171
+ 40.24%
$1.54 - $2.24 $263 - $383
596 $942K
MHK
Mohawk Industries Inc

Consumer Cyclical
3
+ 50.0%
$116.82 - $161.27 $350 - $484
9 $1.07M
BIIB
Biogen Inc.

Healthcare
2
+ 40.0%
$146.47 - $191.55 $293 - $383
7 $1.05M
LCID
Lucid Group, Inc.

Consumer Cyclical
80
+ 17.78%
$2.01 - $3.44 $161 - $275
530 $1.67M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.71%
$126.68 - $134.74 $127 - $135
142 $18M
BNDX
Vanguard Total International B

ETFs
6
+ 2.58%
$48.91 - $50.61 $293 - $304
239 $11.7M
FNDA
Schwab Fundamental U S Small C

ETFs
40
+ 100.0%
$29.26 - $59.11 $1.17K - $2.36K
80 $2.37M
FNDX
Schwab Fundamental U S Large C

ETFs
96
+ 200.0%
$23.49 - $71.77 $2.26K - $6.89K
144 $3.4M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
6
+ 2.03%
$7.22 - $8.05 $43.3 - $48.3
301 $2.2M
WAL
Western Alliance Bancorporation

Financial Services
1
+ 1.69%
$80.51 - $96.1 $80.5 - $96.1
60 $4.98M
UL
Unilever PLC

Consumer Defensive
39
+ 13.68%
$56.7 - $64.64 $2.21K - $2.52K
324 $18.5M
DINO
Hf Sinclair Corp

Energy
451
+ 31.99%
$33.69 - $47.67 $15.2K - $21.5K
1.86K $63.7M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
93
+ 100.0%
$22.02 - $46.16 $2.05K - $4.29K
186 $4.11M
BPMC
Blueprint Medicines Corp

Healthcare
26
+ 5.96%
$82.48 - $101.39 $2.14K - $2.64K
462 $40.1M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
11
+ 7.59%
$57.96 - $64.2 $638 - $706
156 $9.04M
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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