Coppell Advisory Solutions LLC Portfolio Holdings

Coppell Advisory Solutions LLC

  • $721 Billion
  • Q1 2025

Coppell Advisory Solutions LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $721 Billion distributed in 338 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Listed Fd Tr with a value of $59.9B, Ea Ser Tr Burney Us Factor Rot with a value of $40.5B, First Tr Exchng Traded Fd Vi with a value of $20.7B, Lithia Motors Inc with a value of $20.1B, and First Tr Enhanced Traded Fd Iv with a value of $17.4B.

Examining the 13F form we can see an increase of $5.72B in the current position value, from $716B to 721B.

Coppell Advisory Solutions LLC is based out at Coppell, TX

Below you can find more details about Coppell Advisory Solutions LLC portfolio as well as his latest detailed transactions.

Portfolio value $721 Billion
ETFs: $326 Billion
Technology: $58.9 Billion
Financial Services: $42.1 Billion
Consumer Cyclical: $39.5 Billion
Healthcare: $22.1 Billion
Consumer Defensive: $19.2 Billion
Real Estate: $16.7 Billion
Communication Services: $12.7 Billion
Other: $28.7 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.4 Billion 2.41% of portfolio
289,299
Q1 2025 Reduced 42.89%
$0
$16.9 Billion 2.34% of portfolio
573,786
Q1 2025 Reduced 16.61%
$0
$15.5 Billion 2.15% of portfolio
379,653
Q1 2025 Added 748.88%
$0
$14.1 Billion 1.96% of portfolio
192,081
Q1 2025 Added 259.11%
$0
$14 Billion 1.95% of portfolio
320,690
Q1 2025 Reduced 83.9%
$0
$13.7 Billion 1.9% of portfolio
284,043
Q1 2025 Reduced 38.24%
$0
$12.9 Billion 1.79% of portfolio
279,964
Q1 2025 Added 8,816.05%
$0
$12.4 Billion 1.71% of portfolio
499,149
Q1 2025 Reduced 7.75%
$0
$9.26 Billion 1.28% of portfolio
142,034
Q1 2025 Added 48.32%
$0
$8.44 Billion 1.17% of portfolio
15,234
Q1 2025 Reduced 25.63%
$0
$7.74 Billion 1.07% of portfolio
16,267
Q1 2025 Added 646.54%
$0
$7.07 Billion 0.98% of portfolio
13,876
Q1 2025 Added 1.24%
$0
$6.8 Billion 0.94% of portfolio
221,078
Q1 2025 New
$0
$6.81 Billion 0.94% of portfolio
14,323
Q1 2025 New
$0
$6.34 Billion 0.88% of portfolio
139,405
Q1 2025 Added 275.5%
$0
$5.93 Billion 0.82% of portfolio
64,645
Q1 2025 Reduced 68.8%
$0
$4.96 Billion 0.69% of portfolio
185,248
Q1 2025 Added 324.52%
$0
$4.79 Billion 0.66% of portfolio
8,599
Q1 2025 Reduced 56.52%
$0
$4.54 Billion 0.63% of portfolio
79,747
Q1 2025 Added 34,126.18%
$0
$3.78 Billion 0.52% of portfolio
86,348
Q1 2025 Reduced 42.58%
$0
$3.24 Billion 0.45% of portfolio
32,261
Q1 2025 Reduced 47.86%
$0
$3.08 Billion 0.43% of portfolio
50,320
Q1 2025 Reduced 50.62%
$0
$3.03 Billion 0.42% of portfolio
108,123
Q1 2025 Added 250.46%
$0
$3 Billion 0.42% of portfolio
5,418
Q1 2025 New
$0
$2.95 Billion 0.41% of portfolio
29,793
Q1 2025 Added 7,781.75%
$0
$2.95 Billion 0.41% of portfolio
26,683
Q1 2025 Added 609.28%
$0
$2.96 Billion 0.41% of portfolio
40,510
Q1 2025 Reduced 45.4%
$0
$2.89 Billion 0.4% of portfolio
11,341
Q1 2025 Reduced 1.39%
$0
$2.79 Billion 0.39% of portfolio
35,138
Q1 2025 Added 485.34%
$0
$2.63 Billion 0.36% of portfolio
35,773
Q1 2025 Reduced 49.6%
$0
$2.48 Billion 0.34% of portfolio
57,613
Q1 2025 Reduced 38.34%
$0
$2.36 Billion 0.33% of portfolio
41,292
Q1 2025 Added 67.54%
$0
$2.31 Billion 0.32% of portfolio
28,114
Q1 2025 Reduced 11.09%
$0
$2.29 Billion 0.32% of portfolio
40,143
Q1 2025 Added 3,316.43%
$0
$2.06 Billion 0.29% of portfolio
42,073
Q1 2025 Added 32.71%
$0
$2.09 Billion 0.29% of portfolio
50,788
Q1 2025 Added 222.28%
$54.9B
$2.01 Billion 0.28% of portfolio
22,803
Q1 2025 Added 757.9%
$0
$2.05 Billion 0.28% of portfolio
105,280
Q1 2025 Reduced 14.34%
$0
$1.92 Billion 0.27% of portfolio
42,073
Q1 2025 Reduced 33.32%
$0
$1.93 Billion 0.27% of portfolio
10,909
Q1 2025 Reduced 54.82%
$0
$1.91 Billion 0.26% of portfolio
30,587
Q1 2025 Added 69.74%
$0
$1.79 Billion 0.25% of portfolio
71,330
Q1 2025 Added 11.48%
$0
$1.78 Billion 0.25% of portfolio
18,565
Q1 2025 Added 69.47%
$0
$1.72 Billion 0.24% of portfolio
17,009
Q1 2025 Added 7,666.67%
$0
$1.67 Billion 0.23% of portfolio
65,666
Q1 2025 Reduced 39.31%
$0
$1.62 Billion 0.23% of portfolio
81,002
Q1 2025 Added 1,148.49%
$0
$1.68 Billion 0.23% of portfolio
31,139
Q1 2025 Added 77,747.5%
$0
$1.63 Billion 0.23% of portfolio
74,561
Q1 2025 Added 255.81%
$0
$1.62 Billion 0.22% of portfolio
22,552
Q1 2025 Added 996.89%

Summary

  • Portfolio
  • No. of Stocks 338
  • Current Value $721 Billion
  • Prior Value $716 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 47 stocks
  • Additional Purchases 152 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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