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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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