Coppell Advisory Solutions LLC Reduced Holdings in Q4 2024

Coppell Advisory Solutions LLC

  • $716 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
-29
- 50.0%
$249.14 - $273.15 $7.23K - $7.92K
29 $7.69M
VBR
Vanguard Small Cap Value ETF

ETFs
-11
- 0.68%
$197.36 - $217.3 $2.17K - $2.39K
1.62K $320M
EVRG
Evergy, Inc.

Utilities
-20
- 0.15%
$59.06 - $65.0 $1.18K - $1.3K
13.1K $808M
ETN
Eaton Corp PLC

Industrials
-27
- 4.71%
$326.96 - $377.52 $8.83K - $10.2K
546 $181M
DEA
Easterly Government Properties, Inc.

Real Estate
-254
- 16.02%
$10.93 - $14.48 $2.78K - $3.68K
1.33K $14.9M
IVE
Ishares S&P 500 Value ETF

ETFs
-22
- 5.77%
$189.5 - $206.17 $4.17K - $4.54K
359 $68.4M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-54
- 5.9%
$93.52 - $95.37 $5.05K - $5.15K
861 $81.1M
ADM
Archer Daniels Midland CO

Consumer Defensive
-34
- 7.56%
$49.38 - $59.52 $1.68K - $2.02K
416 $20.8M
SFL
Sfl Corp Ltd.

Industrials
-529
- 97.42%
$9.72 - $11.76 $5.14K - $6.22K
14 $140K
LAMR
Lamar Advertising CO

Real Estate
-10
- 2.46%
$121.37 - $138.11 $1.21K - $1.38K
396 $48.1M
TFC
Truist Financial Corp

Financial Services
-148
- 12.94%
$41.51 - $48.1 $6.14K - $7.12K
996 $43.2M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-82
- 12.93%
$76.21 - $82.24 $6.25K - $6.74K
552 $43.2M
Genedx Hldgs Corp Class A
-342
- 55.52%
N/A
274 $21M
IVW
Ishares S&P 500 Growth ETF

ETFs
-202
- 9.4%
$94.43 - $105.47 $19.1K - $21.3K
1.95K $199M
KSS
Kohls Corp

Consumer Cyclical
-37
- 5.54%
$13.86 - $20.95 $513 - $775
631 $8.75M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-20
- 11.36%
$221.83 - $266.82 $4.44K - $5.34K
156 $12M
ECL
Ecolab Inc.

Basic Materials
-4
- 1.9%
$234.32 - $261.43 $937 - $1.05K
206 $48.3M
EWM
Ishs Msci Malaysia ETF

ETFs
-152
- 40.43%
$23.61 - $26.95 $3.59K - $4.1K
224 $5.5M
UST
Proshares Ultra 7 10 Yr Treasu

ETFs
-74
- 22.16%
$40.41 - $46.36 $2.99K - $3.43K
260 $10.8M
AEP
American Electric Power CO Inc

Utilities
-10
- 2.63%
$90.91 - $102.21 $909 - $1.02K
370 $34.1M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-106
- 16.67%
$36.54 - $37.53 $3.87K - $3.98K
530 $19.5M
IXG
Ishares Global Fin'L ETF

ETFs
-50
- 25.38%
$93.25 - $101.72 $4.66K - $5.09K
147 $14.1M
EQIX
Equinix Inc

Real Estate
-82
- 6.02%
$865.69 - $985.0 $71K - $80.8K
1.28K $1.2B
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
-34
- 15.25%
N/A
189 $14.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-45
- 29.8%
$70.1 - $76.53 $3.15K - $3.44K
106 $7.49M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-74
- 9.67%
$46.75 - $47.8 $3.46K - $3.54K
691 $32.4M
LYG
Lloyds Banking Group PLC

Financial Services
-253
- 3.08%
$2.67 - $3.23 $676 - $817
7.95K $21.6M
OKTA
Okta, Inc.

Technology
-108
- 12.75%
$71.81 - $86.11 $7.76K - $9.3K
739 $58.9M
KMB
Kimberly Clark Corp

Consumer Defensive
-9
- 4.31%
$130.37 - $146.09 $1.17K - $1.31K
200 $26.1M
APD
Air Products & Chemicals, Inc.

Basic Materials
-3
- 1.3%
$285.5 - $335.62 $857 - $1.01K
228 $65.8M
ICLN
Ishares

ETFs
-161
- 34.11%
$11.35 - $14.51 $1.83K - $2.34K
311 $3.55M
ABNB
Airbnb, Inc.

Consumer Cyclical
-31
- 13.66%
$125.36 - $147.37 $3.89K - $4.57K
196 $25.8M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-439
- 45.4%
$24.08 - $48.71 $10.6K - $21.4K
528 $22.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
-55
- 2.27%
$54.54 - $61.04 $3K - $3.36K
2.37K $131M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-92
- 6.72%
$45.72 - $48.37 $4.21K - $4.45K
1.28K $60M
EDV
Vanguard Extended Duration Tre

ETFs
-2
- 0.88%
$67.27 - $79.67 $135 - $159
226 $15.4M
ON
On Semiconductor Corp

Technology
-11
- 5.76%
$63.05 - $74.7 $694 - $822
180 $11.4M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-42
- 8.28%
$30.48 - $34.2 $1.28K - $1.44K
465 $14.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-150
- 2.6%
$33.92 - $36.6 $5.09K - $5.49K
5.62K $195M
TDVG
T Rowe Price Exchange Traded F

Technology
-49
- 9.72%
$39.51 - $41.92 $1.94K - $2.05K
455 $18M
BSX
Boston Scientific Corp

Healthcare
-110
- 9.24%
$83.62 - $91.5 $9.2K - $10.1K
1.08K $96.9M
TM
Toyota Motor Corp

Consumer Cyclical
-23
- 12.57%
$169.2 - $199.52 $3.89K - $4.59K
160 $31.3M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-33
- 91.67%
$58.39 - $67.04 $1.93K - $2.21K
3 $191K
CHKP
Check Point Software Technologies LTD

Technology
-2
- 0.75%
$170.18 - $209.01 $340 - $418
264 $49.4M
PEG
Public Service Enterprise Group Inc

Utilities
-15
- 9.87%
$81.87 - $94.51 $1.23K - $1.42K
137 $11.6M
DASH
Door Dash, Inc.

Communication Services
-59
- 19.73%
$141.93 - $180.48 $8.37K - $10.6K
240 $40.7M
BIDU
Baidu, Inc.

Communication Services
-1
- 1.25%
$80.33 - $115.13 $80.3 - $115
79 $6.64M
PFG
Principal Financial Group Inc

Financial Services
-8
- 6.15%
$74.91 - $91.26 $599 - $730
122 $9.42M
PM
Philip Morris International Inc.

Consumer Defensive
-8
- 0.66%
$118.38 - $133.06 $947 - $1.06K
1.21K $146M
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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