Coppell Advisory Solutions Corp. Portfolio Holdings

Coppell Advisory Solutions Corp.

  • $531 Billion
  • Q1 2024

Coppell Advisory Solutions Corp. has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $531 Billion distributed in 267 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 $62.3B, First Tr Enhanced Traded Fd Iv with a value of $32.5B, Ft Cboe Vest S&P 500 Dividend with a value of $21.4B, Jpmorgan Chase & CO with a value of $15.6B, and Nvidia Corp with a value of $13.8B.

Examining the 13F form we can see an increase of $226B in the current position value, from $305B to 531B.

Coppell Advisory Solutions Corp. is based out at Coppell, TX

Below you can find more details about Coppell Advisory Solutions Corp. portfolio as well as his latest detailed transactions.

Portfolio value $531 Billion
ETFs: $361 Billion
Technology: $37.2 Billion
Financial Services: $27.8 Billion
Consumer Cyclical: $22.5 Billion
Communication Services: $19.8 Billion
Healthcare: $14.5 Billion
Consumer Defensive: $11.9 Billion
Industrials: $10.1 Billion
Other: $22.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$720B
$15.6 Billion 2.94% of portfolio
77,837
Q1 2024 Added 464.45%
$354B
$13.8 Billion 2.6% of portfolio
15,292
Q1 2024 Added 63.11%
$1.29T
$13.1 Billion 2.47% of portfolio
26,965
Q1 2024 Added 134.17%
$2.06T
$12.5 Billion 2.36% of portfolio
69,383
Q1 2024 Added 825.11%
$3.09T
$7.04 Billion 1.33% of portfolio
16,735
Q1 2024 Added 2.84%
$3.62T
$4.66 Billion 0.88% of portfolio
27,168
Q1 2024 Reduced 18.02%
$402B
$3.77 Billion 0.71% of portfolio
23,243
Q1 2024 Added 38.59%
$418B
$3.37 Billion 0.63% of portfolio
8,775
Q1 2024 Added 63.9%
$66.8B
$2.96 Billion 0.56% of portfolio
2,235
Q1 2024 Added 443.8%
$401B
$2.92 Billion 0.55% of portfolio
3,979
Q1 2024 New
$282B
$2.77 Billion 0.52% of portfolio
47,851
Q1 2024 Added 30.09%
$316B
$2.61 Billion 0.49% of portfolio
16,562
Q1 2024 Added 70.92%
$230B
$2.55 Billion 0.48% of portfolio
19,841
Q1 2024 Added 111.95%
$154B
$2.42 Billion 0.46% of portfolio
11,776
Q1 2024 Added 49.92%
$189B
$2.44 Billion 0.46% of portfolio
56,304
Q1 2024 Added 58.58%
$111B
$2.27 Billion 0.43% of portfolio
30,997
Q1 2024 Added 62.0%
$215B
$2.22 Billion 0.42% of portfolio
7,865
Q1 2024 Added 65.54%
$203B
$2.2 Billion 0.41% of portfolio
19,335
Q1 2024 Added 45.99%
$41B
$2.15 Billion 0.41% of portfolio
28,082
Q1 2024 Added 63.97%
$47.3B
$2.2 Billion 0.41% of portfolio
10,317
Q1 2024 Added 52.46%
$143B
$2.16 Billion 0.41% of portfolio
16,974
Q1 2024 Added 29.03%
$235B
$2.12 Billion 0.4% of portfolio
31,679
Q1 2024 Added 49.46%
$152B
$2.1 Billion 0.4% of portfolio
7,371
Q1 2024 Added 51.51%
$403B
$2.07 Billion 0.39% of portfolio
13,077
Q1 2024 Added 47.26%
$34.9B
$1.86 Billion 0.35% of portfolio
34,290
Q1 2024 Added 2.13%
$223B
$1.78 Billion 0.34% of portfolio
5,148
Q1 2024 Added 92.59%
$375B
$1.76 Billion 0.33% of portfolio
46,529
Q1 2024 Added 45.79%
$74.1B
$1.71 Billion 0.32% of portfolio
38,362
Q1 2024 Added 23.55%
$34.7B
$1.67 Billion 0.32% of portfolio
18,656
Q1 2024 Added 38.85%
$62B
$1.45 Billion 0.27% of portfolio
5,791
Q1 2024 Added 38.84%
$83.9B
$1.42 Billion 0.27% of portfolio
8,794
Q1 2024 Added 248.55%
$219B
$1.41 Billion 0.27% of portfolio
8,059
Q1 2024 Added 82.5%
$106B
$1.37 Billion 0.26% of portfolio
6,948
Q1 2024 Added 59.14%
$67.3B
$1.32 Billion 0.25% of portfolio
8,900
Q1 2024 Added 109.41%
$244B
$1.29 Billion 0.24% of portfolio
9,799
Q1 2024 New
$33.4B
$1.28 Billion 0.24% of portfolio
15,950
Q1 2024 Reduced 6.88%
$43.5B
$1.24 Billion 0.23% of portfolio
93,279
Q1 2024 Added 661.83%
$497B
$1.2 Billion 0.23% of portfolio
10,362
Q1 2024 Added 85.63%
$1.05T
$1.19 Billion 0.22% of portfolio
7,899
Q1 2024 Added 238.72%
$29.3B
$1.13 Billion 0.21% of portfolio
17,971
Q1 2024 New
$12.7B
$1.01 Billion 0.19% of portfolio
18,573
Q1 2024 New
$62.6B
$940 Million 0.18% of portfolio
3,233
Q1 2024 New
$325B
$968 Million 0.18% of portfolio
3,215
Q1 2024 Reduced 4.94%
$12.2B
$975 Million 0.18% of portfolio
9,724
Q1 2024 Added 37.75%
$81.7B
$949 Million 0.18% of portfolio
1,150
Q1 2024 New
$174B
$908 Million 0.17% of portfolio
9,311
Q1 2024 Added 64.94%
$609B
$876 Million 0.17% of portfolio
2,084
Q1 2024 New
$506B
$818 Million 0.15% of portfolio
2,932
Q1 2024 New
$554B
$752 Million 0.14% of portfolio
1,519
Q1 2024 Added 92.77%

Summary

  • Portfolio
  • No. of Stocks 267
  • Current Value $531 Billion
  • Prior Value $305 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 110 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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