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
$292B
$221 Million 0.04% of portfolio
1,212
Q1 2024 Reduced 26.05%
$14.8B
$222 Million 0.04% of portfolio
1,441
Q1 2024 Added 28.89%
$236B
$233 Million 0.04% of portfolio
4,670
Q1 2024 Reduced 70.76%
$1.07B
$207 Million 0.04% of portfolio
15,482
Q1 2024 New
$6.89B
$203 Million 0.04% of portfolio
13,751
Q1 2024 Added 0.18%
$79.5B
$218 Million 0.04% of portfolio
1,363
Q1 2024 New
$4.72B
$218 Million 0.04% of portfolio
11,622
Q1 2024 Reduced 14.03%
$1.57B
$80.8 Million 0.02% of portfolio
10,000
Q1 2024 New
$1.36B
$114 Million 0.02% of portfolio
15,118
Q1 2024 Added 7.99%
$47.9B
$37.3 Million 0.01% of portfolio
14,392
Q1 2024 New
-
$64.8 Million 0.01% of portfolio
-
Q1 2024 New
$1.73B
$29.6 Million 0.01% of portfolio
17,500
Q1 2024 Added 16.67%

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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