Coppell Advisory Solutions Corp. Purchases in Q1 2024

Coppell Advisory Solutions Corp.

  • $531 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
2.65K
+ 72.91%
$168.47 - $182.98 $446K - $484K
6.28K $1.15B
XOM
Exxon Mobil Corp

Energy
4.78K
+ 85.63%
$96.8 - $116.24 $463K - $556K
10.4K $1.2B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
16.5K
New
$31.21 - $34.82 $515K - $575K
16.5K $575M
MCHP
Microchip Technology Inc

Technology
5.22K
+ 38.85%
$80.58 - $93.34 $421K - $487K
18.7K $1.67B
DEO
Diageo PLC

Consumer Defensive
4.65K
+ 109.41%
$137.5 - $154.69 $639K - $719K
8.9K $1.32B
INTC
Intel Corp

Technology
12K
New
$41.83 - $49.55 $500K - $592K
12K $528M
ADI
Analog Devices Inc

Technology
2.58K
+ 59.14%
$184.69 - $201.37 $477K - $520K
6.95K $1.37B
SECT
Sector 10, Inc.

ETFs
10.1K
New
$45.39 - $50.38 $457K - $507K
10.1K $507M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
6.42K
New
$76.25 - $80.1 $490K - $514K
6.42K $502M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.05K
+ 47.3%
$73.11 - $80.04 $369K - $404K
15.7K $1.25B
KO
Coca Cola CO

Consumer Defensive
7.39K
New
$58.91 - $61.24 $436K - $453K
7.39K $452M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.43K
New
$163.11 - $183.59 $396K - $446K
2.43K $444M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
10.7K
New
$36.74 - $40.97 $395K - $440K
10.7K $440M
SHW
Sherwin Williams CO

Basic Materials
1.2K
New
$295.77 - $347.33 $355K - $417K
1.2K $417M
SRLN
Ssga Active Trust

ETFs
9.5K
+ 76.54%
$41.64 - $42.11 $395K - $400K
21.9K $922M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
19K
+ 124.24%
$21.01 - $21.23 $399K - $403K
34.3K $725M
DE
Deere & CO

Industrials
984
New
$356.78 - $410.74 $351K - $404K
984 $404M
EMN
Eastman Chemical CO

Basic Materials
2.67K
+ 37.75%
$82.12 - $100.22 $219K - $267K
9.72K $975M
WMT
Walmart Inc.

Consumer Defensive
6.43K
New
$58.61 - $175.86 $377K - $1.13M
6.43K $387M
Direxion Shs ETF Tr
12.4K
New
N/A
12.4K $384M
UNH
Unitedhealth Group Inc

Healthcare
731
+ 92.77%
$472.6 - $545.42 $345K - $399K
1.52K $752M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.04K
New
$55.41 - $62.08 $335K - $375K
6.04K $375M
AMD
Advanced Micro Devices Inc

Technology
2.01K
New
$135.32 - $211.38 $272K - $425K
2.01K $363M
DUK
Duke Energy Corp

Utilities
3.74K
New
$90.65 - $99.39 $339K - $371K
3.74K $361M
LOW
Lowes Companies Inc

Consumer Cyclical
968
+ 52.81%
$210.55 - $261.0 $204K - $253K
2.8K $713M
RTX
Raytheon Technologies Corp

Industrials
3.67K
+ 64.94%
$85.02 - $97.53 $312K - $358K
9.31K $908M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
12.6K
New
$27.93 - $28.38 $352K - $358K
12.6K $358M
IWN
Ishares Russell2000 Val ETF

ETFs
2.16K
New
$145.61 - $158.81 $314K - $342K
2.16K $342M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
15.2K
+ 161.22%
$22.51 - $23.08 $343K - $351K
24.7K $561M
TSLA
Tesla, Inc.

Consumer Cyclical
1.84K
New
$162.5 - $248.42 $299K - $457K
1.84K $323M
IEMG
Ishares Inc

ETFs
6.16K
New
$47.6 - $51.96 $293K - $320K
6.16K $318M
ZHDG
Tidal ETF Tr Zega Buy & Hedge

ETFs
3.85K
+ 4.17%
$17.57 - $18.86 $67.6K - $72.5K
96K $1.81B
NOW
Service Now, Inc.

Technology
410
New
$671.87 - $812.94 $275K - $333K
410 $313M
CTAS
Cintas Corp

Industrials
454
New
$577.26 - $687.03 $262K - $312K
454 $312M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.62K
New
$102.91 - $114.96 $269K - $301K
2.62K $301M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
10.2K
New
$28.68 - $29.47 $293K - $301K
10.2K $298M
T
At&T Inc.

Communication Services
16.8K
New
$16.23 - $18.04 $272K - $303K
16.8K $295M
IWD
Ishares Russell 1000 Val ETF

ETFs
411
+ 5.39%
$161.84 - $179.11 $66.5K - $73.6K
8.04K $1.44B
NFLX
Netflix Inc

Communication Services
478
New
$468.5 - $629.24 $224K - $301K
478 $290M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
1.45K
+ 3.31%
$26.88 - $32.3 $38.9K - $46.7K
45.2K $1.46B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.87K
New
$39.04 - $42.23 $268K - $290K
6.87K $287M
Peakstone Realty Trust
17.7K
New
N/A
17.7K $286M
SPTL
Spdr Portfolio Long Term Treas

ETFs
10.2K
New
$27.25 - $28.98 $277K - $295K
10.2K $284M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.04K
New
$241.42 - $272.04 $251K - $282K
1.04K $282M
EVRG
Evergy, Inc.

Utilities
5.98K
+ 90.8%
$48.62 - $54.21 $291K - $324K
12.6K $671M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.12K
+ 82.22%
$41.98 - $42.63 $257K - $261K
13.6K $577M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.63K
New
$144.62 - $165.44 $235K - $269K
1.63K $268M
IGE
Ishares Tr North Amern Nat Res

ETFs
4.31K
+ 35.99%
$38.73 - $44.99 $167K - $194K
16.3K $733M
EFG
Msci Eafe Growth ETF

ETFs
2.52K
New
$93.77 - $104.85 $236K - $264K
2.52K $262M
Activity Summary
Buys All Purchases 219 New Holdings 110 Increased Positions 109 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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