Coppell Advisory Solutions LLC has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $606 Billion distributed in 1798 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $35.8B, Nvidia Corp with a value of $31B, First Tr Enhanced Traded Fd Iv with a value of $30.7B, Apple Inc. with a value of $30.5B, and Eli Lilly & CO with a value of $24.2B.

Examining the 13F form we can see an increase of $104B in the current position value, from $502B to 606B.

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 $606 Billion
ETFs: $330 Billion
Technology: $88.9 Billion
Communication Services: $43.2 Billion
Healthcare: $43.1 Billion
Financial Services: $17.6 Billion
Consumer Defensive: $17.1 Billion
Consumer Cyclical: $15.9 Billion
Industrials: $13.8 Billion
Other: $28 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,798
  • Current Value $606 Billion
  • Prior Value $502 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 292 stocks
  • Additional Purchases 485 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 486 stocks
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