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
$2.68 Billion 0.38% of portfolio
24,386
Q4 2024 Reduced 6.76%
$226B
$2.7 Billion 0.38% of portfolio
9,318
Q4 2024 Reduced 21.68%
$0
$2.75 Billion 0.38% of portfolio
108,202
Q4 2024 Reduced 6.46%
$681B
$2.61 Billion 0.36% of portfolio
5,773
Q4 2024 Reduced 4.52%
$0
$2.54 Billion 0.36% of portfolio
49,084
Q4 2024 Added 11.77%
$68.7B
$2.61 Billion 0.36% of portfolio
9,166
Q4 2024 Added 55.8%
$0
$2.49 Billion 0.35% of portfolio
24,689
Q4 2024 Reduced 6.49%
$0
$2.5 Billion 0.35% of portfolio
122,909
Q4 2024 Added 18.53%
$40.8B
$2.44 Billion 0.34% of portfolio
11,656
Q4 2024 Added 3.62%
$178B
$2.4 Billion 0.34% of portfolio
28,048
Q4 2024 Added 31.58%
$253B
$2.46 Billion 0.34% of portfolio
39,767
Q4 2024 Added 18.51%
$159B
$2.38 Billion 0.33% of portfolio
63,695
Q4 2024 Added 5.42%
$38.9B
$2.37 Billion 0.33% of portfolio
31,164
Q4 2024 Added 5.81%
$204B
$2.34 Billion 0.33% of portfolio
6,643
Q4 2024 Added 1.87%
$0
$2.27 Billion 0.32% of portfolio
70,897
Q4 2024 Added 1,720.67%
$321B
$2.24 Billion 0.31% of portfolio
15,677
Q4 2024 Reduced 17.1%
$237B
$2.18 Billion 0.3% of portfolio
33,230
Q4 2024 Added 75.9%
$129B
$2.17 Billion 0.3% of portfolio
22,378
Q4 2024 Added 16.15%
$106B
$2.08 Billion 0.29% of portfolio
70,716
Q4 2024 Added 15.13%
$339B
$2.08 Billion 0.29% of portfolio
47,402
Q4 2024 Reduced 1.68%
$2.56B
$2.06 Billion 0.29% of portfolio
235,669
Q4 2024 Reduced 5.93%
$63.4B
$2.03 Billion 0.28% of portfolio
42,071
Q4 2024 Reduced 4.37%
$85.7B
$2.04 Billion 0.28% of portfolio
16,266
Q4 2024 Reduced 19.31%
$960B
$1.94 Billion 0.27% of portfolio
10,136
Q4 2024 Added 7.68%
$0
$1.92 Billion 0.27% of portfolio
19,779
Q4 2024 Added 25.22%
$0
$1.94 Billion 0.27% of portfolio
31,257
Q4 2024 Added 8.17%
$0
$1.95 Billion 0.27% of portfolio
4,710
Q4 2024 Added 22.18%
$902M
$1.95 Billion 0.27% of portfolio
218,597
Q4 2024 Added 200,447.7%
$391M
$1.83 Billion 0.26% of portfolio
734,640
Q4 2024 Added 1,635.83%
$0
$1.87 Billion 0.26% of portfolio
24,983
Q4 2024 Reduced 12.84%
$34.9B
$1.84 Billion 0.26% of portfolio
34,952
Q4 2024 Added 0.04%
$0
$1.86 Billion 0.26% of portfolio
44,724
Q4 2024 Added 55.48%
First Trust Nyse Arca Biotechnology Index Fund
-
$1.76 Billion 0.25% of portfolio
-
Q4 2024 New
$0
$1.76 Billion 0.25% of portfolio
84,051
Q4 2024 Added 37.52%
$0
$1.77 Billion 0.25% of portfolio
37,125
Q4 2024 Added 25.13%
$0
$1.77 Billion 0.25% of portfolio
36,697
Q4 2024 Reduced 1.91%
$0
$1.71 Billion 0.24% of portfolio
18,442
Q4 2024 New
$0
$1.64 Billion 0.23% of portfolio
25,296
Q4 2024 Added 50.46%
$30.1B
$1.62 Billion 0.23% of portfolio
28,388
Q4 2024 Added 30.54%
$70.2B
$1.63 Billion 0.23% of portfolio
8,457
Q4 2024 Reduced 6.57%
$204B
$1.66 Billion 0.23% of portfolio
10,932
Q4 2024 Added 13.1%
$0
$1.62 Billion 0.23% of portfolio
63,982
Q4 2024 Added 24.33%
$108B
$1.55 Billion 0.22% of portfolio
7,314
Q4 2024 Added 4.31%
$0
$1.54 Billion 0.22% of portfolio
31,703
Q4 2024 Added 54.3%
$426B
$1.6 Billion 0.22% of portfolio
11,142
Q4 2024 Reduced 26.33%
$0
$1.57 Billion 0.22% of portfolio
2,661
Q4 2024 Added 19.11%
$169B
$1.54 Billion 0.21% of portfolio
5,923
Q4 2024 Added 9.97%
$183B
$1.5 Billion 0.21% of portfolio
13,580
Q4 2024 Added 163.89%
$0
$1.51 Billion 0.21% of portfolio
10,130
Q4 2024 Added 57.22%

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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