Coppell Advisory Solutions LLC Portfolio Holdings

Coppell Advisory Solutions LLC

  • $680 Billion
  • Q3 2024

Coppell Advisory Solutions LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $680 Billion distributed in 1885 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 $47.1B, First Tr Enhanced Traded Fd Iv with a value of $30.9B, Tesla, Inc. with a value of $29.9B, Ft Cboe Vest S&P 500 Dividend with a value of $23.2B, and Walmart Inc. with a value of $22B.

Examining the 13F form we can see an increase of $73.3B in the current position value, from $606B to 680B.

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 $680 Billion
ETFs: $388 Billion
Technology: $64.3 Billion
Consumer Cyclical: $52.1 Billion
Healthcare: $40.2 Billion
Consumer Defensive: $34.6 Billion
Financial Services: $22.3 Billion
Energy: $16 Billion
Industrials: $15 Billion
Other: $33.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.1 Billion 6.93% of portfolio
1,037,851
Q3 2024 Added 337.68%
$0
$30.9 Billion 4.54% of portfolio
513,209
Q3 2024 Reduced 0.29%
$1.08T
$29.9 Billion 4.4% of portfolio
114,736
Q3 2024 Added 5,117.64%
$0
$23.2 Billion 3.41% of portfolio
427,287
Q3 2024 Added 1.96%
$237B
$22 Billion 3.24% of portfolio
276,238
Q3 2024 Added 1,069.26%
$514B
$21.1 Billion 3.11% of portfolio
125,213
Q3 2024 Added 4,425.23%
$562B
$20.4 Billion 3.01% of portfolio
35,127
Q3 2024 Added 2,430.76%
$0
$18.2 Billion 2.68% of portfolio
198,585
Q3 2024 Added 16.58%
$0
$18.1 Billion 2.66% of portfolio
606,514
Q3 2024 Added 2.21%
$0
$10.8 Billion 1.6% of portfolio
18,974
Q3 2024 Added 32.07%
$0
$10.2 Billion 1.51% of portfolio
481,975
Q3 2024 Added 18.99%
$0
$9.71 Billion 1.43% of portfolio
388,320
Q3 2024 Added 36.65%
$0
$8.35 Billion 1.23% of portfolio
183,693
Q3 2024 Added 26.51%
$3.1T
$7.49 Billion 1.1% of portfolio
17,493
Q3 2024 Reduced 7.64%
$3.68T
$7.44 Billion 1.09% of portfolio
32,647
Q3 2024 Reduced 77.44%
$0
$7.24 Billion 1.07% of portfolio
91,794
Q3 2024 Reduced 0.86%
$0
$6.9 Billion 1.02% of portfolio
76,159
Q3 2024 Reduced 1.31%
$0
$6.92 Billion 1.02% of portfolio
13,171
Q3 2024 Reduced 3.06%
$0
$6.5 Billion 0.96% of portfolio
62,558
Q3 2024 Reduced 2.49%
$0
$6.28 Billion 0.92% of portfolio
109,181
Q3 2024 Added 9.54%
$293B
$6.19 Billion 0.91% of portfolio
30,179
Q3 2024 Added 9,072.95%
$236B
$5.83 Billion 0.86% of portfolio
109,898
Q3 2024 Added 2,253.28%
$0
$5.56 Billion 0.82% of portfolio
69,214
Q3 2024 Added 0.15%
$0
$5.55 Billion 0.82% of portfolio
9,661
Q3 2024 Reduced 2.33%
$0
$5.33 Billion 0.78% of portfolio
91,596
Q3 2024 Added 0.0%
$232B
$5.22 Billion 0.77% of portfolio
10,132
Q3 2024 Added 2,580.42%
$706B
$4.61 Billion 0.68% of portfolio
21,886
Q3 2024 Added 3.61%
$2.07T
$4.57 Billion 0.67% of portfolio
24,320
Q3 2024 Added 52.88%
$0
$4.56 Billion 0.67% of portfolio
21,559
Q3 2024 Added 1.96%
$0
$4.55 Billion 0.67% of portfolio
67,717
Q3 2024 Added 39.21%
$0
$4.09 Billion 0.6% of portfolio
8,401
Q3 2024 Reduced 62.1%
$409B
$3.83 Billion 0.56% of portfolio
9,585
Q3 2024 Added 0.48%
$405B
$3.68 Billion 0.54% of portfolio
21,232
Q3 2024 Added 1.54%
$214B
$3.61 Billion 0.53% of portfolio
11,897
Q3 2024 Added 34.86%
$0
$3.12 Billion 0.46% of portfolio
28,021
Q3 2024 Reduced 13.51%
$0
$3.15 Billion 0.46% of portfolio
79,901
Q3 2024 Added 3.18%
$111B
$3.14 Billion 0.46% of portfolio
37,598
Q3 2024 Reduced 0.98%
$0
$3.15 Billion 0.46% of portfolio
53,086
Q3 2024 Added 16.0%
$364B
$3.12 Billion 0.46% of portfolio
25,727
Q3 2024 Reduced 89.75%
Vanguard Allwrld Ex Us ETF
-
$3.14 Billion 0.46% of portfolio
-
Q3 2024 New
$411B
$3.03 Billion 0.45% of portfolio
3,426
Q3 2024 Reduced 11.04%
$0
$3.08 Billion 0.45% of portfolio
16,063
Q3 2024 Added 54.33%
$0
$3.05 Billion 0.45% of portfolio
66,382
Q3 2024 Reduced 12.71%
$0
$3.07 Billion 0.45% of portfolio
11,718
Q3 2024 Reduced 0.79%
$0
$2.97 Billion 0.44% of portfolio
123,094
Q3 2024 Added 5.16%
Ft Vest Us Equity Max Buffer ETF
-
$2.98 Billion 0.44% of portfolio
-
Q3 2024 Added 15.85%
$0
$2.89 Billion 0.43% of portfolio
26,154
Q3 2024 Reduced 16.88%
$0
$2.92 Billion 0.43% of portfolio
35,456
Q3 2024 Reduced 3.01%
$0
$2.94 Billion 0.43% of portfolio
115,669
Q3 2024 Reduced 13.61%

Summary

  • Portfolio
  • No. of Stocks 1,885
  • Current Value $680 Billion
  • Prior Value $606 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 194 stocks
  • Additional Purchases 431 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 430 stocks
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