Coppell Advisory Solutions LLC Reduced Holdings in Q3 2025

Coppell Advisory Solutions LLC

  • $944 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-12.8K
- 60.04%
$617.65 - $666.84 $7.9M - $8.53M
8.51K $5.65B
MSFT
Microsoft Corp

Technology
-13.4K
- 39.25%
$491.09 - $535.64 $6.56M - $7.16M
20.7K $10.6B
TSLA
Tesla, Inc.

Consumer Cyclical
-21K
- 68.66%
$293.94 - $444.72 $6.17M - $9.34M
9.59K $4.25B
NFLX
Netflix Inc

Communication Services
-3.29K
- 39.91%
$1147.87 - $1297.18 $3.77M - $4.26M
4.95K $5.97B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6.45K
- 29.6%
$546.99 - $602.2 $3.53M - $3.89M
15.3K $9.19B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-11.8K
- 36.02%
$100.37 - $100.74 $1.19M - $1.19M
21K $2.12B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-12.7K
- 33.76%
$91.44 - $91.77 $1.17M - $1.17M
25K $2.29B
SHV
Ishares Tr

ETFs
-10.4K
- 41.51%
$110.06 - $110.49 $1.15M - $1.15M
14.7K $1.62B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.67K
- 18.24%
$567.77 - $614.76 $1.52M - $1.64M
12K $7.31B
PULS
Pgim ETF Tr

ETFs
-17.6K
- 78.94%
$49.58 - $49.83 $873K - $878K
4.7K $234M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.09K
- 11.8%
$459.11 - $506.91 $961K - $1.06M
15.7K $7.81B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-30.8K
- 51.96%
$25.21 - $25.99 $777K - $801K
28.5K $737M
AVGO
Broadcom Inc.

Technology
-11.8K
- 22.03%
$264.74 - $369.57 $3.12M - $4.35M
41.7K $13.7B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-4.73K
- 58.79%
$107.27 - $113.94 $507K - $539K
3.31K $377M
MARB
First Tr Exchange Traded Fd Ii

ETFs
-21.8K
- 19.75%
$20.1 - $20.8 $439K - $454K
88.6K $1.8B
JPM
Jpmorgan Chase & CO

Financial Services
-4.52K
- 12.48%
$282.78 - $316.06 $1.28M - $1.43M
31.7K $10B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-11.9K
- 23.05%
$39.8 - $42.86 $475K - $512K
39.8K $1.7B
FTGS
First Tr Exchange Traded Fd Gr
-13.3K
- 27.67%
N/A
34.8K $1.25B
First Tr Exchange Traded Fd
-17.6K
- 14.3%
N/A
105K $2.24B
ORCL
Oracle Corp

Technology
-4.68K
- 32.87%
$218.96 - $328.33 $1.02M - $1.54M
9.56K $2.7B
TUSI
Touchstone ETF Tr Ultra Short
-9.99K
- 12.04%
N/A
73K $1.85B
IRM
Iron Mountain Inc

Real Estate
-2.05K
- 15.7%
$89.46 - $104.46 $183K - $214K
11K $1.1B
AMGN
Amgen Inc

Healthcare
-761
- 15.51%
$271.18 - $309.22 $206K - $235K
4.15K $1.14B
AAT
American Assets Trust, Inc.

Real Estate
-6.72K
- 33.56%
$18.7 - $21.32 $126K - $143K
13.3K $374M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-3.91K
- 1.36%
$48.72 - $50.73 $190K - $198K
282K $13.9B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-5.66K
- 4.71%
$43.36 - $44.8 $246K - $254K
114K $5.09B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-2.41K
- 30.33%
$64.17 - $68.19 $155K - $165K
5.54K $375M
LGOV
First Tr ETF Iv Long Duration

ETFs
-7.36K
- 24.01%
$20.98 - $22.03 $154K - $162K
23.3K $508M
First Tr Exchange Traded Fd
-7.45K
- 13.3%
N/A
48.5K $1.03B
XLY
Select Sector Spdr Consumer Di

ETFs
-827
- 29.93%
$216.09 - $242.18 $179K - $200K
1.94K $466M
SPMD
Spdr Portfolio

ETFs
-2.83K
- 22.65%
$54.43 - $58.29 $154K - $165K
9.66K $552M
SHEL
Shell PLC

Energy
-2.17K
- 9.22%
$69.82 - $73.93 $152K - $161K
21.4K $1.55B
ADMA
Adma Biologics, Inc.

Healthcare
-320
- 27.87%
$14.66 - $19.91 $4.69K - $6.37K
828 $470M
HBAN
Huntington Bancshares Inc

Financial Services
-7.9K
- 31.75%
$15.87 - $17.88 $125K - $141K
17K $295M
Tidal Trust Ii
-6.82K
- 16.23%
N/A
35.2K $649M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-1.96K
- 30.46%
$66.81 - $74.64 $131K - $146K
4.47K $329M
ADI
Analog Devices Inc

Technology
-620
- 12.38%
$220.68 - $255.63 $137K - $158K
4.39K $1.07B
MCHP
Microchip Technology Inc

Technology
-92
- 0.61%
$60.95 - $75.26 $5.61K - $6.92K
15K $963M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.72K
- 24.66%
$42.43 - $45.05 $115K - $122K
8.3K $363M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-2.29K
- 8.86%
$7.48 - $11.55 $17.2K - $26.5K
23.6K $177M
IAU
Ishares Gold Trust

ETFs
-5.14K
- 19.6%
$61.62 - $72.77 $316K - $374K
21.1K $1.52B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-939
- 15.55%
$185.88 - $207.44 $175K - $195K
5.1K $1.03B
RTX
Raytheon Technologies Corp

Industrials
-1.43K
- 19.01%
$144.19 - $167.33 $206K - $239K
6.09K $996M
SPYG
Spdr Portfolio

ETFs
-5.04K
- 10.77%
$94.33 - $105.31 $476K - $531K
41.7K $4.34B
XLK
Technology Sector Spdr

ETFs
-525
- 26.7%
$250.97 - $282.66 $132K - $148K
1.44K $404M
STZ
Constellation Brands, Inc.

Consumer Defensive
-240
- 12.4%
$131.78 - $176.09 $31.6K - $42.3K
1.7K $231M
FTSL
First Trust Senior Ln Fund

ETFs
-1.68K
- 3.95%
$45.81 - $46.18 $76.8K - $77.4K
40.8K $1.87B
XTWO
Bondbloxx ETF Tr 2 Yr Target D
-1.52K
- 5.75%
N/A
25K $1.24B
FSIG
First Tr ETF Iv LTD Duration I
-3.55K
- 11.61%
$19.03 - $19.33 $67.6K - $68.7K
27.1K $520M
Activity Summary
Buys All Purchases 246 New Holdings 47 Increased Positions 199 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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