Coppell Advisory Solutions LLC has filed its 13F form on August 19, 2025 for Q2 2025 where it was disclosed a total value porftolio of $842 Billion distributed in 375 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Ser Tr Burney Us Factor Rot with a value of $58B, Listed Fds Tr with a value of $47B, First Tr Exchng Traded Fd Vi with a value of $32.8B, First Tr Ex Td Viii Ft Cboe Ve with a value of $24.6B, and Listed Fds Tr with a value of $21.2B.

Examining the 13F form we can see an increase of $280B in the current position value, from $562B to 842B.

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 $842 Billion
ETFs: $377 Billion
Technology: $82.6 Billion
Financial Services: $43.4 Billion
Consumer Cyclical: $37.7 Billion
Healthcare: $27.3 Billion
Communication Services: $20.8 Billion
Consumer Defensive: $15 Billion
Industrials: $13.5 Billion
Other: $30.3 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 375
  • Current Value $842 Billion
  • Prior Value $562 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 19, 2025
  • Form Type 13F-HR/A
  • Activity in Q2 2025
  • New Purchases 51 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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