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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.72 Billion 0.24% of portfolio
17,009
Q1 2025 Added 7,666.67%
$1.14T
$1.76 Billion 0.24% of portfolio
11,019
Q1 2025 Added 8.71%
$0
$1.67 Billion 0.23% of portfolio
65,666
Q1 2025 Reduced 39.31%
$3.48B
$1.64 Billion 0.23% of portfolio
8,787
Q1 2025 Added 3,912.33%
$0
$1.62 Billion 0.23% of portfolio
81,002
Q1 2025 Added 1,148.49%
$181B
$1.66 Billion 0.23% of portfolio
5,564
Q1 2025 Reduced 16.24%
$118B
$1.69 Billion 0.23% of portfolio
18,428
Q1 2025 Reduced 17.65%
$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%
$383B
$1.57 Billion 0.22% of portfolio
39,338
Q1 2025 Reduced 17.01%
$0
$1.61 Billion 0.22% of portfolio
18,352
Q1 2025 New
$0
$1.59 Billion 0.22% of portfolio
4,197
Q1 2025 Reduced 10.89%
$0
$1.59 Billion 0.22% of portfolio
27,898
Q1 2025 Reduced 43.16%
$0
$1.51 Billion 0.21% of portfolio
75,774
Q1 2025 Reduced 86.19%
$68.6B
$1.52 Billion 0.21% of portfolio
37,585
Q1 2025 Reduced 10.66%
$0
$1.52 Billion 0.21% of portfolio
15,151
Q1 2025 Added 547.48%
$73.8B
$1.51 Billion 0.21% of portfolio
15,613
Q1 2025 Reduced 4.01%
$0
$1.46 Billion 0.2% of portfolio
6,316
Q1 2025 New
Vanguard Malvern Fds
-
$1.42 Billion 0.2% of portfolio
-
Q1 2025 New
$0
$1.4 Billion 0.19% of portfolio
62,135
Q1 2025 Reduced 53.19%
$0
$1.35 Billion 0.19% of portfolio
36,785
Q1 2025 New
$0
$1.32 Billion 0.18% of portfolio
7,912
Q1 2025 Reduced 0.78%
$0
$1.31 Billion 0.18% of portfolio
6,100
Q1 2025 New
$7.4B
$1.27 Billion 0.18% of portfolio
17,310
Q1 2025 Added 536.4%
$452B
$1.33 Billion 0.18% of portfolio
12,290
Q1 2025 Reduced 8.7%
$0
$1.32 Billion 0.18% of portfolio
19,992
Q1 2025 Added 4,764.23%
$0
$1.26 Billion 0.18% of portfolio
51,527
Q1 2025 New
$15.5B
$1.21 Billion 0.17% of portfolio
9,036
Q1 2025 Added 10,786.75%
$0
$1.25 Billion 0.17% of portfolio
26,377
Q1 2025 Added 5,429.77%
$27.1B
$1.19 Billion 0.17% of portfolio
7,423
Q1 2025 Added 185,475.0%
Linde PLC
-
$1.26 Billion 0.17% of portfolio
-
Q1 2025 Added 7,644.44%
$121B
$1.22 Billion 0.17% of portfolio
6,358
Q1 2025 Reduced 13.07%
$21.3B
$1.24 Billion 0.17% of portfolio
16,542
Q1 2025 Added 984.01%
$3.29B
$1.14 Billion 0.16% of portfolio
11,234
Q1 2025 New
$0
$1.05 Billion 0.15% of portfolio
5,526
Q1 2025 Added 1.79%
$1.25B
$1.05 Billion 0.15% of portfolio
27,543
Q1 2025 Added 5,343.28%
Tidal Tr Ii
-
$1.05 Billion 0.15% of portfolio
-
Q1 2025 New
$7.78B
$1.12 Billion 0.15% of portfolio
34,114
Q1 2025 Added 1,033.36%
$7.24B
$1.03 Billion 0.14% of portfolio
18,161
Q1 2025 New
First Tr Exchange Traded Fd
-
$1.03 Billion 0.14% of portfolio
-
Q1 2025 New
$0
$991 Million 0.14% of portfolio
33,936
Q1 2025 Reduced 52.13%
$0
$994 Million 0.14% of portfolio
17,975
Q1 2025 Added 16,543.52%
$219B
$987 Million 0.14% of portfolio
7,848
Q1 2025 New
$0
$938 Million 0.13% of portfolio
14,979
Q1 2025 Added 540.4%
$8.4B
$923 Million 0.13% of portfolio
18,876
Q1 2025 Added 3,056.52%
$173B
$925 Million 0.13% of portfolio
11,388
Q1 2025 Added 432.4%
$32.9B
$931 Million 0.13% of portfolio
10,078
Q1 2025 Added 871.84%
$2.7B
$947 Million 0.13% of portfolio
20,765
Q1 2025 New

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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