Coppell Advisory Solutions LLC Reduced Holdings in Q3 2024

Coppell Advisory Solutions LLC

  • $680 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-191K
- 97.88%
$149.54 - $192.66 $28.6M - $36.8M
4.14K $684M
NVDA
Nvidia Corp

Technology
-225K
- 89.75%
$98.91 - $134.91 $22.3M - $30.4M
25.7K $3.12B
LLY
Eli Lilly & CO

Healthcare
-26.5K
- 98.89%
$772.14 - $960.02 $20.4M - $25.4M
296 $260M
AAPL
Apple Inc.

Technology
-112K
- 77.44%
$207.23 - $234.82 $23.2M - $26.3M
32.6K $7.44B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13.8K
- 62.1%
$434.77 - $502.96 $5.99M - $6.92M
8.4K $4.09B
QCOM
Qualcomm Inc

Technology
-26K
- 94.83%
$156.12 - $209.64 $4.07M - $5.46M
1.42K $242M
FTC
First Tr Lge Cap Growth

ETFs
-29.1K
- 86.67%
$115.51 - $131.45 $3.36M - $3.82M
4.47K $588M
VEU
Vanguard Ftse All World Ex Us

ETFs
-54.7K
- 82.0%
$56.47 - $63.69 $3.09M - $3.48M
12K $761M
RDVY
First Trust Rising Dividend Ac

ETFs
-46.9K
- 66.38%
$53.68 - $59.24 $2.52M - $2.78M
23.7K $1.4B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-14.4K
- 90.39%
$110.22 - $120.89 $1.58M - $1.73M
1.53K $183M
F
Ford Motor CO

Consumer Cyclical
-116K
- 85.84%
$9.71 - $14.55 $1.13M - $1.69M
19.1K $206M
ADM
Archer Daniels Midland CO

Consumer Defensive
-23.6K
- 98.13%
$57.96 - $65.72 $1.37M - $1.55M
450 $27M
NWL
Newell Brands Inc.

Consumer Defensive
-199K
- 99.68%
$5.73 - $8.91 $1.14M - $1.77M
631 $4.82M
SSO
Proshares Ultra S&P 500

ETFs
-15.1K
- 76.45%
$73.92 - $90.17 $1.12M - $1.36M
4.66K $417M
MSFT
Microsoft Corp

Technology
-1.45K
- 7.64%
$395.15 - $467.56 $572K - $677K
17.5K $7.49B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-11.4K
- 56.37%
$79.58 - $91.64 $909K - $1.05M
8.84K $798M
IWR
Ishares Russell Mid Cap ETF

ETFs
-12K
- 94.91%
$79.92 - $88.19 $955K - $1.05M
641 $56.4M
META
Meta Platforms, Inc.

Communication Services
-1.62K
- 68.34%
$453.41 - $572.44 $736K - $929K
752 $297M
FXD
First Tr Exchange Traded Fd

ETFs
-16K
- 48.8%
$56.55 - $63.72 $906K - $1.02M
16.8K $1.07B
AMGN
Amgen Inc

Healthcare
-2.53K
- 31.99%
$309.38 - $337.38 $784K - $855K
5.39K $1.74B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-20.8K
- 84.76%
$32.65 - $36.69 $679K - $763K
3.74K $136M
CGDV
Capital Group Divid Value ETF

ETFs
-21.7K
- 36.93%
$32.96 - $36.48 $716K - $793K
37.1K $1.35B
SHV
Ishares Tr

ETFs
-5.31K
- 16.88%
$110.05 - $110.63 $584K - $588K
26.2K $2.89B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-26K
- 67.59%
$20.69 - $21.17 $539K - $551K
12.5K $262M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-18.2K
- 13.61%
$25.19 - $25.5 $459K - $465K
116K $2.94B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.02K
- 69.94%
$89.91 - $101.33 $451K - $508K
2.16K $213M
FTSL
First Trust Senior Ln Fund

ETFs
-9.66K
- 12.71%
$45.51 - $46.26 $440K - $447K
66.4K $3.05B
VIG
Vanguard Dividend Appreciation

ETFs
-2.73K
- 34.16%
$182.15 - $182.15 $497K - $497K
5.26K $1.04B
MA
Mastercard Inc

Financial Services
-945
- 87.02%
$429.6 - $500.99 $406K - $473K
141 $69.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.97K
- 13.07%
$100.09 - $100.69 $397K - $400K
26.4K $2.66B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.92K
- 69.67%
$106.11 - $113.72 $310K - $332K
1.27K $144M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-3.61K
- 18.38%
$93.65 - $97.81 $338K - $353K
16K $1.57B
XOM
Exxon Mobil Corp

Energy
-2.4K
- 14.35%
$109.72 - $119.0 $263K - $286K
14.3K $1.66B
FXH
First Tr Exchange Trd Fd Healt

ETFs
-4.38K
- 13.51%
$103.09 - $113.83 $451K - $498K
28K $3.12B
COST
Costco Wholesale Corp

Consumer Defensive
-425
- 11.04%
$801.83 - $917.05 $341K - $390K
3.43K $3.03B
T
At&T Inc.

Communication Services
-12.7K
- 76.79%
$18.21 - $22.28 $232K - $283K
3.84K $84.1M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-6.43K
- 86.53%
$34.48 - $37.66 $222K - $242K
1K $37.7M
EWM
Ishs Msci Malaysia ETF

ETFs
-9.89K
- 96.34%
$22.51 - $27.44 $223K - $271K
376 $10.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-586
- 20.28%
$332.02 - $382.76 $195K - $224K
2.3K $861M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.6K
- 21.59%
$173.36 - $189.8 $277K - $303K
5.79K $1.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.47K
- 13.53%
$96.25 - $101.98 $238K - $252K
15.8K $1.6B
SH
Proshares Short S&P500 New (De

ETFs
-11.4K
- 31.53%
$10.85 - $12.08 $124K - $138K
24.8K $270M
IGE
Ishares Tr North Amern Nat Res

ETFs
-3.21K
- 28.68%
$42.07 - $45.59 $135K - $146K
7.99K $351M
FDX
Fedex Corp

Industrials
-405
- 41.12%
$254.64 - $313.52 $103K - $127K
580 $155M
XLC
Select Sector Spdr Tr Communic

ETFs
-2.07K
- 18.87%
$82.16 - $90.4 $170K - $187K
8.9K $801M
MRK
Merck & Co., Inc.

Healthcare
-996
- 41.47%
$111.15 - $128.97 $111K - $128K
1.41K $160M
VOT
Vanguard Mid Cap Growth Index

ETFs
-586
- 65.33%
$218.05 - $243.47 $128K - $143K
311 $75.5M
VEA
Vanguard Ftse Developed Market

ETFs
-2.81K
- 42.18%
$47.6 - $53.31 $134K - $150K
3.85K $204M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-998
- 13.41%
$122.48 - $142.51 $122K - $142K
6.44K $891M
Activity Summary
Buys All Purchases 625 New Holdings 194 Increased Positions 431 Sells All Sells 430 Reductions 430 Sold out 0 Options Calls 0 Puts 0
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