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
$679 Million 0.09% of portfolio
16,932
Q4 2024 Reduced 7.96%
$0
$563 Million 0.08% of portfolio
13,596
Q4 2024 Reduced 0.8%
$0
$581 Million 0.08% of portfolio
26,761
Q4 2024 Added 20.89%
$0
$605 Million 0.08% of portfolio
4,354
Q4 2024 Reduced 2.66%
$140B
$583 Million 0.08% of portfolio
2,363
Q4 2024 Added 17.45%
$0
$581 Million 0.08% of portfolio
10,523
Q4 2024 Added 4.49%
$44.7B
$559 Million 0.08% of portfolio
5,550
Q4 2024 Added 115.95%
$0
$560 Million 0.08% of portfolio
6,003
Q4 2024 Added 28.85%
$0
$578 Million 0.08% of portfolio
15,016
Q4 2024 Reduced 14.84%
$0
$547 Million 0.08% of portfolio
21,836
Q4 2024 Reduced 5.39%
$0
$539 Million 0.08% of portfolio
12,525
Q4 2024 Added 43.41%
$171B
$551 Million 0.08% of portfolio
518
Q4 2024 Added 3.19%
$143B
$600 Million 0.08% of portfolio
1,652
Q4 2024 Added 16.17%
$9.35B
$474 Million 0.07% of portfolio
4,225
Q4 2024 Added 6.4%
$300B
$489 Million 0.07% of portfolio
7,875
Q4 2024 Reduced 59.8%
$0
$479 Million 0.07% of portfolio
29,410
Q4 2024 Added 60.28%
$0
$475 Million 0.07% of portfolio
21,156
Q4 2024 Reduced 22.86%
$97B
$517 Million 0.07% of portfolio
2,149
Q4 2024 Added 9.75%
$0
$488 Million 0.07% of portfolio
20,955
Q4 2024 Added 292.78%
$12.5B
$515 Million 0.07% of portfolio
6,453
Q4 2024 Added 12.03%
$0
$485 Million 0.07% of portfolio
21,604
Q4 2024 Reduced 11.37%
$0
$473 Million 0.07% of portfolio
14,075
Q4 2024 Reduced 9.72%
$51.6B
$528 Million 0.07% of portfolio
4,417
Q4 2024 Reduced 12.05%
$0
$486 Million 0.07% of portfolio
774
Q4 2024 Added 5.88%
$0
$497 Million 0.07% of portfolio
6,622
Q4 2024 Added 3.1%
$0
$534 Million 0.07% of portfolio
2,222
Q4 2024 Reduced 4.96%
$185B
$508 Million 0.07% of portfolio
12,823
Q4 2024 Reduced 7.07%
$19.9B
$418 Million 0.06% of portfolio
2,277
Q4 2024 Added 39.44%
$145B
$432 Million 0.06% of portfolio
1,011
Q4 2024 Added 2.54%
Direxion Hcm Tactical Enhanced Us ETF
-
$454 Million 0.06% of portfolio
-
Q4 2024 Reduced 2.88%
$1.31T
$419 Million 0.06% of portfolio
942
Q4 2024 Added 25.27%
$0
$405 Million 0.06% of portfolio
10,997
Q3 2024 Added 0.59%
$0
$463 Million 0.06% of portfolio
2,179
Q4 2024 Added 1.02%
$61.3B
$461 Million 0.06% of portfolio
887
Q4 2024 Added 22.18%
$0
$401 Million 0.06% of portfolio
11,735
Q4 2024 Added 15.67%
$0
$413 Million 0.06% of portfolio
8,089
Q4 2024 Added 31.49%
$0
$420 Million 0.06% of portfolio
22,701
Q4 2024 Reduced 3.38%
$171B
$376 Million 0.05% of portfolio
3,069
Q4 2024 Reduced 6.66%
$28.9B
$375 Million 0.05% of portfolio
1,708
Q4 2024 Added 30.88%
$0
$378 Million 0.05% of portfolio
9,302
Q4 2024 Reduced 2.59%
$0
$347 Million 0.05% of portfolio
3,002
Q2 2024 Added 36.33%
American Healthcare Reit Reit
-
$328 Million 0.05% of portfolio
-
Q4 2024 Added 86.12%
$0
$388 Million 0.05% of portfolio
9,687
Q4 2024 Added 29.38%
$0
$329 Million 0.05% of portfolio
3,746
Q4 2024 Added 73.67%
$0
$384 Million 0.05% of portfolio
2,966
Q4 2024 Added 24.99%
$8.86B
$386 Million 0.05% of portfolio
10,280
Q4 2024 Added 3.37%
$0
$386 Million 0.05% of portfolio
6,877
Q4 2024 Reduced 7.03%
$56.1B
$347 Million 0.05% of portfolio
1,883
Q4 2024 Added 155.15%
$147B
$329 Million 0.05% of portfolio
12,443
Q4 2024 Reduced 11.55%

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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