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
$0
$39.6 Million 0.01% of portfolio
1,418
Q3 2024 Reduced 1.66%
$0
$93.3 Million 0.01% of portfolio
709
Q4 2024 Added 165.54%
$0
$50.9 Million 0.01% of portfolio
932
Q4 2024 Added 1,231.43%
$0
$35.8 Million 0.01% of portfolio
700
Q4 2024 New
$340B
$37.3 Million 0.01% of portfolio
150
Q4 2024 Reduced 6.25%
$0
$36.2 Million 0.01% of portfolio
1,309
Q4 2024 Added 180.3%
$0
$41.9 Million 0.01% of portfolio
1,720
Q4 2024 Added 100.0%
$0
$67.7 Million 0.01% of portfolio
2,487
Q4 2024 Added 506.59%
$0
$47.9 Million 0.01% of portfolio
349
Q4 2024 Added 19.52%
$0
$44.5 Million 0.01% of portfolio
197
Q4 2024 Added 4.79%
$0
$54.2 Million 0.01% of portfolio
411
Q4 2024 Added 4.58%
$0
$51.3 Million 0.01% of portfolio
219
Q4 2024 Added 119.0%
$0
$104 Million 0.01% of portfolio
1,372
Q4 2024 Added 1.48%
$153B
$93.4 Million 0.01% of portfolio
875
Q4 2024 Added 8.02%
$0
$67.4 Million 0.01% of portfolio
2,773
Q4 2023 Added 5.6%
$0
$36.9 Million 0.01% of portfolio
1,726
Q2 2024 Reduced 35.81%
$60B
$41.2 Million 0.01% of portfolio
266
Q4 2024 Added 7.69%
$0
$106 Million 0.01% of portfolio
4,495
Q2 2024 Added 12.52%
$44.5B
$90.5 Million 0.01% of portfolio
1,035
Q4 2024 Added 21.76%
$129B
$82.8 Million 0.01% of portfolio
906
Q4 2024 Added 8.63%
$36.4B
$41.9 Million 0.01% of portfolio
426
Q4 2024 Added 2,942.86%
$0
$42.3 Million 0.01% of portfolio
1,978
Q4 2024 Added 2,685.92%
$144B
$52.7 Million 0.01% of portfolio
435
Q4 2024 Added 31.82%
$34.8B
$40.6 Million 0.01% of portfolio
220
Q3 2024 Added 105.61%
$3.57B
$80.3 Million 0.01% of portfolio
2,368
Q4 2024 Added 144.38%
Target Corp
-
$85.8 Million 0.01% of portfolio
-
Q4 2024 New
$177B
$61.7 Million 0.01% of portfolio
328
Q4 2024 Reduced 1.2%
Yieldmax Xom Option Income Strategy ETF
-
$93.9 Million 0.01% of portfolio
-
Q4 2024 Added 140.29%
Yield Max Jpm Option Income Strategy ETF
-
$53.8 Million 0.01% of portfolio
-
Q4 2024 Added 17.88%
Yield Max Dis Option Income Strategy ETF
-
$99.1 Million 0.01% of portfolio
-
Q4 2024 Added 107.65%
Tidal Trust Ii Yieldmax Amd Option Income Strategy ETF
-
$84 Million 0.01% of portfolio
-
Q4 2024 New
Yield Max Nvda Option Income Strategy ETF
-
$59.4 Million 0.01% of portfolio
-
Q4 2024 Added 13.37%
Yield Max Nflx Option Income Strategy ETF
-
$44.5 Million 0.01% of portfolio
-
Q4 2024 New
Yieldmax Ultra Opt Inc
-
$49.7 Million 0.01% of portfolio
-
Q4 2024 Added 34.55%
Yield Max Baba Option Income Strategy ETF
-
$45.3 Million 0.01% of portfolio
-
Q4 2024 Added 40.17%
$0
$37.4 Million 0.01% of portfolio
1,029
Q3 2024 Added 0.1%
$13.1B
$40.8 Million 0.01% of portfolio
1,106
Q4 2023 New
$2.02B
$61.1 Million 0.01% of portfolio
1,249
Q4 2024 Added 58.3%
$62.1B
$43.2 Million 0.01% of portfolio
996
Q4 2024 Reduced 12.94%
$6.76B
$84.8 Million 0.01% of portfolio
3,010
Q4 2024 Added 222.96%
$157B
$97 Million 0.01% of portfolio
1,596
Q4 2024 Added 114.23%
$153B
$85.7 Million 0.01% of portfolio
374
Q4 2024 Added 2.47%
$51.4B
$89.7 Million 0.01% of portfolio
127
Q4 2024 Added 19.81%
$0
$53.1 Million 0.01% of portfolio
2,353
Q4 2024 Added 546.43%
$0
$55 Million 0.01% of portfolio
1,300
Q2 2023 New
$0
$64.2 Million 0.01% of portfolio
1,088
Q4 2024 Added 40.75%
$0
$41 Million 0.01% of portfolio
329
Q4 2024 Added 316.46%
$0
$84.6 Million 0.01% of portfolio
396
Q4 2024 Reduced 86.12%
$0
$50.6 Million 0.01% of portfolio
137
Q4 2024 Added 226.19%

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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