Coppell Advisory Solutions LLC New Holdings in Q4 2024

Coppell Advisory Solutions LLC

  • $716 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
270
New
$32.51 - $34.98 $8.78K - $9.44K
270 $8.96M
NHI
National Health Investors Inc

Real Estate
122
New
$68.83 - $83.01 $8.4K - $10.1K
122 $8.41M
OZK
Bank Ozk

Financial Services
189
New
$41.39 - $50.55 $7.82K - $9.55K
189 $8.4M
JBL
Jabil Inc

Technology
58
New
$118.97 - $147.77 $6.9K - $8.57K
58 $8.39M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
128
New
$62.09 - $82.32 $7.95K - $10.5K
128 $8.32M
Knife River Hold CO Com
78
New
N/A
78 $7.98M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
238
New
$32.93 - $39.8 $7.84K - $9.47K
238 $7.94M
CLOI
Vaneck ETF Tr

ETFs
150
New
$52.7 - $53.15 $7.91K - $7.97K
150 $7.91M
Atlas Energy Solutions I
329
New
N/A
329 $7.34M
GBUY
Goldman Sachs ETF Tr Future CO
204
New
N/A
204 $7.24M
LAD
Lithia Motors Inc

Consumer Cyclical
20
New
$303.15 - $394.27 $6.06K - $7.89K
20 $7.14M
PFGC
Performance Food Group CO

Consumer Defensive
83
New
$78.03 - $90.57 $6.48K - $7.52K
83 $6.99M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
575
New
$12.1 - $13.52 $6.96K - $7.77K
575 $6.97M
GUNR
Flexshares Tr Morningstar Glob

ETFs
192
New
$36.15 - $41.9 $6.94K - $8.04K
192 $6.94M
Travelers Companies Inc.
28
New
N/A
28 $6.72M
RIOT
Riot Blockchain, Inc.

Technology
618
New
$7.08 - $14.97 $4.38K - $9.25K
618 $6.49M
AYI
Acuity Brands Inc

Industrials
22
New
$292.13 - $333.45 $6.43K - $7.34K
22 $6.47M
MEM
Matthews Asia Fds Emerging Mar
220
New
N/A
220 $6.4M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
782
New
$8.17 - $8.66 $6.39K - $6.77K
782 $6.4M
Invesco S&P Mid Cap Low Volatility ETF
105
New
N/A
105 $6.37M
WELL
Welltower Inc.

Real Estate
46
New
$123.11 - $139.3 $5.66K - $6.41K
46 $5.75M
Invesco Advantage Muni Income Trust Ii
660
New
N/A
660 $5.72M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
108
New
$50.67 - $50.9 $5.47K - $5.5K
108 $5.49M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
108
New
$50.0 - $50.27 $5.4K - $5.43K
108 $5.41M
Invesco Exchange Traded Fund T S&P Smlcp Info ETF
111
New
N/A
111 $5.3M
HALO
Halozyme Therapeutics, Inc.

Healthcare
108
New
$42.57 - $61.09 $4.6K - $6.6K
108 $5.18M
TECL
Direxion Daily Technology Bull

ETFs
54
New
$81.25 - $102.52 $4.39K - $5.54K
54 $5.02M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
130
New
$37.86 - $39.07 $4.92K - $5.08K
130 $4.95M
ESTC
Elastic N.V.

Technology
48
New
$75.01 - $116.22 $3.6K - $5.58K
48 $4.81M
DLB
Dolby Laboratories, Inc.

Industrials
61
New
$70.91 - $81.98 $4.33K - $5K
61 $4.76M
Liberty Media C
50
New
N/A
50 $4.7M
Ncr Corp Com
333
New
N/A
333 $4.59M
Sei Select Emerging Markets Eqty ETF
193
New
N/A
193 $4.52M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
128
New
$34.1 - $36.82 $4.36K - $4.71K
128 $4.49M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
119
New
$31.2 - $41.46 $3.71K - $4.93K
119 $4.49M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
153
New
$27.45 - $55.56 $4.2K - $8.5K
153 $4.35M
IEO
Ishares Tr

ETFs
49
New
$85.22 - $101.77 $4.18K - $4.99K
49 $4.33M
Ishares Bitcoin ETF Iv
79
New
N/A
79 $4.23M
SLGN
Silgan Holdings Inc

Consumer Cyclical
76
New
$50.6 - $57.53 $3.85K - $4.37K
76 $3.93M
Sei Select Small Cap ETF
153
New
N/A
153 $3.91M
ACMR
Acm Research, Inc.

Technology
251
New
$14.1 - $23.6 $3.54K - $5.92K
251 $3.78M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
200
New
$18.62 - $19.05 $3.72K - $3.81K
200 $3.74M
Invesco S&P Small Cap Health Care ETF
81
New
N/A
81 $3.6M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
47
New
$74.71 - $79.24 $3.51K - $3.72K
47 $3.58M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
308
New
$11.39 - $12.41 $3.51K - $3.82K
308 $3.56M
Vale S.A.
395
New
N/A
395 $3.5M
APLE
Apple Hospitality Reit, Inc.

Real Estate
226
New
$14.68 - $16.32 $3.32K - $3.69K
226 $3.49M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
83
New
$41.09 - $45.94 $3.41K - $3.81K
83 $3.49M
RACE
Ferrari N.V.

Consumer Cyclical
8
New
$422.83 - $490.34 $3.38K - $3.92K
8 $3.41M
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