Coppell Advisory Solutions LLC Portfolio Holdings

Coppell Advisory Solutions LLC

  • $716 Billion
  • Q4 2024

Coppell Advisory Solutions LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $716 Billion distributed in 1985 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Viii Tcw Opportun with a value of $85.9B, First Tr Enhanced Traded Fd Iv with a value of $30.3B, Ft Cboe Vest S&P 500 Dividend with a value of $23B, Broadcom Inc. with a value of $21.7B, and Amazon Com Inc with a value of $21.5B.

Examining the 13F form we can see an increase of $35.9B in the current position value, from $680B to 716B.

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 $716 Billion
ETFs: $423 Billion
Technology: $60.8 Billion
Consumer Cyclical: $55.5 Billion
Consumer Defensive: $31.1 Billion
Financial Services: $29.5 Billion
Healthcare: $19.8 Billion
Energy: $18 Billion
Industrials: $14 Billion
Other: $31.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$166B
$76.6 Million 0.01% of portfolio
121
Q4 2024 Reduced 19.87%
$210B
$79.3 Million 0.01% of portfolio
150
Q4 2024 Added 6.38%
$0
$49.4 Million 0.01% of portfolio
825
Q3 2024 Reduced 36.49%
$0
$42.5 Million 0.01% of portfolio
477
Q4 2024 Reduced 22.06%
$2.52B
$83 Million 0.01% of portfolio
3,159
Q4 2024 Added 0.54%
$156M
$81 Million 0.01% of portfolio
1,344
Q4 2024 Reduced 2.25%
$35.9B
$68.1 Million 0.01% of portfolio
345
Q4 2024 Reduced 4.17%
$0
$56.1 Million 0.01% of portfolio
2,339
Q4 2024 Added 141.88%
$0
$84.5 Million 0.01% of portfolio
291
Q4 2024 Reduced 19.17%
$0
$94.3 Million 0.01% of portfolio
731
Q4 2024 Added 4.28%
$0
$68.4 Million 0.01% of portfolio
359
Q4 2024 Reduced 5.77%
$0
$94.6 Million 0.01% of portfolio
328
Q4 2024 Reduced 25.45%
$0
$74.4 Million 0.01% of portfolio
337
Q3 2024 Reduced 15.75%
$0
$39.3 Million 0.01% of portfolio
408
Q2 2024 Reduced 2.63%
$0
$78.1 Million 0.01% of portfolio
485
Q4 2024 Added 11.75%
$0
$101 Million 0.01% of portfolio
932
Q4 2024 Reduced 9.6%
$0
$92.1 Million 0.01% of portfolio
1,002
Q4 2024 Added 45.85%
$0
$107 Million 0.01% of portfolio
2,120
Q4 2024 Reduced 4.85%
$0
$42.5 Million 0.01% of portfolio
426
Q4 2024 Added 51.06%
$0
$60.5 Million 0.01% of portfolio
767
Q2 2024 New
$15.4B
$88.6 Million 0.01% of portfolio
3,354
Q4 2024 Added 42.48%
$0
$58.6 Million 0.01% of portfolio
525
Q4 2024 Added 10.53%
$0
$45.2 Million 0.01% of portfolio
509
Q4 2024 Reduced 29.31%
$0
$60.1 Million 0.01% of portfolio
571
Q4 2024 Reduced 9.79%
$0
$46.5 Million 0.01% of portfolio
1,388
Q4 2024 Added 42.51%
$0
$37.4 Million 0.01% of portfolio
1,006
Q4 2024 Added 144.77%
$0
$77.8 Million 0.01% of portfolio
1,207
Q4 2024 Added 190.14%
$0
$69.4 Million 0.01% of portfolio
2,596
Q4 2024 Reduced 67.72%
$0
$88.1 Million 0.01% of portfolio
1,158
Q4 2024 Added 116.85%
$0
$39 Million 0.01% of portfolio
781
Q4 2024 Added 2.49%
$0
$58.7 Million 0.01% of portfolio
1,161
Q4 2024 Added 32.69%
Jpmorgan Sustainabl Mncl Inc ETF
-
$47.3 Million 0.01% of portfolio
-
Q2 2024 New
$121B
$41 Million 0.01% of portfolio
276
Q2 2024 Added 961.54%
$46.6B
$75.2 Million 0.01% of portfolio
1,228
Q4 2024 Added 30.64%
$1.47B
$42.2 Million 0.01% of portfolio
3,744
Q4 2024 Added 0.67%
$11.3B
$48.1 Million 0.01% of portfolio
396
Q4 2024 Reduced 2.46%
$2.17B
$40.6 Million 0.01% of portfolio
437
Q4 2024 Reduced 35.92%
$31.6B
$53.3 Million 0.01% of portfolio
391
Q2 2024 Reduced 33.84%
$802B
$78.9 Million 0.01% of portfolio
102
Q4 2024 Reduced 65.54%
$4.62B
$56.6 Million 0.01% of portfolio
4,338
Q4 2024 Added 84.28%
$34.4B
$87.5 Million 0.01% of portfolio
464
Q4 2024 Added 1,031.71%
$54.2B
$52.1 Million 0.01% of portfolio
1,093
Q4 2024 Added 1.3%
$10.9B
$72.3 Million 0.01% of portfolio
1,733
Q4 2024 Reduced 96.14%
$92B
$46 Million 0.01% of portfolio
164
Q4 2024 Added 8.61%
$90.8B
$76.4 Million 0.01% of portfolio
684
Q4 2024 Added 300.0%
$210B
$59.5 Million 0.01% of portfolio
599
Q4 2024 Reduced 57.4%
$65.2B
$49.8 Million 0.01% of portfolio
611
Q4 2024 Added 3.38%
$108B
$67.2 Million 0.01% of portfolio
788
Q4 2024 Added 23.32%
$9.07B
$82.2 Million 0.01% of portfolio
606
Q4 2024 Added 220.63%

Summary

  • Portfolio
  • No. of Stocks 1,985
  • Current Value $716 Billion
  • Prior Value $680 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 237 stocks
  • Additional Purchases 535 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 408 stocks
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